Oddbean new post about | logout
 what's gonna be the ftx of this cycle? https://image.nostr.build/c509ebc3def87756a56d336ac6abe90f845e247b962d3d3f20a76de90ddf323d.jpg  
 Wall Street. 
 IBIT. 
 Pick an ETF out of a hat 
 Not owning the paper bitcoin they bought. 
 I've got a bet on MSTR 
 unsure how mstr is set up, and if there's a chance of them blowing up

in any case, if that were to happen, it'd be a massive black swan event 
 I know absolutely nothing about how its set up either but there's just  way too much optimism and very little critique... feels sus 
 The US Government 
 Some kind of "layer 2" horseshit.  
 Japan's treasury