If you believe inflation is caused by hitting real limits on productive capacity (not some money supply nonsense), synthetic biology seems like the correct hedge (not BTC), especially if you believe in technology and science.

Why synthetic bio?

1. Increased demand

In a more equal world with growing demand, food and other systems that depend on land, water, etc. max out.

2. Supply constraints

In a world with real environmental and climate policy, these systems are no longer allowed to expand, deforest, mine, etc.

2020 is a pivotal year for both 1&2. It’s now or never for both, so if we screw it up, what good is your money (or your crypto!) anyways in 20 years time?

If 1 and/or 2 happen, prices of goods like these increase:

- Fresh food
- Cosmetic products (depend on Vitamin E, Palm and coconut oils, etc.)
- Meat and seafood

There are synthetic bio applications in each of these areas:

- Food (GMOs)
- Cosmetic products (Amyris)
- Meat (lab grown meat)

Most of the companies are private and/or undervalued, since we’ve been living in a low growth + low environmental regulation environment for so long.

Synthetic bio is a better hedge than rare metals because A) too many mines already going and B) metals can be infinitely reused and recycled, but organics can’t. Demand is recurring and supply must be continually produced.

(Sidenote - recycling/reuse tech is an inflation hedge too — consider the value of Apple’s iPhone recycling and materials recapture when the raw material prices are double)

The broader point here is that if you truly believe there will be rampant inflation, as some people on this website do, investing in solutions to the limit on productive capacity that you think will be hit makes a lot more sense to me than buying a sector-agnostic coin.