my anti crypto web2 vc friend just called me from sf and told me

“bro i went to davos this year and oh my god crypto is gonna POP”

interesting

this convinces me that @cassie may be more on the mark than i originally thought

BDFL of Quilibrium, Eng @ Farcaster, ex-Coinbase, always opinionated, never hydrated

/quilibrium

customer support @supercast

trying to sound smart /doingnumbers

this convinces me that @cassie may be more on the mark than i originally thought

https://warpcast.com/cassie/0xad5f293e

BDFL of Quilibrium, Eng @ Farcaster, ex-Coinbase, always opinionated, never hydrated

I truly live up to the Greek myth of Cassandra, foretelling the truth, but nobody will believe it

/ted | exploring the onchain frontier | surfing @ venice, ca | eating @ gjusta / gjelina

I think Cassie would have been right if it weren't for derivatives. There is no popping the everything bubble. It's endgame hyperinflation time. Aka the cowards way out. No depression to save fiat. That would be good for poors and bad for rich. They chose assets over fiat with SVB. Balaji wasn't first but he was right.