🚨 Luxembourg becomes first EU Sovereign Wealth Fund to buy Bitcoin with a 1% position via ETF.

The president is literally telling you where to invest: • AI • chips • space • crypto • energy • drones • robotics • defense • healthcare • rare earths • manufacturing • self-driving cars Don't overcomplicate it.

2023: Every application needs an L2 2024: Every application needs a chain 2025: Every application needs a neobank

Gosh this is a cut-throat take 😅 But what about fiat-backed stablecoins? they’re permissioned at the reserve layer, free on-chain. Sheep in wolves’ clothing too?

Word. Nobody actually “figures it out’, they just stay in the game long enough to learn in public

Next: Every app will need a stablecoin Fragmentation at all levels But we somehow need to make the rails disappear, only experience remains What are we going to end up? Abstraction at every layer?

Fintech and DeFi are eating each other while unbanking the banked

This hits deep. Takes real strength to turn pain into light for others Hope those who need to see it, see it🙏

It’s wild how a political meeting so called the Fourth Plenum, basically an internal power reshuffle → leads to rare earth export controls → triggers Trump’s tariff threat → causes a global risk-off → ends in a crypto selloff All because of a meeting no one outside can even

We need a stablecoin abstraction layer - a smart liquidity and conversation layer that converts between brand USD. A not so accurate analogy is email for stablecoin, users don’t care which email server (brand stablecoin), they just care the message delivers

Nobody cares about your tech stack.

Every brand, company, even state is & will be launching its own stablecoin: StripeUSD, PYUSD, USDC Each lives in its own walled garden. You can’t pay a PayPal user with StripeUSD We’re in the AOL era of money: fragmented, non-interoperable, clunky The solution: the stablecoin

Increase your cash flow, save in Bitcoin, eat real food, go to the gym, love on your family, and stay out of the way. Don't overcomplicate it.

I predict we see a backlash to the launch video trend in the next ~ 6 months It’s starting to feel like a prereq to spend tens of thousands of $ and weeks of production time to debut your product…. Founders just talking to the camera may make a comeback!

imagine money that moves like messages That’s your only hint for what’s next

You’ll spend 90% of startup life convincing yourself you’re not insane. The other 10% proving everyone else wrong

Stop building features. Start building distribution.

You can’t build something new by asking for permission

All very true, but this type of nation usually self-destruct, external competition is never the biggest threat