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"Everyone may be positioned for the wrong economy" Mark Moss says growth has stopped being rate sensitive, and the gap between what the economy and the government can tolerate is the Bitcoin case "Everyone's still the generals fighting the last war. We're waiting for 2008 to happen again. We're...

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The Wolf Of All Streets

1,084,671 subscribers

33,995 Aufrufe • vor 6 Tagen •via X (Twitter)

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9 Kommentare

Profilbild von The Wolf Of All Streets
The Wolf Of All Streetsvor 6 Tagen

FT @1MarkMoss This clip is brought to you by @hodlwithLedn

Profilbild von Ebrahim
Ebrahimvor 6 Tagen

government cant tolerate its own rates is the most honest sentence in that clip

Profilbild von JCACTrades
JCACTradesvor 6 Tagen

if the economy can actually tolerate 5% rates while the government can’t then that’s a very different Bitcoin argument than the usual inflation story

Profilbild von CryptoCribz
CryptoCribzvor 6 Tagen

Moss prolly right here!

Profilbild von Punaywee✨
Punaywee✨vor 6 Tagen

I can't tell whether I want to laugh or happy-cry. I could write a whole diary entry about the feeling.

Profilbild von Bitcoin Clarity
Bitcoin Clarityvor 6 Tagen

The government debt angle is probably the strongest part of this thesis. If the economy can handle higher rates but the government can’t, Bitcoin’s fixed supply starts looking like a pretty interesting hedge against that mismatch.

Profilbild von Macro Bombastic
Macro Bombasticvor 6 Tagen

yeah the market keeps pricing the last crisis while the real shift is happening now

Profilbild von Mei Yi Xing
Mei Yi Xingvor 6 Tagen

Private capex can shrug at 50bp. The Treasury cannot

Profilbild von qazzaq.eth
qazzaq.ethvor 6 Tagen

the govt cant tolerate higher rates part is the whole thesis tbh

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