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343PG / 343PG
npub1l0n…wvaz
2024-07-06 13:54:53
in reply to nevent1q…9gj9

343PG on Nostr: My view - both of these guys have some interesting macro stuff to say, Luke Gromen ...

My view - both of these guys have some interesting macro stuff to say, Luke Gromen especially, but incentives matter. Both of them essentially get paid for not being a Bitcoin maxi, like all investment professionals.

Why? There’s not much of a career in it - and never will be - as the strategy never changes, until everyone starts to switch from saving in Bitcoin to investing again in equities that can return a positive outcome vs Bitcoin.

Until that point, Saylor got it right - there’s no such thing as diversification when the solution you’re after is the answer to an engineering problem.
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