507 sats \ 3 replies \ @Undisciplined 23 Feb
Why is "end of Bretton Woods" before "1933 deval"?
reply
30 sats \ 2 replies \ @kr 23 Feb
i think because the x-axis isn’t actually time, it’s volatility. so all the bubbles are sorted based on factors other than time
reply
0 sats \ 1 reply \ @Undisciplined 23 Feb
Thanks. So, is each bubble a commodity-year, then?
reply
30 sats \ 0 replies \ @kr 23 Feb
i think it’s a commodity-month
reply
224 sats \ 0 replies \ @JuanMiguel 23 Feb
I've no idea what's going on that graph it looks like piss or whatever
reply
25 sats \ 3 replies \ @kr 23 Feb
so if i’m reading this one correctly, it’s basically saying that the excess growth of money supply is correlated to bitcoin outperformance (which is more volatile and has higher upside than gold or silver)?
reply
0 sats \ 1 reply \ @doofus OP 23 Feb
this chart goes back to 1700 and shows the price change for gold, silver, and more recently Bitcoin (vertical) against their 12-month volatility (horizontal). Until 1970, gold’s price was fixed under the gold standard and later the Bretton Woods system, but since the dawn of the Fiat Era (1970-present), the volatility of both gold and silver (and now Bitcoin) have waxed and waned to reflect the prevailing monetary and inflation regimes of the time
reply
0 sats \ 0 replies \ @kr 23 Feb
but this chart isn’t actually a time progression, right? it says the x-axis is volatility
reply
0 sats \ 0 replies \ @nkmg1c_ventures 23 Feb
What's the significance of the location of the bubbles, how they're drawn? Are they separate datasets?
It says the x-axis is the 12-month volatility. As we move along the x-axis and have assets with increasing 12-month trailing volatility, we expect to see increasing returns on a 1-month time frame. This makes sense, higher volatility higher returns.
The fact that the bubbles (even silver) have show up in colored clusters gives us an idea of the how each assets is grouped in different volatility ranges? OP halp
reply