read up on some of the recent finance stuff Balaji and others have published and it is pretty scary indeed… bunch of unprecedented events playing out in parallel 

How do u guys parse this stuff? Where is he wrong, where right?

Founder /kiwi-news, a decentralized Hacker News

he's generally right about the facts around the unprecedented events playing out in parallel imo

I think his predictions about where we go from here are as good as anyone's random guess, but he's spot on that this is a Big Deal

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I'm not smart enough to analyze the money supply impact myself but ppl I respect on these matters are aligned with Balaji that this is stimulative 

https://twitter.com/fejau_inc/status/1636246874519928832?t=Z3GxU-pnMHvaCfuOzo4gig&s=19

https://cryptohayes.medium.com/kaiseki-b15230bdd09e

I‘m not sure I agree with his take that bailing out banks with cash for their unrealized losses is increasing the money supply. A friend and I thought this through, and you‘d have to run the exact accounting math to understand. The Fed is buying cash vaults (Bonds & MBSs) at a discount. Could contract money supply.