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@DavidSacks @zerohedge @stratechery You really should read my substack @DavidSacks (and others). I laid out basically the same argument last week, and showed how they had been following the same strategy — which I called scare, hype, and release — since 2019. https://t.co/ljsu8zKNvr lots of other stuff i published there first, like this in January 2024, extremely relevant now:
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