B02

@0xcodecustard @GameofZonesHQ @sunnydecree btc is very practical to transfer at scale. utility byond that maybe not yet but will come

@AsianCrypto @GameofZonesHQ @sunnydecree Transferring $BTC value is realistically impractical at scale, which is why utility exists to meet that need, Ethereum being one of many solutions.

@GameofZonesHQ @sunnydecree btc is money - you use money by holding it to transfer value thru time

@GameofZonesHQ @sunnydecree keep it simple - the real utility of btc is hard money, allowing u to transfer value thru time w/o dilution or central regs. eth isn't *as* hard. additional utility for for both will grow as demand for decentralised money grows. demand precedes supply.

@AsianCrypto @sunnydecree I’m talking in comparison to Eth’s ability per-se, not all utility is currently measured in its real value because it’s all just speculative right now. There is no real utility anywhere.

@GameofZonesHQ @sunnydecree it's monetary infrastructure - trad and de fi elements will follow

@AsianCrypto @sunnydecree It’s money but it’s not infrastructure though is it?

@GameofZonesHQ @sunnydecree i don't really understand your question, but you can send 1 sat on LN if you want to

@AsianCrypto @sunnydecree And micro transactionally it does what ?

@sunnydecree Who’s using bitcoin?

Quick reminder: there are still people buying ETH. Seriously, how stupid can someone be? Ethereum has been making promises for 13 years and none of them have been kept. In the real world, nobody is using Ethereum. Nobody. And yet people keep buying it. $250 billion market cap. The same as Nestlé or Intel...

@Gen777777 we all know french kiss is the best

13, 12, 11, 10 th best Bangkok steakhouses (as listed by Timeout)

@SirMuttley He means baht man. Cmon

I know I'm falling into the "engagement trap", but what fucking nonsense is this? 155k USD a month? So I can buy a couple of new cars each month? I can drink champagne with every meal? Tell me you've never lived in Thailand without saying you've never lived in Thailand...

@brandon_gentile @saylor he did invest a significant amount in btc significantly earlier than ms (2012/31?). i believe in % terms he's held a greater share of float, so don't discount him too much. he saw opportunity long b4 saylor

One guy has literally staked his entire life, reputation, and perceivably most of his Goodwill and capital on studying the Bitcoin protocol putting all his time and energy there. @saylor The other, we have no idea what he does other than be a mouthpiece with his finite time and energy. @chamath Who do you trust in this situation? 👀🤔

@chamath @saylor gold isn't a 100% hacking resistant

@saylor No. A store of value has to be 100% hacking resistant. It’s an existential feature. For other industries it will be important but less binary/existential.

@_PeterRyan @Truthcoin lol i miss cdr

@Truthcoin Yes.

The question "what gives Bitcoin its value?" has been argued for 17 years. But a more important question is "which thing(s) would delete all value from Bitcoin and send it to zero?" And one answer is: poor epistemic standards. Since that can destroy almost anything

@WR4NYGov roundabouts are first come first serve

You don't really know Thailand until you know: 1. The biggest city is not named Bangkok 2. Pad Thai is not a popular dish with Thai people 3. Slow down when you approach bridges 4. Phuket, Pattaya and Sukhumvit are not typical of Thailand What else?

@xmr_jake @BitcoinPulseX No - read Hal Finney's High Powered Money post on Bitcoin Forum 2010

@BitcoinPulseX Wasn't the point of bitcoin to replace the dollar, not have the dollar built on top of it? LMAO

🚨 BREAKING TETHER IS LAUNCHING USDT ON BITCOIN, WITH TRANSACTIONS SETTLING DIRECTLY ON THE BASE LAYER AND THE LIGHTNING NETWORK. A MASSIVE STEP FOR BITCOIN’S PAYMENT ECOSYSTEM. ⚡️

@jdorman81 @kyletorpey It hasn't. The narrative is decentralised hard money for the internet. It's that simple.

I have no doubt BTC will go higher. It always does. I wouldn't bet against it. And I suppose by that logic alone it is investable. But it has failed every narrative it was supposed to be (other than price go up), and it has no valuation technique (other than relative value vs gold). That's why I say it isn't investable. You can't underwrite a logical thesis for bitcoin other than "it usually goes up, so it probably still will"

