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.

When Trump came in and flipped the election, the whole game changed. The administration has made its direction clear, and honestly, the future looks pretty obvious too. Over the next 7 years (maybe even the next decade or two), the old idea of spreading capital around doesn’t really make sense anymore. The real battle is around where money flows, and the ones coming out on top are those concentrating capital into digital assets, especially Bitcoin. Losers are individuals who diversify the capital.

If Bitcoin exists for 20 years, there will be near-universal confidence that it will be available forever, much as people believe the Internet is a permanent feature of the modern world. The year is 2030.

You can create something which looks cosmetically similar to Bitcoin, but you cannot replicate the settlement assurances which derive from the costliness of the ledger. It’s the Settlement Assurances, Stupid!

Hold bitcoin for min 3 years.

If you keep pushing your friends to buy Bitcoin, they’ll end up buying at the top. And when they do, it’ll be on you.

Eventually, everyone will come around to buying Bitcoin. And for most people, it won’t be because they studied the fundamentals it’ll be because someone they know got rich from it. That’s how it’s always worked. People buy real estate because they know someone who struck it big in real estate. The stories spread, the content circulates, and the narrative builds: “It went up, they got rich.” That’s enough to draw people in. The same will happen with Bitcoin. At the end of the day, most people won’t ask deep questions. They’ll buy it simply because it made someone they know wealthy - just like they did with real estate.

My thesis for the next decade: All 8 billion people will be searching for a better savings account. Bitcoin is that account - the best savings vehicle on the planet.

I’ve noticed something interesting happening in the housing market. Many sellers are struggling to find buyers at today’s prices. Even when they lower prices slightly, demand is still weak. Yet they hold onto their homes, convinced that prices will rebound the way they did between 2020 and 2022. But that was a one-time event. That kind of explosive housing market isn’t coming back. At the same time, I see a similar mindset around Bitcoin. People sitting on the sidelines think they “missed it” and are waiting for another crash like the drop from $69K to $16K in 2022. That’s also not going to happen again. If you truly understand the fiscal situation, the rise of fiscal dominance in the U.S. and globally, and the nature of a debt-based monetary system, then you realize why.

Money is a tool for reducing uncertainty about the future. When that tool is undermined, social anxiety rises. Restoring sound money gives us back the ability to imagine and act on the possibilities of the future. Because at its core, money is about how we think about the future.

I think many sophisticated millennials today are looking into the future and realizing their skills are quickly becoming obsolete. Career progression is under serious question, as AI has disrupted traditional paths entirely. Unless you’re exceptionally skilled or able to pivot into new opportunities especially in AI - it’s becoming harder to see a clear role for yourself. For those who’ve already spent 10–15 years honing skills that are now being eroded by AI, their income is uncertain. That’s why many are shifting focus from the income side of their balance sheet to the assets and liabilities side. With little foresight or confidence in their earning power, they’re instead asking: How can I put my capital to work? How do I take calculated risks to generate higher returns on assets? This shift is already happening. The smartest millennials are rebalancing their lives around assets instead of income, while the rest will catch on later.

Bitcoin is a diversified index of the entire world economy as it comes to its senses.

The problem with diversification is diversification is selling the winner to buy the losers and the second problem with diversification is you’re not really diversified at all because everything you own is probably correlated to one currency which is collapsing.