Layah Heilpern

If #bitcoin became the world's reserve currency and hit $1 million, Peter would still be screaming it's a ponzi... I think it's fair to stay I won this round. @PeterSchiff I'm inviting you for a rematch on my podcasts, whatdya say? 😁

AI agents are going to be buying, holding, and transacting in Bitcoin 24/7. If you think instituional adoptoin changed bitcoin, wait till you see what AI will do!

@gothburz i value intelligence 😊

@LayahHeilpern The humor is a byproduct. The primary product was financial loss. But I'll take the rebrand. Thank you.

My net worth peaked at $1.2 million. None of it was real. I don't mean that philosophically. I mean it was located on servers that have since been turned off. I own eleven properties in the metaverse. Three in Decentraland. Four in The Sandbox. Two in Voxels. One in Otherside. And a beachfront villa in Horizon Worlds that I bought for $214,000 because Mark Zuckerberg called it "the next frontier." The frontier closed last week. It's a mobile app now. Last year I mass DM'd 340 people the phrase "you don't understand how early we are." I have since stopped doing that. Not because I was wrong. Because most of them blocked me. I got into metaverse real estate in November 2021. Everyone was buying. Someone paid $450,000 to be Snoop Dogg's neighbor. In a video game. With no legs. The avatars didn't have legs. I thought that was bullish. "The legs are coming," I told my Discord. "Legs are a roadmap item." Three hundred people reacted with rocket emojis. I called myself a "digital land baron." I put it in my Twitter bio. I put it in my LinkedIn headline. I said it on a podcast that had eleven listeners. Three of them were bots. The rest were my alts. My virtual property has more square footage than my actual apartment. My actual apartment has furniture. Location, location, location. My most valuable asset was a plot next to a virtual Gucci store. Gucci left in 2023. The store is still there. Nobody's in it. It's like a mall in Ohio but with worse graphics and no food court. I held. Diamond hands. That's what we said. "Diamond hands." It means refusing to sell while your investment loses 94% of its value. We turned financial paralysis into a personality trait. A guy in my Discord paid $2.4 million for a 618-parcel estate in Decentraland. Prime district. High foot traffic. I asked him what "foot traffic" meant when the platform had 38 daily active users. He said I didn't understand the technology. I didn't. I still bought more. We had a DAO. A decentralized autonomous organization. That means we voted on decisions. There were nine of us. Three never showed up. Two voted on everything without reading it. The other four were me and my alts. We voted to "acquire strategic parcels." The vote passed unanimously. I voted four times. My portfolio peaked at $1.2 million. I told everyone. I made a spreadsheet. I projected 40x returns by 2025. I made a pitch deck. The pitch deck had a slide that said "WE ARE BUILDING THE DIGITAL ECONOMY." The slide had a rocket emoji. That was my entire financial model. In 2023 I bought a Bored Ape for $189,000. It's worth $14,000 now. I don't talk about the Ape. I still use it as my profile picture. People ask me about it. I say "I'm long-term bullish." Long-term bullish means I can't sell it without crying in a Panera. My mom asked me what a Bored Ape was. I said "digital art on the blockchain." She asked why it cost more than her car. I said "you don't understand Web3." She said "I understand you live in a studio apartment." She's not in my Discord. Justin Bieber bought one for $1.3 million. It's worth about $90,000 now. I felt better about mine after I heard that. That's community. WAGMI. We're All Gonna Make It. We said that every day. In the group chat. While the floor dropped. While the volume dried up. While 95% of all NFT collections went to zero. We're all gonna make it. None of us made it. But we said it with conviction and a laser-eye profile picture. That counts for something. It doesn't. But we said it did. That's decentralized consensus. Meta spent $84 billion on the metaverse. I need to say that again. $84 billion. More than the GDP of Luxembourg. More than the GDP of Iceland, Luxembourg, and Malta combined. They spent it on a platform where the avatars had no legs, the graphics looked like a 2006 Wii game, and the peak user count was lower than the lunch rush at a Chipotle in Des Moines. They just pulled Horizon Worlds from VR headsets. It lives on as a mobile app. My beachfront villa is now a mobile app. Location, location, location. Zuckerberg renamed the entire company for this. Facebook became Meta. A $900 billion company changed its legal name because the CEO watched Ready Player One and said "I want that." Reality Labs lost $10 billion in 2021. $14 billion in 2022. $16 billion in 2023. $18 billion in 2024. $19 billion in 2025. That's not a strategy. That's a speedrun. They laid off 1,500 Reality Labs employees this year. Shut down three VR studios. Killed Supernatural. Put the entire VR social vision in a casket and said "we're pivoting to AI and wearables." The pivot took four years and $84 billion. I pivoted too. I'm an AI real estate investor now. I bought a virtual plot in an AI-generated world that doesn't exist yet. The founder said it was "the intersection of spatial computing and large language models." I don't know what that means. I gave him $40,000. He has a whitepaper. It's 47 pages. I read the title and the tokenomics section. The tokenomics section is a pie chart. I love pie charts. They make everything look like a plan. The project has a roadmap. Q1: "Build community." Q2: "Launch beta." Q3: "Scale ecosystem." Q4 is blank. Q4 is always blank. That's where the exit scam goes. My accountant asked me to value my metaverse portfolio for tax purposes. I said $1.2 million. He said "current market value." I said $6,400. He stared at me for eleven seconds. I know because I counted. He asked if I had any other investments. I showed him my NFTs. He stared for longer. I told him they were "cultural artifacts with long-term provenance." He asked if I'd considered a 401k. I told him a 401k was "legacy finance." He told me to leave his office. The metaverse is dead. I don't accept that. I am a digital land baron. I own eleven properties across four platforms. I have a beachfront villa in a mobile app, a plot next to an empty Gucci store, and a cartoon monkey that cost me more than my actual car. Location, location, location. The location is nowhere. But I'm early. I'm always early. That's the same as being wrong except you get to say it with confidence.

