Oddbean new post about | logout
 You had a very thoughtful answer to this on Rebel Cap pro. Thanks. Would love to hear a full write up or focused interview with some other heavy hitters on conditions that might decouple BTC from liquidity. My thesis is a melt up to ATHs in all markets…then a massive puke like 08’…Then they print 10-20T…. Everything roars back…Which then triggers the fiat system awakening…Then we see risk adjusted portfolios piling into PMs, BTC, etc. Could take 2 to 10 years with a lot of economic pain and gubment fuckery to navigate along the way.