diff --git a/evangelism/episodes/ideas_for_next_episodes.md b/evangelism/episodes/ideas_for_next_episodes.md index 1764287..de3abde 100644 --- a/evangelism/episodes/ideas_for_next_episodes.md +++ b/evangelism/episodes/ideas_for_next_episodes.md @@ -1,39 +1,8 @@ -- Discuss the following quote from the Fiat Standard - - > While many - people would be tempted to exit fiat debt entirely and shift to holding hard - bitcoin savings, the continued existence and wide availability of fiat debt - will offer a strong incentive to borrow fiat and use it to accumulate bitcoin. - One of the smartest and most far-seeing analysts of bitcoin, Pierre - Rochard, had identified this phenomenon as early as 2013, outlining how - bitcoin allows investors worldwide to carry out a speculative attack on all - national currencies similar to what George Soros and beneficiaries of low - interest rate lending have been doing to weak national currencies for - decades, with spectacular success. The speculative attack strategy is to - borrow the weak currency, and use the proceeds to buy the stronger - currency. As the borrowing of the weak currency causes an increase in its - supply, selling it to buy the strong currency causes a decrease in demand - for it, and results in the decline of its value next to the stronger currency. - This reduces the value of the loan the attacker owes, and increases the - value of the currency he holds, a highly lucrative combination. With bitcoin - a harder currency than all national currencies, it could serve as the perfect - launchpad for attacks against national currencies. It is a natural evolution - of the interaction between the two forms of money: hard bitcoin is - optimized for appreciating as it is held, while fiat is optimized for devaluing - as it is inflated and lent. The likelihood of speculative attacks casts doubt - on the monetary upgrade scenario discussed above. How long can fiat - survive if people can keep inflating its supply by borrowing it to buy harder - bitcoin? We have never seen a similar situation and it is hard to estimate how this will unfold. - -- For episode 6: we got our altitude, now get ready to glide to our destination -- Make a series on the planning behind Operation Saylor - - On why it makes sense to borrow in weak currency to buy strong assets - - On the simulation of it - - On why it's not such a big deal. People take crazy loans to buy houses, acquire cars and pay for weddings. - Buying a hard asset is unlikely to "go to zero", and it's rather more probable to simply lose a small % of the - total value. - - Show the simulation notebook -- On orange pilling friends and family -- Compare the decentralized nature of marijuana production and consumption -- Talk about the V for Vendetta movie, perhaps Matrix as well? -- Present my crazy idea on tipping sats on students \ No newline at end of file +- Introduce the exit value metric. (Episode 22) +- Formalize the success measurement metrics: (Episode 23) + - Final exit value + - Time in positive exit value + - Percentage of positive exit value against DCA exit value + - Integral of exit value through trapezoidal rule for approximation (https://www.youtube.com/watch?v=1p0NHR5w0Lc) +- Compare the success of Operation Saylor against Operation Pleb (DCA strategy) (Episode 24) +- Simulate what would have happened (Episode 36) diff --git a/register.xlsx b/register.xlsx index e1c5714..33cc960 100644 Binary files a/register.xlsx and b/register.xlsx differ