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RE: In Finance, Liquidity is the Killer App

in #bitcoin5 years ago

For currency the real killer app is being able to buy what you need with it. I don't care what the liquidity of my dollar is because I'm never going to leave it for another currency. I can buy whatever I need with my dollar.

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Not much of a gold-bug?

Not a big fan, no. If I wanted to keep value over centuries, maybe. However, TIPS are better at protecting against inflation. In the case of societal collapse better investment items are alcohol, livestock, and even books. I just don't see where gold is the best fit in a portfolio.

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Interesting. So it seems a bit screwy that you get taxed on the automatic inflation adjusted value of your TIPS if the value goes up. Do you get a tax credit if it goes down?

https://www.investopedia.com/terms/t/tips.asp

...and how liquid is this type of bond? If there's a large-scale market panic, can I convert it to cash without having to wait a week or more?

If I buy some gold coins and keep them in my pocket, the value can go to the moon and I don't have to pay tax on it unless I convert it to cash.

With negative inflation the value never gets adjusted down.

There is a secondary market where you can sell before maturity.

If you are looking for growth to keep up with inflation that isn't taxed then municipal bonds would be better.

Personally I buy Series I US savings bonds for inflation protection.

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What if this happens?

You use your honeymoon money to pay the accounts.

Just kidding. The savings bonds are backed by the full faith and credit of the us government. They have the power to tax the richest single country economy in the world to pay me back. If SHTF then I'd rather have liquor, livestock, or books.

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Guns and ammo are also reasonably durable commodities with intrinsic value.

In-fact, in the wild-west, a small glass of whiskey was often traded for a single bullet.

I would trade means of self defense or water purification in that scenario. But books can last quite a long time and people need something to do when they can't watch TV.

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Good points. Given that it makes sense why bitcoin's biggest use case is.... speculation. Store of value sure, but beating the pants off inflation seems to be main attraction, in most years anyways. 2018 must be thrown out the window of course. :)

True, though I think in Bitcoin's case it is much more a crypto-asset as opposed to a cryptocurrency. I think most of these things are viewed that way currently, actually.

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