He sounded like he had just converted to Bitcoin maxi and is going full orange pill. Maybe he’s engagement farming but his arguments were decent. I don’t believe he proved the timing portion of his thesis, but I don’t think he’s wrong long term.

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Bitcoin is the only viable thing left so he's not wrong. It's just the 90 day thing and the massive bet thing that irks me but, Balaji's gonna Balaji so I'm just gonna sit over here, stack sats, and stay humble.

I have a friend who works in crypto and was a straight up shitcoiner. Telling me to buy into all these utility tokens a few months back. Got this text today. My point is, maybe BS just got a huge fucking orange pill 🤷‍♂️

Perfect!