Bitcoin for Business Owners, Investors, & Capital Allocators v1.7.3

This is a high level presentation on Bitcoin oriented for business owners, investors, & capital allocators and shows the macro trends that are happening in Bitcoin and the world of money.

1. 04 SEPT 2024 Disruption does not
ask for permission
Bitcoin for business owners, investors, and
capital allocators in ~10 minutes.

2. Disclaimer Disclaimer: Not Financial Advice
The information presented in these slides is for educational and informational purposes only. It is not
intended to be financial, investment, or legal advice. You should consult with a qualified professional
before making any financial decisions ( send them this presentation if they don’t recommend Bitcoin).
The content provided does not constitute a recommendation or endorsement of any financial product or
investment strategy. The author and presenter are not responsible for any actions taken based on the
information provided in this presentation.

3. If Bitcoin were a business, it would be the best
performing business ever.

4. Bitcoin as a business Bitcoin has processed
over 1 billion secure
transactions globally
since it’s inception.
Transactions processed per month

5. Bitcoin as a business Bitcoin has been
“legalized” on
almost every
country on Earth

6. Bitcoin as a business Bitcoin’s “stock price”
has grown 13,000% in
the last 10 years

7. Causing Bitcoin to outperform every asset class for the
past 10 years with a whopping 149% CAGR

8. How has this happened?

9. Bitcoin ADOPTION Over $35B has been invested in Bitcoin
infrastructure
ASIC Miner
~$9B market
Mining Services
~5B market
Mining Infrastructure
~$25B market

10. Bitcoin aDOPTION Known miner locations based on IP address
With over 1M
Bitcoin miners
operating
worldwide

11. BiTCOIN ADOPTION Bitcoin network hashrate (Exahash / second)
Making Bitcoin the
most secure payment
system in history

12. BITCOIN ADOPTION Corporations
Public Institutions
Private Institutions
Nations
Supporting record adoption
States

13. Bitcoin as a business Compelling over
100,000 merchants
to accept Bitcoin as
payment
ibtimes.co.uk
Companies that accept Bitcoin as payment

14. With no CEO, no employees, no
marketing plan, & no sales strategy

15. But Bitcoin is not a business.

16. Bitcoin 101 Bitcoin is the apex
monetary invention
vs.
vs.

17. Bitcoin 101 Built on 40 years of
computer science,
cryptography,
& macro economics

18. Bitcoin 101 Bitcoin is designed to fix
the problems of fiat money.
($, ¥, £, €)
,DPerpetual Inflatio.
EDWeaponizing banks & mone)
=DIrresponsible Government SpendingPROBLEMS OF FIAT

19. Bitcoin 101 Roman Denarius ( 30 BC - 260 AD )
US M2 money supply (1970 - 2024)
Because people in government are addicted
to printing money
Hyperinflation in the Weimar
Republic ( 1914-1924)

20. Bitcoin 101 Unfortunately, the
US is currently in
an accelerating
debt spiral.

21. Bitcoin 101 Purchasing Power since 1969
And all major
currencies are losing
purchasing power at
the same time

22. Bitcoin 101 While the bond
markets are echoing
2008

23. Bitcoin 101 World Reserve Currencies since 1400
And history clearly
shows cycles of
currency dominance
and decline

24. Bitcoin 101 It is extremely likely
the dollar will suffer
the fate as those
before it.

25. Which means that most real estate, savings
accounts, bonds, & more are at risk because their
financial value depends on currency stability

26. Based on human nature, history, and
macro economics, it is effectively
impossible to reverse course.

27. Bitcoin 101 But Bitcoin has a
fixed supply of 21
million coins.

28. Bitcoin 101 Stock to flow ( measuring total supply over new supply )
With the new supply
of Bitcoin more
scarce than gold
Bitcoin (Current)Bitcoin (2020)

29. Bitcoin 101 Bitcoin preserves
your purchasing
power over time.

30. Which makes Bitcoin extremely
valuable and worth protecting

31. Bitcoin 101 Especially against banks & governments that like
to freeze access to their customers accounts

32. Bitcoin 101 eCNY ( CBDC ) tied to social credit scores
Or control your
accounts with a CBDC
or social credit score

33. Bitcoin 101 Or simply seize assets
and control markets

34. Bitcoin 101 But Bitcoin allows
you to self-custody
and not rely on 3rd
parties like banks
that tend to fail

35. Bitcoin 101 And is maintained
through open-source
software and
transparent incentive
structures

36. Bitcoin 101 Meaning Bitcoin is
decentralized with no
owner or controller

37. Which reduces government’s control and
ability to spend money.

38. Bitcoin 101 Because the
government spends
a lot of money

39. Bitcoin 101 For example on the
military

40. Bitcoin 101 And education,
without success...

41. Bitcoin 101 And healthcare

42. Bitcoin 101 with no success...
Life expectancy declines

43. Bitcoin 101 Because the
government is bad at
capital allocation

44. Bitcoin 101 While the private sector has been responsible
for all innovation. Ever.
Automobiles
Trains & Railroads
Computers
Cellphones Robotics
Prosthetics
Airplanes
Radio
Plastics & Fuels
Tractors

