Episode Details

EP22_Timothy_Peterson_Part2_Metcalfe's Law tells you how networks grow. It's users squared

Published 4 years ago

In this episode of Navigating Bitcoin’s Noise, I am joined by Timothy Peterson of Cane Island Alternative Advisors. To discuss the power and importance of network effects in cryptocurrencies. As the economy has transitioned to a digitized world driven by math, Metcalfe’s Law has become a very important component of financial modeling and understanding its relationship to investor psychology. Tim has spent years researching and understanding Metcalf’s work and how it applies to Bitcoin, financial markets, and money.

If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.

Resources:
Noise by Fisher Black - https://onlinelibrary.wiley.com/doi/epdf/10.1111/j.1540-6261.1986.tb04513.x

The Signal and the Noise by Nate Silver - https://www.amazon.com/Signal-Noise-Many-Predictions-Fail-but/dp/0143125087

Finance: The History of Money - https://youtu.be/YCN2aTlocOw

Narrative Economics by Robert Shiller - https://www.amazon.com/Narrative-Economics-Stories-Economic-Events/dp/0691182299

Kane McGukin
Twitter: https://twitter.com/kanemcgukin
https://kanemcgukin.substack.com

Timothy Peterson
Twitter: https://twitter.com/nsquaredmacro
Research: https://papers.ssrn.com/sol3/cf_dev/AbsByAuth.cfm?per_id=2848613
Cane Island Research: https://www.cane-island.digital/ | https://www.cane-island.com/