Thank you this is very thoughtful and thorough content. A lot of it is above my mental pay grade my but I will comment:
1) I’ve never bought the “finalization is good narrative” esp as reported by the ex-tradfi on podcasts.
2) I’m very surprised Saylor was “allowed” to execute his playbook without really any friction
3) If Bitcoin wins and it’s a natural law of sorts then I will remain hopeful that it can chart an unforeseen path
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If Bitcoin wins and it's a natural law of sorts, that would probably be very close to the best case scenario.
I've speculated on why Saylor was allowed to execute his playbook in my other posts:
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