Saylor proved the playbook works
Demand for BTC financial products is HUGE
Institutional capital is slowly realizing they need exposure beyond TradFi
Or at least they want in on these returns
Trillions of $ are coming for BTC/equity-related companies
This is just the start
Maller's tweeted, "We plan to provide proof of reserves"
If they do, $MSTR might be forced to do the same
Congrats nostr:npub1cn4t4cd78nm900qc2hhqte5aa8c9njm6qkfzw95tszufwcwtcnsq7g3vle
The best money in the world will continue to be adopted in every shape and form
There is no second best. #bitcoin
Why Bitcoin Is the Ultimate Bet on the AI-Driven, Hyper-Productive Economy... 🤖
Most economists are using outdated playbooks while the whole game is changing.
AI and automation are rapidly accelerating productivity.
The cost of producing goods and services is falling at an exponential rate.
And in a free market, entrepreneurs are rewarded for doing more with less.
Or they risk being outcompeted.
We now have access to LLMs that can code, write, analyze medical and financial reports, create graphics and websites, etc.
Pair that with robotics, human-less factories, and self-driving vehicles, our economy is being turned on its head.
Many believe this surge in productivity will give GDP a major boost.
Other, like nostr:npub1s05p3ha7en49dv8429tkk07nnfa9pcwczkf5x5qrdraqshxdje9sq6eyhe, disagree:
AI isn’t a GDP booster, it’s a drag.
Let’s break it down.
Companies now require less labour to achieve the same or better outcomes.
Shopify, Canada’s second-largest company, issued a memo requiring all employees to use AI to boost efficiency.
One section stood out:
White-collar jobs are becoming replaceable at little cost.
In January, Meta laid off 5% of its workforce, the Mag 7 company stock was up 20 days in a row before the layoffs.
When have we seen something like this before?
AI and robotics are advancing so quickly that even factories need fewer and fewer workers.
Tesla’s factories are so efficient, they've reduced the cost of vehicles even in an inflationary environment.
China’s DeepSeek released an open-source LLM that rivalled American models, for free.
It crushed U.S. tech stocks because open-source software can be improved and copied infinitely.
AI makes it harder for companies to maintain monopolies when their edge can be replicated at near-zero cost, instantly.
Jordi Visser pointed out that the average lifespan of an S&P 500 company is now just 15 years.
What happens if AI speeds that up even more?
What happens to retirement investments and pension funds tied to these companies?
Back to Jeff Booth:
The GDP framework can’t handle deflationary forces.
Deflation happens when tech increases productivity, so we can do more with less, and prices fall.
We should live in a world where goods become cheaper and more abundant over time.
But we’re stuck in a system that requires inflation to survive.
The system requires MORE dollars to be created, weakening the currency, making it easier to pay back debt.
This is where AI creates friction.
If prices of goods were to decrease, deflation would occur, increasing the value of dollars.
The real value of debt would skyrocket.
Leading to defaults, bankruptcies, and a collapse of the entire financial system.
Falling prices and a shrinking number of income earners mean less spending in the economy, leading to lower GDP and less tax revenue.
Tether (USDT) made $13.7 billion in profit last year with just 150 employees.
That’s about $91M per employee.
I believe AI will lead to more ultra-efficient, high-profit companies like this, not fewer.
The only "solution" for governments is to print.
Where do those devalued dollars go?
Into digital scarcity: Bitcoin.
Reason 1 - Protecting purchasing power.
Bitcoin’s fixed supply makes it the scarcest money in the world.
When fresh money is printed, it flows into assets like stocks and real estate because investors know holding dollars is a losing game.
Asset holders get richer.
Everyone else gets left behind.
Bitcoin flips that script.
It’s the hardest money ever created.
Durable. Divisible. Portable. Verifiable. Secure.
People reject it because they’ve forgotten what real money is.
They call it a Ponzi, or say “there’s no cash flow.”
But it’s not supposed to be an equity, it’s money.Most have forgotten what real money is... so when Bitcoin is staring at them as a solution to this debasement, they call it a "ponzi" or "not physical so it can't be trusted" or ask “where are the cash flows?”.
It’s digital, finite, sound money.
“Over a rolling 12-month period, Bitcoin had the highest average correlation with global liquidity, followed closely by gold”
Sam Callah and nostr:npub1a2cww4kn9wqte4ry70vyfwqyqvpswksna27rtxd8vty6c74era8sdcw83a wrote a great piece on the correlation of global liquidity and Bitcoin: https://lynalden.com/bitcoin-a-global-liquidity-barometer/
Unlike dollars, gold, stocks, or real estate, no amount of demand can increase Bitcoin’s supply.
The result? It moves the price.
