Somewhat related: is there a source where plebs can find the 4-year sharpe ratio of bitcoin? Willy Woo had a chart with this information but it has stopped updating in 2022. https://charts.woobull.com/bitcoin-risk-adjusted-return/

This. 🔥

💯 👏🏾👏🏾

The energy angle is interesting here as well. Massive infrastructure is being built out that may become idle with efficiency gains in AI. What can you do profitably with idle power generation capacity?

I haven't used the term hurdle rate, but my number one question to people about "diversification" is what basket of assets can beat #bitcoin's cagr? The first thing they struggle with is the idea that something can grow 20% annually indefinately. That's mindbending for just about everyone. Then ...

if bitcoin is the 'risk free rate of return', which i think it is, the hurdle rate for everything else is quite high