{"id":246634,"date":"2026-11-02T14:36:15","date_gmt":"2026-11-02T14:36:15","guid":{"rendered":"https:\/\/mycryptomania.com\/?p=246634"},"modified":"2026-11-02T14:36:15","modified_gmt":"2026-11-02T14:36:15","slug":"bitwises-andre-dragosch-bitcoins-fair-value-of-197000","status":"publish","type":"post","link":"https:\/\/mycryptomania.com\/?p=246634","title":{"rendered":"Bitwise\u2019s Andr\u00e9 Dragosch: Bitcoin\u2019s \u201cFair Value\u201d of $197,000"},"content":{"rendered":"<div class=\"rss-video-container\"><a href=\"https:\/\/www.youtube.com\/watch?v=rCByOV2seAg\" target=\"_blank\" rel=\"noopener\"><span>\u25b6<\/span><\/a><\/div>\n<p><a href=\"https:\/\/bitcoinmagazine.com\/\">Bitcoin Magazine<\/a><\/p>\n<p><a href=\"https:\/\/bitcoinmagazine.com\/videos\/bitwises-andre-dragosch-bitcoins-fair-value-of-197000\">Bitwise\u2019s Andr\u00e9 Dragosch: Bitcoin\u2019s \u201cFair Value\u201d of $197,000<\/a><\/p>\n<div><\/div>\n<p class=\"wp-block-paragraph\">Bitwise\u2019s Andr\u00e9 Dragosch joins Spencer Nichols to explain why Bitcoin tends to move before shifts in global liquidity, acting as the canary in the liquidity coal mine, and why his global money supply model puts Bitcoin\u2019s fair value at $197,000 today. They also dig into recession risk, the Fed\u2019s next move, and how capital rotating out of precious metals could help Bitcoin catch up to the money supply.<\/p>\n<p class=\"wp-block-paragraph\"> Host: Spencer Nichols \u2014 Bitcoin Magazine<br \/> Andr\u00e9 Dragosch \u2014 Bitwise Director, Head of Research \u2013 Europe<\/p>\n<p class=\"wp-block-paragraph\">Chapters:<br \/>00:00 Why French Bond Yields Are Rising<br \/>03:13 Tightening Financial Conditions Go Global<br \/>08:04 What the Dollar and an AI Bubble Mean for Bitcoin<br \/>12:45 Contagion Risk in the AI Credit Complex<br \/>17:23 Bitcoin, the Canary in the Liquidity Coal Mine<br \/>21:21 The Fed\u2019s Dilemma and the Debt Burden<br \/>25:42 China\u2019s Slowdown and Recession Risk<br \/>30:18 Will Bitcoin Decouple From Stocks?<br \/>33:47 Bitcoin\u2019s $197K Fair Value<br \/>37:43 Bretton Woods III and Bitcoin as Global Money<br \/>42:07 Bitcoin\u2019s Reserve Currency Call Option<br \/>46:48 Bitcoin-Backed Credit and Strategy as a Bank<\/p>\n<p class=\"wp-block-paragraph\">DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.<\/p>\n<p>This post <a href=\"https:\/\/bitcoinmagazine.com\/videos\/bitwises-andre-dragosch-bitcoins-fair-value-of-197000\">Bitwise\u2019s Andr\u00e9 Dragosch: Bitcoin\u2019s \u201cFair Value\u201d of $197,000<\/a> first appeared on <a href=\"https:\/\/bitcoinmagazine.com\/\">Bitcoin Magazine<\/a> and is written by <a href=\"https:\/\/bitcoinmagazine.com\/authors\/mark-mason\">Mark Mason<\/a>.<\/p>","protected":false},"excerpt":{"rendered":"<p>\u25b6 Bitcoin Magazine Bitwise\u2019s Andr\u00e9 Dragosch: Bitcoin\u2019s \u201cFair Value\u201d of $197,000 Bitwise\u2019s Andr\u00e9 Dragosch joins Spencer Nichols to explain why Bitcoin tends to move before shifts in global liquidity, acting as the canary in the liquidity coal mine, and why his global money supply model puts Bitcoin\u2019s fair value at $197,000 today. They also dig [&hellip;]<\/p>\n","protected":false},"author":0,"featured_media":246635,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-246634","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-discovery"],"_links":{"self":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/posts\/246634"}],"collection":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=246634"}],"version-history":[{"count":0,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/posts\/246634\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/media\/246635"}],"wp:attachment":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=246634"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=246634"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=246634"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}