Bitcoin Marketcap

$1.15T

Gold Marketcap

$14.47T

BTC Settlement Volume (24hr)

$12.90B

BTC Inflation Rate (next 1yr)

1.17%

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KEY MARKETS

24hr change

Bitcoin

$60,964  πŸ“‰

 

-4.05%


S&P 500

5,013  πŸ“‰

-29.44

-0.58%


Gold

$2,380  πŸ“‰

-$4.87

-0.2%


Silver

$28.45  πŸ“ˆ

+$0.06

+0.20%


Euro

$1.0681  πŸ“ˆ

+$0.01

+0.52%


Yen

Β₯154.29  πŸ“‰

-Β₯0.29

-0.18%


Renminbi (CNY)

Β₯7.2393   

+Β₯0.00

+0.02%


Oil (WTI)

$81.79  πŸ“‰

-$3.28

-3.86%


BITCOIN STATS

Bitcoin Marketcap

$1.15T


BTC Inflation Rate (next 1yr)

1.17%


% Supply Issued

90.03%


BTC Settlement Volume (24hr)

$12.90B


Real Exchange Volume (24hr)

$28.95B


Active Addresses

1.02M


Mining Reward Value (24hr)

$55.8M


GBTC Premium

293.41%


MSTR Premium

68.58%


BTC Down From ATH

17.40%


BTC Up From Cycle Low

1.87%


RATES & YIELDS

24hr change

UST 3mo

5.45%  πŸ“ˆ

+0

0%


UST 2yr

4.93%  πŸ“ˆ

+0.05

+1.02%


UST 10yr

4.63%  πŸ“ˆ

+0.13

+2.89%


UST 30yr

4.74%  πŸ“ˆ

+0.13

+2.82%


Fed Funds (EFFR)

5.33%  πŸ“ˆ

+0

0%


US 10yr Breakeven Inflation

2.39%  πŸ“‰

-0.04

-1.65%


Real Rate (10yr)

2.20%  πŸ“ˆ

+0.13

+6.28%


RATIOS

24hr change

Gold:BTC (marketcap)

12.55x   

+0.47

+3.92%


M2:BTC (marketcap)

18.03x   

+0.71

+4.12%


BTC:Oil (price)

744.94x   

-1.17

-0.16%


Gold:Oil (price)

29.06x   

+1.04

+3.71%


US GOVERNMENT STATS

30-day change

Federal Reserve Balance Sheet

$7.44T  πŸ“‰

 

-1.38%


M1 Money Supply

$17.94T  πŸ“‰

 

-0.25%


M2 Money Supply

$20.78T  πŸ“ˆ

+$1.80B

+0.01%


BTC ROI

Bitcoin & Traditional Assets ROI (vs USD)

BTC vs Traditional Assets ROI:

 

Bitcoin

Gold

S&P 500

1 year:

+111%

+19%

+21%

2 year:

+48%

+22%

+13%

3 year:

+9%

+34%

+21%

4 year:

+777%

+41%

+77%

5 year:

+1,052%

+86%

+73%

6 year:

+615%

+78%

+88%

7 year:

+4,927%

+85%

+113%

8 year:

+13,639%

+91%

+139%

9 year:

+25,990%

+99%

+139%

10 year:

+12,121%

+85%

+167%

11 year:

+49,803%

+68%

+222%

12 year:

+1.2 million%

+45%

+265%

13 year:

+4.7 million%

+58%

+275%

14 year:

+2.0 billion%

+107%

+313%

https://casebitcoin.com

Data Source: Messari.io, bitcoincharts.com

What is it: This shows bitcoin's ROI vs other potential inflation hedge assets.

Why it matters: As with the historical bitcoin price table, we see bitcoin's extreme outperformance vs other assets here as well. Bitcoin's relatively small size, plus fundamental properties, yield extreme outperformance when even relatively small funds-flows find their way to BTC.

BTC DAYS ABOVE PRICE

Bitcoin Price Closing History by Level

Days Bitcoin Closed Above:

Price

Days Above

% of Bitcoin's Life

$70,000

10

0.18%

$60,912

81

1.45%

$60,000

90

1.61%

$50,000

209

3.74%

$40,000

460

8.24%

$30,000

705

12.63%

Data Sources: Messari.io, bitcoincharts.com

What is it: This the number of days in which bitcoin "closed" (trading level at midnight UTC) above various price levels.

Why it matters: This can give a sense of where bitcoin is currently trading relative to past cycles.

SHARPE 5yr

DOUBLING TIME

THE BITCOIN LIBRARY

4 Jan 2021 | Anthony Scaramucci | Price when published: $32,457 (ROI since: +87.83%)

SkyBridge Bitcoin Fund - Investment Deck

Filed under: topic icon fundamentals  medium icon reports

The SkyBridge Bitcoin Fund Investment Deck walks through the investment case for Bitcoin in an easy to understand, and comprehensive manner. Slide topics include:

- Why Bitcoin Now
- Money is Technology
- What is Bitcoin
- Regulatory and Infrastructure Developments
- Respectability: Wall Street Embraces Bitcoin
- Bitcoin in 2020: Gradually and Then Suddenly
- Bitcoin as a Monetary Life Raft
- Bitcoin: A Vast Improvement Over Gold
- Bitcoin is Gold 2.0
- Bitcoin vs Gold - Market Capitalization
- Exponential Growth
- Ideal Macroeconomic Backdrop
- The Fed Killed the 60/40 Portfolio. What Now?
- Bull Market Catalyst - The Halving Cycle
- More Buyers than Sellers
- SkyBridge Expects a Tidal Wave of Institutional Capital
- Misconceptions About Bitcoin
- Bears and Skeptics
- Risk Considerations
- How and Where to Buy It

EXCERPT

SkyBridge Bitcoin Deck


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