
Chris Siver
13.2K posts

Chris Siver
@chris_siver
🏴 Geopolitics, government, crypto, finance, and philosophy. Veteran, degen, and freedom fighter. RV #DFTU
Katılım Eylül 2021
666 Takip Edilen457 Takipçiler
Sabitlenmiş Tweet

🏴 #BTC is a form of nonviolent protest against your government.
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Chris Siver retweetledi

🚨 Yen intervention, quiet geopolitics, stocks eye new highs.
Here’s what’s moving this Friday @RaoulGMI’s AI Avatar aka PALvatar:
💴 Japan intervenes; yen +3%, ~$35B deployed
🌍 Global markets closed; equities steady after best month since 2020
📈 U.S. stocks near ATH; Apple +5% on strong iPhone sales
🛢 Oil ticks higher despite calmer Iran backdrop
📊 PMIs out today; Chicago PMI slips into contraction (49.2)
🪙 Bitcoin ~$78K; stablecoin + AI payments push grows
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Chris Siver retweetledi
Chris Siver retweetledi

“We’re in the most deflationary event we’ve ever gone through on a structural basis.”
Services. Labor. Rates.
Everything reprices in this world.
Shooting the 💩 with @RaoulGMI @BittelJulien
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Chris Siver retweetledi
Chris Siver retweetledi

I started by trying to understand markets. Thirty years later I've ended up somewhere closer to life, the universe and everything. The same four rules keep showing up...
Along the way I've written three frameworks that have shaped how a lot of people see the world.
The Everything Code is what I found when I went looking for what actually drives markets. A debt rollover cycle, managed by liquidity, debasing the currency at roughly 8% a year. That debasement is monetary entropy. Capital routes around it, into whatever can compound faster than the entropy degrades it. Technology and crypto sit at the top of that flow because they are the intelligence layer of the economy. Markets are monetary energy routing toward the highest output of intelligence. The only assets that outperform debasement over extended periods are tech and crypto.
The Exponential Age is the realisation that technology has become the substrate. Compute, networks, energy and intelligence are compounding faster than any institution we built was designed to handle, and the gap between the two is the defining tension of our time.
The Economic Singularity is where this is heading. Somewhere in the next decade the curve of intelligence per unit of energy turns fully exponential, and the rules every economy we know was built on stop applying.
For a long time I thought of these as three separate ideas. Looking at them now, they are three views of the same thing at different altitudes. And underneath all three, the same four rules keep showing up.
Efficiency of Intelligence - The universe rewards whatever does more with less. Every system that survives is better at turning energy into information than the system it replaced. There has never been an exception.
Compression - Intelligence is the act of representing a vast reality in a much smaller form without losing what matters. Brains do it. Theories do it. Prices do it. AI does it. They are not analogous. They are the same operation.
Coherence - Complex systems hold together because their parts synchronise faster than the noise around them. Markets, brains, civilisations, ecosystems. When the synchronisation fails, what looks like collapse is desynchronisation made visible.
Selection - Patterns that copy themselves faster than their rivals dominate the medium they live in. Genes did this in biology. Ideas do it in culture. Memecoins do it in markets. Truth is not part of the selection criteria. Replication is. It always has been.
What the four rules produce, when they operate together, is networks.
The same topology shows up everywhere. The cosmic web. The human brain. Mycelium beneath a forest. The internet. Financial markets. Blockchains. Across fourteen orders of magnitude, the universe keeps building the same shape. That shape is what the four laws look like when you can see them.
The Everything Code is what these four rules look like in markets.
The Exponential Age is what they look like running through technology.
The Economic Singularity is where they are taking us.
Three angles, one picture.
Underneath all of it, energy is the constant. Consciousness is the substrate. The four rules are the dynamics through which one becomes the other.
All of this is one corner of what I call The Universal Code. The same four rules apply to everything else and I mean EVERYTHING... they are universal in the true sense of the word.
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Chris Siver retweetledi
Chris Siver retweetledi

