Dan Morehead On COVID & Crypto

Themes from the March ’20 Pantera Shareholder Letter & Real Vision Interview

Everything’s right — for Bitcoin, that is. The global economy is basically reacting the same as if a nuclear bomb went off according to the Bulletin of Atomic Scientists. China can expect 12% drop in annual GDP, which hasn’t happened for 50 years. Goldman Sachs expects a 24% contraction in the United States for Q2 2020 and the St…