Never thought I’d see these two together. Many people here probably dislike both of them for holding one view or another, but IMO this is worth a listen… two people who’ve been in opposition for years on the internet coming together in person to dive deep on complex issues that affect us all:

There never was a 4 year cycle. Bitcoin has experienced a small number of historically specific regime shifts that happened to *sort of* line up near halvings. And you all lost your minds. Study Taleb. Lessons in there.

“It is sort of backward to say that it has become too expensive to live in Los Angeles. Los Angeles made itself illegal.”

Are we underestimating who is poor?

Michael Green has caused a bit of a dust-up with a piece that was picked up by the Free Press, and which he followed up on at his substack newsletter.