Bitcoin Demand = 3x Supply

Pantera Blockchain Letter, December 2020

SUPPLY & DEMAND

Y-axis: BTC price
X-axis: quantity stylized — no numbers

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DEMAND OVER TIME

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PAYPAL ALREADY BUYING MORE THAN 100% OF NEWLY-ISSUED BITCOIN

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MASSMUTUAL BUYS BITCOIN

MICROSTRATEGY BETS A BILLION ON BITCOIN

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HALVING STOCK-TO-FLOW PROJECTION

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FUND PERFORMANCE

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PORTFOLIO COMPANY UPDATES:

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STANFORD INSTITUTE FOR ECONOMIC POLICY RESEARCH (SIEPR) WITH DAN MOREHEAD AND PROFESSOR DAN BONEH

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UNPRECEDENTED

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BLOCKCHAIN HEDGE FUNDS

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CONFERENCE CALLS

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