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?

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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.

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

- https://cryptohayes.medium.com/kaiseki-b15230bdd09e h/t @kenny 
- https://mobile.twitter.com/balajis/status/1636797265317867520 (thread) 
- https://www.lynalden.com/broke-federal-reserve/

can you link to some of the stuff you found most informative? have been trying to get a handle on this myself

𝚆𝙾𝚁𝙺𝙸𝙽𝙶 𝙾𝙽: ensdata.net ✦ pugson.net/rfe ✦ @vision 👁️ ✦ 𝙿𝚄𝙶.𝙴𝚃𝙷 ✦ 𝙿𝚁𝙴𝚅: @rainbow 🌈 

I mean what‘s left for BTC maxis in terms of narratives?

- BTC NFTs
- USD collapse
- ???

Non maxi-wise: It‘s greater fool theory that could play out otherwise.

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ya there is always a nice opportunity in being with momentum, or you can lose a lot of money. I don‘t trade it because I don‘t have time for that.

Feels like there is a huge opportunity ignored. 
Don't know what it is but I strongly feel it is neither web3 nor AI currently

It to be flippant but money printer go brrrrrrr

I was talking to a long equities manager yesterday and it’s all doom and gloom. If you believe markets are efficient, then this doom and gloom is priced in. There’s *no good news anywhere*. If anything improves, which they will imo as an optimist, markets could squeeze up.