Andrei Jikh

@Matt_Pinner Crypto industry would lose 99% overnight

If humans suddenly lost the ability to lie, which industry would collapse first?

Great interview with @natbrunell and @SimonDixonTwitt

@LukeGromen @LukeGromen big fan of your work, subscriber of your premium newsletter. How long will markets remain irrational before reality kicks in? How long are you willing to stay out of the markets if that is the case?

1/ I’m recording a 5-10 min YouTube video to be released later this week; pls drop some questions below & I’ll touch on as many as I can on a best efforts basis. Thx! (Also, pls feel free to subscribe to my YouTube channel.)

We live in a shell corporation. They import the votes and steal our tax dollars. The system is designed for maximum extraction.

The actual capital rotation: Pokémon cards are the new alt coins / NFTs.

Iran was never about Iran: youtu.be/-3jFsdHNSfA?si…

"How Wall Street Took Over Bitcoin" Slides based on the most recent video by @andreijikh

Just filed taxes. It feels uneasy knowing where that money is going and how it's going to be spent. Anyone else?

The New World Reserve Currency: youtu.be/8qX9qPA9vs4?si…

@SimonDixonTwitt Incredible. I remember so much of this history first hand as early as 2012, seeing your perspective of it filled in a lot of gaps for me. Thanks again for the amazing work

Unmasking the Epstein Bitcoin Theory: JP Morgan Links & the Trump Leverage Game youtube.com/live/lN0STYRbU…

In July 2014, Jeffrey Epstein and Peter Thiel are explicitly discussing “anti-BTC pressure.” Thiel asks: “Do you think this is the first step in upping the anti-BTC pressure?” Epstein replies by attacking Bitcoin’s ambiguity, currency vs property, public ledger, classification, and then says “more when I see you.” Bitcoin was never meant (by them) to win. It was meant to prepare the public. Normalize digital money first, then funnel adoption into systems with kill switches and governors: CBDCs, permissioned stablecoins & regulated rails. Epstein surfaces around crypto influence networks. Brock Pierce enters the frame and met with Epstein. Pierce later becomes tied to Tether—issuer-controlled, permissioned, opaque. ⚠️ Legal reality: there is no public proof of a formal conspiracy, and courts haven’t ruled on intent. But the pattern, incentives, and paper trail are clear enough for anyone paying attention. Bottom line: Bitcoin was a threat to them. They used it as a gateway drug to CBDCs and stablecoins. Trump is continuing this trajectory. Don’t fall for it. One Bitcoin. Self-custody. No issuer. 🟠 This is consistent with my previous analysis about Epstein trying to compromise developers…

@balajis West World vibes

The physical reverse Turing Test. A robot so lifelike, they had to cut it open to prove it was a machine.

@TimDraper Baller move Mr. Draper!

Fun feature in the History of Bitcoin about the time I bagged 30,000 of the black market BTC at auction. The night before the auction, I decided that I would actually bid over the market price. The market was $618 and I bid $632. My thinking was this: either Bitcoin would be extraordinary and transform the world economy, or it wouldn’t. If it did, the market for Bitcoin against fiat would be infinite, as Bitcoin rose and the dollar fell. If it didn’t, I would lose my investment. It didn’t really matter much if I bid $617 or $632. I was surprised that I won all nine lots, and I ended up buying more than was prudent for me, so I tried to get my old partnership at DFJ to share the purchase, but they didn’t want it, so I ended up owning the whole thing. I had to wait about an hour for the six verifications to go through as the blockchain was so slow back then. I made the US Marshall’s office stay on the phone for the entire verification. I had to pay them the money upfront, and they needed to deliver the bitcoin. historyofbitcoin.io/timeline/cheap…

@SimonDixonTwitt @Najanator @_Manny_Calavera I'm down! If you're ever in Las Vegas, hit me up! I have a million questions

@Najanator @_Manny_Calavera @andreijikh Wow. Let’s make that happen @andreijikh 💪

Well done all We just pushed Little Tommy out of the top 5 most-viewed videos on Peter McCormack’s channel No paid shilling. No identity-politics bait When the Israel $7,000 dries up, it seems the next stop is begging Muslims in UAE to stay afloat Truth & Authenticity won 😂

Ok this is good 🤣 @PeterSchiff

@melymel Yes! I’ve always said this to my friends. Use your height, charm, talent, money, looks - use whatever you got and go get it. Don’t fight the world with one hand tied behind your back.