45. Bitcoin 101 Thankfully Bitcoin is
mostly in the hands
of the people and not
in the governments.

46. Bitcoin 101 So in summary,
fiat money...
Centralizes control
Spends irresponsibly
Inflates until collapse

47. Bitcoin 101 While Bitcoin...
Stops Inflation
Decentralizes Money
Gives you control

48. Which all reinforces the fact that...

49. Bitcoin 101 Bitcoin is the apex
monetary invention
vs.
vs.

50. And leads us to the ultimate conclusion...

51. Bitcoin will become the
world reserve currency
within the next 15 years.

52. Bitcoin 101 World Reserve Currencies (1400+)
As currencies have
risen and fallen in
the past

53. Bitcoin 101 And many countries
have already
embraced Bitcoin

54. Bitcoin as a business And we’re entering
the next phase of
global adoption
We are here
Based on population of people that own Bitcoin over global population

55. Because disruption does
not ask for permission

56. There was a separation of church & state in the
18th century.

57. We are seeing the separation of money & state
in the 21st century.

58. But the transition will not be without it’s
challenges...

59. Bitcoin CHALLENGES Debts need to be
repaid

60. Bitcoin CHALLENGES And there is a lot of debt
to repay

61. Bitcoin CHALLENGES Long term
investments needs to
be reevaluated
OECD scores, Education at a Glance 2011

62. Bitcoin CHALLENGES In healthcare, infrastructure,
education, and more...
Suicide in kids increases Failing US infrastructure
Stagnant & declining scores over 50 years

63. Bitcoin CHALLENGES And the vast majority
of people will have to
work for Bitcoin.
We are already
passed 94%
distributed

64. Bitcoin CHALLENGES For example, your
children will likely
never own 1 Bitcoin.

65. Bitcoin CHALLENGES Because Bitcoin
moves in increments
of 10x step functions

66. Bitcoin CHALLENGES With parabolic, global
network effects

67. Bitcoin ChALLENGES Growing faster than
internet adoption

68. Bitcoin CHALLENGES And BIG money is just now starting to
understand this...
Bitcoin is an international asset. It has huge
opportunities. It’s very important that you can
look at this as something that is real.
— Larry Fink, CEO

69. Bitcoin CHALLENGES “I think Bitcoin is going to flip gold, and it’s
going to subsume the entire gold market cap.
Then it’s going to subsume negative-yielding
sovereign debt and other monetary indexes
until it grows to $100 trillion.”
— MICHAEL SAYLOR, CEO

70. Bitcoin CHALLENGES “We just came out with research that came out
with a price close to $3 million a coin in the
scenario where its adopted as the reserve asset
globally...[in my personal portfolio], I’m way
over 30% [Bitcoin]”
— Jan Van Eck, CEO

71. Bitcoin CHALLENGES Metcalfe’s Law holds that, as the number of its
users grows linearly, a network’s value (or, by
inference, the bitcoin price) grows
geometrically.
— Jurrien Timmer, Director of Global Macro

72. Bitcoin challenges But Bitcoin can move
quickly and suddenly

73. Which means those who move first
stand to gain the most.

74. So how can you capitalize on this
revolutionary invention?

75. The Path Forward First, Study Bitcoin

76. The path forward Study the “Why” & the “How” Bitcoin works
Gradually, Then Suddenly Hope.com What Bitcoin did Podcast

77. The Path Forward Then put Bitcoin on
your Balance Sheet
CEO of Microstrategy posting performance

78. The Path Forward Put it on your personal balance sheet
like these folks...

79. The Path Forward Put it on your corporate balance sheet
like these folks...

80. The Path Forward Township Ventures
Or evaluate funds & firms executing
on a Bitcoin Strategy

81. The Path Forward And acquire as much
Bitcoin as your
knowledge allows.
Knowledge of Money & Bitcoin
% of assets
/ portfolio
Bitcoin
$, ¥, £, €,
100%
0%

82. The Path Forward Then be patient
Bitcoin is a test of patience
& discipline.
— Anthony Pompliano, CEO

83. THe Path Forward And watch as Bitcoin
grows... gradually,
then suddenly.

84. The Path Forward Watch everything priced in Bitcoin getting
cheaper over time.
PRICEDINBITCOIN.COM
Cost of Beef priced in Bitcoin (2012 -)Cost of new homes priced in Bitcoin (2012 -)Cost of gasoline priced in Bitcoin (2012 -)

85. THe Path Forward Watch your
purchasing power
increasing over time.

86. The Path Forward Because the Dollar is continuously
losing value
USD Purchasing Power (1920 - 2020) Global Purchasing Power (1920 - 2020)
US M2 money supply (1970 - 2024)

87. The Path Forward And Bitcoin is here...
Location of Bitcoin nodes operating worldwide (>19,000)
Bitcoin network hashrate (Exahash / second)
vs.
vs.

88. Bitcoin, and the ideas behind it, will be a
disrupter to the traditional notions of currency.
In the end, currency will be better for it.
Edmund Moy
38th Director of the United States Mint

89. Thank you for REading For more information,
clarification, or questions:
Township Ventures
Lucas Bazemore | General Partner
[email protected]
@BazemoreLucas
Feel free to use, distribute, replicate, modify, or in
any way use this presentation to help share the
knowledge with others
Shoutouts for review:
Anthony L., Lawrence L., Christopher G., Darian B., Roberto G., Aubrey S., Leon C.