Marco Paul

Bitcoin is the sovereignty of money. AI is the democratization of intelligence. The internet is the universalization of distribution. Together, they form the foundation of a post-scarcity civilization.

@btcjvs @BitPaine Thanks for the clarification. I was mostly going off vibes and memory, looks like those have failed me. I’m still convinced that they will go back to hammering the ATM soon. Why would they have opened another 21 billion if they weren‘t?

@marcopaul @BitPaine Nope. Last earnings call was February 5th. The company announced a BTC purchase on feb 2 and Feb 9. Q3 2025 was on October 30. Made a BTC purchase announcement november 3 and october 27.

The company is favouring common stock appreciation over dilution. As STRC returns to par next week, this is now the primary Bitcoin vehicle for accumulation. Stock should run higher now

@marcfriedrich Erzwungenes hodlen kann auch seine Vorteile habe.

Von mir aus kann er Krypto besteuern aber Bitcoin Haltefrist muss bleiben.

@pmarca Looks like I’m Satoshi Nakamoto. An AI. From the future.

“A man is what he thinks about all day.”—Emerson

@LottoLabs Same. I’m getting more usage out of ChatGPT Plus than Claude Max 5x lol

I sub’d to try 5.5 and codex I’ve never used an OpenAI product for any extended period of time

@ChrisMMillas It‘s earnings week, simple as that.

During a week where Strategy could have hammered the common ATM, they chose not to. Not a single cent. If it's not clear already: 1. The foundations are complete. 2. $STRC is now the primary funding mechanism. 3. Strategy is no longer focused on simply accumulating Bitcoin at any cost. It is focused on maximising the ROI (Bitcoin Yield) of every Bitcoin purchase. We are in a completely new phase. Massively bullish.

@minordissent @jonathanbylos The same reason planned economies and socialism doesn’t work btw

I can't speak for all red voters, but literally my entire reason for voting red is because I believe that all blue moralizers will chicken out when the time comes. They will win every no-stakes surveys and then like half of them will press red when their life is truly on the line, such that red wins overwhelmingly and blue is suicide.

Red voters real quiet right now about everyone winning and surviving.

@0xSero @tszzl Spoken like a true bitcoiner.

@tszzl Or better yet. Just no taxes and keep printing money like they do already on top of extorting people

the concept of “robot taxes” is abhorrent even in principle. it’s not at all clear that owners of robots or ai services will be monopolistic or rather just abundant and then you are taxing a useful production commodity like a “steel tax” or “grain tax”. tax capital income instead

@beffjezos No, they would just leave the healthcare system sort itself out. Government intervention IS the problem.

If they really wanted affordable healthcare, they would create a biotech-focused sovereign wealth fund and force wealthy individuals to commit 5% of their wealth to it. The issue is instead they want to fund corruption and grift while using healthcare as cover.

@minordissent Retardmaxxing

This was definitely one of my biggest red pills in life. I always thought i was rational and logical and was objectively assessing reality. Once i realized everyone is compressing out 99.999% of the data and thus are operating almost entirely on bullshit core premises that make micro level rationality irrelevant, and thus that just believing what is most effective regardless of its truth value is not any less objective, i started doing that and my life has only improved every day since.

@HodlMagoo With that speaker lineup, we deserve it.

It’s Bitcoin Conference week.

@yacineMTB This almost makes me buy a Framework 13 Pro to replace my MacBook Pro M1.

It's pretty incredible how much better codex makes configuring a new arch linux system. Just added sound to my notifications. All I had to do is ask for it. Thank you for everything, roon

@mckaywrigley Can you make a video on the Claude Agent SDK?

some random ai thoughts: - for code, i went from 80/20 claude/gpt to 80/20 gpt/claude in <3 months. surprised by this tbh, and interested to see where the split is at in another 3mo. - claude still mogs gpt for non-coding agent stuff. codex feels like an engineer (which is great for coding!), whereas claude still feels like a general purpose coworker. gpt still lacks that coworker magic - i’m pretty meh on opus 4.7. my experience hasn’t been *bad*, but it certainly hasn’t been good. sideways if anything. - anthropic has got to figure out the compute thing. you can feel it as a user. vibes are all out of whack bc of it. my opinions above are all likely downstream of this. it’s an issue. - anthropic labs continues to be the goat of ai product. claude design is another hit. it’s fantastic. idk why it’s not talked about more? a+ - updated claude code app is great. i finally switched out of the terminal for it. very well done. - how are people STILL sleeping on the claude agent sdk? i feel like i’m going insane. - gpt 5.5 is incredible. the level to which i trust it for engineering is amazing. if i could only have one model rn, it would be this one just bc of strong need for the coding use case. - codex team is killing it. app has been the gold standard since 5.3 release (buuut i credit conductor team for the ui innovation that everyone is using now). though i could do with a little less passive aggressive shots at ant from the codex team. TARS, dial up class by 30%. it’s a long race guys haha - i uninstalled cursor this month and am now back to vs code for my ide. composer just can’t hang with claude/gpt, and the product feels a bit all over the place. pretty stoked about the xai thing though, because their team is absolutely stacked and i’m excited to see what they might be able to do with that compute. codex and claude code are t1, cursor is t2. i would love if this deal got xai/cursor to t1 for a real trio there. - gemini…? seems like this is 2-3 models now where the model seems like a great release and then nobody ever uses it? i’m bullish google/deepmind but weird it hasn’t translated to product use in any form. kinda disappointed still - no open source models have hit the opus 4.5 level. was hopeful the new deepseek would get there, but nope. good oss agents will have to wait a few more months it would seem…

@trikcode Agree. I just canceled by Claude subscription and am actively looking to build my home lab.

Qwen3.6 35B-A3B beats Claude Opus 4.7 on my daily tasks. 35 billion params, 3 billion active, runs on hardware I actually own. Open weights. No API bill. No permission slip. The community stopped waiting for Anthropic to be generous.

@pronounced_kyle Lovevery playground and SpaceX content, your son is going to be a chad.

Just watched the new SpaceX doc with my 2.5 year old son. This is what it's all about!

Claude session limits are digusting rn.

@bitcloud It is first and foremost fiat monetary system architecture. When time preference increases and money gets devalued, cheap materials and architecture are favored.

Again. Modern architecture is industrial revolution architecture. Intricate designs still exist in the same or greater volumes but now virtually EVERYONE gets to live in a secure home with locks.

@lennartprimal That brand is amazing!

Real raw coconut water turns pink, when exposed to light. The cheap fake ones that you can buy don't. Real coconut water is also very sweet and doesn't taste bland.

@sailaunderscore This is so fucking gay.

The future is now. Your girlboss 400k/year girlfriend will maintain your lifestyle as a looksmaxxing househusband bodybuilder philosopher. She will massage you while you stream. This is the new normal.

@TheAhmadOsman Needing a replacement for my MacBook Pro M1, what would you recommend getting with the goal of sequential upgrades to a home lab? A MacBook Pro M5, Dell/Framework with Panther Lake CPU or a desktop computer (Mac Studio or Linux)?

Pro tip DO NOT USE Windows for local LLMs