Permissionless tech empowers people by removing needs to ask companies for access to money or speech.

Public companies act as "super spreaders" of Bitcoin, raising unlimited funds and amplifying adoption like virus.

If Bitcoin doesn’t win, everybody loses. Hardly anyone really gets that.

Just throwing this out into the ether — fate loves irony. People are saying in the 2024 elections that Bitcoin and crypto advocates helped flip things in Trump’s favor. But in the next election, it could just as easily swing the other way. If a large number of people feel like they were left out of the biggest crypto gains, they might end up flipping the election against the right in the US.

Bitcoin is homogeneous. Real Estate & Equities are heterogeneous. Once you see it, you can’t unsee it.

Most of the world still doesn’t get Bitcoin, and that’s actually a good thing. The way you make 10x or 100x is by understanding something that 95% of people don’t agree with yet. By the time everyone agrees, it’s no longer a great investment. It’s just mainstream. To make outsized gains, you need to be right, but also early enough that most people still think you’re wrong.

What is Bitcoin? It’s the first digital capital, the first perfect money. In 10,000 years of economic history, we’ve never had perfect money. The Austrians didn’t see it. The libertarians didn’t see it. The political scientists didn’t see it. You can’t really blame them, because it simply wasn’t possible before. We didn’t have the technology- things like semiconductors, cryptography, and the internet to make it real. Then Satoshi came along. Kind of like Galileo with the telescope. Once you have the telescope, the Copernican revolution takes off. In the same way, we needed Bitcoin for a true monetary and capital revolution. Most of the world still doesn’t get it, and that’s actually a good thing. The way you make 10x or 100x is by understanding something that 95% of people don’t agree with yet. By the time everyone agrees, it’s no longer a great investment. It’s just mainstream. To make outsized gains, you need to be right, but also early enough that most people still think you’re wrong.

Bitcoin is the ultimate savings technology, giving individuals control of their labor and time across generations.

Money is moving onto the internet. Stablecoins let dollars travel instantly, safely, and cheaply anywhere in the world. This could change banks, payments, and investing forever. Big players who adapt will win, while small banks and old payment systems may fade away. Soon, anyone with a phone could hold, send, and invest money like never before. Bitcoin is the bed rock.

The denominator isn’t dollars, it’s Bitcoin.

Success comes from a willingness to acknowledge reality.

Comparing Bitcoin to gold actually undersells it. Gold is just static matter limited by physics. Bitcoin is digital, programmable, and secured by energy, ASICs, and math. It’s not simply “digital gold” - it’s something beyond that. It’s a new monetary foundation that removes the weaknesses of physical commodities. Sure, comparing it to gold can help as an analogy when explaining it. But if you think deeper, Bitcoin isn’t gold 2.0. It’s the actual evolution of money itself. If you had to give it a name, you could call it “pure monetary capital.”

I think one of the biggest tailwinds for Bitcoin is the boomer generation retiring and passing on their wealth. A large percentage of kids don’t stick with their parents’ financial advisor — kind of like how you don’t go to your dad’s barber because you don’t want the same haircut. For whatever reason, people want something different from what their parents had. And I think digital assets will be a big part of that shift, since the younger generation is digitally native and way more open to Bitcoin.

It's increasingly becoming irresponsible NOT to own Bitcoin.

If Bitcoin ever stops being decentralized and secure, I’m cooked 🤣💀

When I ask people to study Bitcoin, most of them just don’t. Some of my friends even tell me, “Don’t bother, just tell them to buy it and say the price will go up.” But the thing is, you can’t rent conviction. You have to actually build conviction for yourself and own it. That’s why I’d rather have people study it and understand it, instead of just buying blindly.

My big-picture thesis is that money is shifting from the physical world to the digital one. Think of it like monetary energy flowing from physical assets into digital assets. This transition will probably take a couple of decades to fully play out. Right now, most billionaires still hold the bulk of their wealth in physical assets. Roughly 50-70% is tied up in real estate, and the rest, around 30-40%, is in equity of their own companies or other businesses. The turning point comes with Bitcoin and other digital assets. Once Bitcoin broke past $500k, we will start seeing a new class of billionaires emerge who built their wealth digitally. When the existing billionaire class starts reallocating from physical to digital, that’s when the shift really accelerates and becomes obvious to everyone.

Bitcoin already won. Think about it — every time something big happens in the world, people check the Bitcoin price. When Russia bombed Ukraine, I checked Bitcoin. When Trump slapped tariffs on China, I checked Bitcoin. When Putin met Xi, I checked Bitcoin. Banks get hacked, countries fight, markets shake… I’m always checking Bitcoin. That’s the point. It’s already won, people just don’t fully see it yet. Same way Apple had already won back in 2010. Kids running around parents and grandparents asking for iPhones as birthday present, kids wanted the newest model to show off, developers built on the App Store first. The victory was obvious then, but the masses only really caught on years later, around 2020 or 2025. Bitcoin’s the same. The victory is already sealed now, but most people won’t realize it until the 2030s or 2040s. If you’re paying attention, it’s easy to see.