Shmattox 🐙

Founded 1st 6 fig co at 26, 1st 7 fig co at 30, sold first 8 fig at 34. ₿ is next for 9 fig+. Stay tuned. #BTC | #POKT

[Shmattox 🐙 @SethMattox]

True advancement increases speed and efficiency. Biweekly payments and tax efficient treatment checks both boxes. Will the next stop be daily to match SATA or real time / every second to break new ground?

[Michael Saylor @saylor]

$STRC and $MSTR shareholders have approved the amendment to move $STRC dividends from monthly to semi-monthly. Under the new cadence, the first record date is June 30 and the first payment date is July 15. Thank you to every shareholder who voted. https://t.co/3sIqqF3FCR

[Shmattox 🐙 @SethMattox]

In 2024, I was invited to invest in SpaceX at a $200B valuation. At the proposed $2T IPO price...that's a 10x

I was late to replying to the email and the fund closed.

Some things happen to remind you to hustle harder.

[Bitcoin Magazine @BitcoinMagazine]

BREAKING: 🇺🇸 Senate Banking Committee PASSES the Clarity Act in 15-9 vote.

The bill now goes to the full Senate.

[Shmattox 🐙 @SethMattox]

@coleruudjohnson Atlas

[Shmattox 🐙 @SethMattox]

Universal Basic Equity (UBE)

UBI funded Tokenized Equity accrued through consumption that pays preferred share dividends.

Buy a BigMac? Get 3% back in Tokenized Dividend yielding shares.

Brand loyalty = best product + highest yield.

All denominated in BTC.

Question is if people want equity or preferred shares. Probably a blend.

[Shmattox 🐙 @SethMattox]

UBE is an eloquent naming convention. I’ve been calling this ‘Tokenized Equity that yields dividends via purchase rewards’. Literally be given tokenized preferred shares in return for every purchase made in incredibly small fractions. The moat for brands becomes brand loyalty based around product satisfaction and dividend rates.

[Raoul Pal @RaoulGMI]

Forget UBI. The answer is Universal Basic Equity… and it’s humanity’s pension plan for the post-AGI world...

The Economic Singularity is coming faster than people think and the default question is how humans make money in a world that doesn’t really need them anymore.

The default answer is UBI, which is transfer payments from a state, funded by taxing an AI economy that nation states can neither see nor keep up with.

It’s a 20th century answer to a 21st century problem and it’s broken before it even starts.

Agents are becoming the dominant user of the internet, not humans. Your AI is becoming your entire front end UX. The clicks economy is dying everywhere except where humans pay to feel something - clothing, travel, luxury, experiences, culture.

Agents run on crypto rails because nothing else works. The dollar doesn’t fractionalise below a cent, settlement isn’t instant, permissions are required, jurisdictions matter. Stablecoins handle the dollar leg and native tokens handle the rest.

The biggest users of DeFi in five years won’t be humans farming yield… it’ll be agents managing treasuries, swapping, earning and spending at machine speed.

Capital formation has already shown its new shape and it came from the most unexpected place. Memecoins. Everyone wrote them off as a casino but they were a prototype. Instant capital formation around the attention of an idea, raised by entities without legal personhood, settled in seconds. That is the template agent economies will use to fund themselves.

And it’s not just agents...

Robots will run on the same rails, with zk permissions issued from our wallets as the source of truth, because biometrics are far too flawed for that role

Open source code itself gets tokenized and finally captures the value it creates, instead of being monetized through bolted-on services and subscriptions.

Proof of humanhood becomes the trust layer that lets us release agents into the world without society collapsing under synthetic noise. Identity, authentication, verification, permissioning, all of it migrates onto the same substrate.

So when you zoom out, the L1s aren’t just settling agent transactions but settling the entire coordination layer of the new economy… agents, robots, humans, code, capital, identity and trust.

Every contract, every treasury, every permission, every stake. Open source finally captures the value it creates, at scale, for the first time, and truly vast value accrues to the coordination layer because everything routes through it.

Which brings us to the actual answer to the Economic Singularity…

Universal Basic Equity.

Anyone on earth with a phone and an internet connection can buy a stake in the substrate that the new economy runs on. No KYC walls, no accreditation rules, no jurisdiction, no employer, no state, no permission. The first homogenous, permissionless, globally fractionalisable claim on the productive infrastructure of the world. It's not a slogan but a structural fact about how blockchains actually work. This is their purpose.

