Gen Z vs AI: The FIGHT For Work…

So much tether talk this week I made a video…

The Ultimate AI Trade Is Not Nvidia… It’s Bitcoin @Tom Karadza and I chat about Bitcoin’s dip, Trump’s fight with the FED, the new Nano Banana image gen (it’s nuts), and why GDP is a broken metric

Nano banana 3 just cooked this in 30 seconds I gave it my yt vid transcript and it one shot this graphic By far the best image gen out there Boomers vs Zoomers war in one picture:

MONEY PRINTING drives home prices higher, pumping boomers’ bags, while income earners lose purchasing power, leaving zoomers further behind … the “generational war” in a nutshell

“Protocols are winner take all” @Jeff Booth Such a good slide. Zoom required #bitcoin 🇸🇻

Yo @HODL, I'm a 23 year old Canadian working for my family's real estate brokerage. We've been helping people buy investment properties around Toronto for15+ years. We're now orange pilling our clients. Would love to chat with you on our pod about bitcoin and why both my generation (gen Z) and real estate investors needs BTC. Let me know if you're down for a rip! 🫡

Saw @Marty Bent letting zoomers know #bitcoin is their greatest opportunity. But they would rather buy fartcoin and get rekt This was my reply to the tweet below… Just look at $BTC's historical CAGR The last 10 years ∼ 80% The last 5 years ∼ 60% And in the last year it's up 80% Even if the CAGR drops to 30% for the next decade, you 10x your investment. That's $1.2m/BTC in less than 10 years Real estate likely won't get to $10m because it's been monetized since the 70s Bitcoin is just STARTING to pull capital in from fixed income and real estate BTC is a $2t market RE is a $300t market Bonds are a $300t market Real estate won't go to $3 quadrillion, but the probability of BTC going to $20t is damn good

I don't see this trend reversing anytime soon, as AI eats more and more white collar jobs Particularly the "junior" roles that new grads are applying for Information is abundant and free... and the cost of labour is quickly catching up

Another ex. of athletes today signing record breaking contracts… But they’re not actually making more, the money’s just worth less. A symptom of paper money. Opt out. #bitcoin

My quant @HODL

Because saving in dollars won't get you anything in the future, save in #bitcoin

I know multiple recent uni grads having trouble finding jobs. Slow economy + AI taking jr level roles = less demand for new grads. Competing with AI is a losing battle. IMO gen z needs to learn to leverage these tools to provide value. It's our biggest advantage over an older workforce that don't understand how to use them.

It’s awesome watching the ‘BTC purists’ and the new ‘BTC suits’ fight on here. Here are my thoughts on these BTC treasury companies: 1. Not your keys, not your coins. Nothing beats stacking sats. I want to own a piece of the pie that cannot be debased. 2. Many will get rekt. Every day, there's a new company/SPAC announcing a bitcoin treasury strategy. I don't think there's room in the market for 100+ companies to copy Saylor's playbook. Who's buying the 111th BTCTC? Degens. That's it. 3. MSTR is the gold standard. They have a massive stack, are continuing to grow their stack, and actually offer a product to the market: Bitcoin-backed fixed income products. BTCTCs that solely rely on issuing common stock will have trouble sticking around. Many will take on bad debt, sell coins, screw up custody etc, etc. The bear market will likely eat these companies alive. 4. Is it fun betting on some of these companies? Yes. 5. This feels like a natural part of Bitcoin's financialization. The more services and opportunities bitcoiners have, the better. Some will be great, some will be horrible. I like seeing the growth in the industry, whether that's BTCTCs, new or improved wallets, lending platforms, bill payment services, or anything else giving bitcoiners new opportunities. It just proves BTC is winning. 🚀

What this means for Gen Z: The US (and Canada) require endless debt and deficits to survive. Dollars will continue to lose value. Everything will get more expensive in dollar terms. Trump and Elon's crash-out was really about Elon realizing there’s no fixing the deficit. The system cannot fix itself. It needs the money printer to go brrrrr The best take on this was someone saying Elon would rather build rockets to Mars than try to fix the US deficit. That’s how hopeless it is. Canada devalues its currency even faster than the US to stay trade competitive. Store your time and labour in something that can’t be printed to infinity. Buy hard assets. The world is waking up to the need for scarce, neutral assets. And #bitcoin is the fastest horse in the race. 🐎

Betting against #bitcoin is financial suicide. Big money is just starting to flow into the superior asset... $ HUNDREDS OF TRILLIONS / 21 MILLION ₿ 📈

@HODL on #bitcoin treasury companies. Some will get rekt. Nothing beats sats on ice.

