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SECTOR ETFBITQBLOKBEARISHCore thesis · 5/5

No single ticker was named. Crypto & blockchain ETFs are the exposure this bearish thesis argues against, most actionable for readers who already hold them. Not a recommendation.

Decentralized crypto-truth to flip NYT.com

The core investment thesis presented was that decentralized, cryptographically verifiable truth platforms (like Farcaster) can disrupt and eventually surpass legacy media like The New York Times by enabling trustless verification from citizen journalists.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Decentralized crypto-truth to flip NYT.com · Zortix