Great conversation with @Lyn Alden at Applied Materials on Macro, Bitcoin and Semiconductors. Lyn was brilliant as always.
sundeep
npub1f0sl...enp7
Semiconductor executive, former sellside tech analyst, passionate about making the future of money accessible.
#Bitcoin is money backed by computing and semiconductors
https://x.com/sundeepbajikar/status/1759299279120990629?s=46&t=qq6dxDp7FJRYUsJdHe0fmA