@Tfmonkey
Finally.
I had given up on finding another financial voice that confirms views similar to yours, and then today i came across this gem - https://www.youtube.com/watch?v=sTbm7xNGq_g.
You may likely disagree on all things crytpo. Personally? His broad geopoltiical macros are spot on and I think he gets the importance of crypto in a CBDC world largely correct. I think he fails to understand BTC's weakness as compared to XMR's strengths.
I don't care. He's more right than wrong. Instant follow.