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RE: Cryptocurrencies Are A Scam and Are Dead. I'm Sorry, I Was Wrong.
So we've been following and subbed to Jeff and TDV since around $100 BTC, I remember distinctly I found him while I was doing my heavy reading and research on blockchain etc from my hammock around ~2013.
Anyway, as he rightly points out in this post. The TDV team have been consistently spot on with every call. At least in the time we've been following, almost 6 years now.