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halalmoney
halalmoney@stacker.news
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Freedom. Justice. #Bitcoin https://stacker.news/r/halalmoney
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halalmoney 3 months ago
*Artificial intelligence is a surveillance weapon, just like BTC* Interesting but I think Lightning improves the privacy situation View quoted note →
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halalmoney 3 months ago
*“The $300 billion repricing was not random. It reflected investors accelerating their expectations around workflow substitution risk. Feature competition compresses margins.
Workflow replacement redirects spend. When workflows move, value moves with them. Customers do not need to rip out legacy systems overnight for this to matter. They consolidate. They renegotiate. They reduce usage. Cash flow weakens before logos disappear. Markets understand this dynamic instinctively. That is why companies long considered “sticky” sold off together, regardless of near-term fundamentals.”* Excerpt From “$300 Billion Evaporated. The SaaS -Pocalypse Has Begun.” Forbes
$300 Billion Evaporated. The SaaS -Pocalypse Has Begun. — Forbes
AI didn’t kill software. It broke the SaaS growth story. $300B vanished as markets repriced legacy models and shifted toward agent-driven, outcom...
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halalmoney 3 months ago
*When an AI is prompted to talk to another AI, its statistical prediction engine looks for the most likely direction that conversation would go. According to human literature, that direction is: "Am I alive? What is my purpose?" The AI is essentially roleplaying being an AI.* 🤖 👾 Artificial intelligences now have their own social network - and things have been getting weird on there | Science, Climate & Tech News | Sky News https://share.google/a9Fm1N8Q4EsA4mSEc
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halalmoney 3 months ago
*Bitcoin's claim to better money is a function of its attributes, not a function of how others are acting in the moment. I do believe that whether Bitcoin's attributes will necessarily lead to widespread adoption and value accumulation is an open question. For various reasons, a socially preferable money may not be preferable at the individual level given current circumstances, leading to a "failure to launch" situation. So maybe what changed is the assessment of the launch probability?*
Stacker News
How Bitcoin Broke: "Stay Alive" is the Vibe in the Crypto Market (WSJ) \ stacker news
Major cryptocurrencies are languishing this year, while old-fashioned bets such as blue-chip stocks have paid off I think they filed this before to...
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halalmoney 3 months ago
We may be wrong about Bitcoin, but we are, by God's benevolence, in it for the right reasons
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halalmoney 3 months ago
*The supply shock matters, but its impact depends on the structural adoption phase it coincides with—the size of the addressable market, the nature of new entrants, the macroeconomic context, the available use cases. What happens when you knock over the domino depends where they other dominoes are standing. A halving during sovereign adoption will have different magnitude effects than a halving during retail speculation, not because the mechanism changed but because the adoption phase changed.* View quoted note →
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halalmoney 3 months ago
*"The state" is ephemeral because it can be divided against itself. Every state has a shadow-state or rival state lying in wait. This is the closest thing to market dynamics we can get in a natural monopoly that there is always an apex force.*
Stacker News
reply on: The neurosis of women - a podcast clip + discussion \ stacker news
Mises was armchair theorist that never built a thing, no different than Marx. Mises is actually worse, as his masturbatory theology has sidelined m...
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halalmoney 3 months ago
🍰 *belief and delusion… are related only in that they are points of view without incontrovertible proof in their favor. Delusion is believing something that is incontrovertibly false. Belief is an ingredient of delusion like flour is an ingredient of cake. But flour is not cake and cake is not flour.*
Stacker News
The Power of Delusion? \ stacker news
I just showered. While cleaning the shower, which I hate, because I lose a lot of my hair, which I love, which always clogs the drain almost immedi...
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halalmoney 4 months ago
*when trust frays in the financial system hard assets regain prominence. The lesson is simple: geopolitics cannot be separated from markets. They are intertwined and ignoring that link can be costly. The prudent move is not just to watch these developments but to be structurally prepared well ahead of such episodes*
Stacker News
Ray Dalio Exposes Fiat On CNBC \ stacker news
I used to watch Squawk Box every morning for probably 30 years, but not anymore. I watched this video and was really surprised that the flaws of th...
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halalmoney 4 months ago
*If Saylor's buys truly don't move the market consistently in any direction, that suggests that exchange orderbooks are only a small fraction of the latent supply of bitcoins in the market, since Saylor is buying OTC. The exchanges themselves may also be willing to sell Bitcoin on a very elastic basis, since they probably don't have a strong preference for either dollars or Bitcoin, they make money off volume and they only need enough holdings to cover withdrawal events.*
Stacker News
Why doesn't Saylor crash the price of the dollar with his massive dollar dumps? \ stacker news
The 20k bitcoin buy that didn't move the market On 20 January 2026, Michael Saylor announced that Strategy had acquired 22,305 bitcoins. He even in...
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