The CC Bear Case Is Half Right (And That's Why I'm Still Holding)

Оригинальный автор：LongView Compute

Первоисточник：https://www.youtube.com/embed/_SSA4q2SpDk

I don't fear criticism. I fear investing in something I don't understand. Dana Love dropped a bear case on CC — and some of it lands. Usage doesn't automatically equal price. Retail isn't the biggest winner. Those are fair points. I've said similar things on this channel for months. But the conclusion? That's where the analysis breaks down. This briefing isn't a takedown — it's a stress test. We're going slide by slide through the strongest arguments against CC, separating what holds up from what goes too far, and identifying exactly what would make me change my position. Because a thesis you've never pressure-tested isn't a thesis. It's a hope. In this briefing: • The bear argument we're stress-testing — objectively, no spin • Claim #1: Does usage actually equal price? (Spoiler: mostly right) • Claim #2: Is retail the exit liquidity? (Harder truth inside) • Where the bear goes too far — the context that changes everything • The no pre-mine, no ICO fact that separates CC from most crypto • The real risk: will burns ever exceed emissions? • What would actually make me sell CC — the exact conditions ⏱️ TIMESTAMPS00:00 — If My Thesis Is Wrong... 03:45 — The Best Arguments Deserve to Be Heard 08:20 — What Is the Bear Case? (Objectively) 14:10 — Claim #1: Usage Doesn't Equal Price 20:30 — Claim #2: Retail Is Not the Biggest Winner 27:15 — Where He Goes Too Far — Context Matters 34:40 — The Tokenomics Debate: Design vs. Adoption 41:00 — The Real Risk: Burns vs. Emissions 47:30 — What Would Change My Mind? 🔔 SUBSCRIBE + hit the notification bell — Never miss a War Room briefing 👉 JOIN THE LVC APP on the Canton Network: https://longviewcompute.com/ 🐦 FOLLOW ON X: https://x.com/LongViewCrypto 🤝 PARTNERS & TOOLS WE TRUST 🛍️ LVC Merch Store — Official LongView Compute gear 👉 https://longview-compute.myshopify.com 💼 Caleb & Brown — Crypto brokerage for serious investors 👉 https://www.calebandbrown.com/affiliates/longview-compute/ 🃏 Tangem Hardware Wallet — USE CODE LONGVIEW FOR 10% OFF 👉 https://tangem.com/en/ 🔐 Cypherock X1 — Next-gen hardware wallet with distributed seed security — 17% OFF Standard or Pro 👉 https://www.cypherock.com/store/cypherock-x1-standard?ref=LVC 💱 OKX — Exchange offering CC trading and transfers 👉 https://app.okx.com/en-us/join/91315123 ⚠️ DISCLAIMER All opinions are my own. This is not financial advice. I am not a financial advisor. You should always do your own research and due diligence. Investments come with the risk of loss. LongView Compute — Crypto Without Chaos.