If even their modest scenario becomes consensus by next year, the market will 2X or more. They could easily leverage that to 10X returns.

Their business is not going to 10X cash flows next year, so yes, that would be the smart move if they thought even the short term modest scenario was happening.

They don't think that though. Hence why this blog post is stupid to even publish.

It's like me publishing a "What will our future look like?" blog post where I think I'm the center of the universe and draw a chart that says:

Modest scenario: I take a bowel movement so big it opens a wormhole and destroys humanity