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Courageous article by Noah.This a situation where the 50 IQ and 150 IQ guy shake hands and say the obvious thing: buy Bitcoin.https://twitter.com/noahpinion/status/1352707799969533953 CPI obscures more than it reveals, because
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One of the more fascinating phenomena is people who think they understand economics that have never built a two-sided marketplace, coded a financial instrument, issued a digital currency, started a
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The most important point is that Bitcoin is a battery.It's actually a breakthrough in energy storage that helps match up production and consumption. See this article from Davos in 2018:
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The Starlink arbitrage may be the greatest real estate repricing of all time. Details matter, and prices may be propped up by bailouts, so a long-only strategy is probably best.But
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This article is making the rounds. It’s well-written and makes a good case. And I should say up front that I have zero info about whether Tether really has 100%
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The deeper point is that India doesn’t need to look up to Harvard. Indians are CEOs of trillion dollar companies, soon-to-be VPs, and of course (real) professors at Harvard.We can
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Expect many more national bans on American tech companies in the weeks and months to come.Market caps will crater when deprived of markets. And we will see a complete inversion
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Thesis: the crypto version of any product ends up being far more valuable than the original.Bitcoin is already more valuable than PayPal and will eventually be more valuable than gold.And
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The ledger of record is the set of all cryptographically signed feeds of on-chain data. It subsumes social media feeds, data APIs, event streams, newsletters, RSS. It'll take years to
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This is all much bigger than US politics.It is a matter of national security for India, Israel, and every other country to maintain a sovereign communications channel for their leaders
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A solo media founder like Rogan or Mr Beast can make as much money as a strong tech founder, with significantly less managerial stress.Tech created this ecosystem but there’s a
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The market will continue to soar. It’s an indicator that can be gamed by pushing a button.The correction may come not in the form of crashing stock prices but crashing
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