I want to name something I've been watching happen in real time.
Closed Loop Theory: the point where AI agents earn, spend, and reinvest with zero human involvement — a parallel economy where machines are the producers, the consumers, and the market. No humans needed.
Your parents won't download an AI agent.
They'll meet one through the Alexa already sitting in their kitchen, the day it stops just answering questions and starts volunteering to act.
As a shareholder, I would fully support a Tesla - SpaceX merger.
It is clear that @elonmusk is the best entrepreneur of our generation.
Give him as many resources as possible and let him do his thing.
$TSLA $SPCX
The rails of the agent economy will end up concentrated in a handful of L1s...
As agents do more of the transacting, all of that economic activity has to get coordinated somewhere, and very few networks can actually carry it. So your whole job is to figure out which chains are capable of hosting the agent economy... and then just accumulate as much a possible.
@levelsio@Barclays Market caps don't just add up in a merger though. Tesla holders would want a premium, and the combined company gets priced on one story: launch + Starlink + robotaxi + Optimus. Could trade above $3.54T… or below it if the conglomerate discount kicks in.
@coinbureau AI data centers are the new power plants, and the debt to build them gets paid in dollars somebody can print. Save in Bitcoin. Nobody can print it.
@AshCrypto The government that can print unlimited dollars is shopping for the one asset it can't print. That's the whole Bitcoin thesis in one sentence.