pull down to refresh

This is a serious question... Is Charlie Munger being sarcastic when he says America should ban crypto?
I've read the opinion piece in the Wall Street Journal (text below) in which Charlie Munger seems to suggest that the Federal government should ban cryptocurrencies. But my honest impression—especially after reading the final paragraph—is that he believes America should NOT take this path.
He DOES start off by saying cryptocurrency is a gambling contract, and that in America, gambling contracts are regulated only by the states.
And then says, "Obviously the U.S. should now enact a new federal law that prevents this from happening."
However, this line seems to come with an tinge of sarcasm. Maybe it's just my interpretation – knowing that Munger has been an unapologetically free-market capitalist for the past 90+ years. But I believe the word "obviously" is Charlie's attempt at a verbal 😉 wink.
He then lists two historical precedents: China banning cryptocurrencies (2021), and 18th-century England banning all public trading of stocks. But these are followed by two quick gotchas...
  1. He reminds us that it was the oppressive actions of England during this time spawned the freedom-loving United States,
and
  1. After we ban crypto, he suggests we thank "the Chinese communist leader for his splendid example of uncommon sense."
That's where his brief commentary ends. Yes, I do believe Charlie Munger thinks banning crypto is NOT what America should do.
Unfortunately, because the Wall Street Journal is behind a paywall, 99.9% of the world will only read the headline.

Why America Should Ban Crypto

It isn’t currency. It’s a gambling contract with a nearly 100% edge for the house.
By Charlie Munger
In the U.S. in recent years, privately owned companies have issued thousands of new cryptocurrencies, large and small. These have later become publicly traded without any governmental pre-approval of disclosures.
In some cases, a big block of cryptocurrency has been sold to a promoter for almost nothing, after which the public buys in at much higher prices without fully understanding the pre-dilution in favor of the promoter.
All this wild and wooly capitalism is much like that described in a remark often attributed to Mark Twain, who was thought to have said that “a mine is a hole in the ground with a liar on top.”
Such wretched excess has gone on because there is a gap in regulation. A cryptocurrency is not a currency, not a commodity, and not a security. Instead, it’s a gambling contract with a nearly 100% edge for the house, entered into in a country where gambling contracts are traditionally regulated only by states that compete in laxity. Obviously the U.S. should now enact a new federal law that prevents this from happening.
Two interesting precedents may guide us into sound action. In the first precedent, the communist government of China recently banned cryptocurrencies because it wisely concluded that they would provide more harm than benefit. And, in the second precedent, from the early 1700s, England reacted to a horrible depression that followed the blow up of a promotional plan to get vast profits by using slow-moving sailing ships to trade with very poor people halfway around the world.
What the English Parliament did in its anguish when this crazy promotion blew up, was direct and simple: It banned all public trading in new common stocks and kept this ban in place for about 100 years. And, in that 100 years, England made by far the biggest national contribution to the march of civilization as it led strongly in both the Enlightenment and the Industrial Revolution and, to boot, spawned off a promising little country called the United States.
What should the U.S. do after a ban of cryptocurrencies is in place? Well, one more action might make sense: Thank the Chinese communist leader for his splendid example of uncommon sense.
Full article, published Feb. 1, 2023 6:16 pm ET
This article, by Charlie Munger, seems very Bitcoin Maxi to me.
This quote:
In the U.S. in recent years, privately owned companies have issued thousands of new cryptocurrencies, large and small.
Is clearly referring to the many small crypto token projects out there. And yeah, lots of the effort put into these are and will become wasted productivity. As already referred to as in the reply by @kr. But liberty allows for that kind of experimentation, his banning argument is overstepping the line in my opinion.
He also seems to refer to "Pump & Dump"-Schemes
In some cases, a big block of cryptocurrency has been sold to a promoter for almost nothing, after which the public buys in at much higher prices without fully understanding the pre-dilution in favor of the promoter.
I think he is right in his analysis of the situation about both productivity loss and the fraudulent trickery of "pump and dump schemes". But banning a whole innovative industry, isn't the way to go for a free society.
I quite fancy that Mark Twain quote:
“a mine is a hole in the ground with a liar on top.”
reply
57 sats \ 1 reply \ @kr 2 Feb 2023
I actually empathize with Charlie’s comments, and while I don’t agree with him completely, I think he’s more right than wrong.
I think he takes the view that trading Bitcoin/crypto is a massive waste of time and is a drain on productivity among young people across America. And he’s right.
Young people all over the world became part-time day traders in the last couple years, and in aggregate I don’t think they have much to show for it. That time and effort could have been deployed on far more productive things.
However, as we know, one of the reasons people are attracted to speculation is because they feel like they can’t keep up by holding their wealth in dollars. This is where I think Charlie is wrong.
Bitcoin does have useful properties that people all over the world can benefit from, but it isn’t a life hack that many think it is.
In the long-run, one’s wealth will be less related to the price they bought Bitcoin at, and more related to the value they added to the world.
reply
Amen… “In the long-run, one’s wealth will be less related to the price they bought Bitcoin at, and more related to the value they added to the world.”
Wise words.
reply
If I was a 99 year old guy that built my wealth in the fiat system that had the longest bull run in the history of humanity due to debasement of the currency then I'd probably be anti-crypto as well.
That said, his buddy Warren is the guy that coined the phase "buy when others are fearful". It wouldn't surprise me if these articles are fully intended to induce fear so they can fill their bags.
reply
sometimes it's just time to die
reply
Everything else he has said about crypto/bitcoin is universally and explicitly negative. I would just use Occam’s razor here brother.
reply
I think you may be right. The level of stupidity was just too much for me to take at face value. It is what it is.
reply
Perhaps undermined by whoever actually wrote it for him? I mean - his main thesis that its gambling - and gambling is not banned in the US. It's regulated and taxed. So, it really makes no sense even if you agree.
reply
I'm not against recognising the criminality of most "cRyPtO" projects. But it's impossible that fiat minds are going to either recognise all of it or be able to credibly prosecute against a lot of it, with the incredible budget that some of the larger projects have to provoke pushback (Ethereum I'm looking at you).
reply
He’s being a Boomer. My grandma couldn’t figure out a VCR. My boomer parents own an iPhone but they can’t grock Bitcoin.
reply
I didn't detect any sarcasm.
reply
I never knew England banned public trading of stocks back in the day.
reply
He couldn't even begin to explain the differences between Bitcoin and crypto. This instantly disqualifies him.
I would love to hear what someone like him would have to say after he puts in some hard research. I respect him. But he doesn't know anything about this topic and he shouldn't be writing about it, yet.
reply