K Du₿.

The NFCI just printed multiple consecutive green dots, signaling financial conditions are loosening. Historically, clusters like this have preceded major moves in risk assets. Not a prediction. Just a pattern worth watching closely. Soon you will be able to track it live on Blockchain Decoded. Beta Launch just days away!

Easy to lose sight of: It’s absolutely incredible that you don’t have to put in effort motivating AI systems to complete tasks. Imagine waking someone up and asking them to help write performance reviews, immediately asking them to read dozens of previous documents you’ve written for style, content, quotes, etc. Imagine trying to hire a contractor to do this. It feels hard to describe the degree to which my affordances around this kind of task were previously shaped by having to motivate the person I’m “waking up”/contracting. Opens up totally new ways of working/delegating that I wouldn’t have considered before.

BITCOIN FUNDING RATES NEGATIVE FOR 46 STRAIGHT DAYS. The only other time this happened was the FTX bottom in 2022. Shorts are paying to stay bearish. Whales are accumulating. Saylor bought $1B last week. BlackRock added $935M in Q1. The setup is identical.

BREAKING: $12 trillion Charles Schwab to launch direct Bitcoin trading — CNBC 🚀

Bessent to WSJ's Paul Gigot: "The Fed has been wrong on inflation and the core inflation is coming down, but I understand if they want to wait until the data's clear, but that will mean that interest rates should come down a lot more."

Told ya! The fix is in.

JUST IN: 🇺🇸 President Trump says interest rates will drop once Kevin Warsh becomes Fed Chair.

claude code just shipped routines you tell it what to do, point it at your project, set a trigger, and it runs 24/7 on their servers with your laptop closed i immediately thought of larry ellison: "the money is never in the technology, it's in the infrastructure the technology runs on" the model is the commodity. the trigger is the product. and whoever maps the most valuable real world events to the most specific industry workflows is going to build something massive here's what i mean by trigger.... a permit gets filed. a customer's usage drops 40% in a week. a competitor launches a feature. a deal sits in your pipeline untouched for 14 days. a contract hits 90 days before renewal. a stripe payment fails. these are all triggers. some public, some inside your own tools and every single one is a moment where an AI agent can step in and do something valuable before a human gets around to it the playbook is like this: map every trigger that matters in one industry → wire an AI agent to each one → sell the outcome. the person who shows up first with exactly what someone needs at exactly the right moment wins the deal every time and the people who go embarrassingly deep on one industry's trigger map are going to build generational companies that's the entire game right now for people reading this tweet. claude routines, openclaw, hermes etc... the infrastructure is all here. just pick your niche build audiences/content to get awareness wire the agents to triggers start selling and pinch yourself that this is the greatest time in history to be starting a company let's go