TSLA vs. BTC Most people once thought Tesla was unstoppable - a monopoly that would dominate forever. But once everyone knows that, the 10x or 100x upside disappears because all the capital has already flowed in. There are a few problems with investing in Tesla today. First, everyone already knows it’s a great, essential company, so the market has priced that in - it’s not undervalued anymore. Second, when you become that big, you become a political and regulatory target. Whether it’s pressure to unionize, new taxes, regulations, tariffs, or even censorship, big companies eventually attract attacks from all sides. Third, Tesla is still a company - and companies have limits. A company’s value is tied to its capital structure and cash flows. If the stock doubles, the cash flow expectations have to double. To grow 10x, cash generation must grow 10x too - and in an inflationary world, where fiat currency loses value every year, that becomes even harder. Inflation erodes the real value of those future cash flows, making companies fragile as stores of value. Add to that the political pressure to return capital through buybacks and dividends, and you’ve got a model that’s stretched thin. If you’re investing in dollar-denominated assets, you’re effectively betting on cash flows discounted in a currency that’s inflating 10% a year. To just stay even, the business has to grow faster than that. And on top of that, companies are vulnerable to political risks, tariffs, and regulation - it’s a fragile setup. Why BITCOIN ? Bitcoin, on the other hand, is different. It is misunderstood, inevitable, unstoppable. But it’s even better because it isn’t just a company - it’s an asset class. Bitcoin’s core use case is being a store of value for civilization itself. There’s no reason it can’t replace gold ($27 trillion), or even start to absorb real estate and other store-of-value assets worth hundreds of trillions globally. The more valuable Bitcoin becomes, the more useful it becomes. If Tesla stock rises 100x, its cash flows need to rise 100x. But if Bitcoin rises 100x, it simply means more people are recognizing its value as a store of energy - it doesn’t have to “perform” quarter by quarter. Critics say Bitcoin has no cash flows - but that’s not a flaw, that’s the feature. It means it will never miss a quarterly earnings report. It’s not producing cash flows, it’s absorbing them. Bitcoin represents the digital transformation of capital itself - not just digital information, but digital energy. And I think we’re in the initial phase of the 30-year cycle where Bitcoin will drive this transformation, redefining what money, property, and energy mean in the digital age.

In a world full of heterogeneous assets, the homogeneous ones eventually win. The first chapter of that story was the internet - a unified, homogeneous network that looks, feels, and functions the same everywhere. The second chapter will be Bitcoin - a homogeneous asset that holds the same value, looks the same, and works the same across every jurisdiction and geography in the world.

If you don’t understand Bitcoin yet, ask. If you’re too shy to ask, read. Dive in and learn it for yourself. The only wrong move is being too lazy or stubborn to do anything. I honestly think you’ll regret that.

Once Bitcoin wins - once it hits a million dollars, a lot of people are going to be very angry about it. But here’s the thing - without Bitcoin, everyone would just get diluted into nothing. With Bitcoin, at least some fraction of people have a lifeboat, a parachute. Bitcoin didn’t crash the plane, the money printing did that. Bitcoin gave some people a way to escape. And when this shift happens, people are going to be mad at tech. They’ll blame AI for taking all the jobs, and crypto for taking all the money. The anger will be directed at the tech guys, even though the roots of the problem go back to the system itself.

If you want to preserve your wealth, convert currency into an asset that’s scarce, desirable, portable, durable, and maintainable.

With exponential processes, it’s nothing-nothing-nothing, then suddenly everything.

Digital capital is smarter, faster, stronger than 20th-century financial capital.

What is property? What is money? Money is energy - the apex energy of the human race. It’s monetary energy. Property, on the other hand, is energy crystallized into solid form. If there’s only energy and mass, and one can be converted into the other, then property is simply the solid-state version of energy. Without strong money, there’s no economy. And without property rights, there’s no economy either. That’s why Bitcoin is so revolutionary - it’s digital property. For the first time in human history, we have a technology that makes it possible to grant true property rights to all 8 billion people on the planet.

