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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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Here's a set of Tweets with specific reference to bitcoin:
view on twitter.comview on twitter.com
view on twitter.com