
perpetually whitepilled terminally latentspaced maxxing @Delphi_Digital
Hopium Den, Havana
Joined February 2020
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the first time @VentureCoinist and @CryptoHayes chatted, Arthur predicted $BTC to $10k
fast forward 7 years, Arthur is predicting BTC to $1M. why so bearish?
A conversation w/ @CryptoHayes on OpenAi & Anthropic being worthless, why China is especially interesting right now, agentic money systems, crypto token disparity, quantum risk vs reality, and what changed his mind about Ethereum.
00:00 Intro
00:27 Bitcoin to 1 Million
00:57 Why Governments Always Print Money
03:31 Ai Tokens vs Crypto Tokens
04:30 AI Is a Waste of Money
06:11 Zcash vs. Ethereum
07:29 Why Only a Few Coins Win
10:38 China's Coming Money Printing
11:51 Stablecoins vs. Local Currencies
14:03 AI Model Companies Are Worthless
15:17 Agentic Payment Systems
17:28 Why Agents Won't Use Stablecoins
18:56 Poetry and Trading Competitions
21:17 Ai Money > BTC
22:52 Tokenization Supercycle
24:43 Michael Saylor Szn is Over
26:12 Central Banks Buying Coins
27:29 Is Quantum Risk Overhyped?
27:54 Consensus Trades
29:35 Favorite Coins
30:20 Why ETH Will Outperform
Cashtro retweeted
Nic Carter: “I think the quantum transition will eventually occur with Bitcoin.”
“Most Bitcoiners will realize it’s prudent, even if they don’t necessarily think the threat is that high.”
“For purely selfish price reasons you probably want to do the switch.”
Cashtro retweeted
Another banger
@VentureCoinist is just getting started
@convergence__x
A conversation w/ @CryptoHayes on OpenAi & Anthropic being worthless, why China is especially interesting right now, agentic money systems, crypto token disparity, quantum risk vs reality, and what changed his mind about Ethereum.
00:00 Intro
00:27 Bitcoin to 1 Million
00:57 Why Governments Always Print Money
03:31 Ai Tokens vs Crypto Tokens
04:30 AI Is a Waste of Money
06:11 Zcash vs. Ethereum
07:29 Why Only a Few Coins Win
10:38 China's Coming Money Printing
11:51 Stablecoins vs. Local Currencies
14:03 AI Model Companies Are Worthless
15:17 Agentic Payment Systems
17:28 Why Agents Won't Use Stablecoins
18:56 Poetry and Trading Competitions
21:17 Ai Money > BTC
22:52 Tokenization Supercycle
24:43 Michael Saylor Szn is Over
26:12 Central Banks Buying Coins
27:29 Is Quantum Risk Overhyped?
27:54 Consensus Trades
29:35 Favorite Coins
30:20 Why ETH Will Outperform
me listening to @VentureCoinist new episode
A conversation w/ @CryptoHayes on OpenAi & Anthropic being worthless, why China is especially interesting right now, agentic money systems, crypto token disparity, quantum risk vs reality, and what changed his mind about Ethereum.
00:00 Intro
00:27 Bitcoin to 1 Million
00:57 Why Governments Always Print Money
03:31 Ai Tokens vs Crypto Tokens
04:30 AI Is a Waste of Money
06:11 Zcash vs. Ethereum
07:29 Why Only a Few Coins Win
10:38 China's Coming Money Printing
11:51 Stablecoins vs. Local Currencies
14:03 AI Model Companies Are Worthless
15:17 Agentic Payment Systems
17:28 Why Agents Won't Use Stablecoins
18:56 Poetry and Trading Competitions
21:17 Ai Money > BTC
22:52 Tokenization Supercycle
24:43 Michael Saylor Szn is Over
26:12 Central Banks Buying Coins
27:29 Is Quantum Risk Overhyped?
27:54 Consensus Trades
29:35 Favorite Coins
30:20 Why ETH Will Outperform
Cashtro retweeted
Arthur Hayes argues crypto could be the real winner of the AI bubble.
“This is why the bigger the AI bubble grows, the bigger the bailout will be, the higher Bitcoin goes.”
