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I don't get why JL gets so much praise in the bitcoin space he doesn't offer anything new, just repeating the same stuff the other macro dads and fed astrologists say
Am I missing something here?
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Maybe because you are already very experienced with the multidisciplinary topics around bitcoin and macro? For my part, I find the well presented topics in this short and simple newsletter format very helpful to get a better understanding of the macro correlations and implications.
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Here in the Eurozone we are literally waiting for the implosion of sovereign debt in the southern states. This would trigger a banking crises. Up to this the ECB is monetizing new issued public debt.
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I agree especially with the new tools for antifragmentation, the probability has increased by quite a bit. I am glad bitcoin exists in this world
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