Bitcoin Valuation

BitGo launched an IPO for 11.8 million Class A shares, priced $15–$17 each, with a 30-day option for 1.77 million additional shares.

Polymarket, the world’s largest crypto-based prediction market, is returning to the U.S. under full CFTC regulation.

Kalshi has raised $300 million in new funding at a $5 billion valuation and will soon open access to people in 140 countries.

Jurrien Timmer, Director of Global Macro at Fidelity Investments, recently shared Bitcoin valuation models based on adoption curves and monetary policy scenarios, offering his perspective on the asset’s maturing role as both a network and a monetary innovation.

Unpacking the Incoherence and Hubris of Modern Monetary Theory and Its Intersection with CBDCs and Bitcoin

Former Twitter CEO Jack Dorsey predicts Bitcoin could reach at least $1 million by 2030, citing Bitcoin's collaborative ecosystem and growing mainstream adoption as key price drivers.

This model for valuing bitcoin can help us understand its growth potential by using political, economic, social, technology, legal and environmental factors.

While bitcoin’s price might be “down,” the metrics that indicate the growth of Bitcoin are on a true course to the positive.

Knowing that I control my money is a type of peace of mind that cannot be provided by a fully “stable” monetary good controlled by central bankers.

The realized price of bitcoin is around $24,000 and a lack of long-term holder capitulation means there is potentially more downside to come.