Cassie Heart
@cassie
It's been a while since I went on a threadoor moment. Here's the spicy take: @balajis.eth is right. But what he's off about is the endgame. Here's the Cassie crystal ball tea 🔮🍵 and you can bet it comes back full circle to my grander theory of crypto. We're going to start from right now, and work forward 40 years.
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Cassie Heart
@cassie
Tell me how I’m wrong. The dominoes are falling https://twitter.com/BillAckman/status/1638659841358004225
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Pierrick
@pierrick
It's going according to the plan. People will withdraw from smaller regional banks and deposit in the bigger ones.
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Shane Glynn
@cno
The Cassie/Balaji/Arthur thesis seems predicated on two things: - BTC is not financialized (i.e. the price is not driven by fiat-backed speculation) - BTC will be the preferred “outside money” if the USD has hyperinflation. IMO the first point is incorrect and the second is an open question.
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