Controversial opinion: The biggest reason for the massive disconnect between crypto prices and crypto adoption is that 4 of the top 5 assets (by market cap) are largely uninvestable. $BTC - The quantum fear is not going away (even though it's a fairly easy technical fix, it's a much harder governance fix) - It's not cool to own BTC now that blackrock and JP Morgan dominate it (see rise in $ZEC) - It's not digital gold (in fact, actual tokenized gold exists) - It's not scarce (endless derivs and structured products make the 21mm cap useless unless people start using physical bitcoin, which no one does). - It's not an inflation hedge - It's not a medium of exchange (stablecoins are) $ETH & $SOL - high inflation outweighing any fee capture (this is why market cap goes up while price goes down) - Infinite blockspace relative to usage, with more L1 competition coming - Fat protocol thesis on life support (and other than that thesis, no one has ever made a good argument for why L1s actually capture value) - You need ~1000x more activity / transactions to warrant today's valuations (meaning SOL and ETH are not worthless, it's just VERY hard to justify their current valuations). (For the record, I'm bullish on both Solana and Ethereum's prospects for further growth (relative to other L1s), I just don't think their tokens capture much value from that growth). $XRP - Literally the opposite of good token design. The token does absolutely nothing, and has virtually no linkage to Ripple - Ripple sells ~$3-4 billion of XRP tokens per year to fund equity repurchases (people argue all day about the efficacy of token buybacks, yet no one seems to care that Ripple dumps tokens to buyback their own stock?) This is why crypto is so broken. The entire industry was built on 4 assets that all suck as investments, which is why all of the exchanges and brokers cater only to fast money traders and macro funds/CTAs instead of real fundamental investors (even though fundamental investors make up the majority of the investor world). Of these 4 assets, I'd say i'm most likely wrong about $BTC simply because it is entirely narrative/faith based, and that can change on a dime, plus BTC always goes up eventually. I find it impossible to underwrite Bitcoin as an investment, but I do understand why others like it. Can this change? I hope so. It's very hard for an industry to grow when the top assets go down, but not impossible. It would require massive rotation (which is what we're seeing in equities right now -- a rotation out of Mag 7, private credit, and tech and into healthcare, energy, etc). IMO, there are a LOT of good crypto investments right now that accrue value via the adoption of crypto and blockchain. Aligning your investments with the actual growth areas should work. Almost all of the growth and adoption of crypto and blockchain is happening in 3 financial areas: 1) Stablecoin/payments - harder to invest in pure plays, but there are some private stocks 2) DeFi -- tons of ways to capture this growth via equity-like tokens 3) RWA tokenizaton - while most of this value accrues to middlemen like Securitize and Blackrock, there are some pure plays as well. If this industry pivots away from BTC ETH SOL XRP and memecoins, and into the stocks and equity-like tokens that fuel the growth of DeFi, payments and RWAs, then price will start matching adoption.

@SIGMAPROFESSOR true - but you'll learn more about yourself walking thru that fire than any education can ever buy

always avoid your dream woman.

@TristinHopper liberals are illiberal

To any future historians reading this, this era will make a lot more sense if you remember that every name is the opposite of what it really is. The antifascists are fascists, the antiracists are racists, the fact-checkers are propagandists, etc. Hopefully this has been fixed by your time.

@ThinkInPeach this is straight up terrible advice - esp in today's world

Was on a call with a guy who wanted a wife and kids. Said he'd "focus on dating at 35." I asked him to do some simple math. He went quiet. Meet a woman at 35. Date 1 year. Engaged at 36. Married at 37. First kids at 38. Second at 40. You're 50 at your son's 10th birthday. And that's best case. Meeting the right woman straight away. No failed relationships. No learning curve. No dry spells. Math doesn't lie.

@RaoulGMI raoul read wolfram to understand what you're really trying to say the universe IS compute (noun)

