They are building exit liquidity to dump on you. Balaji made a "bet" that cannot be understood as anything other than a pump attempt (since it violates forward

They are building exit liquidity to dump on you. Balaji made a "bet" that cannot be understood as anything other than a pump attempt (since it violates forward pricing via no arbitrage carry, something you learn in finance 101). He also makes it seem like you should be in BTC as a hedge instead of, you know, actual assets that will be hyperinflating according to him.