TFTC on Nostr: Jeff Walton: "Our balance sheet needs to go up about 5.5% annually to pay the ...
Jeff Walton: "Our balance sheet needs to go up about 5.5% annually to pay the dividends forever. The money supply is growing at 6.7% annually. We are underwriting the next 8 to 10 years of Bitcoin to go up 30 to 35% compound annual growth rate."
Coffeezilla: "It's not going to do that."
Walton: "That's just a disagreement. The world's never seen a fixed supply asset. The supply of Bitcoin is asymptotically approaching zero. You've got ETFs growing rapidly, institutions coming in, credit being issued against it. The entire credit market is $300 trillion. This is the biggest total addressable market on the planet."
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