Bitcoin's Bull Market Signal Is Hiding In Its Loan Book |
@cryptonomista from
@hodlwithLedn
00:00 What Bitcoin Borrowers Are Doing During This Volatility
03:18 How Borrowers Defended Loans Through the Selloff
06:05 Record Margin Debt and the Cost of Leverage
08:31 Bitcoin-Backed Loans vs. Stock Margin Loans
12:00 Why Bitcoin Is Becoming Pristine Collateral
13:47 Liquidation Thresholds
16:58 Could Options Push Bitcoin Above $95K?
20:20 Tokenized Gold and Borrowing Against Gold
22:16 Why Gold’s Biggest Problem Is Geography
25:42 From Analog Gold to Digital Gold