1/ Crypto has consumed my life for more than a decade. I thought it had made me a single-issue voter.
So I got my early voting ballot… filled it out for Trump and stuck it in the mailbox just after sunset. The next morning, I went to the mailbox, removed it...
2/ ...and threw it in the trash 🗑️. As much as I want crypto adoption to go parabolic, I honestly can’t believe our choices are down to:
👉 A man who attempted to end two centuries of peaceful power transitions by demanding his VP subvert democracy
3/ 👉 A woman whose platform is essentially "no" to crypto, "no" to tech, "no" to innovation—while saying "yes" to censorship and ideological control (aka wokism)
LLMs & @truth_terminal are actively altering my worldview & how insane I think the crypto/AI bubble will become. Thoughts:
1. One could argue crypto users are the tip of humanity’s spear. We explore the digital frontiers and often see economic/tech truths before the public.
2. If a crypto trader stays in the game long enough, he learns all about "approximate truths"… i.e. he buys his first coin and thinks it will rule them all. That maxi-ism often forces him to ignore the notion that any other coin will be successful.
3. Then, life (i.e. losing money) hits him like a pipe wrench. And the longer he's in the shitcoin trenches, the more apparent it becomes that we are all Jon Snow (we “know nothing”). Truth is not truth after all.
1. Nashville marks the end of the cypherpunk phase. #bitcoin now plays the game of thrones
2. RFK’s speech was 10x better than Trump's. This could split the die-hard crypto vote between Trump and RFK and potentially jeopardize Trump’s bid 🧵👇
3. There were murmurs of bitcoin replacing all fiat. That’s always been the vision, but it’s taken a backseat to the "digital gold" narrative
Look for "bitcoin as money" to gain strength… esp. if some govts reclassify $BTC as legal tender (& ditch the retardio cap gains tax)
4. With clearer regs and reclassification, payroll providers, could make it far easier for companies to pay (all or a portion of) their worker salaries in sats, which is probably the single most important factor in driving adoption
1/ Crypto’s next massive narrative stares us in the face… it’s not the election, Solana memecoins, restaking or gaming. It’s bigger than all those combined
It’s AI + crypto 🧵👇
2/ And it’s not just that AI will work better on crypto rails than tradfi rails, it’s that AI will work better on a decentralized web as well
In other words, AI + crypto are rearchitecting modern finance AND the internet itself
3/ First, finance:
AI won’t have sufficient access to TradFi rails. That system is too opaque, trustful, slow and over-regulated