#11 - Applied History with WhatIfAltHist

Bullish:

• $BTC - Bitcoin has shown extraordinary growth and dominance in the cryptocurrency space, with a seven-order-of-magnitude increase in value over 14 years, suggesting potential for continued growth.

  • “Bitcoin appeared and then it instantly dominated. You know, it just went, like, vertical like this. Of course, it had many retrogressions and crashes and so on, but to go up seven orders of magnitude in, like, fourteen years is psychotic in terms of its traction.”

    Balaji·1:28:57
• $BIOTECH - Advancements in genetic engineering, particularly gene therapy, show promise with real-world applications already in clinical trials for conditions like sickle cell disease.

  • “Now genetics is mutable. We can actually do gene therapy on existing human beings to change their genes. The initial clinical trials are out there with, like, sickle cell and so on and so forth.”

    Balaji·44:45
• $CHINATECH - China's government has successfully controlled and integrated its tech sector, maintaining a strong influence over major companies and platforms.

  • “In China, the state beat the network. Like, that is to say, the party did basically go and have Jack Ma deplatformed formed and, you know, took his company and so on and so forth. They have controlled the great firewall. They have all the tech companies within their sphere.”

    Balaji·1:14:36

Bearish:

• $DEFENSE - China's military advancements, particularly in naval capabilities and hypersonic technology, are outpacing the US, potentially diminishing the effectiveness of traditional US military assets.

  • “There's a US Secretary Of The Navy that said China has, shipbuilding, which is more shipbuilding in one shipyard than all of America's combined.”

    Balaji·1:33:32

  • “Hegseth, who's a defense secretary, there's a clip we can play. He's acknowledged that China has hypersonics that can sink all US aircraft carriers.”

    Balaji·1:33:15