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 :)