Do you know about Mark Goodwin? (https://xcancel.com/markgoodw_in). He has an interesting theory about bitcoin being tied to stablecoins (his book is called the ' bitcoin dollar').. It fits the narrative that the price of bitcoin is under control now due to paperization, but that it will remain a store of value (actually it might be too big to fail). I see quite a lot of similarities to your current vision, except that I don't see him talking about tokenized gold being tied to fiat.
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I'm pretty sure I have seen him on interviews with Witney Webb, but I don't know about his bitcoin/stablecoin theory.
In my view stablecoins are CBDC normalization.
I also think it is likely to remain a store of value because its transparent design and 21M marketing is very useful to the Controllers.
I don't think it will "fail" either (if by fail you mean it goes to 0). I think it will likely fail in freedom terms (mass, non-custodial MoE).
I think tokenized gold will be huge, especially as settlement between central banks, but I have to do more research. If you own tokenized gold, you likely get bailed-in in the not so distant future.
I'll have to check out Mark Goodwin, but from what I remember he used to work for Bitcoin Magazine (David Bailey) back then so I didn't take him very seriously.