Innlegg

some quick shower thoughts: 1) we are in a monetary policy environment where the cannon is pointed at an AI powered super cycle this is good and productivity is meaningfully outpacing inflation in the US --> intelligence as a utility is having direct downstream impacts on material science and bio making sci-fi worlds possible 2) this doesn't mean it will translate to financial markets in expected ways -- markets are a finnicky game and megachurch/underclass dynamics matter more than fundamentals & can reflexively halt fundamentals continuing (even if monetary policy environment is net good for society to fuel an AI powered super cycle) 3) when US fundamental productivity growth is halted due to bad reflexivity, it gives another entity with currency the ability to direct monetary policy to develop positive fundamental productivity growth that outpaces the US this could be/likely will be China this could be Ethereum or Solana or Zcash if their monetary policy cannon is pointed at productivity increasing projects unironically most bullish Zcash's dev fund / voting structure here curious on y'alls thoughts @colludingnode @zkDragon