Report on Stablecoins [pdf]

Re:Report on Stablecoins [pdf] by fitzn on Tuesday November 02, 2021 @09:20AM (#29080766)

Really interesting article. Thanks for sharing. I was going to ask which tickers you short so I could continue learning, but I see it's RIOT and MARA. Just curious: is it intentional not to mention them in the article?

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Re:Report on Stablecoins [pdf] by paulgb on Tuesday November 02, 2021 @09:36AM (#29080984)

Thanks. Yes, I wanted the underlying message of the article to be “you’re not stupid for avoiding bitcoin” rather than “yolo into this short with me” :).

I did create a synthetic tracking portfolio to keep myself accountable to the bet over time, though: https://twitter.com/paulgb/status/1453111218374389763

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Re:Report on Stablecoins [pdf] by fitzn on Tuesday November 02, 2021 @10:17AM (#29081602)

Love it, and appreciate your perspective.

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