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Alok Vasudev 🤘🏽 Profile picture
Alok Vasudev 🤘🏽
@AlokVasudev
🐙
May 7, 2020 • 6 tweets • 1 min read
Love seeing smart people new to Bitcoin presenting their investment thesis in elegantly simple terms — it's easy to get lost in the weeds.

Here are some great lines from Paul Tudor Jones' memo: On Bitcoin's scarcity premium:

"It is literally the only large tradeable asset in the world that has a known fixed maximum supply." - PTJ
Jan 15, 2018 • 4 tweets • 1 min read
1/ An investment in Telegram’s TON token is a bet against Ethereum and, more broadly, the existing crypto power structure 2/ Can early market positioning and mindshare withstand competitive pressures from projects built by crypto outsiders with a proven track record of execution?