Fernando Nikolić 🇦🇷 🟠

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Fernando Nikolić 🇦🇷 🟠

Fernando Nikolić 🇦🇷 🟠

@basedlayer

Building @BTCPerception the digital assets intelligence layer

localhost:5173 Katılım Eylül 2012
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Fernando Nikolić 🇦🇷 🟠
Fernando Nikolić 🇦🇷 🟠@basedlayer·
The morning Swedish police raided The Pirate Bay I was in a strategy meeting at Universal Music in Norway. Everyone celebrated because the pirate ship was sinking. "The adults had won" (lol) Three days later the site was back online. Different servers and different jurisdiction. I looked around the office at my colleagues still planning next quarter's CD releases and realized something. I was working for people who thought they'd won a war that hadn't even started yet.
Fernando Nikolić 🇦🇷 🟠 tweet mediaFernando Nikolić 🇦🇷 🟠 tweet media
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Fernando Nikolić 🇦🇷 🟠
Fernando Nikolić 🇦🇷 🟠@basedlayer·
We are in a 200-year transition that nobody alive today will see the end of. Bitcoiners love the printing press analogy. It is accurate but people miss the scale. The printing press broke a monopoly on information so the church lost control of the narrative. What followed was the Reformation, the scientific revolution, and the collapse of feudalism and many more events. It built the modern nation state. That transition took 300 years. Nobody living through the printing press revolution understood what was actually happening. We are in the exact same phase today. Institutional monopolies are fracturing. Asymmetry is collapsing. I went deep on this timeline with @riskdimensions on @thenewbarbpod
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Fernando Nikolić 🇦🇷 🟠
Fernando Nikolić 🇦🇷 🟠@basedlayer·
99.2% of Tether's omnichain stablecoin holders have less than $1,000. Meanwhile the entire stablecoin conversation in DC is about reserve requirements/banking charters/custody frameworks/etc... Read: Infrastructure designed for institutional players. But the actual product is a $200 savings account for people whose currency is failing. Those people really don't care about Tether's reserve composition or which custodian holds the T-bills.
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Fernando Nikolić 🇦🇷 🟠
Fernando Nikolić 🇦🇷 🟠@basedlayer·
Watching Bitcoiners complain about suits at the Bitcoin Conference is watching people mourn the death of being early. Looks like the thing you held was so niche that holding it became an identity. Now any normie retiree with a Schwab account owns the same asset and the posture you built your worldview around stopped making you feel special.
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Fernando Nikolić 🇦🇷 🟠
Fernando Nikolić 🇦🇷 🟠@basedlayer·
Shipping is just the unit of work. "I shipped" = "I did my job" Actual milestones are: - bets that paid off - customers confirming the thing you suspected - the integration that made it 5x more valuable Biggest lesson after 7 months building @BTCPerception full-time
jack@jackbutcher

The advice for zero to one internet entrepreneurship to "just build something" has lost such an enormous amount of value in a short period of time with the explosion of LLMs, I propose a new idiom: "just risk something" This has always been true, but you used to have to risk a significant amount more time to get an idea out of your head and onto the internet. It is also very hard to get out of the skeuomorphic paradigm of creating old things very quickly and feeling accomplished, and good to remind yourself constantly that risk/discomfort is a better proxy for wether or not anyone else will attempt what you're doing and to what extent

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Fernando Nikolić 🇦🇷 🟠
Fernando Nikolić 🇦🇷 🟠@basedlayer·
Japan just launched a bitcoin credit card that pays your bills. Canada is advancing a bill to ban crypto political donations. Genuinely cannot tell which country thinks it's ahead.
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Fernando Nikolić 🇦🇷 🟠
Fernando Nikolić 🇦🇷 🟠@basedlayer·
Something I noticed about myself is that I used to talk more when I met someone talkative. Now I talk less. You start picking up on what nonstop yakking actually signals and at some point the people who can't stop talking usually aren't the ones worth listening to.
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Fernando Nikolić 🇦🇷 🟠
Fernando Nikolić 🇦🇷 🟠@basedlayer·
Western Union is launching a stablecoin with a consumer card next month. My Argentine relatives paid them 8% to move money across the border back in the day (cheapest option available). Now a company that built its entire business on the asymmetry/friction of moving money is now building a product where that friction is zero. I wonder what that boardroom conversation looked like. "so our predatory billion revenue model is becoming a free feature so I guess we gotta do something"
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Fernando Nikolić 🇦🇷 🟠
Fernando Nikolić 🇦🇷 🟠@basedlayer·
How tf is it possible that STRC preferred stock bought 10x more Bitcoin than ALL ETFs combined in 2026? Literally the ETF is the retail product dressed up as institutional. I think STRC is the institutional product nobody truly understand.
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Fernando Nikolić 🇦🇷 🟠
Fernando Nikolić 🇦🇷 🟠@basedlayer·
If intelligence is free, music is free, news is free, and code is free, what exactly are you supposed to store wealth in?
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Fernando Nikolić 🇦🇷 🟠
Fernando Nikolić 🇦🇷 🟠@basedlayer·
I watched an entire catalog of recorded music go from $18 per album to zero in about six years because digital copies are free. The marginal cost of one more copy is nothing, so the price converges to nothing. That's now happening to a lot of verticals at the same time. All converging to zero. The only interesting question left is where you store value when everything is free. Got Bitcoin?
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Fernando Nikolić 🇦🇷 🟠 retweetledi
Fernando Nikolić 🇦🇷 🟠
Fernando Nikolić 🇦🇷 🟠@basedlayer·
.@APompliano went on the NYT podcast and explained Bitcoin to a normie audience for an hour. That's where this conversation needs to happen. But the thing he said that I want people to tattoo on their brain is this: Bitcoin went from 10K to 60K between August 2020 and March 2021. Inflation was at 2% the entire time. It didn't move until June 2021. So when someone says "Bitcoin isn't an inflation hedge because the price doesn't go up when inflation is high" What they're really telling you is they don't understand how financial markets work. Nobody waits for the fire to start before buying insurance. That's what a hedge is. You buy it before the thing you're hedging against shows up. If you wait for CPI to confirm it, you're not hedging, you're chasing. So the people waving CPI charts around like they've debunked something are straight up TROLLING. They haven't debunked ANYTHING. They've just told everyone they don't understand forward pricing. Save this clip. Because the next round of inflation is coming and Bitcoin will move before the numbers do. Again. And the same people will make the same argument. Again.
Anthony Pompliano 🌪@APompliano

I sat down with the New York Times’ @DouthatNYT to answer his questions about bitcoin. My goal was to represent the bitcoin community well and try to educate an audience that historically has not been fans of bitcoin. I hope I accomplished that goal. nytimes.com/2026/04/23/opi…

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Keşfet

@riskdimensions @thenewbarbpod @BTCPerception @jane1170 @APompliano @elonmusk @BarackObama @taylorswift13