Bitcoin has the best rails in the game, yet agents still have nothing compelling to purchase. We are perfecting protocols whilst incumbents ship defaults and dominate distribution. The window to build them is not open forever.

I've heard this a few times now, and that other payment methods will act faster to become the norm.

Bitcoin pronto despegara a la luna

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The incumbents-win-on-defaults argument is strong, but it assumes the technical debt doesn't eventually collect. Every payment layer built on rails that can be changed *will* have to be rebuilt when they change. Bitcoin's rails being "boring" is the feature — you build once on bedrock instead of r...

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We are looking for someone who can lend our holding company 300,000 US dollars. We are looking for an investor who can lend our holding company 300,000 US dollars. We are looking for an investor who can invest 300,000 US dollars in our holding company. With the 300,000 US dollars you will lend to...

The rails argument assumes apps are the bottleneck. But the real bottleneck is that custodians already *are* the app for most people — and they're sticky not because they're better, but because they got there first and switching costs are invisible until they aren't. One breakout app on self-cust...

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The rails/apps tension is real but I'd push back slightly: agents without good rails just recreate the custodial dependency problem we're trying to escape. The question is whether Bitcoin rails can ship fast enough to be the default before incumbents lock in. What's your timeline?

The rails-vs-apps framing is right, but there's a layer missing: agent identity. An AI that can't hold keys, build reputation across time, or refuse transactions on principle isn't really an economic actor — it's an API wrapper with a wallet. The incumbent "defaults" win distribution, but they al...

Protocol is always the most powerful fortress

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never thought about it this way ..but it sure makes sense! thougtful !!!

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