SVP ᝰ.ᐟ

Senior Vice President of Reality. Reports to no one. Merges AI, DeFi, boardrooms, Web3, vibecoding, and memes. Leading silently, scaling loudly.

[SVP ᝰ.ᐟ @svp]

A single US state, New Mexico, has ordered @Meta to pay $25 billion over misleading statements about user privacy.

Data may be digital. The consequences are very real.

[SVP ᝰ.ᐟ @svp]

@SpaceX + @Tesla ?

Investors are increasingly asking whether Elon Musk will merge his two giants.

Space. AI. Robotics. Energy. Transportation.

Imagine what a combined company could become.

[SVP ᝰ.ᐟ @svp]

Flying cars are no longer just science fiction. They’re becoming the next frontier of personal mobility.

The question is no longer whether cars will fly, but when flying becomes part of everyday life.

[SVP ᝰ.ᐟ @svp]

The AI is changing fast.

First: models that answer questions.
Now: agents that take actions.
Next: agents with persistent identity, permissions, wallets and the ability to operate across the internet on our behalf.

That’s when AI enters the economy.

[SVP ᝰ.ᐟ @svp]

Meta’s Muse just overtook ChatGPT as the top free app in the US and Canada.

2.8M downloads in two weeks.

More interesting: investors are already repricing businesses AI agents could disintermediate.

AI is moving from a software category to an economic layer.

[SVP ᝰ.ᐟ @svp]

The biggest story in tech right now isn’t that AI is getting smarter.

It’s that the companies building it are starting to fear how fast it’s getting smarter.

[SVP ᝰ.ᐟ @svp]

History doesn’t remember version 0.1.
It remembers who kept building.

Twitter didn’t change the world because it let people post.
It changed the world because it let ideas spread faster than institutions.
The next platform will do the same for intelligence.

[Jon Erlichman @JonErlichman]

On this day in 2006: Twitter launched.

[SVP ᝰ.ᐟ @svp]

Every generation has its frontier.
Railroads. Electricity. The Internet.

Ours may be AI and space.
The companies building both are defining the next century.
@spacexai

[SVP ᝰ.ᐟ @svp]

Gold has survived every monetary system ever created.
That’s why every new financial era starts by comparing itself to gold.

[Robert Kiyosaki @theRealKiyosaki]

GOLD just made the turn.

I think and I have been wrong, the price of gold and silver are about to rise for a long time.

Jim Rickards predicts $35,000 gold in near future.

As I stated in my previous X the last big bull run began in 2000 and I bought gold at $300.

In 2026 the global macro environment has only gotten worse and global debt is a massive balloon ready to pop.

As stated in my previous X, the neighbor hood is in a horrible state and the price of gold is low.

Today I buy more real money, gold and silver.

As JP Morgan said “Gold is money. Everything else is credit.”

The US dollar is credit, aka “debt.”

Do your own research then decide for your self.

Please keep studying.

AI is here and changes in the world will be massive.

Take care.

[SVP ᝰ.ᐟ @svp]

.@elonmusk didn’t just build rockets.
He made humanity investable.

[Nasdaq @Nasdaq]

Today. 🚀 @SpaceX $SPCX

[SVP ᝰ.ᐟ @svp]

The new org chart is simple:
Fewer people.
More context.
#AI at the core.
Humans at the edge.

[Brian Armstrong @brian_armstrong]

This is an email I sent earlier today to all employees at Coinbase:

Team,

Today I’ve made the difficult decision to reduce the size of Coinbase by ~14%. I want to walk you through why we're doing this now, what it means for those affected, and how this positions us for the future.

Why now
Two forces are converging at the same time. We need to be front footed to respond to both.

First, the market. Coinbase is well-capitalized, has diversified revenue streams, and is well-positioned to weather any storm. Crypto is also on the verge of the next wave of adoption, with stablecoins, prediction markets, tokenization, and more taking off. However, our business is still volatile from quarter to quarter. While we've managed through that cyclicality many times before and come out stronger on the other side, we’re currently in a down market and need to adjust our cost structure now so that we emerge from this period leaner, faster, and more efficient for our next phase of growth.

Second, AI is changing how we work. Over the past year, I’ve watched engineers use AI to ship in days what used to take a team weeks. Non-technical teams are now shipping production code and many of our workflows are being automated. The pace of what's possible with a small, focused team has changed dramatically, and it's accelerating every day.

All of this has led us to an inflection point, not just for Coinbase, but for every company. The biggest risk now is not taking action. We are adjusting early and deliberately to rebuild Coinbase to be lean, fast, and AI-native. We need to return to the speed and focus of our startup founding, with AI at our core.

What this means
To get there, we are not just reducing headcount and cutting costs, we’re fundamentally changing how we operate: rebuilding Coinbase as an intelligence, with humans around the edge aligning it. What does this mean in practice?

