I think I am on track to seeing what he is getting at but I need to watch the video to see if I really am or I have just confused myself further. 




Since a large portion comes from absorbing the value fiat currently has as a store of value, the devaluation is implicit. So, maybe those should be considered to be 43B devalued dollars.

I was mostly following the logic, but some of the specifics probably slipped past.

Undisciplined

I need to watch this video. I am not getting the thesis here. 43B would be a marketcap of over 900 quadrillion. Even if marketcap/capital inflow multiple goes to some insane level that seems very absurd without some massive dollar devaluation. 

grayruby

bitcoin

The Ultimate Purchasing Power of Bitcoin

I'm not sure how to disentangle dollar depreciation from what he was talking about, but the 43B is not in units of the depreciated currency. 

It was based on guessing what shares of the current stores of value will be absorbed by bitcoin and the assumptions weren't obviously preposterous.