Japanese Reporter: Why didn't you tell us before you struck Iran? Trump: Why didn't you tell me about Pearl Harbor? LMAO 🤣

AI agents are going to be transacting in crypto. Right now we're in a bear market. Meanwhile AI agents are expanding. It's the perfect set up... AI agents are going to spark the next bull run!

Since Iran disrupted the Strait of Hormuz BTC held up pretty well. Oil surged past $113, the Fed isn't cutting, and crypto remained steady. That changed with Bitcoin breaking below 70K and dropping 5% in a single day. The world is becoming increasingly uncertain and markets hate uncertainty particularly risk on assets like crypto.

The Strait of Hormuz carries roughly 20% of the world's oil supply. Iran has now completely disrupted it and Brent crude surged to $115 this morning. The Fed can't cut its way through a supply shock. And Bitcoin's entire bull case for 2026 was built on rate cuts coming.

@solstake_tv @Livepeer @solana kick and twitch don't realise what's coming...

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@sashahodler Totally different world now compared to 5 years ago so crazy!

The majority of crypto assets are now outside the SEC's jurisdiction. I wonder how Gary Gensler feels today in light of the SEC & CFTC's new guidance.

If your not utilizing AI in your business right now you’re Unc.

@SolLunix We must bottom first

@LayahHeilpern Can we have something Bullish next

Today is Powell’s penultimate Fed meeting before stepping down. Trump’s pick takes over next but the market has already priced in cheaper money ahead. A friendlier Fed chair doesn’t fix $100 oil. The problem isn’t the chair, it’s the state of the world rn.

@adamkapit Exactly

@LayahHeilpern No chance the next Fed chair cuts rates.

@rickynickles_x Yup

@LayahHeilpern All the bulls are getting liquidated soon

The US-Israel strikes on Iran pushed oil from $75 to $100 in two weeks. That’s going to keep inflation elevated. Elevated inflation stops the Fed from cutting, and rate cuts is what crypto needs to recover. Despite recent rally I don’t see a bottom until any of this changes.

@MARKETmindzike No I’ve been saying the same thing for a year now

@LayahHeilpern If the Fed holds rates because of oil-driven inflation, does that change your BTC targets?

@rickynickles_x something great

@LayahHeilpern What are you building on Claude code?

Claude code is down I think that’s my sign to touch grass for the first time today 😂

@ThoughtfulTechy Clearly

@LayahHeilpern The universe is telling you to go touch grass 😄