fac513a1cede -- 169d [root] [-]
|    If you’ve watched the Big Short, you’ll know the scene when the traders just cannot figure out wtf is going on
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|    - They can see the over-leverage
|    - They can see the synthetic demand
|    - They can see the incumbent arrogance
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|    Yet the market hadn’t done what they expected
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|    - People were still buying houses
|    - Ninja loans were still being issued
|    - CDOs were still being allocated
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|    What’s missing?
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|    Time
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|    Time in the market
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|    They were directionally correct
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|    - But things weren’t bad enough
|    - It wasn’t broken enough
|    - They hadn’t kicked the can far enough
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|    What if that’s where we’re at today?
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|    Bitcoin is actually a raging BUY
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|    “The Big Print” remains a “when” not “if”
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|    The 4 year cycle thesis is duping people into selling too early
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|    The “it’s an IPO” tradfi lens is making everyone docile
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|    We’ve won…
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|    But what if that’s total BS?
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|    Digital scarcity has never been seen in the wild before
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|    What if endless money gets warped into a Veblen good like never before?
|    
|    Price goes up. Demand goes up…
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|    Q2 next year could be proper fireworks
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|    HODL friends
|    
|    HODL
|    reply [1 reply]