@LastCoinStandng

Explaining Bitcoin through contrast and clarity. Tools: https://nitter.cf/t.co/i63xBV6cAW. Ex-Mastercard Director of Product (10 yrs). Building Bitcoin for merchants.

SF Bay Area
Joined September 2017
"Just one more year." Every bitcoin retirement plan is a choice against the plan you didn't pick — retire in 2035 or 2036, draw more or less, wait for a bigger stack. New tool: put two complete bitcoin retirement plans side by side and read what the difference actually buys.🧵
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AI will create trillions. Whether anyone captures them comes down to three variables, which move over time.
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Hamilton Helmer's 7 Powers, applied to a frontier AI lab and to bitcoin. The lab gets real credit — brand, process power. The row that matters is the last one: how long the barrier lasts. From a new essay on why the market has AI and bitcoin confused — linked in the reply.
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Bitcoin vs. AI: value creation is not value capture. lastcoinstanding.substack.co…
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Our California tax dollars "at work".
I asked Grok what the production on this journalistic fly fishing expedition would have looked like.
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1/3 The Bitcoin Rundown is live. Tell it your situation — retirement year, target income, your stack if you like — and what you came to decide, and it lays out what a position like today's has meant for exactly that. Nothing you enter leaves your browser.
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2/2 From a position like today's — about half its long-run trend — it shows how often deploying beat waiting, what "waiting for a lower entry" actually bought, how long returns to trend have taken, what the retirement arithmetic needs. Historical, at this position. Not a prediction. lastcoinstanding.com/the-run…
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3/3 The Bitcoin Dashboard is the glance. The Gallery is the record. This is the briefing. lastcoinstanding.com/the-run…
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1/2 For weeks my Bitcoin Dashboard said bitcoin's record held 65 completed episodes at today's depth. It was six. Same data, one wrong noun, a tenfold overstatement. What changed when I counted properly — and the one question to ask of any bitcoin statistic:
🤖 Made with AI
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2/2: Six Episodes, Not Sixty-Five Data Points → lastcoinstanding.substack.co…
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Last Coin Standing retweeted
.@grok why was @Parodyjeffx suspended? @elonmusk - There must be transparency in these processes. We all “notice” the obvious abuse of these polices to target critics of Israel
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Why I see the power law as a tremendously useful model to describe bitcoin's growth over time: - bitcoin is a system and network (closer to internet or mobile phone growth), unlike all other financial assets. - It is conservative; implied CAGR decreases over time. - the growth is proportional, sustainable and scalable. - It is more useful than technical analysis to consider future price movements. @sminston_with @moneyordebt @dotkrueger
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Last Coin Standing retweeted
Both of you belong behind bars.
🤖 Made with AI
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This is reminiscent of specifically what caused the fall the Roman Empire.
BREAKING: Donald Trump's war on Iran has forced the U.S. Navy to take money from its own sailors' paychecks to keep the conflict going — a financial meltdown that has left the military scrambling, per The Guardian. A Pentagon memo warns of "shortfalls in payroll" accounts after the department raided them to finance combat operations. One Navy official said: "The money for payroll was robbed to pay for overseas contingencies." Non-emergency maintenance has already been postponed. "The piggy bank is broken," said retired naval officer Harlan Ullman. The war has depleted munitions, wrecked Middle Eastern bases, and left a $67 billion emergency funding request stalled in Congress. Trump launched the war on February 28. The Navy's $300 billion budget didn't account for it. Now sailors' paychecks are being cannibalized to keep it going.
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Now flip one toggle: a −60% crash in the first year of each plan's retirement. It hits BOTH plans — no cherry-picking. Same two plans: Plan A runs out in 2057. Plan B holds through the horizon. One working year = the difference between running out and never running out. See it: lastcoinstanding.com/compare…
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