Over the last month: Visa: -3% Mastercard: -4% Regional banks: -1% Nasdaq exchange: -6% CME: -3% While SPX is up 3% all assets being tokenized and all payments / balances being on stablecoins is no longer a meme. It’s hard to see a bear market with this tailwind in place

The funny thing about the NVDA ORCL OpenAI financial circle jerk is that it’s all paid for by passive investors who are all up so much they don’t care or pay attention to the details What happens when you have a counterparty who literally refused to learn about what they own?

the uncomfortable truth: people care about AI and ChatGPT. They do not really care about Bitcoin.

You really owe it to yourself to try Codex. OpenAI’s coding agent. Not only is it very good, it’s getting better with every release It has much better attention to detail than Claude, can one shot features, and has effective bug fixing mode It will actually replace engineers

Important to remember that the reason the government is pushing for rate cuts and removing the Fed’s independence is not bc inflation is solved but bc the entire system is a Ponzi scheme that can only be propped up by yield curve control financial repression and money printing

Deficits are spiralling. AI is rewiring markets. Governments are embracing stablecoins. What does this all mean for crypto? Do not miss mert | helius.dev, Santiago R Santos, and goodalexander tackling The Crypto Endgame, moderated by Jordi Alexander. 1 Oct, 5:00–5:35 PM, OKX Main Stage

When you know Tether is going to back many other stablecoin chains and that Aster will just be a non kyc front end for binance but you just can’t prove it

Walking around Singapore it fully hit me only America is capable of the technical innovation, state corporate mergers and profound media fueled mental illness necessary to get crypto to a $10T market cap

.1% of the population has 8x as much money as the bottom 50% But the bottom 50% likes and retweets all the mind viruses that end up in the top .1%s head so they end up buying Doge, investing in Cluely or doing DAT Pipes to mirror Michael Saylor Scaled slop mimesis theorem

You wanted a productivity revolution. You got government shutdowns and AI generated monkey videos. But is there a silver lining? Come watch my Token2049 presentation AI Apes Together Strong on the OKX main stage at 4 PM

my entire bloodline's net worth is full ported and I still feel sidelined

Parabolic gold means that people don’t trust in the government’s willingness or ability to fight inflation Means it’s going to get catastrophically worse without a huge increase in unemployment which won’t happen bc most ppl are too cooked to be in labor force Man

The interesting thing about Doge going to $1 is that there’s probably no better mimetic representation of the dollar being literally worthless

When you succeed, imagine yourself walking out on to a stage to receive your applause. You see everyone clapping, but the thing you need to ask yourself is this: who do you want to see cheering? That’s the person who is important to you. How are you going to make them proud?

October. Cozy sweaters, depression and themed beverages. The musty smell of used bookstores and amber light, morning mists, and diners with Tabasco sauce and burnt coffee. Relentless green candles in digital bearer assets. Sirens, shut down governments. Euphoria til Christmas