Oddbean new post about | logout
 I disagree. He’s not like Peterson who just tries to virtue signal Bitcoin support when it’s convenient. He did a 12 hour podcast series with Breedlove on the history and nature of money and seems to really get it.

I don’t think some of the stuff he says about “digital property” and “digital energy” he completely believes. I think he’s just aware that in his position, he can’t come out and advocate for the fall of the dollar and of governments because it puts a big target on his back and the back of his business and Bitcoin in general.

I do think he has a huge rug risk; although I doubt it would be a straight up visible rugging. It’s much more likely that microstrategy gets captured by the government and the coins become de-facto captured in my opinion. 

Your two sats are as good as mine though.