What It Means to Have Conviction, Hodling vs Trading, Us GDP Update, Truth vs Bull*T in Crypto

In this video I talk about:

• US Q2 GDP nowcasting result & what it means for monetary policy
• Investment framework: cost & benefit of hodling vs trading
• How to think about long-term vs short-term conviction in crypto
• What is “intrinsic value”
• Is there a point to web 3 if it’s not decentralized / censorship-resistant?

Cheers!

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