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I see your point; all stocks are to certain (or large:) degree ephemeral.

But at the same time, I like the quote: “Reality is that which, when you stop believing in it, doesn't go away.”

Apple's stock may crash; but there'll still be 10's of thousands of people selling 100's of millions of iPhones. They'll keep doing it, as I don't see interest in iPhones being cut off in a day (slow or fast decline, maybe). Heck, even Blackberry as a company is still around somewhere.

Bitcoin is ALL market sentiment / vaporware / belief.

(A comparison to Fiat money may be more apt, though would take me out of discussion - I simply haven't the foggiest deep understanding of "what if currency X crashes / how likely is it / what is it backed by REALLY if anything" )



> Bitcoin is ALL market sentiment / vaporware / belief.

Sure, but if you take minute to think about it, so are iPhones.

They sell because people want them.

Supply and demand.

You are then going to tell me about utility.

I claim that:

    a) utility is just another way to describe demand
    b) cryptos do have utility:
        - shielding wealth from govt
        - shielding wealth from inflation
        - shielding wealth from disgruntled spouses
        - moving large quantities of wealth quickly across borders
You might or might now agree with the "morality" of these attributes, but that's neither here nor there: when it comes to economic utility, that's not really a part of the conversation.


Personally I am pulling back on the inflation claim. Im not sure that the claim that bitcoin is an inflation hedge is accurate. Or at least I haven't investigated it enough to continue advocating that claim.

I'm also not sure that bitcoin does shield wealth from government, at least in the US it doesn't. It certainly does a better job if your government is not the US. The other two claims I agree with.

To me the utility of btc is simple. It's the ability to opt into a different and codified monetary policy. That policy is collectively securitized. If I don't agree with the monetary policy of a or any government I can opt I to a system outside of that. Imo this serves as competition to centralized banking.


Facebook is all "virtual". Their entire userbase could run to another platform within weeks to a point where it becomes too expensive to operate.




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