According to François Rochon, stocks represent fractional ownership in businesses, and over time, the stock market reflects their true intrinsic values, even during crises that often cause investor panic (source: François Rochon via Twitter). For crypto traders, this long-term principle highlights the importance of intrinsic value analysis, especially as traditional market volatility can influence sentiment and capital flows into crypto markets. During major stock market crises, increased volatility and risk aversion can lead to heightened activity and price swings in Bitcoin, Ethereum, and other digital assets as investors seek alternative stores of value.

According to Compounding Quality on Twitter, Warren Buffett's 13 investment recommendations focus on principles such as investing in what you understand, prioritizing quality businesses, and maintaining a long-term view. These guidelines, cited from Buffett's annual shareholder letters and interviews, emphasize risk management, patience, and avoiding speculation (Source: Compounding Quality Twitter, 2025-05-25). For crypto traders, Buffett's cautious stance on speculative assets highlights the importance of due diligence and risk control when navigating volatile digital currencies. His emphasis on intrinsic value and sustainable growth can inform strategies for evaluating crypto projects, especially as regulatory scrutiny increases and market cycles accelerate.

According to @trader_journal, having clear goals when reading an annual report is crucial for traders seeking to determine a company's intrinsic value. Understanding intrinsic value helps crypto traders assess the potential impact of stock market movements on digital assets correlated with traditional equities. This disciplined approach to fundamental analysis enables traders to make informed decisions regarding portfolio diversification and risk management, especially when stock market news influences the cryptocurrency market. Source: @trader_journal.

According to Milk Road (@MilkRoadDaily), $ZORA currently holds a $200 million valuation even though the project states its token is 'just for fun' and does not offer revenue sharing, real utility, or governance rights. For traders, this highlights the importance of evaluating a token's intrinsic value before entering positions, as tokens lacking tangible benefits may be vulnerable to sharp corrections if market sentiment shifts. The situation with $ZORA exemplifies the risks of trading hype-driven tokens in the crypto market, emphasizing the need for due diligence and risk management (source: Milk Road Twitter, May 15, 2025).

According to Compounding Quality, focusing on Owner's Earnings allows traders to filter out the noise from short-term market swings and gain a clear view of a company's long-term profitability. This approach provides a more accurate measure of intrinsic value compared to traditional earnings metrics, which can be distorted by temporary volatility. For cryptocurrency traders, applying Owner's Earnings principles to crypto-related stocks or blockchain companies can lead to more robust investment decisions by highlighting sustainable value creation, as reported by Compounding Quality (Source: Compounding Quality on Twitter, May 12, 2025).

According to The Kobeissi Letter, Berkshire Hathaway reported a record cash balance and did not repurchase any stock in Q1 2025, marking the third consecutive quarter without buybacks. The company reiterated in Q3 that buybacks will resume only when Warren Buffett deems the repurchase price to be below intrinsic value (source: The Kobeissi Letter, May 3, 2025). This signals to traders that Berkshire is taking a conservative stance, potentially seeing current market valuations as elevated. Investors watching for buyback resumption may interpret this as a key indicator of management's view on valuation and market timing.

According to Charles Edwards, Bitcoin's Energy Value is estimated at $130K, while it currently trades at a significant 40% discount to its intrinsic value, one year after the halving event.

According to The Kobeissi Letter, Berkshire Hathaway reported a record cash balance and no stock repurchases in Q4 2024, marking the second consecutive quarter without buybacks. In Q3, Berkshire stated that buybacks will resume when Warren Buffett believes the repurchase price is below intrinsic value.

According to The Kobeissi Letter, Berkshire Hathaway has maintained a record cash balance and did not repurchase any stock in Q4 2024. This marks the second consecutive quarter without buybacks. In Q3, the company indicated that buybacks would resume when Warren Buffett believes the repurchase price is below intrinsic value, suggesting strategic timing for investors considering entry points.