JC on Nostr: nice write up from JOHNARNOLD . TLDR we don´t know how big TAM for Bitcoin companies ...

nice write up from JOHNARNOLD (npub1g0e…l966) https://tftc.io/bitcoin-is-eating-the-world/ . TLDR we don´t know how big TAM for Bitcoin companies will be, except maybe that all our guesses are bearish, even for the more optimists... Another write up I remember had a lot of impact is Stone Ridge Ross´ Stevens letter, circa 2020 I think..