Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
19 Jan 2021 Acquired Bitcoin
“In my mind—we can disagree about where we are in this—there's still upside to gold.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 19 Jan 2021
- Publisher
- Acquired
- Episode
- Bitcoin
Transcript context
…It's gold with more utility, so it’s not hard to imagine why they would be able to pull that off. In my mind—we can disagree about where we are in this—there's still upside to gold. Maybe low likelihood. Amazon went public, it was a bookseller. Amazon today is AWS and Amazon. The upside is it becomes more than gold. It starts to eat into a reserve currency, et cetera. I think there's still another after booster stage on this. Whether it will happen or not, I don’t know. I think you could view two tiers of upside left here. One is to realize the gold thesis. Two is to expand beyond gold. Realizing the gold thesis is only another 10X.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.