sunday 🍺

whether you like it or not, in a bull market, strc and sata are going to create liquidity on a scale this market hasn’t seen before. just this week, sata alone ended with $164m in liquidity. and yes that’s very good for bitcoin. everyone is simply acting in their own best interest. corporations are doing what they believe is best for their shareholders, just like individual bitcoiners do what they think is best for their families. so stop the hate. pls!

you thought you were using ai efficiently. bro out here selling side dump buckets on fb marketplace faster than your average ai automation consultant closes a zoom call. 😭

2 or 3 more yrs until ai slop gets eliminated substantially. until then, a lot of good looking but terrible ai slop will pretend to be good software.

quantum grifters obsess over a bitcoin vulnerability that absolutely doesn’t exist but stay quiet about the low security defi protocols ai is already exploiting in real time.

looks like someone just nuked 107 btc into a burn address. thank you for your service.

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 🌷