It's definitely quite a tension in my mind, balancing EMH and my personal valuation of Bitcoin. What I'd say is that it's going to be new information that moves markets. The tricky part of that is trying to grapple with how poorly understood Bitcoin is by the public.
"New information" might be stuff we've all known for a while, but most people don't.
The market is still broadly pricing Bitcoin as a speculative, high growth tech type of asset. So, yes most market participants don’t understand bitcoin.
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