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posted ago by Narg ago by Narg +25 / -0

You'll need a subscription to read the full article, but the public-facing portion of the piece provides food for thought.

https://quoththeraven.substack.com/p/saylor-breaks-the-immaculate-bitcoin

I am not anti-Bitcoin, I just have a very nuanced position on it which includes a very healthy dose of skepticism. I explained this in a 2 hour long interview two years ago, for anyone who cares about my take. But, in short, what you need to know is that here on this blog I have said repeatedly that Bitcoin and crypto sit at the very tip of the risk spear in today’s market.

Bitcoin is not just another asset. It is a highly speculative instrument whose value depends heavily on confidence, liquidity, adoption, and the belief that the network will continue to expand. Psychology is not a side issue in crypto like it is with a company generating billions in cash per year. Psychology is the issue. The ecosystem depends on people believing the next buyer, the next institution, the next treasury company, and the next wave of adoption are still coming.

That is why Michael Saylor’s recent sale of Bitcoin matters.

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