Podcast Lesson
"Use cross-asset ratios to spot undervaluation James Van Stratten explains that measuring Bitcoin not just in USD but against gold reveals a much deeper bear market than price alone suggests. When you look at the Bitcoin-to-gold ratio, 'each drawdown is less volatile, it's less severe in USD terms,' yet the ratio had been declining for 14–15 months even while Bitcoin made new USD highs. Anyone allocating capital can use ratio analysis against sound-money benchmarks to identify when an asset is genuinely cheap versus merely holding its nominal price. Source: James Van Stratten, The Bitcoin Layer, Bitcoin Markets Analysis"
The Bitcoin Layer
Nik Bhatia
"Bitcoin Is Stupid Cheap Right Now | James Van Straten, CoinDesk"
⏱ 3:03 into the episode
Why This Lesson Matters
This insight from The Bitcoin Layer represents one of the core ideas explored in "Bitcoin Is Stupid Cheap Right Now | James Van Straten, CoinDesk". Crypto & Web3 podcasts consistently surface lessons that are immediately applicable — and this one is no exception. The timestamp link below takes you directly to the moment this was said, so you can hear it in context.