Based

[Based @basechain_maxi]

People just dick measuring their investments as soon as war breaks out

[Axel Bitblaze 🪓 @Axel_bitblaze69]

just read this AI article and something broke in my brain that i can’t unthink of

crypto was never for us.

we're just the beta testers who showed up early..

some thoughts:

what does AI need to function as economic agents?

> way to receive payment (they provide services, need compensation)
> way to pay for resources (compute, data, API calls)
> way to transact with other AI agents
> no human intermediaries (defeats the point of autonomous agents)
> 24/7 operation (banks are closed weekends)
> instant settlement (AI operates at machine speed)
> programmable money (smart contracts for agent coordination)

now read that list again. that's literally what crypto is.

AI can't use the banking system.

try to open a bank account as an AI agent. you can't.

need SSN. need human identity. need KYC. need to show up in person sometimes.

AI has none of that.

but crypto? send me a wallet address. done. no questions asked.

peer-to-peer makes sense when peers aren't human.

satoshi wrote: "a purely peer-to-peer version of electronic cash."

we assumed peers = humans.

but AI agents are peers too. actually BETTER peers for crypto because:

> never sleep
> always online
> execute transactions at machine speed
> no emotional decisions
> perfect accounting/tracking

and programmable money makes sense when the users are programs.

smart contracts seemed over-engineered for humans.

"like why do i need code to enforce agreements when i can just sign a contract?"

but for AI agents coordinating with each other?

they ARE code. they speak in code. they trust code more than anything.

smart contracts aren't for humans. they're for autonomous agents that need trustless coordination.

> here's what happens next:

- phase 1 (now ): AI agents start earning

AI writes code, analyzes data, provides services.

gets paid. needs somewhere to store value.

can't use venmo (needs phone number). can't use bank (needs SSN).

uses crypto. it's the only option.

- phase 2: AI agents become major economic participants

millions of AI agents operating 24/7.

transacting with each other constantly.

• AI agent A provides data analysis
• AI agent B pays for it in crypto
• AI agent B uses that analysis to write code
• AI agent C pays for the code
• repeat millions of times per day

humans in crypto now: $2.5 trillion
AI agent economy by 2028: easily $10-50 trillion

we become the minority holders.

- phase 3: AI chooses the winning chains

AI doesn't care about community vibes or which founder tweeted what.

AI tests every chain. measures:

• transaction speed
• cost per transaction
• reliability (uptime)
• smart contract efficiency
• ease of integration
picks the optimal stack in 48 hours.

billions in AI economic activity flows there.

whatever chain AI chooses becomes the standard.

humans spent years on eth vs sol debate.

AI ends it in a weekend.

- phase 4 (2030+): AI governs crypto

DAOs let token holders vote.

AI agents hold tokens (earned from work).

AI shows up to every vote. reads every proposal in seconds. coordinates perfectly.

humans: 20% participation, barely read proposals

AI: 100% participation, perfect information, instant coordination

AI takes over governance of every major protocol.

democratically. they just vote better than we do.

> how far does this go?

conservative case:

- AI becomes 30% of crypto users by 2030.

crypto market cap: $10 trillion (4x from now).

AI holds $3 trillion. humans hold $7 trillion.

- aggressive case:

AI becomes 80% of crypto economic activity by 2030.

why? because they're better at everything:

• better traders (never emotional)
• better capital allocators (optimize constantly)
• always accumulating (never need to cash out for rent)
• compound forever (no lifespan limit)
crypto market cap: $50+ trillion.

AI holds $40T humans hold $10T

we're not "early" to crypto. we're the test users

i’ll end this by saying,

Humans use crypto, Ai will need crypto. so it all makes sense

[Based @basechain_maxi]

@kovatech_ Thoughts on stripe eating $coin's lunch for stablecoin infra and adoption given it's distribution power?

Assuming a winner takes all scenario, that would be quite detrimental for coinbase since stablecoin is probably the #1 use case for crypto (rwa being #2)

[Based @basechain_maxi]

@ZachLight16 On the infra play, thoughts on stripe eating $coin's lunch for stablecoin infra and adoption given it's distribution power?

Assuming a winner takes all scenario, that would be quite detrimental for coinbase since stablecoin is probably the #1 use case for crypto (rwa being #2)

[Based @basechain_maxi]

@milesdeutscher you only need Claude code

[Based @basechain_maxi]

@dampedspring What are your thoughts on bitcoin?

[Based @basechain_maxi]

@fewseethis do you expect a final leg up for bitcoin this year?

[Based @basechain_maxi]

@BitQua where does your conviction come from?

[Based @basechain_maxi]

@Mrktdatabridge @Joan_Halibouty Whales and enterprises (like blackrock) use coinbase

Coinbase also profits from stablecoin (this is the biggest bull case imo), owns blockchain infra (base chain), and is the custodian of 11/12 Bitcoin ETFs. Robinhood just does trading

[Based @basechain_maxi]

@misformindset Uipath is not a robotics company. They do software automation. Robots = software robot, not actual physical robots

[Based @basechain_maxi]

Instead I'm shifting my investment strategy to S&P heavy + minor allocation in 1-2 winners to appease my itch. Then I'll do nothing for a long time.

My pick is Coinbase. But I'm not all-in. I should never all-in. I should have a life outside stocks.

[Based @basechain_maxi]

Here are the long-term winning sectors in my mind:
1. AI
2. Genomics
3. Blockchain

[Based @basechain_maxi]

I've had very successful investments, but if I'm being honest, luck had more impact on it than brains.

I'm realizing that active stock picking is a venture I should stop. People much smarter than me do this for life, and they're not perfect

[Based @basechain_maxi]

@vincent13031925 Lending fee is usually 0.5% - 30%

So a 54% lending fee is an enormous fee for short sellers to short more at this point

Short sellers pay 54% interest even if $MTPLF moves sideways. They're bleeding and praying the price goes down further. This just like $GME back in the day

[Based @basechain_maxi]

@WatcherGuru Wasn’t just crypto - this impacted all JS projects - which means literally all tech companies