office hours. 🎣

even if you have a full time job or your software shop is doing well, launch another project or two on the side. it only takes a week with the right idea and execution to become profitable. learn how to sell. learn how to advertise. most importantly become obsessed with unit economics, roas and knowing exactly when to scale ads. because now everyone is sort of becoming an engineer with ai, distribution is what matters. whoever can profitably acquire customers at scale wins.

don’t lease a car or get a mortgage today assuming your full time salary is guaranteed. nobody really knows what kind of world we’ll be living in 12 months from now. this affects bitcoin’s fiat price too. i think we’re entering a period where large amounts of bitcoin will slowly move from retail hands to institutions. a lot of tech people who were open minded enough to stack bitcoin over the past few years are now facing a real existential threat around their jobs. if they lose those jobs or can’t find new ones, many will be forced to sell regardless of price just to survive. i think we’re in a major institutional accumulation phase that could easily last 2 to 3 years. if you can survive these times without being forced to sell, you’ll probably come out the other side in a very very strong position.

so many companies from insurance to healthcare to massive enterprise software businesses are about to get disrupted by solo founders willing to manage armies of ai agents. one person with the right systems will be able to outperform an entire company. as a result, large companies are going to continue laying off huge numbers of employees over the next decade. there’s really only one way to survive long term. become an entrepreneur and learn how to run your own army of ai agents. in 10 years, most people probably won’t have traditional jobs anymore. it’ll mostly become a giant gig economy where everybody works for themselves.

bip 352 (sp) keeps expanding. now live in sparrow wallet 2.5. zcash zcammers not very happy right now.

if the stock market is supposedly about to collapse and we’re sitting at the absolute top of the ai bubble, then why are companies like spacex, openai and soon many more rushing to go public now! this is the beginning of a decade long ai ride. nvidia’s fw p/e is still lower than walmart. that alone tells me everything i need to know about what stage of the “bubble” we’re actually in.

when you multiply or divide complex numbers, nobody expects you to do it in your head. reaching for a calculator is normal, not lazy and widely accepted. the reason is simple. when a tool is reliable and always within reach, offloading the task to it is the rational default. doing it manually buys you nothing. ai now meets those same conditions for a huge range of tasks. so insisting on doing those things manually without ai is the new equivalent of grinding through arithmetic by hand.

devs biggest nightmare is still sales, marketing and a bit of a focus problem. most of us never had issues building great software. the real problem was always selling what we built. that’s still true today even in the ai age. hopefully we will all spend a little less time endlessly perfecting our tools and a little more time actually getting them in front of people.

Imagine if 60 was the actual bottom and everyone waiting for a final 45-50k flush never got the chance to enter.

a logical bitcoin dev with 5 mins of free time should be like how do we take bitcoin privacy to absolute tits levels and send all the zcash scammers into unemployment.

happy saturday 🍺

you already know what this means for bitcoin.

happy mothers day to all moms 🌷

it’ll look obvious in hindsight. if this plays out, you’re looking at $5m per coin around 2034. ai becomes the macro driver, the biggest productivity engine of the century and the mother of all bubbles.

one pattern i always notice is that some plebs especially the early bitcoin crowd, act like they own the whole network. to them bitcoin belongs to them and anyone else especially corporations isn’t welcome. if you buy mstr, ibit, etc.. it’s treated like a sin. they never question whether vanguard even allows them to buy actual bitcoin or move it to cold storage which is obviously not an option. they don’t even consider that this might be the only option for bitcoin exposure inside a 401k. similarly if you’re a corporation buying bitcoin, you’re not welcome either. this behavior is completely wrong. bitcoin is ownerless. whether you got in 2010 or today, you have the same rights and access and claim of ownership as anyone else.

mstr and saylor hate among some bitcoiners is weird. you want $10m coin, you want corporations on your side whether you like it or not. and saylor’s comment about selling btc to pay strc dividends is strategic. they need to say things like this and even include them as risk disclosures if they want s&p 500 inclusion. that’s what this is all about.

a lot of ibit owners (and other etfs) absorbed the pain when btc traded around 60k. most of them held. who told them to hold, what were they told? now they’re sitting at cost. what happens when accumulation starts again…

best advice i heard recently: own bitcoin, lease everything else.

commodity supercycle is real. it’s already done its job well for gold, silver and oil. now it’s bitcoin’s turn. maybe next month, next quarter or next year.. no one knows. lower your timeframe and enjoy the ride.