My view - both of these guys have some interesting macro stuff to say, Luke Gromen especially, but incentives matter. Both of them essentially get paid for not being a Bitcoin maxi, like all investment professionals.
Why? There’s not much of a career in it - and never will be - as the strategy never changes, until everyone starts to switch from saving in Bitcoin to investing again in equities that can return a positive outcome vs Bitcoin.
Until that point, Saylor got it right - there’s no such thing as diversification when the solution you’re after is the answer to an engineering problem.
343PG / 343PG
npub1l0…cwvaz
2024-07-06 13:54:53
in reply to nevent1q…9gj9
Author Public Key
npub1l0nndkenfgqndvjhl8g47thl3eh75tdzm9jdwppfemmwkxrmkr2s7cwvazPublished at
2024-07-06 13:54:53Event JSON
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