The First Inning of a Nine-inning Game - Why Bitcoin and Cryptocurrencies are Just Getting Started

in bitcoin •  7 years ago 

I'm working on a couple things at Metacoin HQ - keen study of the markets, writing about Bitcoin, and creating products that help people profit. (I do hope you'll check the site out - I have fun writing for it, and I hope that shows in the content.)
MC Light Blue Background Logo.jpg

Now, let's talk about the other thing that I spend my time doing: explaining why Bitcoin and Cryptocurrencies are nowhere near a bubble.

Just today, knee-deep in research, I heard a couple things that caught my attention:

Money on Two Sides of the Spectrum That Isn't In the Game Yet

Mark Hart shares his views in this interview clip:

One side, he says, is the hedge fund managers (few invested in crypto) and the hedge funds themselves (fewer still). The other side: not the unbanked, but those with mobile phones but no digital wallet. Stats are all over the map, but if you use the theory that 14 million Bitcoin wallets exist...there's room to grow. For the whole industry.

"Millionaire Conversations" have turned into "Billionaire Conversations"

Greg Wilson, writing in today's The Palm Beach Letter, recounts his story from the recent Consensus conference, where he heard the following from Michael Moro at Genesis Global Trading:

"In the last six weeks, I’ve gone from having millionaire conversations to billionaire conversations. There’s plenty of money still left to be deployed.

Japan, Money Wall, OMG

That's a little less technical than Wilson puts it; Wilson detailed regulation in Japan that allows Bitcoin and other cryptocurrencies to move much more rapidly through the economy. It's accepted as legal tender, and Japanese investors have already taken notice.

Wilson shared this quote from Brian Kelly, one of the pioneering Bitcoin investors:

*"Japan’s regulation is big news. Japan does $10 trillion in foreign exchange trading quarterly. That liquidity is coming to cryptocurrencies."

Contagion used to be a negative when Japan was mentioned; now, it's potentially one of the most positive developments: consumer adoption, enabled by a forward-thinking government.

Baseball Games are Nine Innings Long...

Can you see why we might still be in the first inning?

Authors get paid when people like you upvote their post.
If you enjoyed what you read here, create your account today and start earning FREE STEEM!
Sort Order:  

Agreed, btc and ethereum are long term holds!

HODLer here, too.

As always, good content Dave.

I'm headed back to Japan at the end of the month and am going to be doing a lot of investigating/reporting on bitcoin and crypto there. I'll be posting everything on steemit.

Many average Japanese are still nervous about crypto because of Mt. Gox. A very famous comedian trash talked bitcoin on his show recently after he lost his investment because of Mt. Gox. Having said that, it seems there's no stopping it in Japan.

I think we've all learned to avoid the single point of failure, so we have Mt. Gox to thank for that.

Can't wait to see your chronicles from Japan.

I'm kind of confused by people who celebrate cryptocurrency-related legislation as good news. Isn't it a sign that governments are decreeing themselves capable of controlling this stuff? And isn't the wild west-ness and decentralization what many people celebrate about this stuff?

Please help me understand the mindset here.

I think it depends on the kind of legislation.

Let's take the Winkelvoss SEC ruling: I believe that had the opposite effect, long-term, driving more traffic to BTC and to other currencies because they would continue to be out of the purview of the US government and large investors.

So that was worth celebrating, to me, even though the market "tanked" on the immediate news. (I actually bought BTC the day before at 1300; it dropped to 900. As we know, it came back.)

I think Japan's case is likely one where the government is actually committed to making this "stuff" easier and more consumer-friendly.

But yeah, you could argue both sides of this equation. Good debate.