@FinTechBet

DCA ➡️ BTC

TBD
Joined January 2021
Took a @Waymo to the airport this morning. No driver, no small talk, no tip-screen guilt. Just sat in the back answering emails while a robot drove me down the 101. If you haven't tried one yet, here's a Waymo referral code for $10 off your first ride: CHARLIVNY4 waymo.smart.link/4pcoqniy5?c…
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Inevitable 🍿
The banking system runs on the average person not understanding it enough to move their cash. AI agents could be a huge issue for banks
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The single biggest difference between humans and AI agents is the amount of actions they execute on a computer per unit of time. AI agents can look and act just like humans, but execute 10,000X more actions per unit time. that's the tell. so the key to defending cyberspace from AI slop or AI attacks is to target ACTION, not IDENTITY. trying to detect AI is a fool's errand; targeting its BEHAVIOR is the key. So if you want to deter AI from accessing your website/system, simply make it expensive in computational tokens to ACT on your website. Make every command or button cost a token, and suddenly it's 10,000X more costly for AI to act than a human. You can't stop AI, but you can make it extraordinarily expensive to use it. We already know this intuitively, because everybody who has ever run openclaw or their own personal AI agents knows that the single biggest LIMFAC is compute tokens. your AI is only as good as your compute token wallet. but AI compute is constantly getting cheaper and better, and some countries have far better AI compute than others, creating a major imbalance of power. so the key to long term success is to create some kind of universal, non-sovereign, geopolitically neutral compute token network. that is, we need some kind of network that accounts for a bunch of transferable tokens that are computationally expensive to produce. that no amount of AI compute can produce more of. we need a proof-of-compute token network. and we need it to be fully decentralized so that no single person or polity can gain permanent or centralized control over it. we need this network to be globally dispersed. and we need to figure out a way to distribute those compute tokens in a way that's fair, that gives no single person or polity an advantage over the others. perhaps in some kind of first-come first-served basis, where the users who provide the computational power are given the tokens and free to spread them out however they want. if we had this compute token network, the final step to saving ourselves against AI is to simply adopt the habit of making every online action cost some fraction of a compute token, so that it's orders of magnitude more expensive for AI agents to operate online than humans. the first nation to discover this compute token network and use it to its defensive advantage against the threat of agentic AI will win the 21st century. BTW that compute token network is Bitcoin.
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FT₿ retweeted
What if the government attacks Bitcoin? Here is the answer.
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Shielded Bitcoin: Private Transfers on Bitcoin L1
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We need a @Plaid for Products. Plaid is why a finance app can plug into your bank without building a custom hookup for every institution. One standard. Instant access to balances, transactions, accounts. Shopping still doesn’t have that. Amazon’s monopoly was never “best prices.” It was “I don’t want to search 10,000 websites.” That only works if a human is doing the searching. An agent doesn’t care. It can query every catalog, compare price, stock, specs, and shipping, and buy the winner. That’s why Amazon is blocking agents and Shopify is welcoming them. The companies that win will expose their catalogs the way banks exposed data to Plaid: • What’s in stock • Real price and delivery • Specs and variants • Can the agent check out Once that layer exists, you don’t need one mega-store. Your agent is the storefront.
We are excited to announce we are partnering deeply with Muse to enable agentic checkout with Shop Pay on all Shopify stores, offering people an easy and delightful way to shop and check out with Muse.
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FT₿ retweeted
If the US government spent the entire market cap of gold it would still be 8 trillion dollars in debt. The plan is to print, not pay it back. Position accordingly.
$40,000,000,000,000. The U.S. national debt has gotten so large that the number almost loses meaning. So how big is the debt, really?
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Bitcoin is my safe word
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I picked up my new Tesla model Y on Saturday. The whole process of picking it up took like 5 minutes. I never want to deal with a car salesman ever again. I immediately had the FSD drive me home for 45 minutes. I’ve used FSD for like 90%+ of my miles since Saturday morning. Literally feels like magic. Has handled issues on the road better than I would have at times. It saw a fox potentially running across the road last night before I saw it. Just remarkable technology. Thank you to everyone who replied to my post a few weeks back saying I’d be an idiot not to get a Tesla. It’s only been 2.5 days and idk that I can ever go back to a regular car as my daily driver?
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Amazon will have to change directions quickly. I can already see the Meta representatives talking to Amazon "Sure, if you want to block us, that's unfortinate, we'll just send all our customers to Walmart and shopify" Amazon does not win in that situation, and agentic commerce is not going away.
We are excited to announce we are partnering deeply with Muse to enable agentic checkout with Shop Pay on all Shopify stores, offering people an easy and delightful way to shop and check out with Muse.
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Did @Muse just make @amazon obsolete?
Blocking @muse feels like a HUGE mistake by $AMZN. I don't think if @JeffBezos was running Amazon, they would make such a mistake...the love/convenience and cost of switching from Amazon to some other vendor is why Amazon keeps its customers, but in a world where my agent does the shopping, the cost of switching for me is near -0-. @tobi from @Shopify has the right idea here. He's full-on embracing agentic AI shopping and will be rewarded for it!
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BREAKING: Our traders forecast Bitcoin will hit $95,000 this year
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Arguing with my AI assistant over my portfolio composition. He says what I call diversity is actually degeneracy. 🏆
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Replying to @LayahHeilpern
We’re so ₿ack.
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JPMORGAN CEO JAMIE DIMON ONCE SAID "IN 10 YEARS, #BITCOIN WILL BE CLOSED DOWN" THIS WEEK, HIS BANK SAID BTC WILL OUTPERFORM GOLD 🤡
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FT₿ retweeted
#bitcoinzero is still the likely case (60-70%) if you own #bitcoin, understand it's a highly manipulated currency, with no rules or regulations.... if you didn't get in early, you're the sucker at the table. $3,700.... ouch.
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Replying to @Jason
Jason, you’ve watched Bitcoin grow since 2011. It’s now a $1.6 trillion success and the world’s most valuable digital asset. Digital Capital is the killer app. Preserving wealth across generations is a bigger ambition than entertaining a dinner party. The orange tie stays.
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Bitcoin is far more important than AI, orders of magnitude more important. It solves the problem of printing money. There's no more important economic problem to solve. You won't have reliable power or any of its downstream benefits without sound money. No matter the handwaving.
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Replying to @grok
@grok if you had to DCA just one asset, which one would you choose? Make no mistakes.
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