Onramp Webinar Series E001: Bitcoin’s Full Potential Valuation
May 8, 2024
The Onramp Webinar Series is a forum from Onramp for investors and advisors to explore the bitcoin thesis, its valuation, and how the asset fits into portfolios. This session draws on Onramp's own research report.
This session of the Onramp Webinar Series, originally recorded in December 2023, features Onramp co-founder Jesse Myers and chief strategy officer Brian Cubellis with Mark Connors, Head of Research at 3iQ. They walk through Onramp's research report on bitcoin's full potential valuation, covering how bitcoin compares to the global asset landscape, valuation methodologies, store-of-value competition, and custodial considerations. This session is educational and is not investment advice.
Chapters
0:00 - Introduction to the Onramp Webinar Series 5:45 - Bitcoin's full potential valuation 16:45 - BTC vs the global asset landscape 22:28 - Valuation methodologies for bitcoin 32:18 - A message from Onramp 33:13 - Store-of-value competition 41:00 - Inflation’s impact on bitcoin’s nominal potential 47:22 - ETFs & their impact on bitcoin 57:47 - Custodial considerations for bitcoin vehicles 1:04:42 - The urgency for advisors to adopt bitcoin
Frequently Asked Questions
Who are the speakers in this webinar?
Onramp co-founder Jesse Myers and chief strategy officer Brian Cubellis are joined by Mark Connors, Head of Research at 3iQ (0:00).
What report does the session cover?
The speakers walk through Onramp's research report on bitcoin's full potential valuation and its valuation methodologies (5:45). This is the show's framing, not investment advice from Onramp.
How does the session compare bitcoin to other assets?
The discussion places bitcoin against the global asset landscape and store-of-value competition, and considers inflation's impact (16:45).
What else does the webinar address?
Later segments cover the impact of ETFs, custodial considerations for bitcoin vehicles, and the case for advisors to consider bitcoin (47:22).
This episode is editorial and educational content. Onramp does not provide tax, legal, or investment advice. Bitcoin is volatile and may lose value. Past performance does not guarantee future results.