An infinite amount of dollars are fighting for a finite amount of Bitcoin.
Bitcoin is insurance on fiat debasement.
With a $2 trillion market cap, Bitcoin is still tiny, finding its place in a $900 trillion global economy.
Reason 2 - The digital economy.
Owning Bitcoin is owning a piece of the emerging global financial system.
We’re moving from regional, centralized banking to global, open-source banking.
Tether is proving this.
AI agents aren’t going to be setting up traditional bank accounts and wiring funds.
They’ll transact instantly in the digital economy.
That means using Bitcoin, layer 2s built on Bitcoin, or stablecoins like Tether running on Bitcoin's rails.
It’s the bedrock of the digital economy.
Scarce money = abundance in everything else.
With a fixed supply, we finally get to reap the benefits of deflation and store that value in a system that can’t be manipulated.
Purchasing power increases over time when saving in Bitcoin.
Bitcoin is the MOAT in the age of artificial intelligence.
Jeff Booth's book The Price of Tomorrow is a must-read on this topic.
#bitcoin 🫡
Quick reminder: Tech and AI are deflationary forces.
Deflation = kryptonite for a debt based monetary system.
These productivity gains are a drag on GDP. NOT a booster.
Governments will keep printing to devalue their debt, increase GDP and destroy their currencies.
Get ready for $75 cocktails and $2M “starter” homes.
The Price of Tomorrow by nostr:npub1s05p3ha7en49dv8429tkk07nnfa9pcwczkf5x5qrdraqshxdje9sq6eyhe is a must read on this subject.
He breaks it down so simply. 1000% recommend
Jason Lowery comments on the U.S. “digital assets” reserve rumours.
This part got cut out: “Our personal preferences are the least important factor in choosing the right assets for our national stockpile, and this is a matter of national strategic importance. The only question that truly matters is this: What assets are *other* countries—especially our adversaries—most likely to choose?”
It doesn’t matter what “crypto” assets the U.S. wants to hold.
They’ll be FORCED to adopt the technology of most importance.
Just like they were forced to adopt:
Gold to secure their wealth.
Bullets to secure their land.
Warships to secure their waterways.
Aircraft to secure their airspace.
Rockets to enter the space race.
Next, they’ll need to adopt Bitcoin.
Not just to secure their wealth but to defend themselves in cyberspace.
At some point they’ll realize holding “US based crypto projects” doesn’t matter.
Holding #Bitcoin does. 🤺
#SoftWar
Bitcoin is Gen Z's Greatest Opportunity.
Today, everyone you talk to feels the pressure of rising housing costs, vacations, groceries, retirement, etc.
But not everyone can articulate why.
The biggest problem driving all of this is monetary debasement.
Most of us trade our time for dollars, while bankers create dollars out of thin air.
To “get ahead” financially we need to add assets to our lives as fast as possible because the dollars we earn lose value quickly.
The government likes to use the CPI to track inflation, but this metric is cherry-picked to fit whatever narrative suits their agenda.
A much better metric to track is monetary expansion, the amount of dollars in circulation.
As more dollars enter the economy, the value of each dollar declines.
The cost of goods increases because more dollars are chasing the same amount of goods.
When fresh money is printed, it flows into assets like stocks and real estate because investors know holding dollars is a losing game.
Asset owners get wealthier, while the middle class and younger generations, like Gen Z, fall further behind.
Since 1973 Canada’s M2 money supply has grown at about 8% a year.
The cost of life doubles every nine years or so.
So if you’re not growing your wealth by 8% a year, every year, you’re falling behind.
Now introduce AI & robotics that can do things faster and cheaper than humans, at an infinite scale.
Humanity is becoming infinitely more productive, producing goods faster and cheaper than ever before.
The natural state of the free market is deflationary.
Logic suggests that prices should fall due to this efficiency.
But they won’t.
Our current debt-based monetary system doesn’t allow for deflation.
The system requires more dollars, weakening the currency to make it possible to pay back debt.
If prices of goods were to decrease, deflation would occur, increasing the value of dollars.
The real value of debt would skyrocket.
Leading to defaults, bankruptcies, and a collapse of the entire financial system.
Not only are we being debased, but we’re also missing out on the productivity gains that should be reflected in lower prices.
Even more dollar printing becomes necessary to compensate for this increase in productivity.
nostr:npub1s05p3ha7en49dv8429tkk07nnfa9pcwczkf5x5qrdraqshxdje9sq6eyhe 's book, The Price of Tomorrow, is a must-read on this topic.
Now enter Bitcoin.
The world's first digital, finite, sound money.
The opposite of monetary debasement.
