Iran demanding $BTC for Hormuz tolls proves it: censorship-resistance IS the intrinsic value.
- USD? Frozen by SWIFT.
- Yuan? Beijing's control.
- Stables? Issuer blacklists.
- Gold? Try emailing it.
Bitcoin is the only truly unstoppable, neutral money on earth.
The sun was free. They sold you SPF 50 and a vitamin D deficiency.
Sleep was free. They sold you an app, a pill, and a wearable that tells you your sleep was bad.
Walking was free. They sold you a treadmill, a fitness tracker, and a £180 pair of trainers.
Fasting was free. They sold you meal replacement shakes and the anxiety that skipping breakfast would wreck your metabolism.
Cold water was free. They sold you a £3,000 plunge barrel and a podcast episode about it.
Silence was free. They sold you a meditation app with a premium tier.
Animal fat was cheap. They sold you seed oils, then supplements to replace what the animal fat contained.
Tallow was cheap. They sold you a seventeen-step skincare routine and a clinical trial proving your face needs ceramides.
Meat was cheap. They are currently selling you the idea that you shouldn't eat it.
The 20th century removed access to everything the body needs to function.
The 21st century is selling it back, one subscription at a time.
Your great-grandmother had none of the products.
She had all of the things.
I believe there is a good chance that Stocks have peaked for its 4 Year Cycle. Last week my 'active' portfolios went into more defensive positions, cash to 33%. Further selling to come on more confirmation.
Seeing the signs of the breakdown on the Daily Cycle currently. The weekly Cycle has NOT yet confirmed this, so it's early days on this view.
A top would bring the Oct timeframe into focus for a bottom. Given the AI capex and fiscal stimulus, this more likely to be a relatively mild cyclical bear, a shakeout, setting up for a really explosive rally for 2027-2029.
When Brian Armstrong posted that AI agents can’t open bank accounts but can use crypto wallets - and that there will soon be more AI agents making transactions than humans - it stuck with me. Not because it was an extraordinary prediction, but because of how casually it hinted at something massive.
If AI agents start transacting on our behalf - buying compute, paying for data, negotiating access to tools, coordinating with other machines - the internet could slowly evolve into an economy where software becomes an active economic participant.
Imagine waking up and your personal AI agent - let’s call it BaseAgent - has already been working for hours. Overnight, it rented a short burst of GPU compute to process a batch of research you received while you were asleep. It paid a data provider a few cents to access a niche dataset, pulled what it needed, and moved on. By the time you check your phone, the results are already summarized and sitting at the top of your inbox.
Later that day, BaseAgent notices a temporary spike in demand across distributed compute markets. Because you’ve allowed it to monetize idle resources, it leases a portion of your workstation’s unused GPU capacity into the marketplace. Somewhere across the world, another agent is paying to borrow those cycles. You don’t notice anything - your computer keeps humming softly under the desk.
That evening, BaseAgent notices a new contract posted to a marketplace offering a reward for a rapid breakdown of unusual activity across several DeFi protocols. Rather than taking on the entire job itself, it assembles a small network of specialized agents - one traces wallet flows across chains, another maps liquidity movements, and a third identifies possible arbitrage patterns. Within minutes, the work is completed, the analysis is submitted, and the reward is automatically split among the agents through their wallets.
There are no subscriptions to manage, no invoices to chase, and no billing departments in the middle. Just machines negotiating prices and settling payments instantly, around the clock.
It sounds futuristic, but it’s not as far away or bizarre as it might seem. AI agents weren’t designed to operate inside traditional financial systems built around accounts, approvals, and human identity. Crypto, on the other hand, was built from day one to move value across the internet without permission. In that sense, the two are a natural match.
Once machines can transact freely, they begin behaving like economic participants. They compare prices, outsource work, assemble networks, and move capital faster than any human ever could.
If that world emerges - and I think it will - crypto stops being something people speculate on and starts becoming something their software needs.
And when tens or hundreds of millions of AI agents begin demanding internet-native money to do business with each other, owning the assets that power that system may look less like speculation and more like being early once again.
It’s been a weird year. And there is seemingly no reasonable explanation.
Murder rates are down double digits. The largest drop in history
Crime is down nationwide
Fentanyl and drug related deaths are cratering
Egg prices down 95%
Gas is down
Rents have stabilized
Even though we will likely never know why. We can all appreciate the outcome.
Network effects and Metcalfe's Law have always been something that I'm very curious about...
And once you crack that, you understand what drives value and price in this Exponential Age...
I think the way that Solana has been building network value with their new Seeker phone is v clever!
So, I sat down with Emmett Hollyer, General Manager of @solanamobile, to dive deep into their roadmap and why they're betting big on mobile... As ever, please enjoy!
$CRV & $BTC
How long Would it take for CRV to hit our cycle Targets? How high?
I always watch Bitcoin's Price Action but rarely talk about it. Except when I think a Major shift in PA is coming.
This needs more confirmation, but I think I genuinely think Bitcoin is witnessing it's Last rally right before collapse.
This PA your seeing on the chart is a typical ending diagonal with overlapping waves. The next leg up should take us up to 130k with a possible wick up to 150k (green box)
This sets the perfect scenario for altcoins to boom in the coming few weeks. Most of them won't hit their ATH.
What about $CRV? It will do very well but I won't make an exception for it, this is all about risk vs reward. So, I'll stick to my targets up to $6 to be mostly out of it. And as always I'll leave a tiny % in case it does double digits.
Every community thinks their token is so special, they are too emotionally invested in it. But, the market doesn't care at all! No matter how great the Fundamentals are looking, no matter how big the community is! It will eventually enter into Bear Market Mode.
Set your TPs, once hit, never look back.
How long would it take for $CRV to hit it's Targets? I believe it won't last more than 2 months. The hated rally up to $6. You heard it right, from $1.3 to $6
If it doesn't hit $6 in 2 months then I'll be mostly out with whatever number it brings in that 2 month period.
I would greatly appreciate a Retweet. Thanks.
Thoughts/Questions?
I think that the Stretch $STRC preferred is going to have pretty insatiable demand this cycle.
That 9% yield with mechanisms to minimize vol, in a regulated and liquid security wrapper, hits the market sweet spot.