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Bitwise Advisor: Traditional Value Investing Obsolete, Bitcoin Represents Deep Value of 'Ideological Investment'
Summary: BitwiseInvest advisor Jeff Park stated in an article that Benjamin Graham's 'The Intelligent Investor' is no longer applicable to the current market, with traditional 'Newtonian investors' relying on earnings and discount models gradually becoming ineffective. He believes that global investment is entering an era of 'ideological investors', where capital allocation is driven more by geopolitical, ...
BitwiseInvest advisor Jeff Park stated in an article that Benjamin Graham's 'The Intelligent Investor' is no longer applicable to the current market, with traditional 'Newtonian investors' relying on earnings and discount models gradually becoming ineffective. He believes that global investment is entering an era of 'ideological investors', where capital allocation is driven more by geopolitical, artificial intelligence, and cultural factors rather than simple yield models. Within this framework, Park views Bitcoin as a deep value asset: its code operates beyond geopolitical interference; its consensus mechanism reflects the value of computing power independent of AI paradigms; its global unified and decentralized community culture. He stated that Bitcoin possesses both hedging and belief attributes, able to maintain resilience in institutional changes and ideological conflicts, thus becoming a core asset for ideological investors.
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Link: Bitwise Advisor: Traditional Value Investing Obsolete, Bitcoin Represents Deep Value of 'Ideological Investment' [Copy]