Jo-Ann (乔安) Alexandra 🌱 (💫,💫)🐾

Emerging Markets | Business Geek | Crypto, Blockchain & Web 3.0 Believer | Previously @RareBirdsHQ_ | @DLTTalents @BitcoinTalents @KERNEL0X @She__Fi

[Reads with Ravi @readswithravi]

15 books recommended by Daniel Kahneman:

1) Nudge by Richard H. Thaler and Cass R. Sunstein

[BookNote @BookNoteApp]

9 books that will teach you more than 3 years of university:

1) Skin in the Game by Nassim Taleb

[The All-In Podcast @theallinpod]

All-In Summit returns to Los Angeles, September 13–15, 2026.

The best speakers.
The best parties.
The Besties
An elite attendee list.

See you there.

Applications are now open: https://t.co/iHg9roH0Ku

@Jason @chamath @friedberg @DavidSacks

[Reads with Ravi @readswithravi]

This is probably one of the best books a young person must read.

[Roan @RohOnChain]

This 2 hour Stanford lecture will teach you more about how LLMs like ChatGPT & Claude are built than most people working at top AI companies learn in their entire careers.

Bookmark this & give 2 hours today, no matter what. It'll be the most productive thing you do this week.

[Financial Times @FT]

Nasa has launched four astronauts on a 1mn km flight around the Moon and back, a mission described as the farthest humans have ever travelled into space.

John Reed unpacks what’s behind the record-breaking trip. https://t.co/YRXatJZuFk

[Jaynit @jaynitx]

In 2013, Yale professor Ben Polak gave a legendary 1-hour lecture on Game Theory.

It will change how you make decisions in negotiations, business, and life.

His frameworks:
• Dominance arguments
• Backward induction
• The proactive bias

12 lessons to make better decisions:

[Curious Minds @CuriousMindsHub]

5 Weird Habits That Actually Drive Introverts High Performance:

[Andrew Bolis @AndrewBolis]

Struggling to choose the right AI for each task?

Use this guide to pick the right AI tool in seconds.

[ remember to 🔖 bookmark this post for later ]

1. ChatGPT:
↳ If your focus is content, whether it’s writing, editing, or summarizing, this model handles it all with ease, including casual back-and-forth replies.

2. Perplexity:
↳ Useful when you need sourced answers, quick comparisons, detailed research, or market-level overviews, all in one place.

3. Grok:
↳ Best for tracking online trends, catching sarcasm and meme context, and reading live social chatter to see what’s trending now.

4. Gemini
↳ Inside your Google workflow, summarize docs, repair Sheet formulas, sort and label emails, and turn key points into clear, actionable tasks.

AI works when you pick the right tool at the right time.

Save this guide. Share it. Start with one use case.

📌 Get Advanced ChatGPT Guide (free): https://t.co/kOBWfKrBaX

👉 Follow me @AndrewBolis for more and 🔄 Repost this to help others use AI

[Justin Mecham @thejustinmecham]

I see so many smart people with great ideas
that never leave their notes app.
This is what I tell them:

The gap is not talent.

The gap is finishing.

AI does not replace your ideas.

It clears the fog so you can ship one.

Tiny prompts.

Real products.

You are closer than you think.

🎁 Want PDFs of my top infographics + growth tools?
👉 Go Here: https://t.co/QLV2I0XGXV

Please repost to help others out there! ♻️

[Brad @BradleyKellard]

In 2008, Malcolm Gladwell explained why some people succeed & some don't.

This talk reveals:
• Why ability is overrated
• Why effort alone isn’t enough
• How systems quietly decide outcomes

12 lessons from Gladwell that'll permanently change how you think about success:

[Tayo Oviosu 🗽 @oviosu]

https://t.co/2iZxEGj3SL

[Chairman AW @AffiSupaStar]

Ran 65KM on Nigeria's 65th year of independence because I like to do hard things!

[Jo-Ann (乔安) Alexandra 🌱 (💫,💫)🐾 @JAlexandrHamil]

China's TEMU EU Strategy & Ethiopia's Emerging Stock Market, by @TodayEmerging https://t.co/NSg8LRknli

[Anthony Pompliano 🌪 @APompliano]

A Central Bank Just Said They May Buy Billions In Bitcoin

There is a story in the Financial Times this morning titled “Head of Czech central bank wants it to buy billions of euros in bitcoin.” This may come as a surprise to many investors, but I am actually surprised it has taken this long.

President Donald Trump has been talking for months about his plan to establish a strategic bitcoin reserve for the United States. El Salvador owns hundreds of millions of dollars in bitcoin and continues to buy at least one bitcoin per day. And the country of Bhutan has approximately $1.3 billion of bitcoin on their balance sheet, which is almost 50% of their total GDP for the nation.

We also know that Russian President Vladimir Putin has discussed his country’s activities in mining bitcoin and using the digital currency for payments with other countries. So given all these public disclosures, combined with the leader of the free world suggesting the United States is going to make a large move, you would think many other countries would have been already front-running America in their bitcoin purchases.

My guess is various countries are buying bitcoin and not disclosing it yet.

The incentive would be to buy as much bitcoin as you can before you ever announce anything. If you announce your intentions to buy before you actually do it, then you risk pushing the price higher and costing your country cheaper bitcoin.

