> trade and literal war, 10-year yields are back over 5%, oil and diesel are going sky high
So I should short atoms and go long on bits right? Everything you listed is horrible for hardtech, but has minimal impact on software.
Reminds me of the spacex IPO. HN claimed it would crash, but I noticed that nobody on HN used prediction markets to short it the day before IPO. Meanwhile I bought in and sold some after the 20% pop. I should start a reverse-HN fund
So I should short atoms and go long on bits right? Everything you listed is horrible for hardtech, but has minimal impact on software.
Reminds me of the spacex IPO. HN claimed it would crash, but I noticed that nobody on HN used prediction markets to short it the day before IPO. Meanwhile I bought in and sold some after the 20% pop. I should start a reverse-HN fund