Level up or fade away

Pattern recognition and imagining the future

Businesses and assets will largely remain overvalued until more (fiat) investors appreciate bitcoin as the opportunity cost. There’s a strong argument valuations in the bitcoin ecosystem are among the most rational in the world, as they are valued disproportionately by investors who appropriately factor in the true cost of capital.

Bitcoin has less stroke of the pen risk than all other asset classes. This aspect will become increasingly valued this year.

Bitcoin expectations will be the new inflation expectations

You can’t buy relevancy

Gatorade used to be sold in glass bottles

Long run inflation expectations highest since 1993