Evergrande Implosion, Crypto vs Internet Growth, 800 Year History of Inflation
Inflection Point
00:00
The Curse of Incumbency
i recorded saint jim beacos, the interview that's coming out next week. i talked about this with him, but i had this like, visceral experience. Back in 20 17, we don't ae, we didn't have the same user growth. Stuff didn't work. Bicoin is really like the only thing. And it was kind of clear that we were in a bubble, like we all knew it at the time. But now it's coming back. I mean, prices are up, but users are up. Like, every indication, every bit of evidence you could possibly want, is there, and they still aren't buying in. That's the curse
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