Replying to Avatar MattA

I believe there’s a real chance global markets melt up over the next two years, driven by liquidity, tech optimism, with a final wave of speculative euphoria… before ending in a dramatic blow-off top. What may follow could be a deep, two-year global depression as governments & corporations confront their unsustainable debt & broken policy.

By 2030, much of the global system resets into a blockchain-based monetary network: stablecoins for transactions, Bitcoin as the universal savings asset… a pristine transparent collateral beyond the reach of any single nation.

The Great Reset:

where financial collapse converges with technological evolution & Bitcoin becomes the global standard.
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siggy47 4mo ago 💬 1

I'm an old guy. One thing I can say is I don't make predictions about the economy anymore. Nothing seems to happen the way you think it will, when you think it will. A few get lucky and guess right, like Michael Burry and Peter Schiff. Then they spend the rest of their careers trying to catch lightning in a bottle twice.

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MattA 4mo ago

Edit & refine: I’m kind of an old guy—and I agree.

The thesis I’m working on is contrarian from just about every angle.

After 30 years of investing, I’ve learned what you already know: the path is full of land mines. Wall Street’s goal is to blow you up. So blaze a fresh path.