Akshay BD

5 predictions for the next decade The future is probabilistic so none of this is meant to be declarative -- just one way it could play out. That said, it is "easier" to forecast 10-year megatrends than to trade 10-minute candles. 1. Blow off top. US mkts have a blow off top never to be visited again for many years. See this chart of the decade by DoubleLine. Every region gets its “this time is different” decade -- Japan (industrial perfection, 1980s), Europe (euro integration, 2000s), EM (Asian Century, 2010s). Each peaked, then mean-reverted. The U.S. narrative now is American Exceptionalism (AI is deflationary, innovation, monopoly over capital markets). Same chart, new story. 2. TRILLIONS. Leverage, passive flows, and financial engineering unwind together creating a generational opportunity. Investors with cash on the sidelines get to buy stuff for prices that will be written about in history books. Governments and central banks print again -- but this time with inflation already embedded. 2008 was $700B, 2020 was $6T and whatever this next one will be some multiple of that. Monetary and fiscal policy blur into one, and we officially enter yield-curve control: higher inflation tolerated, yields capped, savers rekt. 3. Walls go up when the tide goes out. Capital repatriation, eroding rule of law, new tax regimes (global taxes, unrealized gains, exit taxes etc.) and residency weaponized. Governments turn inward and make it harder to move money and people. Mobility remains the ultimate privilege. 4. Value > Growth. Demographics, energy, and fiscal policy driven growth converge in Asia, the Middle East, and Latin America. Nations that export code, energy, or manufacturing talent win. Western capital will follow -- reluctantly at first, then permanently. Tech will still have winners but it won't be the secular bull market it has been for the last 15y and the zirp madness is firmly behind us. Value and commodity supercycle. 5. Active > Passive. The passive era ends when liquidity is no longer free. With dispersion back, fundamentals and judgment start to matter again -- volatility is information. Price moves reveal real risk, solvency, and opportunity -- like it does in crypto. Index funds are optimized for inertia, not insight -- so the next bull market belongs to active founders and allocators who can move fast, hedge risk, and find edge in chaos. Price is truth. BONUS 6. Instant contracts replaces trust. Trust creates tolerable latency -- you wait because you believe the system will deliver. But in a low-confidence world, latency becomes a risk. The USD may stay strong in crisis, but weaker in trust. The new axis is instant settlement, not brand or reputation. Those who can settle obligations in real time --individuals, companies, and countries will dominate. eg., a company pays a supplier in USDT instantly wins against a company that has a 30 day window and pays via JPMorgan. - a lot can happen in 30 days - JPM relies on regulation and reputation to make you trust the payment will arrive -- but wires can be delayed, reviewed, or frozen. USDT has none of that, yet it settles instantly, globally, 24/7. Feel free to push back/add other megatrends you are seeing.

Energy lockdowns?

Everybody wants to believe this war will be over in a few weeks But what if it's a structural shift, a multi year change, and we suddenly have to live with less oil than we consumed even during covid

i don’t think the consequences of the Iran have fully sunk into us mentally within the US don’t think people understand there is virtually no way back to a pre-Iran status quo and the lifestyle that came with it

6 years of solana :)

@sardamit @thetanmay so glad you’re speaking out on behalf of the historically marginalised marketing community

@thetanmay tanmay bhai.. love your work but you can't say this isn't a legit concern.. mere liye to waise bhi nahi hai, but that doesn't mean i can't speak for vulnerable folks..

I hope these are all hypothetical assignments and no idea submitted as part of this application process would be used in actual commissioned projects.

this is the stuff every 20 year old needs to hear. not bullshit career advice from people who never took risk to build something real. game from a guy who got pushed out of his own company, cashed out billions, and started building again like nothing happened. different breed.

if you’re in bits, pivot to atoms

When @travisk was fundraising Uber's round that valued it at $70B, he ran four rooms simultaneously out of their New York office for an entire week, each booked in 90-minute slots across 12-hour days: "This is how we'd fundraise: we had four rooms in our New York office booked for a week with an hour-and-a-half slot on each. So for 12 hours in a day, four rooms going in parallel." "I'm in the $250M-and-over club, that's one room. Then there are these other rooms, down to the fourth room, which is like $25M checks. There's a guy who works for a guy, who works for a guy, who works for me who's doing that room." "But we're oversubscribed. So we started putting multiple investors in the same room. We were like, 'We're just out of slots dude. Let's go.'" "The storytelling we did, anybody on my team could tell that story and make it happen. And that was a big part. It was the story... then there is making it scalable so that there are 10 different people in a company that can pitch it at any given time. And that’s when you take it all the way."

he’s back! one of the greatest to ever do it

80 years. 724 people. One finding. The quality of your relationships predicts your health in old age more than wealth, class, or genetics.

