Bitcoin, Currencies, and Bubbles by Nassim Nicholas Taleb
www.fooledbyrandomness.com/BTC-QF.pdf
What Jamie wrote
I've read three of Taleb's books. Fooled by Randomness, Black Swan, and Antifragile. All have been fabulous reads, if you can see your way through Taleb's hubris. Taleb tweeted this draft article arguing Bitcoin is worthless. It is good to read all views, particularly on something so innovative and particularly disruptive as crypto.
Taleb seems to delete things off his site so I cached a copy of my own for reference.