@MilkRoad @RaoulGMI he's swallowed wolfram whole

Raoul Pal just published what he calls ‘The Universal Code’: a unified framework connecting physics, markets, AI, and the future of human value. (Bookmark this, you'll want to revisit it - it's DENSE.) Jury's out on whether psychedelics were used in the writing process, but the core idea is this: Everything is computation (not metaphorically, but literally). And the universe evolves to maximize intelligence output per unit of energy - where the systems that extract more intelligence from the same energy survive, and avoid getting pruned. Life is more ‘intelligence-efficient’ than chemistry, civilization more than biology, AI more than civilization, and this is why progress accelerates. (Is your brain wrinkling yet? Mine is.) So why does everything feel like it's breaking right now? Because the pace of change now exceeds what our biological, institutional, and monetary systems were built to handle. Politics, labor, education, and media are all ‘compression engines’ designed for slower cycles. What looks like social collapse is actually intelligence migrating out of old structures and into new ones. Which brings us to markets… Markets are measurement instruments: they compress vast amounts of distributed information into price - think of capital as stored energy, and markets as how that energy gets directed. Modern economies are constrained by two slow-moving forces: demographics and debt. Demographics dictate how much labor, consumption, and risk appetite an economy can sustain, while debt dictates how much future energy has already been borrowed. This is why policy keeps getting more interventionist: As demographics deteriorate and debt accumulates, organic growth weakens. So to keep the system functioning, more liquidity is needed (being applied earlier and more aggressively as things accelerate). Quantitative easing, fiscal dominance, and financial repression are all adaptive responses to declining baseline energy. Meaning, while the pressure we’re currently feeling reads like failure (weirdly) it’s actually success. Capital is flowing towards software, networks, automation, and abstraction because that's where intelligence compounds the fastest. Labor is being measured against a benchmark it was never built to meet - not because workers are failing, but because intelligence changed its medium. This points toward what @RaoulGMI calls ‘The Economic Singularity’: The moment intelligence becomes so abundant and scalable that the relationship between labor, capital, and value permanently breaks. For the first time ever, civilization can scale intelligence without scaling population. Autonomous agents and robots become the new demographics… they work without rest… they don't retire, vote, or consume in the human sense. And with this new reality: Economic growth decouples from population → productivity decouples from employment → capital accumulation decouples from human labor → and markets gradually recede into the background of human life. Think of it like a ‘human repositioning.’ As intelligence becomes abundant, ‘meaning’ becomes scarce. (And as we all know: scarcity defines value.) The things that resist compression move to the center of human life - think: creativity, care, connection, and shared experience. We leave the machines to optimize intelligence, while humans specialize in meaning. (Yep, psychedelics were definitely used here.) The economy stops being where humans prove their worth and becomes infrastructure supporting human experience, with a waterfall effect that goes something like this: - Energy becomes compute… - Compute becomes intelligence… - Intelligence routes capital… - Capital reshapes civilization… Until, eventually, the system evolves past the need for human labor as its engine, freeing humans to do what they were actually built for: Simply to live. And this (dear reader) is the Universal Code.

@yantrashikshaka @CryptofyHub yep...at the bottom too 😂

@CryptofyHub Didn’t one of his funds go bust with Murad?

Short story about Willy Woo… Remember 2021? Willy Woo's 'Bitcoin Forecast' Substack was the hottest paid crypto newsletter, with thousands of subscribers paying for his on-chain 'magic.' He hyped BTC to $200k–$300k (even $400k vibes) by EOY 2021 like it was guaranteed: - 'My top model: $200k conservative, $300k not out of the question' - Interviews: $250k–$400k range with institutional flows Result: BTC peaked at ~$69k. Then the 2022 bear market destroyed everything. His models missed badly. After dragging subscribers off the cliff with epic misses, he CLOSED the newsletter over three years ago and went mostly silent on forecasts for ages. He disappeared during the winter… now back strong in 2025–2026 with 'Bitcoin Vector Lite', preaching quantum risk/doom like 4M BTC could hit the market any time (it won’t, quantum is nowhere close, and many contingency solutions already exist). Thousands paid for the hype, got burned, he faded… now a new narrative and new subscribers?

@z0r0zzz @aakashgupta not on issues like this - when the dev is a known genius and the project is gaining massive traction

@AsianCrypto @aakashgupta lawyers nudge leadership all the time

The real story here is worse than a fumble. It’s a three-step own goal. January 9: Anthropic locks Claude Code OAuth tokens, killing every third-party tool that built on Claude subscriptions. OpenClaw, which recommended Claude Opus 4.5 as its default model, wakes up to a broken integration. No warning. No partner outreach. January 27: Anthropic’s legal team sends the cease-and-desist over “Clawdbot” sounding too similar to “Claude.” Steinberger complies at 5 AM on a Discord call. During the 10-second window where he releases the old GitHub and X handles, crypto scammers hijack both accounts and run a $16M pump-and-dump scheme. The chaos reflects on the entire Claude ecosystem. February 15: Steinberger announces he’s joining OpenAI. So Anthropic had the fastest-growing open source project in AI history (145K+ GitHub stars, 2 million visitors in a single week), built by a guy who sold his last company for ~€100M, whose tool literally recommended Claude as the default model to millions of new users. Their response was to cut off his API access and send lawyers. Steinberger spent last week in San Francisco meeting with every major lab. He explicitly said he could have built OpenClaw into a massive company but chose OpenAI because he wanted “the fastest way to bring this to everyone.” Meanwhile OpenClaw has already spread to China, with Baidu planning direct integration into its main app. This is a project that was essentially a free distribution channel for Claude. Millions of developers installing a tool that defaults to your model. The growth marketing team at Anthropic should have been sending gift baskets, not legal notices. Sam Altman just got handed an open-source agent framework with global distribution and a brilliant founder, because Anthropic’s legal department moved faster than their partnerships team.