just listened to the latest "money matters" with @jackmallers, some of my highlights and reactions:

- in markets you win or lose, it's binary

I get what he was going for here with every side of a trade has a winner and a loser. but I think broadly speaking, it is not true that markets are binary or all zero-sum.

- the idea that anything not in BTC is short BTC.

this is a very powerful way of thinking it makes you question your consumption goods and whether or not you really want to be short that amount Bitcoin.

however, I don't completely agree that you have to be all in and not have things like real estate or 401K because there is a non-zero chance that something might not work out with Bitcoin and you only have One Life to live. so why make a binary decision when you can still do well with your Bitcoin AND have a backup plan?

- the culture of strike measuring cost of capital in BTC.

this is absolutely amazing! how can we get more corporations to think this way?