Comments by "Tannman" (@tann_man) on "Thinking Like a VC: Crypto Startup Investment (Chris Lehman u0026 Groma)" video.

  1. Malcolm (& fans) I highly suggest digging into the dollar milkshake theory Here's my best summary: the USD is the world reserve currency. Other countries need USD in order to continue trading globally, we export USD in exchange for cheap exports (this is why domestic industry has dried up and US primarily is in tech/banking). We are quickly approaching the end of Triffin's dilemma. In order to satiate global demand for dollars we must inflate the USD and go into more and more debt. If we don't keep printing global liquidity dries up and we face a global financial crisis. With more and more debt we get closer and closer to closing the gap between the two feedback loops of inflation and global liquidity crisis. global investment will flock to the USD for safety which pulls even more investment into USD eventually sucking up all global liquidity. This is bullish for the USD relative to other currencies but USD will still inflate so its far more bullish for investment: US real estate/US equities/gold/oil/btc. What happens after the dollar milkshake? A great reset of some sort. Hopefully BTC becomes global monetary the standard, maybe a USD reset, maybe gold standard or something else, who knows...
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