A wise man @HODL

Why Bitcoin Is the Ultimate Bet on the AI-Driven, Hyper-Productive Economy... 🤖 Most economists are using outdated playbooks while the whole game is changing. AI and automation are rapidly accelerating productivity. The cost of producing goods and services is falling at an exponential rate. And in a free market, entrepreneurs are rewarded for doing more with less. Or they risk being outcompeted. We now have access to LLMs that can code, write, analyze medical and financial reports, create graphics and websites, etc. Pair that with robotics, human-less factories, and self-driving vehicles, our economy is being turned on its head. Many believe this surge in productivity will give GDP a major boost. Other, like @Jeff Booth, disagree: AI isn’t a GDP booster, it’s a drag. Let’s break it down. Companies now require less labour to achieve the same or better outcomes. Shopify, Canada’s second-largest company, issued a memo requiring all employees to use AI to boost efficiency. One section stood out: White-collar jobs are becoming replaceable at little cost. In January, Meta laid off 5% of its workforce, the Mag 7 company stock was up 20 days in a row before the layoffs. When have we seen something like this before? AI and robotics are advancing so quickly that even factories need fewer and fewer workers. Tesla’s factories are so efficient, they've reduced the cost of vehicles even in an inflationary environment. China’s DeepSeek released an open-source LLM that rivalled American models, for free. It crushed U.S. tech stocks because open-source software can be improved and copied infinitely. AI makes it harder for companies to maintain monopolies when their edge can be replicated at near-zero cost, instantly. Jordi Visser pointed out that the average lifespan of an S&P 500 company is now just 15 years. What happens if AI speeds that up even more? What happens to retirement investments and pension funds tied to these companies? Back to Jeff Booth: The GDP framework can’t handle deflationary forces. Deflation happens when tech increases productivity, so we can do more with less, and prices fall. We should live in a world where goods become cheaper and more abundant over time. But we’re stuck in a system that requires inflation to survive. The system requires MORE dollars to be created, weakening the currency, making it easier to pay back debt. This is where AI creates friction. If prices of goods were to decrease, deflation would occur, increasing the value of dollars. The real value of debt would skyrocket. Leading to defaults, bankruptcies, and a collapse of the entire financial system. Falling prices and a shrinking number of income earners mean less spending in the economy, leading to lower GDP and less tax revenue. Tether (USDT) made $13.7 billion in profit last year with just 150 employees. That’s about $91M per employee. I believe AI will lead to more ultra-efficient, high-profit companies like this, not fewer. The only "solution" for governments is to print. Where do those devalued dollars go? Into digital scarcity: Bitcoin. Reason 1 - Protecting purchasing power. Bitcoin’s fixed supply makes it the scarcest money in the world. When fresh money is printed, it flows into assets like stocks and real estate because investors know holding dollars is a losing game. Asset holders get richer. Everyone else gets left behind. Bitcoin flips that script. It’s the hardest money ever created. Durable. Divisible. Portable. Verifiable. Secure. People reject it because they’ve forgotten what real money is. They call it a Ponzi, or say “there’s no cash flow.” But it’s not supposed to be an equity, it’s money.Most have forgotten what real money is... so when Bitcoin is staring at them as a solution to this debasement, they call it a "ponzi" or "not physical so it can't be trusted" or ask “where are the cash flows?”. It’s digital, finite, sound money. “Over a rolling 12-month period, Bitcoin had the highest average correlation with global liquidity, followed closely by gold” Sam Callah and @Lyn Alden wrote a great piece on the correlation of global liquidity and Bitcoin:

Lyn Alden

Bitcoin: A Global Liquidity Barometer

This research piece on the correlation between measures of liquidity and the price of Bitcoin was compiled and written by Sam Callahan, and commiss...

Unlike dollars, gold, stocks, or real estate, no amount of demand can increase Bitcoin’s supply. The result? It moves the price. An infinite amount of dollars are fighting for a finite amount of Bitcoin. Bitcoin is insurance on fiat debasement. With a $2 trillion market cap, Bitcoin is still tiny, finding its place in a $900 trillion global economy. Reason 2 - The digital economy. Owning Bitcoin is owning a piece of the emerging global financial system. We’re moving from regional, centralized banking to global, open-source banking. Tether is proving this. AI agents aren’t going to be setting up traditional bank accounts and wiring funds. They’ll transact instantly in the digital economy. That means using Bitcoin, layer 2s built on Bitcoin, or stablecoins like Tether running on Bitcoin's rails. It’s the bedrock of the digital economy. Scarce money = abundance in everything else. With a fixed supply, we finally get to reap the benefits of deflation and store that value in a system that can’t be manipulated. Purchasing power increases over time when saving in Bitcoin. Bitcoin is the MOAT in the age of artificial intelligence. Jeff Booth's book The Price of Tomorrow is a must-read on this topic. #bitcoin 🫡

Quick reminder: Tech and AI are deflationary forces. Deflation = kryptonite for a debt based monetary system. These productivity gains are a drag on GDP. NOT a booster. Governments will keep printing to devalue their debt, increase GDP and destroy their currencies. Get ready for $75 cocktails and $2M “starter” homes. The Price of Tomorrow by @Jeff Booth is a must read on this subject. He breaks it down so simply. 1000% recommend