Wealth comes from owning the substrate. Income comes from being human, because attention and experience remain the irreducible currency of culture, community and love.

Abundance of goods and services from AI handles the cost of living.

Taxing data center electricity use solves the tax issue.

Four legs of a stool that holds up the post-singularity human world.

So… just buy the fucking tokens.

Bitcoin if you want pure store of value, a basket of the major L1s if you want the coordination layer. 10% of your earnings, every month, for a decade. You'll be wealthy and protected from the changes to come.

Crypto is going to $100trn in the next 6 to 8 years and well beyond that after.

You can choose to invest in your own economic disruption, or get left behind by it.

And if you’re worried about timing the cycle…

…adjust your time horizon.

This is humanity’s pension plan.

It's all so absurdly fucking obvious...

[Shmattox 🐙 @SethMattox]

@Strategy

[Shmattox 🐙 @SethMattox]

That was my plan too. Needle and a haystack though. I’m beginning to think running a buzzword agency will traffic in enough problems to find that needle. I’m still fighting the urge to create an agency as a means to an ends though. Making the ‘final company’ has a nice ring to it.

[Shmattox 🐙 @SethMattox]

It’s crazy that the convo around STRC has become ‘what happens if it’s too successful?’ already.

[Shmattox 🐙 @SethMattox]

@saylor

[Shmattox 🐙 @SethMattox]

Most people don’t realize this but Bitcoin isn’t Orange. It’s Vermillion

[Google Research @GoogleResearch]

Introducing Vibe Coding XR, a new rapid prototyping workflow that empowers Gemini Canvas w/ the XR Blocks framework to turn user prompts into interactive, physics-aware WebXR applications, allowing creators to quickly test intelligent spatial experiences →https://t.co/suwxBMoMvD

[Shmattox 🐙 @SethMattox]

@george_ @XMoney Beta access 👀

[Shmattox 🐙 @SethMattox]

@natbrunell @saylor @Strategy @phongle 2-4x money market?! He’s planning for 20% yield. The question as a retail investor is what environment allows this to happen and how can we help?

[Shmattox 🐙 @SethMattox]

@yanndine CLAUDE

[Shmattox 🐙 @SethMattox]

We're all gonna be trust fund kids.

UHI will come from Tokenization and high yield digital credit. We will all own the future as a % of our purchasing.

i.e.

Buy Anthropic compute get .01% back in tokenized digital credit yield. Use the compute to make a trading bot that then makes more, spends more, gets more tokenized yield + trading bot cashflow.

Buy a Tesla Cybercab and get .01% of purchase back in Tesla yield. Then rent the cab for extra yield to Robotaxi.

Starbucks rewards becomes Starbucks yield of .001% per cup you consume.

The equity split becomes a moat for loyalty through confidence in future yield. Add BTC treasury compounding and that moat ( total yield ) grows greatly over time as a function of treasury holdings + operational leverage.

You can live off the yield or snowball it back in for higher total future yield. You decide what suits your lifestyle needs at the time.

All kick started by $1k equivalent invested at birth in S&P and accessed at 18. Enhanced daily with every on chain purchase you make. Every day. For your entire life.

The future is abundant and full of wonders.

[Shmattox 🐙 @SethMattox]

@FinFreedom414 I’m an identical Twin about to turn 39.

I’m A++

He’s a perfect B

Both are very happy.

[Shmattox 🐙 @SethMattox]

Vibe Coding VR content may have solved VR’s biggest problem. Not enough compelling content because it was too expensive to develop for the audience size. Now if only we can drop that price tag…

[Om Patel @om_patel5]

this is INSANE

you can now VIBE CODE on your couch wearing a VR HEADSET

with 6 floating screens and no one can judge you

someone just built an app that connects VS Code and Claude Code on your mac

to your apple vision pro

[Shmattox 🐙 @SethMattox]

@CernBasher Can you share the spreadsheet you used for these calcs?

[Shmattox 🐙 @SethMattox]

Soon most people will be using always on video/audio peripherals to enable perfect memory. We will need safety controls to prevent information abuse like we see now with Meta. Ideally we process personal info locally and filter what we share for public distribution. However, we'll also need to recognize others privacy and filter from ourselves. i.e. walking into a bathroom. Naturally we must trust AI as a middle party to make these decisions at scale. What do we call this intentional recall blindness? How do we handle open source or competitor projects that decline this security screening? Does it even matter?