There were also some mind-blowing predictions. The four guys made some of their most unconventional predictions, which were quite interesting. Chamath made two of the most mind-blowing ones: - SpaceX might not have an IPO, but instead go public through a reverse takeover by Musk (this idea has already been widely analyzed, but remember, it's considered a mind-blowing, unconventional prediction in the program). - Another prediction about cryptocurrency: Chamath believes that central banks will realize some limitations of gold and Bitcoin, and therefore will develop a completely new cryptographic approach (a new currency?). This model would be controllable on their balance sheets, fungible, tradable, and completely secure and private. This new currency would also need to hedge against the potential risks of quantum chips that may emerge in the next five to ten years. Regarding cryptocurrency, Chamath mainly emphasized the importance of privacy: for the sake of national sovereignty, these central banks need to possess an asset that is not easily accessible to others (whether friend or foe).
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Feng Liu
@fishkiller
01-11
最新一期的 Allin 很有意思,因为四个老哥做了 2026 年的前瞻和大胆预测,信息量很大,几位也很 high,因为他们很傲娇自己去年做的预测都很准。
推荐去听听这期,因为信息量太大,只挑了一些最核心的预测记了记笔记,主要是他们预测的「2026 年赢家」这个部分。
太长不看的版本就是: x.com/williamlab/sta…
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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