Replying to nobody

I don’t thinking I’ll have a way to retort, so I want to ask a powerful enough question that will force viewers to ask themselves the same thing later. Kind of like, “How does printing more pieces of paper reduces poverty?”

Here’s where I’m at currently:

“In the wake of SVB, you made a recommendation on Wednesday to buy tech brimming with cash. Since the supply of cash loses value faster in an inflationary environment than hard assets, would you recommend Microstrategy and their #Bitcoin reserves ahead of the next bank run?”

I added the last 6 words thanks to your response. Critique please?
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Guy Swann 2y ago

Nice 👍🏻

I would probably treat the inflation as secondary & let the bank run issue be the forefront since you already mentioned it as your focus as bank runs in the first message, and because that’s what I think Cramer was talking about regarding tech companies with cash if I assume correctly.

But otherwise it’s a good framing & I’d be interested to hear his response to either of the questions you’ve shared so far.

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nobody 2y ago

His original intro was “a playbook during economic slowdown without high inflation, buy tech brimming w/ cash and doesn’t need equity or bond markets and therefore look like banks w/o risk to bank runs.”

I’m thinking: “In the wake of SVB, you made a recommendation on Wednesday to buy tech brimming with cash. Since Bitcoin allows you to be your own bank (I don’t like this setup, personally), would you recommend Microstrategy and their #Bitcoin reserves ahead of the next bank run?”