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The Compound and Friends

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Navigating the Shifting Monetary Landscape

This chapter examines the current monetary landscape shaped by the Federal Reserve's recent measures and the challenges of predicting interest rate movements. It discusses the impact of rising rates on investment strategies and the valuation of companies in evolving sectors like electric vehicles and tech. Additionally, it explores the role of network effects and market dynamics in shaping the future of platform-based businesses and crypto assets.

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