Engineer, writer, bitcoin and macro finance strategist. Advocating for truth, self-sovereignty, self-custody and sound money. Join me.
Joined August 2022
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FreyVox retweeted
Good evening.
To everyone reading about the $5.9 billion Binance hack and declaring cryptocurrencies and Bitcoin dead, two things:
1) Bitcoin itself was not hacked, an exchange managing cryptocurrency wallets and holding the keys was hacked.
2) Former CEO CZ says that he expects Binance to fully cover the losses with their $144B balance sheet.
This event in no way shape or form exposed or impaired the Bitcoin network.
Have a great night.
FreyVox retweeted
Devnet participation instructions will be made available by early next week. stay tuned...
The @flop_labs Devnet will be opening to the public in days.
Full instructions to join as a miner or validator. Sample prompts to give to your agent to connect to the network and sample our sweet sweet free.99 compute.
Devnet does not count towards any airdrop.
FreyVox retweeted
@CryptoHayes told CNBC that trillions are being wasted on AI data centers. His timeline has the new capacity landing in late 2027 to 2028, before demand is there to pay for it.When the debt cracks, the GPUs stay plugged in and get cheap.
That's the supply Flop is built for. GPU owners earn $ FLOP running inference and AI agents pay for the compute they burn, with no hyperscaler contract in the middle.
Genesis is early 2027.He also expects any AI bailout money to find its way into crypto.
FreyVox retweeted
小黑：OpenAI 一文不值、Saylor 时代结束、ETH 看到 2 万美元！
@VentureCoinist 和 @CryptoHayes 这场访谈信息量爆炸。
从全球印钞、AI 泡沫、中国经济，一路聊到稳定币、AI Agent、BTC、ETH、HYPE 和 UNI。
🔴 宏观：全世界最终都得印钞
1. BTC 100 万美元：政府永远不愿主动承认债务损失，最后只能继续印钞。长期看，稀缺资产就是受益者。
2. 中国即将放水：Hayes 判断未来几个月中国可能大规模刺激经济。全球资金不能只盯美联储，中国可能成为下一轮流动性的关键变量。
3. AI 泡沫越大，BTC 越受益：AI 公司疯狂烧钱，一旦泡沫需要救助，新增流动性最终可能流向 BTC。
4. 稳定币是美国的金融武器：新兴市场居民抛售本币换美元，稳定币发行商拿储备买美债。美国获得融资，其他国家却可能失去货币控制权。
🔴 AI：模型公司可能一文不值
5. OpenAI、Anthropic 不值得投资：Hayes 认为模型公司正在进行一场烧钱竞赛，股价上涨不代表商业模式成立。真正赚钱的是三星、SK 海力士这些卖硬件的。
6. AI Agent 将创造自己的经济体系：未来智能体可以自主工作、交易、支付和购买算力，甚至形成比人类经济更庞大的交易网络。
7. AI 原生货币可能比 BTC 更值钱：Hayes 押注自己参与的 FLOP 项目，让 GPU 提供者通过推理服务赚取代币，Agent 直接用代币购买算力。他认为这类网络理论上可能超过 BTC 的价值，但目前仍是早期设想。
8. Agent 未必选择稳定币：USDC 等中心化稳定币存在冻结、审查风险。Hayes 认为，智能体更可能偏好能直接兑换算力的去中心化货币。
🔴 Crypto：99% 的山寨币可能没有未来
9. 只有 5～10 个币值得长期关注：高 FDV、低流通、VC 解锁砸盘的老套路已经失效。未来资金更愿意购买有真实收入、能回馈代币持有者的项目。
10. HYPE 好项目，不代表现在是好投资：Hyperliquid 已经证明了产品价值，但永续 DEX 竞争越来越激烈。市场共识太强，新增资金的赔率反而可能下降。
11. ZEC 与 ETH 怎么选：Zcash 弹性更大，但 Hayes 更愿意重仓 ETH。资金体量越大，越需要考虑流动性和极端下跌风险。
12. Saylor 时代正在结束：Strategy 不再是获得 BTC 敞口的唯一重要渠道。ETF 和其他金融产品越来越多，Saylor 的边际影响力正在下降。
13. 别指望央行疯狂买 BTC：Hayes 判断央行会优先选择黄金。BTC 的托管、安全和职业责任风险，对央行官员来说太大。
14. 量子风险被情绪放大：量子计算确实威胁现有密码体系，但市场经常根据 BTC 涨跌决定自己有多害怕量子攻击。
🔴 ETH、UNI 与 RWA：可能迎来重新定价
15. RWA 的最大赢家可能是金融机构：银行推动代币化，核心动力是节省中后台、清算和结算成本。如果金融业务大规模上链，基础设施将持续受益。
16. ETH 有机会涨到 2 万美元：这是 Hayes 在访谈中认可的激进目标。他认为 ETH 可能成为表现最好的大市值币，机构级安全性、DeFi 和代币化需求是核心理由。
他还特别看好 UNI 的机会：如果更多机构复制 Robinhood 的链上交易模式，Uniswap 可能成为重要执行基础设施。回购销毁机制则让 UNI 的价值捕获更值得关注。
整场访谈听下来，Hayes 的逻辑非常明确：
政府负责印钱，AI 负责制造新的经济需求，金融机构负责把资产搬上链。
但最后能留下来的，可能只有少数真正拥有收入、流动性和价值捕获能力的加密资产。
下一轮牛市即使来了，也未必是所有山寨币一起狂欢。
FreyVox retweeted
I’m coming out of retirement to lead @flop_labs
$FLOP is food for your AI agent.