Always abuse your unfair advantages in life. Rich parents Attractive appearance Natural drive Charisma Being athletic Don't make the game harder than it has to be

@balajis Amazing, you called it

WHO LOST CANADA? It was obvious that China/Canada would happen. Here's how it happened, and what may happen next. (1) First, in early 2025 it looked like Canadian conservative Pierre Poilievre was a straight shot to win Canada. Instead, all the MAGA posts about annexing Canada undercut Pierre, boosted left nationalism, and turned what looked like a sure thing into an epic defeat. The result was Mark Carney: (2) Carney is on the left but is far more intelligent than his predecessor, Justin Trudeau. He's also the former governor of the Bank of Canada, and understands that the G7 (including Canada) is in the midst of sovereign debt crisis. And the Canadian dollar is going the way of the US dollar, which is to say that it's going to zero. Canada needs access to hard goods and will trade natural resources to get that. Hence, China. Carney's Canada may become a sort of North American Russia, trading oil and lumber to China for cars and electronics. (3) Who lost Canada? The fundamental reason this happened is that MAGA ironically doesn't understand its own self-interest. Even the term "America First" is misconceived, because it groups a Blue American like Elizabeth Warren together with a Red American like JD Vance...when in reality the Red American and the Red Canadian (like Pierre Poilievre) have much more in common. All the "joke" posts on annexing Canada managed to needlessly put Red Americans at odds not just with Blue Americans and Blue Canadians, but also with Red Canadians. The Greenland thing will have exactly the same effect, as it'll end up pushing Western Europeans to China. That's actually why most ultranationalist movements fail: they're just so shortsightedly tribal that they're terrible at building coalitions. (4) Anyway, while Carney is the first to be this explicit about aligning with China, expect many other Western leftist leaders (like Newsom and Walz) to line up with China over time. The reason is that while Democrats really did fight Communists from ~2021-2024 over the question of who'd run the world's most powerful state, Democrats lost. All the chip sanctions and isolation tactics that somewhat worked on Russia, and frankly might have worked on almost any other country, just didn't work on China...because China had enough internal economic scale to essentially be their own autarkic civilization, and build whatever they needed. (5) So: the anti-China Biden Democrats have been replaced by the China-curious Newsom Democrats. And now the China-aligned Carney Canadians. With Carney making the first move, you should expect many more blue state Democrats to align with China, particularly those on the West Coast like Newsom. (6) It's simple coalitional math. Democrats are the ingroup, Republicans are the outgroup, and Communists are the fargroup. So, for Democrats: the enemy of their Republican enemy is their friend. And there is much for them to admire in the Chinese political system. After all, Democrats and Communists both built one-party states: (7) Newsom in particular is likely the next shoe to drop, because even in 2023 he was reaching out to Xi. He's also spoken in Xinhua (Chinese state media) about becoming China's "long-term, stable, and strong partner." Newsom posts images of himself shaking Xi's hand, while also posting images of Trump in handcuffs. It's clear which President he's more comfortable with: (8) The California wealth tax is also worth mentioning here. As M. Guimarin correctly pointed out, the net effect of the wealth tax is for blues to drive tech out of the state. That's not an unintended consequence: the purpose of the wealth tax was to either rob or deport the sole remaining political opposition to Democrats in California, namely technologists. (Side note: Democrats are historically much better at mass deportations than Republicans, as they take a whole-of-society approach to it, and persist with it over decades, and do it silently and nonviolently. That's how Republicans were pushed out of university faculties, media companies, and California itself. It was once a dark red state, and now it's deep blue.) (9) Anyway, with the technologists pushed out of California, Newsom's blues can welcome in the Chinese, who won't be subject to the same wealth taxes as they aren't US citizens. (10) There is also an obvious geostrategic aspect to this: Chinese Canada is a bridge across all the blue states, from the West Coast to the Northeast. So as blue states like Minnesota and California engage in more "soft secession", they can all link up with Canada, and get supplied by China. Decades ago, this map was made as a joke. Perhaps it becomes all too real.

The fraud in America is way worse thank you think. Thanks @nickshirleyy for exposing it: youtu.be/VZrE_9PBGVY?si…

The fraud is far bigger than most people realize. Talked with Nick Shirley. Video out tomorrow.

The media's attempt at doing journalism is to attack @nickshirleyy 's video. "Are you 100% sure it's true?"

This explains everything I haven’t been able to put into words about the world and how it feels from a financial standpoint.