this post was submitted on 16 Nov 2025
70 points (100.0% liked)

chat

8531 readers
141 users here now

Chat is a text only community for casual conversation, please keep shitposting to the absolute minimum. This is intended to be a separate space from c/chapotraphouse or the daily megathread. Chat does this by being a long-form community where topics will remain from day to day unlike the megathread, and it is distinct from c/chapotraphouse in that we ask you to engage in this community in a genuine way. Please keep shitposting, bits, and irony to a minimum.

As with all communities posts need to abide by the code of conduct, additionally moderators will remove any posts or comments deemed to be inappropriate.

Thank you and happy chatting!

founded 4 years ago
MODERATORS
 

Down 14% in the last month. Still way above its actual value (0) but headed in that direction.

I'm guessing cost of living is driving a lot of hodlers to liquidate. You have to imagine most of the money in this thing is institutional though so maybe it won't matter that much.

Inflation is driving the cost of commodities up but BTC seems to move in the opposite direction. This is meaningful bc the value prop of BTC as an inflation hedge would suggest the opposite, and BTC overweight portfolios will underperform the diversified commodities basket. If this persists it's only matter of time before we also see some institutional unwinding

I don't follow that market super closely but it's interesting nonetheless. It seems these big corrections happen from time to time as well so could just be more of the same. Still one wonders if we are starting to see some structural covariance.

you are viewing a single comment's thread
view the rest of the comments
[–] FuckyWucky@hexbear.net 1 points 1 week ago* (last edited 1 week ago) (2 children)

i do not know whether bottlecaps will work as a currency irl without state backing, in an apocalypse ppl will try to help each other out, and barter for real goods will be more likely than bottlecaps. the idea of a neutral market without a state deciding one thing to be currency (unit of account, ie unit in which all debts are measured in) from "double coincidence of wants" (the free-market textbook story) is very much unlikely. With real life wars, civilians use USD or some first-world currencies over some common commodity as currency (USD has external value and can be used to obtain goods/services from abroad). Or in WW2, PoW used cigarettes as currency because there was an excess supply of it (not everyone smoked) but smokers desire it, so you can get smokers to give you something in exchange, it worked in that environment.

[–] space_comrade@hexbear.net 3 points 1 week ago

I'm not denying any of that, I'm just making the claim that price formation of Bitcoin today (in a not yet post apocalyptic economy) works in much the same way for much the same reasons as the price formation of gold.

[–] JustSo@hexbear.net 2 points 1 week ago (1 children)

At least in Australia if you and your local community decide to create a "currency" token to make your barter system a bit more flexible the government will issue a cease and desist (if you're lucky,) federal police will come and arrest you and you can catch pretty heavy charges. I know a guy who knows a guy, their trade network was super local and tiny and they still got the whole jackboot.

They didn't need state backing to make their 90s era barter tokens viable. Governments jealously defend their monopoly on currency for a reason and it's not to protect the citizens. (at least not directly)

So it might not scale the way national currency and crypto do, but bottlecap currency is possible and so is any other so long as participants all trust each other to recognise and honour the value of the caps.

Also consider: prisoners using commissary items as currency for a more widely known example of alternative currency that works quite reliably.

[–] FuckyWucky@hexbear.net 2 points 1 week ago* (last edited 1 week ago) (1 children)

True, but the token's value came from it being an IOU, being used to settle debts. Something like a giro, payment society. I think the state gets mad at such tokens because they can't monitor or collect taxes easily (even if it's in AUD).

I've been reading these two books 1 2 on the same.

[–] JustSo@hexbear.net 2 points 1 week ago (1 children)

I don't think an IOU (or a giro payment, if I understand them correctly) are quite equivalent to the token I'm trying to describe, since IOUs (and giro systems?) are only concerned with settling trade balances between two people, while the token(s) serve as agreed units of value which can be freely exchanged with anyone else participating in the micro-economy.

Agreed that it's basically all about taxation though.

I've been meaning to read Debt, have you read much of it yet?

[–] FuckyWucky@hexbear.net 1 points 1 week ago (1 children)

have you read much of it yet?

Started last week, 1 & 2 chapters so far.

[–] JustSo@hexbear.net 2 points 1 week ago (1 children)

I assume it's a fairly compelling read? Graeber is cool.

[–] FuckyWucky@hexbear.net 1 points 1 week ago

Yep it's been fine. It presents the heterodox view.