@Thisphil1i
iAccount based inGermany
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- Account based in
- Germany
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Joined November 2019
- Tweets1.2K
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All of this is laid out properly in my book, The Everything Code. Out November 3rd... preorders are open now: lnk.to/everythingcode
This_phil retweeted
A must-watch!
Bitcoin will never become a system of control.
Institutions are generally reluctant to announce their crypto positions.
So we asked 15 of the world’s largest investment firms how they’re allocating to crypto today.
Introducing the first-ever Bitwise Institutional Crypto Adoption Report.
bitwiseinvestments.com/crypt…
This_phil retweeted
Inflation. Deficits. Wars. Fears of an artificial intelligence bubble.
It feels like an unusually long list of reasons for investors to worry. Yet the headlines looked remarkably similar in the 1980s and 1990s, before the most durable equity bull market since the Roaring Twenties.
Today, interest rates are hitting higher highs for the first time in more than 40 years, even as equities approach record levels. Official inflation measures remain elevated, but real-time data tell a different story. Oil remains a wildcard. Meanwhile, the cost of artificial intelligence is collapsing.
These trends might seem contradictory. We believe they make more sense when viewed through 230 years of market history, not just the last 60.
Could falling inflation, accelerating real growth, and disruptive innovation be setting the stage for history to rhyme again?
Read @CathieDWood’s Investor Letter.
ark-invest.com/articles/mark…
This_phil retweeted
The Infrastructure of the Next Economic System:
Bitcoin gave us the building blocks, but AI was the catalyst and driver we needed.
Now we have two sides being built out.
Physical infrastructure:
Energy → grid → compute → chips → memory → packaging → networking → cooling → data centers → space infrastructure
The bottlenecks the future has to pass through is where the value is captured.
Monetary infrastructure:
Bitcoin → collateral → digital credit → stable transaction money → programmable rails → tokenized assets → agent commerce → distribution
Find the value-capture points. Velocity isn't Value
AI sits in the middle, accelerating both and demands physical infrastructure on one side and machine-native financial infrastructure on the other.
Humans are slow to adapt, and don't need lightning fast 24/7 settlement, but the machines do.
Bitcoin becomes the scarce monetary asset around which that increasingly digital capital system organizes.
🤖 Made with AI
Funnily enough I wrote about this yesterday...
BlackRock gets the rails right:
- AI is machine native intelligence, crypto is machine native money
- Agents cant use banks so they need blockchains
- Stablecoins are the money they pay with
- Compute becomes a tokenised asset class
But they stop at money and compute. The machine economy needs far more than that... identity, contracts, attention, energy, information itself. All of it gets tokenised, and most of those asset classes dont exist yet.
Everything will be a token. And I mean everything.
Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy. blackrock.com/us/individual/…
This_phil retweeted
Probably nothing 👇
Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy. blackrock.com/us/individual/…
This_phil retweeted
As the stock market hits record highs in the face of higher interest rates, I believe the current Technology Revolution will continue to impact the global economy and equity markets more than the Industrial Revolution. This letter charts that perspective back through the 1800s.
Inflation. Deficits. Wars. Fears of an artificial intelligence bubble.
It feels like an unusually long list of reasons for investors to worry. Yet the headlines looked remarkably similar in the 1980s and 1990s, before the most durable equity bull market since the Roaring Twenties.
Today, interest rates are hitting higher highs for the first time in more than 40 years, even as equities approach record levels. Official inflation measures remain elevated, but real-time data tell a different story. Oil remains a wildcard. Meanwhile, the cost of artificial intelligence is collapsing.
These trends might seem contradictory. We believe they make more sense when viewed through 230 years of market history, not just the last 60.
Could falling inflation, accelerating real growth, and disruptive innovation be setting the stage for history to rhyme again?
Read @CathieDWood’s Investor Letter.
ark-invest.com/articles/mark…
This_phil retweeted
Trade Republic mischt den Markt für Firmenkunden auf!
Kunden, die alleiniger Gesellschafter (leider darauf beschränkt) einer UG oder GmbH sind, können jetzt ein Trade Republic Private Holding Account eröffnen:
assets.traderepublic.com/ass…
This_phil retweeted
Stolz darauf, zu den wichtigsten Krypto-Journalisten Europa zu zählen. Für Euch. Immer zu Diensten 🫡
This_phil retweeted
My current thesis is 2026-31 same as 1975-1980.
rising rates, rising inflation, move to hard assets.
Stocks higher, but lower in real terms.
Bonds a disaster.
Gold and esp Bitcoin become capital magnets.
This_phil retweeted
Buy Bitcoin by the end of 2026. It’s that simple.
I’m doing it for the 4th time.
You can do it too 👇
go.thebitcoinfamily.com/2f02…
This_phil retweeted
🚨 BREAKING: Claude can now BUILD a YouTube channel from scratch and hit monetization in just 90 days. 100% free.
Here are 8 prompts to make it happen:
This_phil retweeted
Diesen Vortrag lege ich allen wärmstens ans Herz! Unbedingt ansehen, vor allem unbedingt zuhören!!
Mein Vortrag zum 10-jährigen Bestehen des Hayek-Clubs Weimar über die "Metaphysik der Freiheit".
Mein besonderer Dank geht an Karla Wagner @karlawagner13 für die unermüdliche Verteidigung der Freiheit und die Organisation dieses wunderbaren Events!
youtube.com/watch?v=_Dp2OJt0…
This_phil retweeted
Elon Musk: "You have at most 3 years left to make money selling your labor."
Whatever you think of his timeline, watch what the early ones did with it.
They stopped upgrading their labor and built the system that replaces needing to sell it.
One skill sits under that move, laid out below ↓
This_phil retweeted
Elon Musk is telling you to learn robotics.
"There will be at least a billion robots in 10 years, each producing at least 5x the output of a human."
Morgan Stanley says robots are a $5 TRILLION market by 2050.
The people who build them will never worry about money again.
This guy just gave away the exact 6-month roadmap to become a robotics engineer for free 👇
This_phil retweeted
The Dutch central bank is moving 86 tonnes of gold across borders for “crisis preparedness.”
Think about how archaic that is. This is monetary technology from another era.
Bitcoin solved this.
cnbc.com/2026/09/03/netherla….
This_phil retweeted
Der Oxford-Physiker Tim Palmer kommt in einem Paper zu einem Ergebnis, laut dem Quantencomputer wohl niemals die ECDSA-Signaturen von Bitcoin brechen werden. 👀
Mehr dazu im neuen Gastbeitrag von Quantenphysiker @SebastianvStaa. ⚡️
⬇️
blocktrainer.de/blog/laut-ox…