Bitcoin is such a complex and multifaceted ecosystem that it's possible for intelligent folks to craft theories and narratives about it that are quite compelling. This is because everything they say is technically correct, but the flaws are due to what's left unsaid, unseen, and even unknown.
What’s your opinion on Jason.Lowrey thesis in Softwar?
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Still working my way through 10 hours of his content, hope to publish a long-form critique soon.
When you have a chance Sir, please listen to the podcast he did with R.Breedlove on The What Is Money Show.