A conversation w/ @CryptoHayes on OpenAi & Anthropic being worthless, why China is especially interesting right now, agentic money systems, crypto token disparity, quantum risk vs reality, and what changed his mind about Ethereum.
00:00 Intro
00:27 Bitcoin to 1 Million
00:57 Why Governments Always Print Money
03:31 Ai Tokens vs Crypto Tokens
04:30 AI Is a Waste of Money
06:11 Zcash vs. Ethereum
07:29 Why Only a Few Coins Win
10:38 China's Coming Money Printing
11:51 Stablecoins vs. Local Currencies
14:03 AI Model Companies Are Worthless
15:17 Agentic Payment Systems
17:28 Why Agents Won't Use Stablecoins
18:56 Poetry and Trading Competitions
21:17 Ai Money > BTC
22:52 Tokenization Supercycle
24:43 Michael Saylor Szn is Over
26:12 Central Banks Buying Coins
27:29 Is Quantum Risk Overhyped?
27:54 Consensus Trades
29:35 Favorite Coins
30:20 Why ETH Will Outperform
Cashtro retweeted
Apocalypse billionaire bunker politics: Make sure your security guy actually likes you, because that’s the guy who’s truly in control.
You own the bunker. But who is actually in charge when everything falls apart?
@arrington poses a question about billionaire survival plans: what happens when the head of security decides they run the place?
A bunker might solve one problem while creating another
From survival plans to the AI arms race, this is a conversation about what money can and cannot control
Cashtro retweeted
A conversation w/ @CryptoHayes on OpenAi & Anthropic being worthless, why China is especially interesting right now, agentic money systems, crypto token disparity, quantum risk vs reality, and what changed his mind about Ethereum.
00:00 Intro
00:27 Bitcoin to 1 Million
00:57 Why Governments Always Print Money
03:31 Ai Tokens vs Crypto Tokens
04:30 AI Is a Waste of Money
06:11 Zcash vs. Ethereum
07:29 Why Only a Few Coins Win
10:38 China's Coming Money Printing
11:51 Stablecoins vs. Local Currencies
14:03 AI Model Companies Are Worthless
15:17 Agentic Payment Systems
17:28 Why Agents Won't Use Stablecoins
18:56 Poetry and Trading Competitions
21:17 Ai Money > BTC
22:52 Tokenization Supercycle
24:43 Michael Saylor Szn is Over
26:12 Central Banks Buying Coins
27:29 Is Quantum Risk Overhyped?
27:54 Consensus Trades
29:35 Favorite Coins
30:20 Why ETH Will Outperform
Cashtro retweeted
Is google really trying to pump random quantum companies? Are they just trying to FUD bitcoin?
Technology is advancing faster than it ever has in human history. Why would we assume the tech growth would stagnate or slow down?
"The problem is there's this big incentive to be quiet about your research progress. So we may not get alot more evidence from the scientific community that we're getting closer and closer."
"That is the worry."
"Breaking elliptic curves is going to be one of the first use cases. Or a quantum break occurs and no one even knows yet."
"Someone harvests all those old Satoshi coins and they don't tell anyone. For years maybe. You don't have to tell anyone. You can just crack the keys and wait."
"We may not have this slow gentle, visible ramp into Q-day."
- @nic_carter
Cashtro retweeted
Chilling!
An Anthropic researcher privately tells friends that we have 6 MONTHS LEFT until AI takes over.
What's even more alarming is that reportedly this view is widespread among Anthropic employees.
@Shaughnessy119 explains in his conversation with @arrington what an engineer from Anthropic told him over dinner:
Tommy: "He's like, 'Yeah, I’m just enjoying my last six months.'"
Arrington: “He was joking I hope, right?”
Tommy: “No. No, he wasn’t.”
Arrington: What?
Arrington: “And he legitimately thinks that we have six months of life?”
Tommy: “Not just him. Legitimately most people at Anthropic think that.”
Later, the conversation turns to Sam Altman: Arrington: “I’ve known Sam a long time... He has exceptional charisma."
Tommy: “Do you think he’s evil?”
Arrington: “He’s evil. I believe he’s a psychopath.”
Cashtro retweeted
Nic Carter explains how AI could bring the quantum threat closer.
“Technology is advancing faster than it ever has in human history right now. Why would we assume the technological growth would stagnate or slow down?”
