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And the full Twitter thread, unrolled:
Thread by @gladstein on Thread Reader App
https://threadreaderapp.com/thread/1510680116497727499.html
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Here's a set of Tweets with specific reference to bitcoin:
17/ In his first BWIII paper, Z says that "after this war is over, “money” will never be the same again…and Bitcoin (if it still exists then) will probably benefit"
He doesn't mention Bitcoin in the latest interview, but says something very interesting
https://plus2.credit-suisse.com/shorturlpdf.html?v=4ZR9-WTBd-V
18/ “Currencies are not born reserve currencies, they grow up to be reserve currencies," Z says
This is a theory also advanced by @allenf32 in his essay "Wittgenstein's Money," which describes what it would look like if Bitcoin did monetize from zero
https://allenfarrington.medium.com/wittgensteins-money-7cac8d0635cf
19/ So while Z has amazing analysis here, I'd disagree slightly w/ the conclusion
Yes, there will be more investment in RMB/gold in coming years, but ultimately IMO we're heading for a Bitcoin Standard
But I look forward to following Z's analysis as we go down that journey :)
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There was another article by Zoltan Pozsar after this podcast aired, and here's an SN post on that:
Zoltan Pozsar: Money, Commodities, and Bretton Woods III
#17468
https://plus2.credit-suisse.com/shorturlpdf.html?v=51io-WTBd-V
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There is a Tweet by Alex Gladstein starting a thread sharing this video:
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