@NickyScanz @SuperteamUSA lessgoooo

Incredibly proud to be leading @SuperteamUSA. We’re assembling a world-class group of operators bringing the USA’s most impressive founders onto Solana. First stop, Miami. 🇺🇸🌴

@Amystreet @SuperteamUSA congrats 🥳

Proud to share that I’ve accepted the role of CMO at @SuperteamUSA. I’ll be supporting teams building on Solana across the United States, hosting events and experiences that bring builders together and helping onboard more American talent into the ecosystem. We’re kicking things off in the place I call home: Miami🌴 Grateful and excited to work alongside the outstanding leadership of @NickyScanz. Looking forward to the adventures ahead! 🇺🇸

Welcome superteam USA. Long overdue - glad to it come live

There was never going to be a Superteam USA. Until @akshaybd retired to post about oil and value stocks. Now, the community for elite American founders is live, starting in Miami. And for the first time ever, it’s open to non-crypto founders. Let’s accelerate 🇺🇸

This is about to radicalize a lot of people. The national media isn’t covering this but it’s really gearing up

💯

@vibhu 😂 my product has only one customer… and even he grudgingly renews every month

@akshaybd akshay-as-a-service

I created an app that scans the public internet, reads every interview you've done and post you've written, finds your socials, listens to every podcast you've been on, etc., and then builds a brutally honest psychographic profile. Would you want to try this?

@vibhu wow this is really good

If you're like me and lived a very public life on the internet, the results are pretty amazing. At the risk of oversharing, here is the intro and then conclusion (this is about 1/10th of the total assessment).

@raagulanpathy so good to see kast’s vertical growth. many congrats to you and the team

“To the dreamers” Today we announce KAST has raised a US$80M Series A, co-led by QED and Left Lane. We launched in July 2024, and initially there was no belief in my thesis that the biggest opportunity wasn’t stablecoins themselves, but building a global-first financial platform on top of stablecoins. But one step at a time, this changed. Many individuals came into the pre-seed, and Peak XV and Hong Shan led the seed round. Now QED and Left Lane double down with conviction. Yes it’s a historic day; for a company to go from zero to such a large raise in ~16 months is rare. But for the people at KAST, the ones who I really need to thank for showing up 24x7 - it’s back to the grind. We know the only thing that matters, is not flashy raises, but delivering an outstanding product and service to the billions of people who need it, and the customers who trust us everyday. We are not perfect, we are not even two years old, but god damn we try our absolute best. My final points are to the dreamers and believers. Building KAST, the mission was simple, be the stable backbone to people’s financial life, so they can fly as high as they want. KAST is built for the dreamers, and KAST is for believers who trusted us from very early. People like me, a simple dreamer. KAST is so personal to me, because it came from 25 years of trying and failing in life. I built so many side projects, which never went anywhere. I tried so many startups, some which even scaled and then failed. My parents are now in their late 70s, I thought they’d never see my succeed in the one thing I wanted to do the most, which was to build a generational company which made everyone proud - those who invest in KAST, work at KAST, and those who use KAST. Whilst we are not there yet, in fact far far from it, I’m evidence that if you just stay crazy and keep believing, and keep rolling the dice… eventually, you might get the momentum for it to happen. I believe KAST is in the fullness of time, a trillion dollar company for a billion+ people. I’ve never sold a share, and quite the opposite in 2025 kept buying in a lot more. My conviction is infinite on this one. People will think I’m stupid to go so deep. I don’t care. This is beyond money. Thanks for all the incredible support. Now back to work. Peace ✌🏾