Event JSON
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"content": "What is the investment thesis of someone who buys Nvidia today for the long term? Maybe: \"AI is gonna keep growing. NVD remains GPU king \u0026 also becomes LLM ASIC king.\" .. alright, but that seems like such a limited \u0026 uncertain path forward compared to #Bitcoin , right?\n\nhttps://image.nostr.build/f0dcdd708f0bfb66e68f50576ff5df38fa2fd6675e1b994758cf1772cf07abb7.jpg\n\nToday, Bitcoin sits at 1,3 trillion marketcap, which puts it at around the 9th largest asset in the world.\n\nhttps://image.nostr.build/758f8335c1c7af542fd2493bca2bf88afd040b8532b4f2ca2c0ca389dd8b48f6.jpg\n\nHowever, as Bitcoin is base money it's maybe more sensible to compare it to the monetary base of countries. I've found different information on the UK's monetary base but Bitcoin is prbly somewhere in that range. So it took ca. 15 years to reach the former world reserve currency.\n\nhttps://image.nostr.build/5838386f0a2ca334f06e83a639a543f3490b3930fcff67b36825acf6c83c2bf6.jpg\n\nIt seems highly likely that #Bitcoin is simply going to keep on monetising, eating into the monetary premium of gold, securities, bonds \u0026 real estate. The TAM is soo gigantic \u0026 the path forward soo obvious that its superiority over NVD as a long term investment seems obvious.",
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