HE'S NOT GOD! HIT HIM!

Why this might be Bitcoin's August 2020 moment

I am hoping to get out a longer piece later today about serious stuff like “term premium and the value/growth dynamic”, but I couldn’t resist punching out a quick post about bitcoin versus gold.

And before I start, let me get something out of the way; I have been completely, and utterly, wrong about bitcoin. I whole-heartedly understand if you want to hi…