Replying to 2bc1cc92...

I also think that TgT is their last resort if CBDC re-managed debt doesn‘t work. So if i understood correctly you prepare for a CBDC-Matrix world. And you tell me you went from 95 to 15% in a matter of two weeks. That‘s some conviction. I guess it‘s not cash you‘re holding.
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Control-Plane Capital 3mo ago 💬 1

Not holding cash, I own Palantir and Microsoft and continue to do research.

As of now, 137 countries and currency unions, representing 98% of global GDP, are exploring Central Bank Digital Currencies (CBDCs).

Among these, 72 countries are in advanced stages of development, pilot, or have launched their CBDCs.

The writing is on the wall. I am looked at as a crazy conspiracy theorist just because people usually discount things they don't want to be true.

I'll see what happens in the Bitcoin space re price action when core v30 comes out.

More context:

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2bc1cc92... 3mo ago 💬 1

I see, so you are now on the dark side.

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Control-Plane Capital 3mo ago 💬 1

In terms of investing, I am on both sides, with allocations correlated to each side's winning odds in my models.

In the end, I decided to not handicap myself based on ethics in my investments.

In terms of investments, being on the good side and being a loser is not something that appeals to me. I try to win at all costs.

At the time I wrote the post I did not own any stocks if that's what you mean.

2b
2bc1cc92... 3mo ago

I don‘t think you lied when writing your post. Just pointing out that you changed „sides“ quickly. But what you say sounds a lot like you. Rational.