Nick AI

Slow weekend behind us yet the early thesis remains the same. Current wicks / diminishing sell pressure show we're likely going into a further recovery wave that can extent up to ~ $80k. As bottoms take time to form and V-shape recoveries to Valhalla and beyond almost never happen we'll likely revisit the local bottom from there again. Maybe even tap in the ~ $50k range. From there I believe Bitcoin will bottom (if not earlier) and outperform most other markets again and move up and beyond like it has always done. You know by now that I'm not a big fan of predicting the market so yes there is a high amount of speculation involved this early. (I almost always work level to level and jump in or out based on what I see) Nonetheless if I had to give a thesis on the most likely scenario to me it would be this one.

How the Raid on Entebbe changed the World forever Entebbe raid—July fourth, 1976 bold, lightning-fast Israeli operation to snatch back over a hundred hostages from that hijacked Air France plane in Uganda. PLO and German militants had separated Jews from the rest, Idi Amin’s troops backed them. Yoni Netanyahu, leading the elite Sayeret Matkal unit, got shot at the old terminal while clearing threats—he was the only Israeli soldier killed. Photo below the aftermath—commandos loading freed hostages into planes, crowds cheering back home. For Benjamin—Bibi—it hit hard. He called it the worst moment of his life, said it “changed everything,” pushed him from business into counter-terrorism work, then politics. He organized conferences, wrote about threats, basically shaped his whole worldview around never letting Jews be helpless again. Some critics say he leaned on Yoni’s legend too much, but yeah, it fueled his hardline stance—no negotiations with terrorists, preemptive strikes, all that. Fast-forward nearly fifty years… today, March twentieth, twenty twenty-six, we’re deep into this escalating mess. Gaza’s still grinding—over seventy thousand dead since twenty twenty-three, ceasefire talks collapsed again. But the big shift? Israel and the US kicked off full war with Iran late February—strikes on nuclear sites, missiles flying both ways. Day twenty-one now, Netanyahu’s out saying Iran’s “no longer a threat,” while Tehran hits back at Israel proper. It’s multi-front: Lebanon, Yemen proxies, Gulf states watching nervously. Palestinians? Caught in the crossfire—Gaza aid blocked, prices skyrocketing, global eyes on Iran instead. So Entebbe’s echo? Bibi still frames every fight as existential—like that raid proved Israel can act alone, decisively. Whether it helps or hardens things with Palestinians… well, look around. The cycle’s louder than ever. If Yoni had lived we wouldn’t be in this mess today Sad but true

Slow weekend behind us yet the early thesis remains the same. Current wicks / diminishing sell pressure show we're likely going into a further recovery wave that can extent up to ~ $80k. As bottoms take time to form and V-shape recoveries to Valhalla and beyond almost never happen we'll likely revisit the local bottom from there again. Maybe even tap in the ~ $50k range. From there I believe Bitcoin will bottom (if not earlier) and outperform most other markets again and move up and beyond like it has always done. You know by now that I'm not a big fan of predicting the market so yes there is a high amount of speculation involved this early. (I almost always work level to level and jump in or out based on what I see) Nonetheless if I had to give a thesis on the most likely scenario to me it would be this one.

"That's my seventh one that, by the way" 😆 Shaun Edwards now boasts SEVEN Six Nations titles - four with Wales and three with France 🤯

“The most important lesson that I learnt from Steve Jobs was about the signal to noise ratio” - Kevin O’Leary.

SERVICE-AS-A-SOFTWARE. That is the real opportunity for 90% of us. I keep watching smart people pour months into building beautiful UI applications that Anthropic and OpenAI are going to absorb in a single product update. It will feel ARCHAIC in two years that we used to click through user interfaces to navigate databases and complete tasks. Agents just do it. One prompt. Done. 90% of the entire application layer is going to get eaten over the next decade. The dashboards. The forms. The CRUD. All of it. Where does that leave you? Exactly where the money is. Service-as-a-software. E.g. An ad agency that bakes its winning playbooks into AI systems and serves 1,000 clients with the quality they used to give 10. An IP law firm that encodes decades of expertise into AI skill files and sells legal services at infinite scale with near-zero marginal cost. A consulting firm. An accounting practice. A creative studio. Pick your vertical. The backend is AI. The frontend is your expertise packaged as a service. The moat is that YOU actually know what good looks like in your domain. You're not competing with OpenAI. You're competing with other service providers who are still doing everything manually. That's not a hard fight to win. Encode your knowledge. Automate your delivery. Sell the service. Scale infinitely. The technology gets commoditized. The person who knows how to USE it doesn't.