Physical goods going up; resource trade still early
LIVE from NEARCON Day 1 In SF (The Rollup)
“I think physical goods are just going to go up… As cringe as it sounds, we’re still in early beginnings, I think, when it comes to, like, resources really — because agents have changed everything.” — 03:11:35
Context: On memory/RAM prices spiking, rare-earth geopolitics (Greenland, Ukraine), and copper/uranium trades; pushes back on the host’s suggestion that the picks-and-shovels trade has already played out.