What does the value investment look in the crypto world?
After noticing that Trump and his wife launched meme coins, here are a few scattered thoughts from the past two days:
1. They’re incredibly creative.
2. Meme coins may represent the opposite of scarcity.
3. True wealth comes from scarcity.
4. Instead of meme coins, buy Solana; instead of Solana, buy Bitcoin.
This is a big deal!
From a long-term perspective, the safest platforms will capture the most value. nostr:note1ll02sn87gtmqpxvhmcm8dxnzm2y57ttglq5f3r80wse4twkkgpyqh7wzkf
Energy flows where attention goes. nostr:note1eqep0sfh5vdapt0hsxqdfr8deh49fmc5988x2255u7yn3rakk7ms3jmcus
“If you're not adding things back in at least 10% of the time, you're clearly not deleting enough.”
Thinking about what things will look like in 10 years is a powerful mindset. It helps you clear through the fog to see what truly matters and identify major trends, while filtering out the noise along the way. The truth is, most things in our daily life are just noise.
Fed's Powell: Bitcoin is just like gold, except it's digital. Bitcoin is used as a speculative asset; it's a competitor with gold, not the US dollar.
There's a major perception gap today: Most people view Bitcoin merely as digital gold, solely functioning as a store of value. However, few people (except those in the Nostr ecosystem, of course) recognize that Bitcoin on the Lightning Network also serves as a universal equivalent for commodity circulation - a monetary function. Its transaction costs are even lower than all current transaction methods we have. It's harder than the US dollar while having lower transaction costs than the US dollar. New online business models will grow and thrive thanks to these extremely low transaction costs.
“Seek freedom and become captive of your desires. Seek discipline and find your liberty.”
― Frank Herbert, Chapterhouse: Dune
Don't pursue things that show results within just 3 years - those goals are often too small and too crowded with competition. Let the impatient chase those pursuits.
PSA: When Bitcoin reaches $100k, 10 sats will equal 1 cent.
'If Bitcoin has the most assets, why do Ethereum and Solana have more developers?' - A common challenge to the 'one dominant protocol' theory.
The answer lies in evolutionary stages. We're in the infrastructure/experimentation phase, where developers explore possibilities. But long-term value follows security and stability:
1. Early stage: Developers chase innovation
2. Middle stage: Market validates what matters
3. Final stage: Value consolidates around proven security
The surge in alt-protocol development mirrors the dot-com era experimentation. Just as Internet protocols eventually settled, value transfer will converge on the most secure and reliable base layer.
Security and reliability compound over time - they're the asymptotic qualities that win the long game.
The blockchain ecosystem won't remain multi-protocol forever. Value naturally flows to and consolidates in networks with the strongest fundamentals:
- Best security draws more assets
- More assets attract more developers
- More developers create better apps
- Better apps bring more users
- More users enhance security
Just as the Internet unified information flow, one protocol will emerge to dominate value transfer - not because of 'winner-takes-all' software dynamics, but because value inherently seeks the path of least resistance.
Despite having many crypto-savvy friends, I notice none of them are Lightning Network enthusiasts. Are we still early in Lightning's journey, or are there crucial problems yet to be solved?
Imagine a Bitcoin Lightning-powered Jira that does everything the original does - creating stories, managing sprints, tracking tickets - but with one game-changing feature: when a developer's code gets merged into main, they automatically receive Bitcoin payments. This could work with GitHub Issues too. It would not only incentivize open-source contributions but also create a global talent pool, helping teams hire the best engineers worldwide.
Tried LNVPN last night - it charged me just 10 cents for one hour of use and worked like a charm. Last Sunday, I almost paid $200 for a yearly VPN subscription while at a café. It's truly amazing how Lightning's micropayment capability makes products like this shine.
This is amazing!
On the spectrum of cryptocurrency, two poles emerge: At one end stand the cypherpunks and tech purists, driven by their original vision of decentralization and technological revolution. At the opposite end lurk the gamblers in Las Vegas, consumed by greed and envy, throwing fortunes at their next bet.
While the idealists persevere through bear markets, steadfastly building towards their vision, the speculators chase meme coins and quick profits during bull runs. Like a pendulum in perpetual motion, the crypto market swings between these extremes - from one pole to the other, in an endless cycle of bull and bear markets.
Bitcoin is the real money.
From this perspective, working for a company is essentially selling our attention during specific time periods. We give our highest quality attention - our most alert morning mind, our most focused hours of the day.
Attention is our scarcest resource. While time is our most precious asset, moments without attention are greatly diminished in value. Think of time as the x-axis, representing the length of life; attention is the y-axis, determining how we experience each moment. Life, in essence, is the integral of attention (y) over time (x).