just catching up on this whole balaji bet and his newfound enthusiasm for bitcoin

tl;dr seems to be he only just now had his bitcoin ah-ha moment, getting super jazzed about very foundational premises and implications. which, i'll be honest, is mildly shocking.

unless: he's always known this, but sees the writing on the wall re: the regulatory fate of the shitcoin casino he's been able to profit from and decided to get ahead of it

but i exchanged DM's with him a couple years back about bitcoin vs. everything else and i do think this time he's seeing the light finally. wild.