Just How Bearish Are the Bitcoin and Crypto Communities?
The Breakdown
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Is There a Bubble?
We're seeing five major innovation platforms involving 14 technologies, all moving into expediential growth trajectories simultaneously. If we're right that autonomous taxi networks are going to evolve during the next five to ten years, then that involves the convergence of three major platforms: robotics, energy, store age and artificial intelligence. And all of them are scaling dramatically. What i like about this period is many, many people are saying those stocks were in a bubble and they deserve to correct. That tells me we are nowhere near a bubble. In fact, quite the opposite has happened. All the seeds for what is going on right now were planted in the 20 years ended in the bubble. They've germin
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