Bitcoin Magazine
Tavi Costa: Bitcoin “Very Undervalued with “Violent Moves Ahead”
Azuria Capital Founder & CEO Tavi Costa discusses his perspective on why Bitcoin appears heavily undervalued at a time when numerous previous supporters are abandoning it. He outlines his expectations for dramatic, violent price swings in both Bitcoin and silver as the Federal Reserve’s interest rate hiking cycle concludes. Additionally, Costa details the two primary macroeconomic forces he predicts will shape the upcoming decade—a declining dollar and suppressed yields—explaining why silver and mining equities have become his top hard-asset trades.
SALT Lending: Don’t sell your Bitcoin. Borrow against it.
BMTV viewers borrow from 6.99% APR, a half point below SALT’s standard 7.49%. No credit check, no origination fees, no prepayment fees.
The original Bitcoin-backed lender, lending against BTC since 2016.
GET YOUR BMTV OFFER: https://saltlending.com/bmtv/?utm_source=bmtv&utm_medium=youtube&utm_campaign=bmtv_offer
SALT is the official Liquidity Sponsor of BMTV.
SALT loans are originated by SALT Lending LLC (f/k/a SALT Master Fund II, LLC), NMLS 1711910. Borrowing against collateral involves risk. Not available in all jurisdictions. Digital currency is not legal tender and is not FDIC or SIPC insured. Terms: https://saltlending.com/terms-of-use/
Partnership Enquiries: Let’s find your fit! BMTV offers customized sponsorships tailored to your brand’s goals and target audience.
Partner with us: https://bitcoinmagazine.com/bmtv
Chapters:
00:00 Sticky Inflation and Out-of-Control Government Spending
01:30 Why the Dollar Will Surprise People on the Downside
03:35 Gold Miners Rally and Why Bitcoin Looks Undervalued
04:23 Why Mining Stocks Look Like a Macro Arbitrage
05:32 Silver and Bitcoin in Very Similar Positions
06:49 Gold’s 30% Drawdown in a Secular Bull Market
07:37 Tight Floats and a 65% Silver Miner Book
08:47 There’s No AI Revolution Without Metal
10:27 Why Lab-Made Gold Isn’t a Threat to the Metal Supply
12:59 You Can’t Just Create a High-Grade Silver Mine
13:29 Brazil After Lula’s Re-Election and the Commodities Story
15:32 Bitcoin and Silver Into the End of the Hiking Cycle
FAQ
Who is Tavi Costa?
Tavi Costa is the Founder and CEO of Azuria Capital.
Why does Tavi Costa consider Bitcoin undervalued?
He views Bitcoin as heavily undervalued amid a backdrop of former supporters abandoning the asset, alongside incoming macro shifts like the end of the Fed’s hiking cycle.
What are the two macro forces expected to define the next decade?
A weaker dollar and suppressed yields.
What are Tavi Costa’s favorite hard-asset trades?
Silver and mining stocks.
Who is the official Liquidity Sponsor of BMTV?
SALT Lending.
