Axiom's investment thesis

"The broad point is that only the strong survive was correct. We are entering the endgame of crypto having any reason to exist.

My thesis as to why it exists at all is a combination of a novel vector for gambling and an affinity scam.

Bitcoin is extremely difficult to even begin to understand, and even though what it fundamentally 'fixes' is money printing, its novelty ironically lends itself to confusing the uninitiated and impatient with meaningless appeals to 'blockchain technology' that manifest as attempts to print money."

~ Allen Farrington

In this episode I read Allen Farrington’s follow‑up to “Only the Strong Survive” and then ask a blunt question: if Bitcoin can now do everything crypto promised, does the rest of the casino have any reason to exist? Is ARKADE, Lightning, and e‑cash the real endgame for programmability and global banking on Bitcoin?

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