base case is treasury company 10x boom bust, then nation state 10x boom bust next cycle lol
Discussion
yeah i agree. and i think the treasury company bust and bear market will be a massive opportunity to maybe pick up more shares (if you’re into that) of the companies that will actually have longevity. degeneracy will cause a huge bear market but there will be winners.
obv. a massive opportunity to stack sats as well
yee the next bust will be massive imo