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#4: Gaz Larking - A Value Investor's Approach to Bitcoin
Description
Gary Larking (Twitter handle: @GazLarking) is a straight-talking Bitcoiner who has done the work and is able to articulate the why Bitcoin case to beginners better than most. His blended background of computer science and engineering has no doubt equipped Gary to develop a sound and cogent Bitcoin thesis from first principles.
He is probably one of the most under-appreciated voices in the Australian Bitcoin community and it was a pleasure talking all things value investing, Bitcoin, macro and crypto with the legend that is Gaz Larking.
Time Stamps
1:50 Gary’s Bitcoin origin story
4:45 Gary’s mental model for investments and Bitcoin
13:00 The common thread among Bitcoiners
21:31 Drinking the Bitcoin Kool-Aid and the risks facing Bitcoin
27:10 The relevance of price
32: 00 Current macro conditions
37:34 Inflation experiences around the world
50:03 How crypto is different to Bitcoin
1:05 Recommended texts