Is bitcoin an inflation hedge??

Discussion in 'Crypto Assets' started by S2007S, Mar 6, 2024.

  1. Baron

    Baron ET Founder

    It's so annoying when I hear somebody say...

    "Well if you take out rent, and take out food, and take out energy, inflation is almost non-existent!"

    Like the average person has the luxury of ignoring all of their biggest monthly expenses. It's so stupid.
     
    #11     Mar 7, 2024
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  2. Pekelo

    Pekelo

    2 problems with your logic:

    1. What if it never drops to 10K? Then you are missing out.
    2. What if you hedge at 60K and it drops to 20K? Remember, people want to hedge all the time, not just in certain years.

    You assume just because something happened 7 times it would happen the 8th time too. It ain't the sunrise...
     
    Last edited: Mar 7, 2024
    #12     Mar 7, 2024
  3. I come from the view point that if bitcoin doesn't go to zero and cease to exist, then it will continuously reach ath's. This has been as dependable as the sun rising every morning. I am a million percent certain that if bitcoin doesn't go to zero it will go to 1 million.
     
    #13     Mar 7, 2024
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  4. Pekelo

    Pekelo

    What if it fluctuates between 10K and 100K (or 200K if you wish) for the next decade? Life isn't binary or black and white. Your assumption is just silly. Neither endpoints are realistic.

    If you are so sure, you should own BTC ETF calls, instead of BTC itself, way more bang for your money...
     
    #14     Mar 7, 2024
  5. johnarb

    johnarb

    Bitcoin is the hardest money in the history of the world and it's not a hedge but the solution to all fiat currency debasement

    The more fiat they print, the more valuable bitcoin becomes

    Bitcoin will go to $100k, then $500k, then $1M, then $10M, and higher

    Everything is explained in the book The Bitcoin Standard, you can download it for free, just google it
     
    #15     Mar 7, 2024
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  6. Yes, I buy leaps all the time... Not going to buy one at these levels though. I'll wait for some sort of capitulation.
     
    #16     Mar 7, 2024
  7. S2007S

    S2007S


    I agree. I hear it on every inflation report. Every month it's the same thing. Stripping out food and energy. ...

    I have friends with energy bills of 500 to 1000 a month! .
     
    #17     Mar 7, 2024
  8. Well technically rent isn't increasing because of inflation, its increasing because mortgage rates have quadrupled.
     
    #18     Mar 7, 2024
  9. The answer is no in the traditional finance sense. But there is more to the story…

    a hedge typically implies negative correlation. So in that sense no, it’s not a hedge that something like TIPs is to inflation. It won’t directly offset the move.

    over time, however, with bitcoins finite supply and increasing demand (look at etf flows if you have doubts) will make it greatly outperform inflation over long time frames.

    I’d frame it more like a long term way to keep (and increase) purchasing power as opposed to a direct hedge in the traditional diversification/risk management sense.

    my 2 cents
     
    #19     Mar 7, 2024
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