This brings me back to the Czech central bank announcement. We don’t know if it will be approved, but the two most interesting aspects to me is (1) the head of the central bank is suggesting this rather than a low-level employee and (2) the suggested target allocation is 5% instead of a measly 1-2%.

Part of the logic for the central bankers proposal is that bitcoin “has zero correlation to bonds and is an interesting asset for a large portfolio.” He is making a portfolio construction argument — this feels like a much higher probability argument to make in the institutional investment world.

Ales Michl responded to the article going viral with the following statement on X:

“Czech National Bank’s goal is price stability. When we took office in July 2022, inflation was 17.5%. We brought it down to target. We are also diversifying reserves—gradually increasing gold holdings from 0% to around 5% and planning for 30% in equities. An asset under consideration is Bitcoin. It currently has zero correlation to bonds and is an interesting asset for a large portfolio. Worth considering. Right now, it’s only at the stage of analysis and discussion. The Bank Board decides, and no decision is imminent.

Thoughtful analysis is needed.

Bitcoin has significant volatility, which makes it harder to take advantage of its current low correlation with other assets. That’s why I will ask our team on Thursday to further assess Bitcoin’s potential role in our reserves. Nothing more, nothing less.

The article is very accurate, including my statement that Bitcoin could one day be worth either zero or a huge amount.”

Similar to the US working group that is “studying” the potential bitcoins strategic reserve, the Czech National Bank is analyzing whether this makes sense for them or not. My prediction is both countries will conclude they need to hold bitcoin.

If countries start buying bitcoin, especially billions of dollars at a time, we should be in store for a fun 2025. Bitcoiners have been saying for years the digital currency would eventually be adopted by nation states. It looks like they are going to be right again.

An idea’s time has come. Countries aren’t going to stay on the sidelines for much longer.

[CZ 🔶 BNB @cz_binance]

The currency for AI is crypto.

[Balaji @balajis]

FIRST CRYPTO PRESIDENT

Overnight, the vast majority of the net worth ($59B) of the next President of the United States is now held in cryptocurrency. This will hold true even with a 90% drop.

What are the implications?

1) First, President Trump just went from crypto being perhaps 1% of his net worth to 90%+. Many early Bitcoin, Ethereum, and Solana holders experienced the same thing.

2) Second, this phenomenon — the overnight relative devaluation of all non-crypto holdings — will be experienced by billions globally within our lifetime as fiat dies.

3) Third, every politician, influencer, and celebrity worldwide is watching mouth agog at the phenomenon. They’ll wait to see how it shakes out politically and financially, and if the memecoin shows staying power — big if! — they may do their own.

4) Next, if we do then get a large market with thousands of personal memecoins, it may actually be ok, because every buyer knows what they’re buying: the potential future brand value of the meme.

5) Much depends on how much value the TRUMP asset holds, if any. Other celeb memecoins went to zero quickly, but Trump is Trump, and has the unique qualities of (a) 100M+ followers, (b) daily non-stop coverage, (c) presidential immunity, and (d) unprecedented control over the government.

6) So, whatever form of political counterattack comes his way, Trump is now strongly incentivized to legalize cryptocurrency in the most aggressive way possible.

7) Of course, this will be attacked as a conflict of interest. But Biden took 10% for the big guy, and Pelosi traded her stocks, and Hillary monetized her speeches, and Podesta had his $300B climate slush fund, and Obama got his Netflix deal. All became millionaires via various deniable forms of payola for Democrats.

8) So, Trump’s rebuttal may be that he’s just doing everything in public. His claim may be that disclosure solves the conflict of interest problem.

9) And that may be true, but it doesn’t fully solve the *alignment* problem. As context: the CEO of a company is typically one of the largest shareholders, but he is aligned with all his employees because they hold the same shares. All holders rise and fall as one, ideally.

10) By analogy, you would ideally want the President to be aligned with his citizens, such that they all held (say) USA coin, which gave some dividend from the profits of the USA. Kind of like the Alaska Permanent Fund.

11) So, one way of solving the alignment problem would be for Trump to airdrop some TRUMP to every US citizen. However, it might be easier for him to just send an email in his personal capacity to every Trump supporter offering them some free TRUMP.

12) Specifically: he could give 72 hours notice and all kinds of Democrats would also sign up for his personal email list, just to get the airdrop.

13) Would it be legal? Well, it is certainly legal for politicians to email out *requests* for money. But to my knowledge no politician has attempted a personal airdrop before, to *give* away money — and certainly not at this scale.

13) At current valuations, Trump could give $100 of locked up TRUMP to all 77M Trump voters via airdrop and it would “only” cost him $7.7B in an asset that was worth zero two days ago. Heck, he could give $500 per person and still have $20B+ left over.

14) Yes, it would cost Trump some of his asset to do this. But if you needed to join his email list to get the coin, and if the airdrop could be effected without any cap gains, it would “pay for itself” by turning his base into even more rabid supporters.

15) It could even give him the political support necessary to completely destroy the Democrat patronage machine. Basically, by joining Trump’s email list and supporting his crypto policies you’d get a kind of UBI.

16) And if 77M Americans are also benefiting from TRUMP, charges of conflict of interest go away. It’d be a new kind of social contract, a personal relationship between President & citizen.

Worth thinking about.

[Anthony Pompliano 🌪 @APompliano]

One of the things you learn from reading a lot of financial history is that most of the pessimists ended up being wrong.