[throwaway-sf]

The total market cap of all crypto assets is less than the market cap of Tesla right now.

If they are remotely right that bitcoin is a liquid inflation protected asset then the demand for such an asset should increase in a world of more and more QE from central banks.

[conanbatt]

The value of money is not linear compared to its quantity. I remember the calls for high inflation in 2009 with the banks bailout, but it didn't happen.