The Last Trade E025: Deep Dive on Bitcoin’s Full Potential Valuation with Dylan LeClair
November 10, 2023
The Last Trade is a weekly market and macro show from Onramp Media, hosted by Marty Bent, Jesse Myers and Michael Tanguma with a rotating guest. This episode features Dylan LeClair and a valuation discussion led by Jesse Myers. Onramp Media produces the series.
On this episode of The Last Trade, from Onramp Media, hosts Marty Bent, Jesse Myers and Michael Tanguma are joined by Dylan LeClair. The roundtable discusses a recent price move and spot ETF developments, bitcoin adoption, and a framework Jesse Myers presents for bitcoin's long-term potential valuation. The group also reacts to that analysis and touches on the prospect of an Ether ETF. The Last Trade is editorial commentary from Onramp Media and is not investment advice.
Chapters
0:00 - Intro 1:54 - Price pump and ETF 23:51 - Bitcoin adoption 50:57 - Message from Onramp 51:22 - Bitcoin’s full potential valuation 1:09:48 - Roundtable takes on Jesse’s analysis 1:25:26 - Eth ETF 1:31:48 - Unfortunate nomenclature 1:37:57 - Wrapping up
Frequently Asked Questions
Who is the guest on The Last Trade episode 25?
Dylan LeClair joins hosts Marty Bent, Jesse Myers and Michael Tanguma for a roundtable discussion (00:00).
What does the episode say about ETFs?
The group discusses a recent price move and the spot ETF (01:54) and the prospect of an Ether ETF (1:25:26).
What valuation framework is discussed in the episode?
Jesse Myers presents a framework for bitcoin's long-term potential valuation, which the roundtable then debates (51:22, 1:09:48). This is the show's framing, not investment advice from Onramp.
Does the episode discuss bitcoin adoption?
Yes. The conversation covers bitcoin adoption before turning to the valuation discussion (23:51).
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.