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Bearish but Priced In

The Compound and Friends

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The Value of Gold and Bitcoin

The way to think about the value of an ounce of gold over time is that it will always buy a fine gentleman suit. I've been saying this for like 700 years Yeah, it probably has a little bit of validity and what you can see the the gold line no pun intended. To me gold and bitcoin is trying to play on the same team as gold Um, and when the macro narrative is very favorable like it was in 2020 Bitcoin is off to the races and it actually left gold in the dust.

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