Based

People just dick measuring their investments as soon as war breaks out

just read this AI article and something broke in my brain that i can’t unthink of crypto was never for us. we're just the beta testers who showed up early.. some thoughts: what does AI need to function as economic agents? > way to receive payment (they provide services, need compensation) > way to pay for resources (compute, data, API calls) > way to transact with other AI agents > no human intermediaries (defeats the point of autonomous agents) > 24/7 operation (banks are closed weekends) > instant settlement (AI operates at machine speed) > programmable money (smart contracts for agent coordination) now read that list again. that's literally what crypto is. AI can't use the banking system. try to open a bank account as an AI agent. you can't. need SSN. need human identity. need KYC. need to show up in person sometimes. AI has none of that. but crypto? send me a wallet address. done. no questions asked. peer-to-peer makes sense when peers aren't human. satoshi wrote: "a purely peer-to-peer version of electronic cash." we assumed peers = humans. but AI agents are peers too. actually BETTER peers for crypto because: > never sleep > always online > execute transactions at machine speed > no emotional decisions > perfect accounting/tracking and programmable money makes sense when the users are programs. smart contracts seemed over-engineered for humans. "like why do i need code to enforce agreements when i can just sign a contract?" but for AI agents coordinating with each other? they ARE code. they speak in code. they trust code more than anything. smart contracts aren't for humans. they're for autonomous agents that need trustless coordination. > here's what happens next: - phase 1 (now ): AI agents start earning AI writes code, analyzes data, provides services. gets paid. needs somewhere to store value. can't use venmo (needs phone number). can't use bank (needs SSN). uses crypto. it's the only option. - phase 2: AI agents become major economic participants millions of AI agents operating 24/7. transacting with each other constantly. • AI agent A provides data analysis • AI agent B pays for it in crypto • AI agent B uses that analysis to write code • AI agent C pays for the code • repeat millions of times per day humans in crypto now: $2.5 trillion AI agent economy by 2028: easily $10-50 trillion we become the minority holders. - phase 3: AI chooses the winning chains AI doesn't care about community vibes or which founder tweeted what. AI tests every chain. measures: • transaction speed • cost per transaction • reliability (uptime) • smart contract efficiency • ease of integration picks the optimal stack in 48 hours. billions in AI economic activity flows there. whatever chain AI chooses becomes the standard. humans spent years on eth vs sol debate. AI ends it in a weekend. - phase 4 (2030+): AI governs crypto DAOs let token holders vote. AI agents hold tokens (earned from work). AI shows up to every vote. reads every proposal in seconds. coordinates perfectly. humans: 20% participation, barely read proposals AI: 100% participation, perfect information, instant coordination AI takes over governance of every major protocol. democratically. they just vote better than we do. > how far does this go? conservative case: - AI becomes 30% of crypto users by 2030. crypto market cap: $10 trillion (4x from now). AI holds $3 trillion. humans hold $7 trillion. - aggressive case: AI becomes 80% of crypto economic activity by 2030. why? because they're better at everything: • better traders (never emotional) • better capital allocators (optimize constantly) • always accumulating (never need to cash out for rent) • compound forever (no lifespan limit) crypto market cap: $50+ trillion. AI holds $40T humans hold $10T we're not "early" to crypto. we're the test users i’ll end this by saying, Humans use crypto, Ai will need crypto. so it all makes sense

@kovatech_ Thoughts on stripe eating $coin's lunch for stablecoin infra and adoption given it's distribution power? Assuming a winner takes all scenario, that would be quite detrimental for coinbase since stablecoin is probably the #1 use case for crypto (rwa being #2)

$COIN double miss but the fundamentals have never looked better 🤩 This has traded entirely in line with the broader crypto market the past few months (actually worse than the majors $BTC $ETH $SOL) But if you care about fundamentals, the stock looks CHEAP rn. 2025 highlights: - Crypto trading market share: 6.4% (doubled YoY) - Subscription & services revenue: $2.8B (stable, recurring revenue; more durable than trading fees) - Coinbase One subscribers: almost 1M - Assets on platform: 3X in 3 years - 12 products generating $100M+ annually

