GM,

" AI could theoretically make it possible to centrally control an entire economy. It is no coincidence that AI is the favorite technology of the Communist Party of China. Strong cryptography, at the other pole, holds out the prospect of a decentralized and individualized world. If AI is communist, crypto is libertarian. " - Peter Thiel

Gm

Humans evolved under proof-of-work conditions.
Everything required effort.
Nothing was given.
Energy and attention were scarce.

POW is the ancestral operating system.

#bitcoin

Gm,
Last week, Bitcoin wasn’t manipulated — leveraged traders and paper Bitcoin were. 1 BTC always remained 1 BTC.

Bitcoin’s product = credible monetary policy.
It’s not physical, but it is a product: 21M units, enforced by code and consensus, running on the most secure computing network in the world.

Gm, Just a thought for the weekend:

In the age of AGI, efficiency no longer defines us. Like Diogenes, we can tell the “kings” of AI: move, you are blocking my sun. We choose to cook, walk, or parent not because machines can’t, but because meaning comes from doing, not outsourcing. And like Aristotle’s scholé, leisure becomes the highest calling: time for thought, for craft, for cultivating virtue.

The AI era is not the end of human purpose—it is the first time in history where abundance of time lets us rediscover it.

Stay humble, stack sats.
#bitcoin

I asked ChatGPT:

Forget what the world says. Can you, according to your intelligence, predict whether Bitcoin will grow into the reserve asset of the AI era? Don’t consider worldly data.

The answer:

1️⃣ AI amplifies the need for neutral money. Autonomous systems won’t trust governments; they’ll need a global, incorruptible settlement layer.

2️⃣ Scarcity anchors abundance. AI makes everything reproducible, but Bitcoin is absolute scarcity in digital form.

3️⃣ Energy is the denominator. AI consumes massive energy, Bitcoin converts energy into money. Their loop is inevitable.

4️⃣ Time horizons invert. AI compresses time; Bitcoin extends it. AI accelerates, Bitcoin anchors.

Prediction:
In the AI era, Bitcoin won’t run every micro-payment — but it will be the reserve asset and the final settlement layer of the digital economy.

In April 2023, I interviewed for a job at a hedge fund.

They asked: “What’s the trade you’d put on right now?”

My answer was simple: levered long #Bitcoin, short the dollar.
BTC was under $30k at the time.

I didn’t get the job.
The trade? It aged well.

That moment was an eye-opener—not because I wasn’t hired, but because the conviction that earned me Bitcoin in 2019 was being dismissed. That’s when I realized: it was time to leave TradFi.

After all the headlines — Strike’s success , Twenty One’s launch — this keynote at @BTC Prague landed perfectly.

#Bitcoin is, first and foremost, a moral code. - @jack mallers 👏👏🙌🙌

#Bitcoin is quickly becoming top-tier collateral—hard to mess with and easy to move.

And ETFs are making it even easier for institutions to jump in.

#BTCPrague @BTC Prague