“Over a rolling 12-month period, Bitcoin had the highest average correlation with global liquidity, followed closely by gold”
Sam Callahan and nostr:npub1a2cww4kn9wqte4ry70vyfwqyqvpswksna27rtxd8vty6c74era8sdcw83a wrote a great piece on the correlation of global liquidity and Bitcoin: https://lynalden.com/bitcoin-a-global-liquidity-barometer/
Bitcoin has the attributes of real money: durable, divisible, portable, scarce, verifiable, secure etc.
Most have forgotten what real money is... so when Bitcoin is staring at them as a solution to this debasement they call it a "ponzi" or "not physical so it can't be trusted" or ask “where are the cash flows?”.
The digital concept seems to be difficult for people to understand.
Everything you see on a screen is a representation of reality.
Files can be copied, time can be manipulated, and information spreads globally.
Before Bitcoin, no one had successfully engineered money that would work in cyberspace.
Good money has always needed physical constraints, like gold, which takes real-world energy to mine.
Bitcoin mining requires real-world time and energy.
Every satoshi represents the effort expended to create it.
nostr:npub1cn4t4cd78nm900qc2hhqte5aa8c9njm6qkfzw95tszufwcwtcnsq7g3vle does a great job explaining this in his “There Is No Second Best” talk at BTC Prague.
When the U.S. left the gold standard, the dollar became abstracted.
It’s no longer tied to real-world efforts.
Without having money linked to physical reality, you can cause strain on a system without doing much work yourself.
Aka the FED.
Today’s dollars are just numbers on a screen, and there's no limit or effort required to create more.
With a couple of clicks, POOF another trillion dollars.
This system benefits those who control the money printer while everyone else works harder for less.
Bitcoin is completely different.
It’s fair, censorship-resistant, energy-backed money.
Anyone, anywhere in the world can transfer value to one another without relying on a third party, instantly, at practically no cost.
For the unbanked, all that’s needed is an internet connection to securely store and transfer value worldwide.
This is revolutionary, allowing financial access to millions (or billions) of people who have been excluded from traditional banking systems.
Bitcoin’s most important feature is its scarcity.
There can only ever be 21 million Bitcoins.
Unlike dollars, gold, stocks, or real estate, no amount of demand can increase Bitcoin’s supply.
The result? Simple. It moves the price.
An infinite amount of dollars are fighting for a finite amount of Bitcoin.
Bitcoin is insurance on fiat debasement.
As Greg Foss says, “Bitcoin = math + code = truth.”
Finally, Bitcoin’s volatility.
Yes, Bitcoin will likely drop 40%, 50%, or even 60% again, but those dips fuel the upside.
With a $2 trillion market cap, Bitcoin is still small, finding its place in a $900 trillion global economy.
We’re in it’s monetization phase. Volatility makes sense.
Over the past 4 years, the CAGR is ∼40%.
Even the LOWEST 4 year CAGR was ∼25%.
It’s crushed EVERY asset and money manager's returns over the past 15 years, and it’s not stopping.
There’s no point in settling for a “safe” 12% return.
After 8% debasement, you’re barely getting ahead.
It’s also the least "risky" time to buy Bitcoin.
BlackRock is promoting it, nation-states are stacking it, and Putin says there's no stopping it.
This is Gen Z’s ticket to building real wealth.
Bitcoin is the bank of the digital economy.
Don’t sit on the sidelines while nation-state game theory unfolds without you.
Get off zero.
#Bitcoin #GenZ
I get why everyone is frustrated with Trump’s shitcoin.
It’s a distraction and takes away from what the focus should be, #bitcoin
But if most people shitcoin before they Bitcoin, why would governments be any different?
I saw nostr:npub1rtlqca8r6auyaw5n5h3l5422dm4sry5dzfee4696fqe8s6qgudks7djtfs say that somewhere and it stuck with me.
What Bukele has done in El Salvador is impressive.
He skipped the bs and went straight to the meat and potatoes.
Over time, I think the Trump camp will realize there’s Bitcoin… and then there’s everything else.
Onwards 🫡
Sweet. Thank you!
On it ⚡️
After listening to nostr:npub1cn4t4cd78nm900qc2hhqte5aa8c9njm6qkfzw95tszufwcwtcnsq7g3vle nostr:npub1qny3tkh0acurzla8x3zy4nhrjz5zd8l9sy9jys09umwng00manysew95gx nostr:npub1guh5grefa7vkay4ps6udxg8lrqxg2kgr3qh9n4gduxut64nfxq0q9y6hjy nostr:npub12rv5lskctqxxs2c8rf2zlzc7xx3qpvzs3w4etgemauy9thegr43sf485vg and with TikTok getting the boot, it felt like the right time to get on Nostr.
Appreciate the podcast gents!
What's up nostr