Crypto news × Macro trends All alpha, no betas
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Joined November 2016
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Why are you in crypto? ⬇️
0%Hedge against inflation💸
0%Moon boy gains🤑
0%In it for the tech🤓
0%$BTC is life♥️
0 votes • Final results"(Crypto) is the coordination layer for the internet. It's not about that shitty coin you bought. It's about how do you organize the (AI) agents to make payment in the digital age..."
Few understand this. The AI bubble isn't overshadowing crypto. They are two phases of the same tech rollout.
Crypto isn't about the shitty coin you bought.
That's the mistake many people make… lose money on a token, decide the whole thing is a scam, and walk away angry. All while the story keeps playing out around them.
Blockchain is the coordination layer for the digital economy.
It's how AI agents make payments at machine speed. It's how identity, privacy, and value move across the internet when humans aren't the primary users anymore.
AI and blockchain are married at the hip. Every agent, autonomous transaction, piece of the machine economy that's arriving now needs a programmable layer to run on. That's what the layer 1s actually are.
Own a piece of it, and you own a piece of the agent economy.
🏛️ First users: Baillie Gifford’s BAGEY (UK’s first fully native regulated tokenized fund), BlackRock’s BSTBL, and Dreyfus BLIQUID.
Tokenized money market funds just became more competitive versus pure stablecoins.
Does this change how you rank tokenized money market funds against holding stablecoins?
🤖Claude just weakened a next-generation digital signature system in 60 hours for $100K.
HAWK is a proposed replacement for the digital signatures we use today — the math that proves a Bitcoin transaction (or a website login) really came from the rightful owner.
Current signatures are expected to break once powerful quantum computers arrive.
HAWK was built to stop that.
Its smallest version lost roughly half its security strength.📉🔒
Bitcoin never planned to use HAWK.
⚛️Its quantum upgrade plan already includes multiple backup systems so one broken method doesn’t matter.
Attacks like this are getting faster while the industry is still figuring out when and how to upgrade.
Does this mean Bitcoin and other networks need to switch to quantum-resistant signatures sooner than planned?⌛️
Rhodium today is like BTC in the 2010s. The pressure robotics and big data will place on rare alloys will be intense.
Data is the new oil. Most won't understand this comment until data is no longer free. Soak it up while you can...the good times are right now.
Too many bears makes me bullish on altcoins. Most self proclaimed crypto gurus are pump chasers. Buy undervalued assets. That's all you need to do.
DubDigital retweeted
The hardest part of achieving a great long-term investment track record is over half the time your returns will look average. You can go years where it feels like you are working hard for mediocre returns.
Then all of a sudden it changes and the previous year’s efforts, perhaps helped by a better macro environment create circumstances where you don't have to work as hard for your returns. The world works for you and pulls forward 5-10 years’ worth of returns and riches in a single year. Then it’s up to you if this will be a permanent step change in knowledge and wealth.
Is this your new base in which to grow from? Or will you stop growing yourself by letting your ego take control thinking you know everything.
Will you revert slowly and then quickly back to immature tendencies? If so, your wealth will revert slowly and then quickly.
The growth and maturity to manage $1,000,000 is different than $100,000. The growth and maturity to manage $10,000,000 is different than $1,000,000.
You must always be growing yourself ahead of your portfolio.
microcapclub.com/grow-yourse…
The moment you stop caring what other people think of you is the moment you start thinking like a value investor. Dare to be different.
