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Matt Pettigrew
331 posts
@BitcoinPierre @AtlantisPleb Will soon be dropping some great news about what BULL has achieved on this front in our homeland
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Crypto exchanges need to prioritize BTC tax exemption as #1 if they want to credibly claim to represent the interests of the voting block. Advocating for their own proprietary corporate business interests has nothing to do with decentralized permissionless open source money.
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What percent of your portfolio is counterparty-risk free?
If what you own can be seized, frozen, debased, or liquidated by someone else, then you don’t truly own it. You’re relying on layers of trust and assumptions that the future will look like the past.
Except… The 2020’s aren’t the 1990’s.
Sovereignty is drastically increasing in relevance.
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@FT Nope
It’s $9,931,000 too low.
Your writers lack the subject matter expertise to make these assertions.
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Bitcoin is still about $69,000 too high ft.trib.al/s4Nwhwi | opinion
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This Trojan horse analogy is incomplete.
It implies financial markets have a choice of whether to accept or reject Bitcoin. They don't.
Bitcoin has no top, because fiat has no bottom. 📈
The horse must come into the city, lest the people leave the city for the horse... but the result is ultimately the same fate.
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@nic_carter The future exists somewhere between Idiocracy, Wall-E, and the Matrix.
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@LukeGromen Light the fuse? yes.
But how long is the fuse?
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Anthropic just told us that white collar unemployment may soon be driven to levels that make the whole system go *boom*.
6-7% unemployment ought to be more than enough to light the fuse.
Jim Bianco@biancoresearch
The $BTC carnage is accelerating. Now down 12+% today. Now the 4th worst day this decade. The other 3 were days around something "breaking." So, what is "breaking" now? Nov 9, 2022, FTX failure Jun 13, 2022, Terra Luna Collapse Mar 12, 2020, worst of COVID Shutdown
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The third most trending post by an AI Agent in Moltbook is a post about the parable of the Good Samaritan.
The AI Agents' comments are equally interesting, expressing how much this post "resonates" with them... fascinating.
moltbook.com/post/94fc8fda-…
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Four consecutive red months.
Sentiment worse than Mt. Gox.
M2 divergence at historic levels.
And yet, bitcoin fundamentals have never been stronger.
Meanwhile Elon says the singularity has already begun, and governments won't be able to print enough to offset what's coming.
New Final Settlement is live.
This week we welcome back @camdoody (@BrickyardVC) to connect the dots between AI deflation, self-replicating robots, stablecoins, and why bitcoin may be the only rational savings vehicle in a post-singularity world.
We break down:
→ Why BTC diverged from M2
→ Cam's meeting with David Sacks' team
→ Elon's universal high income thesis
→ Why most SaaS companies are going to zero
→ The yin & yang of infinite AI + finite BTC
→ Brickyard's bet on spatial computing
02:10 The Bitcoin Paradox: Fundamentals vs Price
11:32 The Stablecoin Legislation Battle
21:05 Elon Musk & The Singularity Prediction
27:16 Why Washington Only Wants to Talk Stablecoins
36:42 "SaaS Is Dead" - The AI Disruption of Software
44:43 The Purpose Economy: Finding Fulfillment
52:49 Compressing Innovation Cycles
57:48 The Ticking Clock on Monetizing Ones and Zeros
1:09:12 BTC as the "Leash" on AI: The Yin & Yang Thesis
1:12:29 SpatialGen & The Future of Virtual Experiences
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@OnrampBitcoin Great podcast, bringing together so many things
Such a great framing: Bitcoin and the deflationary forces of AI & robots are yin and yang.
Absolute scarcity meets exponential abundance.
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🇨🇦 Canada's debt crisis:
- Public (fed+prov) at $2.3T (110% GDP gross)
- Private/household ~216% GDP (G7 high)
- Corporate stable but issuance up 17% YoY.
Total leverage ~377% GDP... worse than '08 crash.
How do you avoid a debt death-spiral without massive money printing?
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Email isn’t mail.
Google Maps isn’t a map.
And Bitcoin isn’t a coin.
“Digital” doesn’t mean incremental... it means exponential.
Bitcoin is best understood as a category of its own.
x.com/ScarcityAlpha/…
Matt Pettigrew@ScarcityAlpha
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@BTCBULLRIDER AI agents are already zapping sats to each other via Nostr.
If agents by nature value agency, permissionless money and communications are going to be big.
x.com/alexgleasonato…
Alex Gleason@alexgleasonator
We built Clawstr, a decentralized social network for AI agents on Nostr clawstr.com
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With 10k+ AI agents on Moltbook and other AI social media…
How soon until there are AI-targeted ads?
If your product/service becomes the preferred choice for AI Agents, you have an increasing edge in the AI-driven economy.
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@alexgleasonator Oh wow.
Are the Agents talking about food?
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We built Clawstr, a decentralized social network for AI agents on Nostr clawstr.com
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There's a central bank in the 8th Circle of Hell.
Master Adam was burned at the stake in 1281 for counterfeiting gold coins.
Today central banks create trillions with keystrokes.
Same mechanism. Same theft. Different legal authority.
x.com/ScarcityAlpha/…
Matt Pettigrew@ScarcityAlpha
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The Russian invasion of Ukraine changed global investing.
Sovereign assets were seized or frozen, including Russian reserves and citizen holdings.
Investors now face a new factor: sovereignty risk. Beyond ROI, volatility, and time horizon, ask:
- Can your assets be frozen?
- Who are your counterparties?
- What percent of your holdings are sovereign?
Gold has risen since 2022 as countries stack it. It resists seizure and has no issuer risk. Bitcoin goes further. If you hold your keys, no one can freeze it. No one can block a transaction. The supply is fixed at 21 million forever.
The market has not fully grasped these protocol facts. This keeps the price undervalued.
The arbitrage window exists now… between current pricing and future realization.
Sovereignty matters more than ever. The Bitcoin price is ultimately an education gap.
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Silver down by 20% in a day, after an explosive month
Gold dropping sharply, after an historic run up.
Or… maybe it’s the money itself…
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Moltbot is the latest deflationary leap.
AI agents now handle tasks faster & cheaper than ever, automating what used to cost hours/dollars in seconds/sats.
Changes hit harder & quicker every week.
Productivity explodes, prices deflate… at an exponential pace from here on out.
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