Up until March 2020, I was a Bitcoin sceptic. Honestly, I hadn't spent any time investigating it. I simply dismissed it. Big mistake in hindsight.
As an investor with a macro focus and value bias, it became blindingly obvious in March 2020 that I had to start paying attention to Bitcoin once again. This time, I did my homework and did a deep dive into the world of Bitcoin. After thousands of hours of research from some of the brightest minds in the space, I put together a comprehensive investment thesis.
I've made my investment case available here for those who prefer self-study.