BREAKDOWN: Vijay Boyapati’s Four Mental Models for Valuing Bitcoin

From “Tulip Mania” to “the World’s Reserve Currency,” these valuation models show the full range of bitcoin’s long-term possibilities. 

This episode is sponsored by Crypto.com and Nexo.io.

Vijay Boyapati’s “The Bullish Case for Bitcoin” is one of the most influential articles in the history of the industry – even being assigned reading from MicroStrategy’s Michael Saylor as he tried to convince his board on the merits of what would become its big bitcoin move. 

In this conversation with NLW, Vijay discusses his recent thinking around four valuation frameworks that help us understand 1) how people see bitcoin’s upside potential and 2) the likely values they suggest for bitcoin. We also discuss why state-level attacks are Vijay’s biggest concern for bitcoin’s future.

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