A lot of this seems like conventional wisdom: the economy will experience a mild recession in 2023, which will be best weathered by the biggest companies, bigge

A lot of this seems like conventional wisdom: the economy will experience a mild recession in 2023, which will be best weathered by the biggest companies, biggest coins, and any startups who have found a strong business model. His 2022 post is worth reading (linked from this post). He tried to be more specific, and it did not IMO pan out very well. It’s just really hard to predict the future. It’s probably better to think in terms “how fast can I detect and respond to changes” as opposed to “how good are my long-term predictions”.