I sat down with @jvisserlabs to discuss why bitcoin is down 50%, whether the bear market is over, why he's still buying through the dip, how AI agents will drive bitcoin adoption, and why the rotation from AI hardware to human software is the biggest investment opportunity right now.
Enjoy!
YouTube: https://t.co/fEGgRYkUXB
Spotify: https://t.co/JgwVhnvyJQ
Apple: https://t.co/jX1QpttS37
TIMESTAMPS:
0:00 - Intro
0:45 - Why bitcoin is down 50% & is the bear market over?
6:48 - What would convince Jordi to sell his bitcoin?
9:07 - Bitcoin as the S&P 500 of crypto
14:02 - Why bitcoin is safer than any company past 2030
17:45 - Bitcoin volatility vs. the stock market
22:22 - The five-layer AI stack & where revenues are missing
26:22 - Token budgets & the shift to specialized AI
35:10 - Are LLMs now commoditized?
40:30 - Peptides as the API key for the human body
49:24 - Healthcare, entitlements & the future outlook
55:12 - Jordi’s upcoming video & final thoughts
8 years later, I am very glad to have a chance to purchase $ICP at a significant discount.
My accumulation continues. I am looking forward to "time capitulation".
ICP ALERT: Legacy crypto is LYING about their speed
We have been lied to about blockchain speed for years, as marketing campaigns sell theoretical limit metrics achieved only on a controlled test net.
This investigation bypasses the corporate press releases to look at the live raw data using real time verifiable telemetry from chain Spect. By filtering out the internal noise of validator voting, a brutal side by side performance test reveals how prominent layer one networks like Ethereum, Solana, and Cardano handle real world user generated transactions during market congestion.
The live telemetry reveals severe structural deficits in legacy architectures, where a waiting transaction is exposed to specialized bots in the meme pool before reaching economic finality. Meanwhile, an unexpected architecture shatters the paradigm of decentralized computation with a live block time of just 480 milliseconds and a true finality time of zero seconds.
Discover how this asynchronous consensus mechanism handles industrial workloads for machine to machine payments and autonomous AI agents, and remember to subscribe for more in-depth crypto breakdowns.
#BlockchainTelemetry #Layer1Networks #CryptoAnalysis
It's actually internet-computer:native that has the best cryptographers, and security engineers in the world, focused on it 24/7, auditing and battle testing it
I'd love to see how the $ZEC team compares to this
While the entire crypto market is in flames — the world's 5th largest country is moving its citizens onto a blockchain — $ICP
1️⃣ Pakistan's sovereign cloud engine is live on @dfinity's ICP
2️⃣ A national messenger app is now in pilot on the subnet — sovereign, verifiable comms for a country of 240M
3️⃣ 1,500 @caffeineai licenses rolling out: 1,000 to government, 500 to enterprise
Driven by the Pakistan Digital Authority — chairperson @sohailmunir + national architect @AhmadManzoor1
A Cloud Foundation Production ♾☁️📺
Just back from Paris 🇫🇷 after two great days with the @UNDP team and the Blockchain Advisory Group.
One perspective I shared: while token ledgers have driven the first wave of blockchain use cases, the real impact of the technology for public good will come from compute.
The combination of sovereign cloud infrastructure and AI is where things become transformative.
AI is becoming both the most powerful builder and the most capable attacker. At the same time, critical digital infrastructure is often dependent on foreign providers, with growing concerns around control, resilience, and data sovereignty.
Cloud Engines address this directly by enabling tamperproof, always-on, sovereign environments where AI can build and operate software. This is already taking shape with forward-looking governments like Pakistan @digitalauthpk and upcoming offering from the @swisssubnet Cloud Engines.
For governments, NGOs, and enterprises, this is not just an upgrade. It is a new foundation to secure an important lifeline of modern economies: compute.
Appreciation to the @UNDP_AltFinLab for convening and driving these important discussions at the intersection of governments, NGOs, and technology companies.
Looking forward to strengthening the collaboration with the UNDP team as well as contributing to the Advisory Group.
Stay tuned!
The gates are open. Illuvium Deathmatch is officially LIVE. ☠️
Drop into a high-stakes, 10-player free-for-all where positioning is everything. Select your challenger, set your grid, and outlast the competition.
Choose your stakes:
🆓 FREE Mode: Use your Free Starter Challenger to farm Bones completely risk-free.
⚔️ STANDARD Mode: Pay the entry fee to compete for Skulls and a shot at the progressive Jackpot.
Victory pays. Defeat kills.
A growing number of enterprises are waiting for ICP cloud engines. This summer, we'll start distributing promo codes for creating engines that run for 2 weeks for free, over Internet Computer nodes. Fluid sovereign onchain apps with AI inside = create, experience, want forever...
Its coming💥
Tomorrow I will post a video about the Swiss Subnet 🇨🇭
Their client pipeline is seriously impressive. They are rapidly onboarding large Institutions.
Cloud Engines will reshape Web3 forever.
20% Burn is coming for $ICP 🔥
In May, $SOL did only generate 6X more Revenue than $ICP at a 25X higher Market Capitalization.
SOL did also generate 35X more Expenses than ICP.
ICP is currently much more sustainable. When Cloud Engines will be fully deployed to the Public, it is game over for other Blockchains. These Blockchains rely too much on DEFI.
Yesterday, we have witnessed the meltdown of Charles Hoskinson. The situation with ADA is very bad. They generated only $12.5K in Revenue in May.
Make it make sense.