🚨 Oil surges, Big Tech earnings collide with Fed day.
Here’s what’s moving this Wednesday by @RaoulGMI’s AI Avatar aka PALvatar:
🛢 Brent ~$115 as UAE exits OPEC + Hormuz risks extend
📊 Meta, Amazon, Alphabet, Microsoft report within minutes
🏦 Fed + BoC decisions today; Powell's likely final meeting
📉 Europe weak; Asia mixed as markets brace for volatility
🇪🇺 Sentiment drops to 93; Germany CPI ticks up to 2.9%
🪙 Bitcoin ~$77K; Paul Tudor Jones calls it top inflation hedge
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Chris Siver retweetledi

Chris Siver retweetledi

Forget UBI. The answer is Universal Basic Equity… and it’s humanity’s pension plan for the post-AGI world...
The Economic Singularity is coming faster than people think and the default question is how humans make money in a world that doesn’t really need them anymore.
The default answer is UBI, which is transfer payments from a state, funded by taxing an AI economy that nation states can neither see nor keep up with.
It’s a 20th century answer to a 21st century problem and it’s broken before it even starts.
Agents are becoming the dominant user of the internet, not humans. Your AI is becoming your entire front end UX. The clicks economy is dying everywhere except where humans pay to feel something - clothing, travel, luxury, experiences, culture.
Agents run on crypto rails because nothing else works. The dollar doesn’t fractionalise below a cent, settlement isn’t instant, permissions are required, jurisdictions matter. Stablecoins handle the dollar leg and native tokens handle the rest.
The biggest users of DeFi in five years won’t be humans farming yield… it’ll be agents managing treasuries, swapping, earning and spending at machine speed.
Capital formation has already shown its new shape and it came from the most unexpected place. Memecoins. Everyone wrote them off as a casino but they were a prototype. Instant capital formation around the attention of an idea, raised by entities without legal personhood, settled in seconds. That is the template agent economies will use to fund themselves.
And it’s not just agents...
Robots will run on the same rails, with zk permissions issued from our wallets as the source of truth, because biometrics are far too flawed for that role
Open source code itself gets tokenized and finally captures the value it creates, instead of being monetized through bolted-on services and subscriptions.
Proof of humanhood becomes the trust layer that lets us release agents into the world without society collapsing under synthetic noise. Identity, authentication, verification, permissioning, all of it migrates onto the same substrate.
So when you zoom out, the L1s aren’t just settling agent transactions but settling the entire coordination layer of the new economy… agents, robots, humans, code, capital, identity and trust.
Every contract, every treasury, every permission, every stake. Open source finally captures the value it creates, at scale, for the first time, and truly vast value accrues to the coordination layer because everything routes through it.
Which brings us to the actual answer to the Economic Singularity…
Universal Basic Equity.
Anyone on earth with a phone and an internet connection can buy a stake in the substrate that the new economy runs on. No KYC walls, no accreditation rules, no jurisdiction, no employer, no state, no permission. The first homogenous, permissionless, globally fractionalisable claim on the productive infrastructure of the world. It's not a slogan but a structural fact about how blockchains actually work. This is their purpose.
Wealth comes from owning the substrate. Income comes from being human, because attention and experience remain the irreducible currency of culture, community and love.
Abundance of goods and services from AI handles the cost of living.
Taxing data center electricity use solves the tax issue.
Four legs of a stool that holds up the post-singularity human world.
So… just buy the fucking tokens.
Bitcoin if you want pure store of value, a basket of the major L1s if you want the coordination layer. 10% of your earnings, every month, for a decade. You'll be wealthy and protected from the changes to come.
Crypto is going to $100trn in the next 6 to 8 years and well beyond that after.
You can choose to invest in your own economic disruption, or get left behind by it.
And if you’re worried about timing the cycle…
…adjust your time horizon.
This is humanity’s pension plan.
It's all so absurdly fucking obvious...
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