The Great Monetary Inflation: Paul Tudor Jones' Complete Case For Bitcoin
The Breakdown - Un pódcast de Nathaniel Whittemore
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Jones' letter lays out his bitcoin and macro thesis. The “Great Monetary Inflation” thesis driving a focus on stores of value How money supply growth compared to real economic output growth hasn’t been this out of sync since inflationary periods in the 1970s and 1980s The four categories by which a store of value can be judged: purchasing power, trustworthiness, liquidity, portability A ranked look at bitcoin, gold, fiat, and financial assets in the context of those four categories.
