> For the rest of 2020, my inflationary thesis looked right
Just to make it clear: there's absolutely no broad inflation almost everywhere in the world, certainly not in the United States. It may still come, but inflation is not why Bitcoin is on such a tear. Look at CPI or PPI of you don't believe me.
Although this does remind me of the Green Lumber Trader story from Taleb. Congrats on the trade!
Just to make it clear: there's absolutely no broad inflation almost everywhere in the world, certainly not in the United States. It may still come, but inflation is not why Bitcoin is on such a tear. Look at CPI or PPI of you don't believe me.
Although this does remind me of the Green Lumber Trader story from Taleb. Congrats on the trade!