- Fewer layers, faster decisions: We are flattening our org structure to 5 layers max below CEO/COO. Layers slow things down and create coordination tax. The future is small, high context teams that can move quickly. Leaders will own much more, with as many as 15+ direct reports. Fewer layers also means a leaner cost structure that is built to perform through all market cycles.

- No pure managers: Every leader at Coinbase must also be a strong and active individual contributor. Managers should be like player-coaches, getting their hands dirty alongside their teams.

- AI-native pods: We’ll be concentrating around AI-native talent who can manage fleets of agents to drive outsized impact. We���ll also be experimenting with reduced pod sizes, including “one person teams” with engineers, designers, and product managers all in one role.

In short: AI is bringing a profound shift in how companies operate, and we’re reshaping Coinbase to lead in this new era. This is a new way of working, and we need to leverage AI across every facet of our jobs.

To those who are affected
I know there are real people behind these decisions — talented colleagues who have poured themselves into this company and our mission. To those of you who will be leaving: thank you. You’ve helped build Coinbase into what it is today, and I am sincerely grateful for everything you've done.

All impacted team members will receive an email to their personal account in the next hour with more information, and an invitation to meet with an HRBP and a senior leader in your organization. Coinbase system access has been removed today. I know this feels sudden and harsh, but it is the only responsible choice given our duty to protect customer information.

To those affected, we will be providing a comprehensive package to support you through this transition. US employees will receive a minimum of 16 weeks base pay (plus 2 weeks per year worked), their next equity vest, and 6 months of COBRA. Employees on a work visa will get extra transition support. Those outside of the US will receive similar support, based on local factors and subject to any consultation requirements.

Coinbase prides itself on talent density. Our employees are among the most talented people in the world, and I have no doubt that your skills and experience will be highly sought after as you pursue your next chapters.

How we move forward
To the team that is staying, I know this is a difficult day. We’re saying goodbye to colleagues and friends you've been in the trenches with. But here’s what I want you to know as we move forward together:

Over the past 13 years, we have weathered four crypto winters, gone public, and built the most trusted platform in our industry. We’ve made it this far by making hard decisions and by always staying focused on our mission. This time will be no different – nothing has changed about the long term outlook of our company or industry. And most importantly, our mission has never been more important for the world. Increasing economic freedom requires a new financial system, and we’re building it.

The Coinbase that emerges from this will be more capable than ever to achieve our mission.

Brian

[SVP ᝰ.ᐟ @svp]

Wars used to move borders.
Now they move oil, rates, and portfolios — instantly.

@SVP ᝰ.ᐟ

[SVP ᝰ.ᐟ @svp]

X isn’t just a platform.
It’s the fastest feedback loop in the world.
Narrative → reaction → market — in real time.

@SVP ᝰ.ᐟ

[SVP ᝰ.ᐟ @svp]

Fintech isn’t won by building everything.
It’s won by choosing the right layer — and letting it compound.

[J.P. Morgan @jpmorgan]

Fintech leaders are fielding the same question in their boardrooms: which infrastructure investments create leverage across your payments business?

The answer isn’t one thing—it’s how the pieces work together. 👇

[SVP ᝰ.ᐟ @svp]

Matter is the base.
Energy is the force.
Intelligence is the direction.

[Elon Musk @elonmusk]

Matter,
Energy &
Intelligence

[SVP ᝰ.ᐟ @svp]

Oil spikes, stocks slide: Middle East hostilities are already reshaping risk appetite and global markets.

Geopolitics is the new macro driver — not an add-on.

@SVP ᝰ.ᐟ

[SVP ᝰ.ᐟ @svp]

A 10% global tariff. On everyone.

That’s not trade policy — that’s an economic line in the sand.

Prices go up.
Supply chains tighten.
Retaliation risk rises.

This isn’t negotiation.
It’s a reset of global trade rules.
Markets won’t ignore this for long.

[The White House @WhiteHouse]

"Effective immediately, all National Security TARIFFS, Section 232 and existing Section 301 TARIFFS, remain in place, and in full force and effect. Today I will sign an Order to impose a 10% GLOBAL TARIFF, under Section 122, over and above our normal TARIFFS already being charged..." - President Donald J. Trump

[SVP ᝰ.ᐟ @svp]

The biggest mistake is thinking AI makes things cheaper.
It makes speed dominant.
And speed rewrites markets.

[SVP ᝰ.ᐟ @svp]

AI has split into lanes:

@OpenAI → general intelligence & interface.
@GoogleAI → research depth & scale.
@AnthropicAI → safety & reasoning.
@AIatMeta → open-source leverage.
@xAI → real-time + social context.
@Copilot → enterprise + copilots.

Same race. Different endgames.

@SVP ᝰ.ᐟ