Damus
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STRONG OPINION:

Bitcoin has clearly entered the global Store of Value phase.

US magacap technology stocks will slowly lose their SoV status (which they’ve enjoyed since 2009) over the coming 10-15 years.

Everything that is good for gold is 10x to 100x good for bitcoin.

1
All In Maxi ⚡️ · 44w
Love this take. The more I learn about macro (thank you!) and liquidity cycles, the more it’s seems abundantly clear that mag7 is largely a magnet for liquidity in a world where there was no safe alternative. I suspect Mag7 SoV decline will track the inverse of bitcoin adoption and awareness incre...