Ryan Flynn

Helping people achieve stable prices | prev: @swan

[Ryan Flynn @PriceStable]

We are in the middle of the Great Money Change.

May the best money win.

[Dr. Arthur Brooks @arthurbrooks]

Congrats to @ShawnJohnson  and @AndrewDEast  on The Courage to Commit! 

Most of us are good at starting things. The hard part is staying in when walking away would be easier, and that is what this book is really about.

Shawn and Andy make a case I believe in: the small commitments you actually keep are the ones that end up changing your life. Go read it.

[Ryan Flynn @PriceStable]

A politically neutral monetary technology looks hostile in hands of your enemies and expedient in the hands of your allies. It’s a mirror for your own bias.

[Ryan Flynn @PriceStable]

This is true and good. What can’t happen is tribalism-fueled or regulatory walled gardens that aim to capture bitcoin in a specific camp. People need to remain free to easily move their bitcoin in and out various implementations depending on their needs.

[Michael Saylor @saylor]

https://t.co/yeG4PgpjEq

[Ryan Flynn @PriceStable]

I wonder what the venture complex does with the historical levels of exit liquidity retail is gonna give them this summer…

[Ryan Flynn @PriceStable]

@Sharp_On_Sats He’s made it his mission to educate the market and his pursuit of that has benefited many, including me. It’s hard and commendable work. Anything that makes it harder will naturally cause tension.

[Ryan Flynn @PriceStable]

@Sharp_On_Sats He’s not missing the point, he just has a gripe with how it’s being marketed. He doesn’t accept the framing that some capital is never destined for bitcoin. Properly understood, bitcoins addressable market is every human and institution on planet, short-term practicalities aside

[Ryan Flynn @PriceStable]

The orange ties are buying a shit ton of bitcoin. We’d be dealing with $30k bitcoin if not for the orange ties. Say thank you.

[ODELL @ODELLXYZ]

the orange ties pivoted the prevailing bitcoin narrative from freedom money to saylors meme coin and now people are rightfully asking why they shouldnt just buy ai stocks instead

the plot was coopted but will be found again

stack real bitcoin, not that fake shit

[Ryan Flynn @PriceStable]

The plastic man and grandmama

[Alex Gladstein 🌋 ⚡ @gladstein]

@jonstewart He's right that the admin uses crypto tokens to grift....

but he's dreadfully wrong about Bitcoin, which is a powerful human rights tool for the powerless worldwide.

Would you be open to learn more about this conversation?

Essay for reference

https://t.co/wQGOa6Ffrr

[Ryan Flynn @PriceStable]

In other words, all models are wrong but some are useful?

[Aaron Levie @levie]

Agents getting the right context to do their work will be the dominant IT challenge over the next decade. Every agent strategy is at the mercy of how effectively agents can access the right data and systems to make decisions. Huge opportunity for those that get this right.

[Ryan Flynn @PriceStable]

Bitcoin is money for enemies.

[Bitcoin Magazine @BitcoinMagazine]

BREAKING: 🇮🇷 Iran is accepting bitcoin for transit toll payments — Financial Times

[Ryan Flynn @PriceStable]

@bgurley Bitcoin can break the 100+ year regulatory capture the state has had on money. Special interest groups will make it harder than it needs to be. Maybe your policy-minded work can help @bitcoinpolicy and others push back!

[Ryan Flynn @PriceStable]

Interesting example of regulatory capture playing out in real time @bgurley

[Bitcoin Policy Institute @bitcoinpolicy]

https://t.co/Le0pTNp5W4

[Ryan Flynn @PriceStable]

“It is well enough that people of the nation do not understand our banking and monetary system, for if they did, I believe there would be a revolution before tomorrow morning"

- Henry Ford

[Macrodosing @MacrodosingPod]

Money is fake. It doesn't exist anymore.

[Ryan Flynn @PriceStable]

This is incorrect because the spreadsheet form factor is a feature not a bug. It’s easily interpreted, auditable, de-buggable by its target user: finance and accounting. Not going away for these users.

It’s so good that non-target use cases have been overfitted. Vibecode those

[andrew chen @andrewchen]

prediction re the end of spreadsheets

AI code gen means that anything that is currently modeled as a spreadsheet is better modeled in code. You get all the advantages of software - libraries, open source, AI, all the complexity and expressiveness.

think about what spreadsheets actually are: they're business logic that's trapped in a grid. Pricing models, financial forecasts, inventory trackers, marketing attribution - these are all fundamentally *programs* that we've been writing in the worst possible IDE. No version control, no testing, no modularity. Just a fragile web of cell references that breaks when someone inserts a row.

The only reason spreadsheets won is that the barrier to writing real software was too high. A finance analyst could learn =VLOOKUP in an afternoon but couldn't learn Python in a month. AI code gen flips that equation completely. Now the same analyst describes what they want in plain English, and gets a real application - with a database, a UI, error handling, the works. The marginal effort to go from "spreadsheet" to "software" just collapsed to near zero.

this is a massive unlock. There are ~1 billion spreadsheet users worldwide. Most of them are building janky software without realizing it. When even 10% of those use cases migrate to actual code, you get an explosion of new micro-applications that look nothing like traditional software. Internal tools that used to live in a shared Google Sheet now become real products. The "shadow IT" spreadsheet that runs half the company's operations finally gets proper infrastructure.

The interesting second-order effect: the spreadsheet was the great equalizer that let non-technical people build things. AI code gen is the *next* great equalizer, but the ceiling is 100x higher. We're about to see what happens when a billion knowledge workers can build real software.

[Ryan Flynn @PriceStable]

Fed window access > bankchains

[matthew sigel, recovering CFA @matthew_sigel]

Kraken gets Fed master account in crypto first

"a watershed milestone in the history of digital assets" 👍

[Ryan Flynn @PriceStable]

The NBA draft is a broken model in the age of NIL and rev share. The league isn’t drafting amateurs anymore.

NCAA needs to become a players association and do a deal so NBA teams can fund programs for the right to sign eligible college players as free agents.

End the tanking.

[Ryan Flynn @PriceStable]

@NBA the draft is outdated in the age of NIL and revenue share. The league isn’t drafting amateurs anymore.

@NCAA become a college players association and do a deal so that NBA teams can fund programs for the right to sign players out of college as free agents.

End the tank.

[Ryan Flynn @PriceStable]

@NBA draft is outdated in the age of NIL and revenue share. Teams are no longer drafting amateurs.

@NCAA should figure out how to restructure into a college payers association, allow NBA teams to fund programs in exchange for options to bid on players as free agents.

[Ryan Flynn @PriceStable]

Theory: US banking system integration of (open) stablecoin infrastructure is more bullish for Bitcoin adoption than Bitcoin ETF integration into the US brokerage system.

Probability of banks incorporating open stablecoin tech vs closed bankchains: low.