Have finally read "manias and mimesis" by @byrneseyeview and @tobiasahuber, highly recommended. Not sure that the main premise is correct, did not understand the factor investing part, but there were a lot of interesting ideas and anecodotes in that paper! https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3469465 …
(ah, looks like they removed the bit where they call the bitcoin creation "zero-to-one" event in this version of the paper, I liked it!)
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I have a paper forthcoming on Bitcoin as a zero-to-one technology. I keep you updated.
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