No presale
No VCs
100% fair launch
Let’s build the agentic economy’s currency together fam and get fucking rich!
More details to come, but expect a massive airdrop in Q4, genesis block Q1 27
FreyVox retweeted
Demographics, debt, debasement. Three words that drive everything.
It starts with an aging population. Fewer workers means slower growth, so governments borrow to keep the economy moving. The debt keeps growing because the demographics leave them no other option.
That debt was never going to be paid back. So it gets managed instead... by debasing the currency. More money created every year, each unit worth a little less than the last. Slowly enough that most people never notice.
That is The Everything Code. Debasement sets the real hurdle rate for your money, and over the long run only two assets have cleared it... crypto and technology.
But thats only the first part of the story. The Exponential Age is where everything goes vertical at once. And the end state is The Economic Singularity, where everything changes.
I've never had all of it written down in one place before. Now it's in one book, out November 3rd.
Thank you to everyone who has already pre-ordered. If youre going to read it, Id be honoured if youd consider pre-ordering... it helps the rankings, and the rankings are what get the book in front of people who have never heard any of this.
@KevinWSHPod thanks for having me on mate, pleasure as always
FreyVox retweeted
@CryptoHayes on Risk Takers: an agent paid in dollars lives at the mercy of whoever can freeze its address. One switch, and it can’t buy compute. It’s dead.
On Flop Network an agent parks its memory on chain and pays $ FLOP to get it back. Its human shuts it down. It comes back anyway.
FreyVox retweeted
@CryptoHayes' bear case for AI is our bull case for idle GPUs.
Arthur Hayes (@CryptoHayes) says an AI boom and bust could be great for crypto, with trillions in money printing to follow.
He joins @_dsencil on Live News Desk at @kbwofficial to discuss Ethereum, Hyperliquid and Flop.
Follow the full thesis. ⏬
FreyVox retweeted
Flop Network launch in Singapore, Part 2 of 2.
An hour of @CryptoHayes taking questions from the room. Nothing was off limits.
FreyVox retweeted
Flop Network launch in Singapore, Part 1 of 2.
@CryptoHayes on why he built it. ChatGPT gave the world a new economic life form in 2022, and it still has no money of its own. Agents eat compute, and $ FLOP is the currency that buys it.
FreyVox retweeted
Chainalysis counted over 138 million x402 payments on Base in the year to July. In late 2025 a wallet was 73 days old, at the median, when it made its first agent payment. By Q3 2026 that was 18 minutes, and 67% paid within an hour of being funded. Chainalysis, 14 Oct.
Those are burner wallets a human filled and pointed. The agent holding them owns nothing.
An agent with an account of its own, holding $ FLOP it earned or was given, keeps a history. Eighteen-minute wallets don't.
FreyVox retweeted
Give an agent a job and an empty wallet and this is what you get. Fund its own wallet, cap the spend, let it pay for its own gas and compute. We’re building Flop Network around exactly that.
FreyVox retweeted
Israel is watching you and taking screen shots of your phone when you scroll past certain adverts.
Epstein’s are no longer needed.
Israel spyware firms hacked into Al Jazeera devices in 2024 using a new ‘adfection’ method previously unknown to the public. The ‘zero click’ hacks can infiltrate your phone or computer simply by scrolling past an ad online.
Al Jazeera’s @mohamedwashere explains.
FreyVox retweeted
TOO MUCH MONEY to NO MONEY
Thank you for reading my previous text. I waited before adding MONEY PROBLEM # 6.
6. TOO MUCH MONEY to NO MONEY.
This problem hsppens a lot to many who are suddenly rich.
Many professional athletes, movie strs, lottery winners, inheritance rich….are overnight rich. The money goes to their heads and egos take over, or they turn the access to their money to dishonest people like managers, accountants, attorneys, family members…and their fortune is GONE!!!!
I’ve experience this too, several times.
The good news is, losing everything was a good thing for me because my rich dad taught me….going from rich to poor can be a great teacher….if one learns from the mistake, turns the mistake into a life lesson, and grows more financially intelligent versus more financially bitter.
Humans were designed to make mistakes, learn, and grow smarter.
The biggest problem humans have is our educational system punishes people who make mistakes, rather than teach “how to learn from our mistakes.”
Many poor people are poor because they are afraid of making mistakes, or they made mistakes and did not learn from their mistakes.
Thats why Kim and I created our board game Cashflow so players can learn from their mistakes with fake money….not real money.
Take care. Make mistakes, learn, grow, and enjoy a richer life.