Brief Crypto 2 sources • Published 5 days ago

Bitwise model puts bitcoin fair value at $224,000 as sovereign-default hedge

The figure is from a theoretical model proposed by Greg Foss in 2021 that treats bitcoin as a credit default swap on G20 sovereign bonds. A sovereign default-risk model estimates Bitcoin’s fair value at $224,000, as rising debt risks and bond-market stress could strengthen the asset’s long-term investment case.
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Key Points
  • The figure is from a theoretical model proposed by Greg Foss in 2021 that treats bitcoin as a credit default swap on G20 sovereign bonds. S1
  • A sovereign default-risk model estimates Bitcoin’s fair value at $224,000, as rising debt risks and bond-market stress could strengthen the asset’s long-term investment case. S2
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