Once you give people power, it’s almost impossible to take it back. It’s kinda like a one-way street. Think about books - you can’t just hand out millions of physical copies to everyone. But once they’re digital, in an app, suddenly anyone with a phone can get them for free. And when people realize that, they don’t need shelves of books anymore. Everything just collapses into a file they can carry around and share. And of course, once they have that kind of access, they’ll fight to keep it. Same thing’s starting to happen with property. You don’t really need ten plots of land in different places to feel secure. If you can hold property digitally on your phone, transfer it instantly, actually own it yourself… that becomes priceless. And once millions of people “get it,” they’re not gonna let go. It’s basically irreversible. Bitcoin is like the clearest version of this - property that’s been boiled down into pure digital form. Portable, simple, low-energy. Think of water frozen into ice, all that energy is locked in but easy to carry around. Once this genie’s out, no one’s putting it back in the bottle.

Llocking your capital into physical assets like houses, or tightly controlled equities in any jurisdiction, doesn’t make much sense. It’s smarter to hold mobile, flexible capital that isn’t tied down to physical or controlled assets. That’s exactly what Bitcoin offers - and over time, it just makes more and more sense.

The five forces below show that the rise of national interest isn’t just a passing political mood or a temporary cycle - it’s a deep structural shift in the global economy that will last for decades. In short, efficiency is being replaced by resilience and national security. 1. Geopolitical rivalry between China and the US 2. Fragility of global supply chains 3. Energy transition and the race for critical rare earth resources 4. Pressure from domestic politics 5. Weaponization of finance

It’s tough for an asset to go from zero to $100,000, but once it’s there, the jump to a million is way easier. Bitcoin took 15–16 years to climb from nothing to $100K, and I think in the next 3–4 years it’ll hit a million. Simple as that - nothing else out there comes close right now.

Boomers and Gen X got access to cheap property, but back then, information was expensive - especially transferring and organizing it. For Millennials and Gen Z, it’s flipped. Property is insanely expensive, but information is basically free. With that cheap information, younger generations can organize, collaborate, and build new kinds of property. That’s going to make it harder for Boomers, Gen X & institutions to hold onto their edge - and in 30 years, they’ll be gone anyway. So this is really the moment for Millennials and Gen Z to seize the opportunity. And whenever someone says they don’t believe in crypto or Bitcoin, I just ask them: what do you believe in?

Best strategy: buy Bitcoin, hold, ignore noise, and wait for long-term gains.

Personalized education and personalized entertainment is the future.

The entire world is constructed to convince you to sell your Bitcoin. Do not sell your Bitcoin! Everything else is inferior. You only sell your Bitcoin when you need it to conserve your life and the lives of those you love. Every time you sold Bitcoin, you gave up the best-performing asset in the world. Diversification is selling the winner to buy the losers.

The one thing I’ve realized is you can’t predict who’s going to “get it.” This is a financial revolution, and adoption doesn’t happen all at once - it moves from 1% to 2%, then 4%, 8%, 16%, and keeps compounding. By then, Bitcoin won’t be a $2 trillion asset class anymore, it’ll be $100 trillion. By the time a financial advisor finally tells you it’s safe to buy, it’ll already be $1 million per Bitcoin. And when they say it’s a great idea, it’ll be $10 million. In the end, everyone gets Bitcoin at the price they deserve.

Apple was successful with the iPhone, and every other company in that space lost money trying to compete. One winner, 20,000 losers. Same with Amazon wiping out retailers, Facebook killing off newspapers and journalists, Google taking over ads, Microsoft in enterprise software. It teaches you that the world is brutally competitive - 99.9% of the time, you lose unless you find the right thing. When you do find the right thing, it’s like discovering a safe place to live. If you grew up in safety, you don’t appreciate it. But if you grew up somewhere unsafe, you’ll risk everything to get to that safe place. That’s what builds conviction. People without conviction usually either lack experience or haven’t faced desperation. The world is hyper-competitive, with countless wrong paths and usually only one right path. And once you find the right path, double down on it because it’s exponentially more efficient than all the alternatives. Study Bitcoin. Build Conviction. Double down.

I think the big challenge for people with Bitcoin is that most people don’t even realize they have a problem, so they don’t see it as the solution. They’re comfortable, maybe a bit ignorant of the problems, and just drifting along quietly. The ones who really get it are usually people who’ve been jolted out of that comfort zone - and what causes that jolt is different for everyone, depending on where they are and what they’re facing.