Looking at this makes me wonder if he has made his money and is just cruising.
Would add that Debt is not the authoritative source on money. Some good points but equal parts flabby.
He's also flat wrong about shenzhen vs hk. HK developed as a colony with decidedly British regulations around trade. China is a financial wild west, comparable with 19th century America. Shenzhen is in fact a far more economically "free"zone.
There's a lot of possible criticism to level at the space already, but I don't think this bit is valid.
Besides, that guy had made his money long before all of this. He could have been sipping tropical drinks on some tropical beach not hanging out in Canada and China during the winters.
I only loosely follow his activity, but he seems to keep busy, and be sincerely interested in what he's doing.
Frankly 2017 made him. Without massive liquidity 20bn crypto space exploding to 700+BN, he'd be mostly holding something that could not be spent.
I feel like these notes would have suffered significantly if put into an essay format.
