+0.0
net board stance
what this means
44.65
-1.3% · close 2026-09-08
+21% / +27% / -30%
1m / 3m / 12m
-10%
vs SPY since 2024-08-16
30%
of 52w range · -37.4% off high
—
hit rate as primary
Where we stand — 0 live ideas
No active idea holds this ticker. Anything below is history.
Where the winds are blowing
NET BOARD STANCE, LAST 60 EPISODES —
rising = the besties are building this position, falling = abandoning it. Replayed from
score_events; an idea counts from birth until its window closes.
PRICE VS SPY OVER THE SAME WINDOW, % — did the
talk lead the tape or follow it?
Who's pushing which way
each voice's net push ON THIS TICKER — their most recent stance per idea × the idea's direction × strength, so supporting a bearish idea pushes down. Not conviction (that lives on the idea); this is direction of travel per person. what w= means
Track record on IBIT
No closed window has used this ticker as its primary play, so there is no scored record here yet. Adjacent plays are listed but never scored.
| idea | call | play | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 🪙 Post-halving cycle plus ETF flows reprice Bitcoin against gold | ▲ LONG | adjacent | PARTIAL | +33.9% | +1.9 | 2025-11-30 |
The tape — what was actually said
every capture on any idea holding IBIT, newest first · quotes verbatim, timestamps deep-link into the episode
Sacks
support ×2
▲ on
🪙 Post-halving cycle plus ETF flows reprice Bitcoin against gold
E218 · 2025-03-08
▶ 1:42:33
So we have the reserve and we have the stockpile. So the reserve is just Bitcoin. The goal is long-term preservation. Think of it as like a digital Fort Knox for digital gold. We want to put the digital gold in there. We want to keep it secure. We never want to sell it.
JO
Joe Lonsdale
support ×2
▲ on
🪙 Post-halving cycle plus ETF flows reprice Bitcoin against gold
E206 · 2024-12-07
▶ 43:18
Listen, I am very bullish Bitcoin. I love all the energy of our society around it
Gavin Baker
support ×2
▲ on
🪙 Post-halving cycle plus ETF flows reprice Bitcoin against gold
E206 · 2024-12-07
▶ 31:31
But I do think Bitcoin will at some point be a serious threat to the US dollar. And that just is what it is
Friedberg
support ×2
▲ on
🪙 Post-halving cycle plus ETF flows reprice Bitcoin against gold
E206 · 2024-12-07
▶ 29:40
It should be kind of store of value and alternative. It's just going to take over gold
Chamath
support ×2
▲ on
🪙 Post-halving cycle plus ETF flows reprice Bitcoin against gold
E204 · 2024-11-16
▶ 16:20
No, it's a totally correlated asset. I mean, there will be a point, and it's probably in our lifetime where it is an independent asset and a non-speculative store of value. There will be that day, but that day is not now.
Friedberg
support ×1
▲ on
🪙 Post-halving cycle plus ETF flows reprice Bitcoin against gold
E201 · 2024-10-25
▶ 21:55
it's going to be gold, it's going to be Bitcoin
Chamath
support ×3
▲ on
🪙 Post-halving cycle plus ETF flows reprice Bitcoin against gold
E201 · 2024-10-25
▶ 25:50
I said the breakout asset was going to be Bitcoin
Chamath
support ×3
▲ on
🪙 Post-halving cycle plus ETF flows reprice Bitcoin against gold
E181 · 2024-05-31
▶ 57:13
And if you look at what this price chart could indicate, is that if this thing starts to get to these levels of appreciation, it is going to completely replace gold and start to become something that has transactional utility for hard assets.