finance

Druckenmiller sold Amazon and Broadcom shares and bought gold miners. Why would that be?

🇧🇷🇺🇸 - Book: Making Things Think: https://holloway.com/mtt .Investor in Wander, Carry, Footprint, Merkle Manufactory (Farcaster), Dynamic, Paragraph

currency crisis? 

gold miners are a leveraged bet on currency devaluation, no?

Are BTC miners same industry dynamic as gold miners?

Is it cause he doesn’t get bitcoin? 😅

Thesis is probably around hardware manufacturing requirements increasing in a world of hyper connectivity & AI. 

Issa long shot imho (otherwise they’d long the asset)