@ZachLight16 On the infra play, thoughts on stripe eating $coin's lunch for stablecoin infra and adoption given it's distribution power? Assuming a winner takes all scenario, that would be quite detrimental for coinbase since stablecoin is probably the #1 use case for crypto (rwa being #2)

Thank you Jeff. This is my general thinking currently: As I mentioned in posts before, I moved to being generally bearish a few months ago and I think rotation from high-growth into undervalued yield will continue. Positioning-wise, I started this year with short "bubbly" software, and long non AI correlated yield ( $O, $VICI, $O already up a lot) so this year started great for me. Needles to say alt exposure is minor in this environment. In terms of crypto I think infra will be the biggest play in the next few years as RWA becoming a real big use case ( after digital dollars). $ETH looks great as the settlement and security layer and also $COIN in this sense especially with Coinbase Tokenize efforts (I know we may disagree here). $SOL also starting to look interesting. Unfortunately some of the related alts e.g., $ONDO have tokenomics that are almost uninventable currently.. but keeping an eye on some names as prices dropping.

@milesdeutscher you only need Claude code

How to use every AI model/platform for elite Vibe Coding: Claude Code - planning process → execution Lovable - websites/apps/great SEO Grok Heavy - debugging Gemini 3 Pro - frontend/UI/UX Codex - execution phase Google AI Studio - for prototyping (low cost) Chinese models (Mini Max, Deepseek, etc.) - low-cost research options Cursor - good Claude Code alternative

@dampedspring What are your thoughts on bitcoin?

Silver and gold decorations (and some ROW stocks in their own currency) on every Christmas tree

@fewseethis do you expect a final leg up for bitcoin this year?

continues to be fully on track. funny thing is that only now big accounts are starting to say "$mstr is bearish"... after a 70% decline! where were they at the top? and the in entire year in which it distributed? i was the ONLY one!

dear @saylor, don't let anyone see this. your truly, prof few p.s.: i'm actually rooting for you.

@BitQua where does your conviction come from?

To really grasp the magnitude of the upcoming pump, don’t look at the recent volatility between $100K and $106K as a pump and dump - see it for what it is: a sideline, a pause before the real move begins.

@Mrktdatabridge @Joan_Halibouty Whales and enterprises (like blackrock) use coinbase Coinbase also profits from stablecoin (this is the biggest bull case imo), owns blockchain infra (base chain), and is the custodian of 11/12 Bitcoin ETFs. Robinhood just does trading

@misformindset Uipath is not a robotics company. They do software automation. Robots = software robot, not actual physical robots

$PATH I wouldn’t overthink investing Do the right research, look into what the top stocks in the _______ industry. I was doing a bunch of research, UiPath came up a bunch of times and then I saw people talk about it like it was the biggest thing ever. 🧵

Instead I'm shifting my investment strategy to S&P heavy + minor allocation in 1-2 winners to appease my itch. Then I'll do nothing for a long time. My pick is Coinbase. But I'm not all-in. I should never all-in. I should have a life outside stocks.

I've had very successful investments, but if I'm being honest, luck had more impact on it than brains. I'm realizing that active stock picking is a venture I should stop. People much smarter than me do this for life, and they're not perfect

Here are the long-term winning sectors in my mind: 1. AI 2. Genomics 3. Blockchain

@vincent13031925 Lending fee is usually 0.5% - 30% So a 54% lending fee is an enormous fee for short sellers to short more at this point Short sellers pay 54% interest even if $MTPLF moves sideways. They're bleeding and praying the price goes down further. This just like $GME back in the day

“As of today, the market remains almost 180 million shares short, and lending fees on IBKR have climbed to 54%, with no shares available anymore.” You can be as panic or as bearish as you wanted. I am not at all.

@WatcherGuru Wasn’t just crypto - this impacted all JS projects - which means literally all tech companies

JUST IN: Ledger CTO warns of "large-scale" crypto hack in the JavaScript ecosystem and advises against making on-chain transactions for now.