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This presentation is good, except for the stock to flow focus.

What is missing is demand. The value of owning a part of 21 million btc depends solely on demand to own it. While I do have a good case for myself, there's no guarantee other people are not stupid.

I would recommend to watch it anyway, especially the first part is surprisingly good.

https://youtu.be/8Mhu6dxj7qk

Petroit 2y ago

But then again what Saylor said... Do you want to bet against human intellect?

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Discussion

Juraj 2y ago

I liked that part.

For example gold is a bet that includes the fact that humans won't mine asteroids.

Could have worked for thousands of years in the past. But next 100 years? I'm not so sure...