By Marc Baumann
📝 Field notes &📚 readings:
No escape from FTX: Conceived to be most antifragile system of value suddenly become most fragile. Too much greed, to much hubris, too much centralization. A reset is needed. As Michael Saylor put it: “We need ethically sounds, technically sound, economically sound digital assets.”: https://lnkd.in/eieD_AsM
A portrait of Changpeng ‘CZ’ Zhao by the Financial Times: https://lnkd.in/e6T8fd8q
The most recent Pantera Capital Blockchain letter on Bitcoin and whether and projections for the next halving (March 2024): https://lnkd.in/ek_uPubY
Bitcoin mining inventory flush and capitulation: https://lnkd.in/epemZwtZ