Cashtro retweeted
Recently I’ve hosted
- @arrington
- @FTPartners
- @sandykory
For podcast episodes in Miami
I’m looking for more extremely successful founders and investors to host on the show
My goal is infrequent, high quality, long form in person episodes
New Delphi Podcast with Michael Arrington (@arrington), founder of TechCrunch and Arrington Capital
Michael broke the news of Google buying YouTube, worked with Steve Jobs, and backed Uber and Airbnb early
We get into the Fourth Turning, why the AI race won't slow down, what separates great founders from everyone else, and why he still believes Bitcoin is the hard money the world needs
He also opens up about selling TechCrunch, burnout, reinventing himself through crypto, and learning to play to his strengths
00:00 Intro & the Fourth Turning
07:00 AI, China & the Race to AGI
17:00 Founder Psychology & Investment Red Flags
29:00 Building TechCrunch & Lessons from Steve Jobs
44:00 Selling TechCrunch & Backing Uber and Airbnb
53:00 Moving Into Crypto & Navigating Market Cycles
1:00:00 Bitcoin, AI & an Uncertain Future
1:09:00 Advice for Founders: Play to Your Strengths
Full episode
Cashtro retweeted
Nic Carter explains why we might not know when the first code-breaking quantum computer is built.
“Having a quantum computer while your adversary is not aware, that’s worth even more because you want your adversary to keep putting out encrypted stuff that you can decrypt. So if the U.S. has a quantum computer, we’re probably not gonna tell everyone.”
Cashtro retweeted
Super timely convo right now
Few have spent more time in the weeds on this than @nic_carter so this is a must listen for anyone trying to map out what comes next
Convergence is officially live ⬇
Conversation with @nic_carter to discuss the quantum risk for crypto, Ai math advancements, Satoshi's warning, and what comes next.
00:00 Intro
00:50 Bitcoin Investor Unrest
02:08 Finding Risks and Ideas Early
05:36 Why Bitcoin Needs Upgrade
07:10 Satoshi Warning About Quantum
10:06 What Quantum Computers Can Break
12:41 Crypto Market Examples
16:14 Lessons from the Bitcoin Cash Fork
17:49 The Unavoidable Risk for Bitcoin
19:54 Race Between China and US
22:01 The Base Case: Who Gets the BTC
25:21 Why BlackRock or Coinbase Can't Help
29:48 Michael Saylor Opinion of Quantum
34:29 Warning from Google
36:01 Are Altcoins like ZEC or ETH Safe?
38:20 How Markets Could React
41:22 Could This Boost Price
44:01 The Scariest Part About Quantum Risk
47:16 Is it Already Too Late?
48:41 How Ai is Accelerating Risk
50:08 What Happens Next
Cashtro retweeted
Nic Carter explains the worst case scenario if a quantum computer is used to take Satoshi’s coins.
“The worst case is someone that is not friendly secretly recovers all those coins. And then in the space of 10 blocks, broadcasts transactions spending all those coins to their own address. So it happens very quickly. Then Bitcoin is thrown into chaos.”
Cashtro retweeted
first @convergence__x ep with the one and only @nic_carter on all things btc, quantum, ai math and more
Conversation with @nic_carter to discuss the quantum risk for crypto, Ai math advancements, Satoshi's warning, and what comes next.
00:00 Intro
00:50 Bitcoin Investor Unrest
02:08 Finding Risks and Ideas Early
05:36 Why Bitcoin Needs Upgrade
07:10 Satoshi Warning About Quantum
10:06 What Quantum Computers Can Break
12:41 Crypto Market Examples
16:14 Lessons from the Bitcoin Cash Fork
17:49 The Unavoidable Risk for Bitcoin
19:54 Race Between China and US
22:01 The Base Case: Who Gets the BTC
25:21 Why BlackRock or Coinbase Can't Help
29:48 Michael Saylor Opinion of Quantum
34:29 Warning from Google
36:01 Are Altcoins like ZEC or ETH Safe?
38:20 How Markets Could React
41:22 Could This Boost Price
44:01 The Scariest Part About Quantum Risk
47:16 Is it Already Too Late?
48:41 How Ai is Accelerating Risk
50:08 What Happens Next















