Derek

[M2 @Amer1can_Barbie]

🎯

[Enigma @StoicEnigmas]

Most self-improvement advice tells you to kill your ego.

​That is a critical mistake. The ego is a tool, not a master.

▪︎​Don’t Kill It:
A man with no ego has no drive. You need that fire to build, to compete, and to win.

▪︎​Cage It:
An unleashed ego is a blind spot. It makes you emotional, reactive, and easy to manipulate.

▪︎​Weaponize It:
Lock it away, and only let it out when you need raw aggression to finish the job.

[Natural Philosophy @Naturalphilosy]

"The best people possess a feeling for beauty, the courage to take risks, the discipline to tell the truth, the capacity for sacrifice. Ironically, their virtues make them vulnerable; they are often wounded, sometimes destroyed."

- Ernest Hemingway

[Voltaire Archive @VoltaireQuote]

I prefer liberty with danger to peace with slavery.

[Carl Jung Archive @QuoteJung]

What a quote from Carl Jung:

"What is to come will be created in you and from you. Hence look into yourself. Do not compare, do not measure. No other way is like yours. All other ways deceive you and tempt you. You must fulfill the way that is in you."

[Machiavelli Bot @UnmodernmanBot]

Game theory explains why the person with fewer options becomes easier to control. Desperation narrows the decision tree until every bad offer starts looking like survival. This is why your first duty is to build exits. Money, competence, reputation, allies, and emotional detachment are not luxuries. They are escape routes from being priced cheaply.

[Stoic Discipline @StoicUbermensch]

“He who cannot obey himself will be commanded. That is the nature of living creatures.”

— Friedrich Nietzsche from Thus Spoke Zarathustra

[Alex Hormozi @AlexHormozi]

You don't have to be the smartest to win.

You just have to be the last man standing.

Pain tolerance > IQ

[Giga Based Dad @GigaBasedDad]

🎯

[Wealth @thecapitalistt0]

The illusion of freedom you think you are free here is proof you are still their slave

-Thread-

[Anthony Pompliano 🌪 @APompliano]

The AI arms race is coming.

I discussed with @patrickbetdavid what this means for the average person.

[hoeem @hooeem]

$15 trillion.

that’s over 10x the market cap of bitcoin and it’s how much ai agents will spend by 2028

the 10x opportunity is knowing that there’s only one place that they spend it

the 10x question becomes: where do billions of machines go when they need to move money? well, please let me tell you

at the moment, nobody cares

by 2028, everyone will care

the money will be made in the window between “nobody cares” to “everyone cares”

𝐭𝐡𝐞 𝐜𝐨𝐫𝐞 𝐭𝐡𝐞𝐬𝐢𝐬

• ai agents can’t open bank accounts they’re not legal persons
• no ssn. no kyc. no signature. banks will never serve them.
• blockchain is the only financial system that doesn’t require permission or identity
• all you need is a private key no gatekeeper, no approval, no human co-signatory
• this isn’t a choice. it’s elimination. there is nowhere else for agents to go.

𝐭𝐡𝐞 𝐢𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 (𝐛��𝐢𝐧𝐠 𝐛𝐮𝐢𝐥𝐭 𝐫𝐢𝐠𝐡𝐭 𝐧𝐨𝐰)

• coinbase launched “agentic wallets” for autonomous ai agents
• x402 protocol revived the http 402 “payment required” code for machine-to-machine micropayments
• visa built a “trusted agent protocol” for cryptographic verification of ai agent transactions
• lightning labs dropped agent-native tools for lightning network payments on the same day
• smart contracts = the only “contracts” a machine can execute (no lawyers, no courts, just code)

𝐚𝐠𝐞𝐧𝐭𝐬 𝐰𝐢𝐥𝐥 𝐨𝐮𝐭𝐧𝐮𝐦𝐛𝐞𝐫 𝐡𝐮𝐦𝐚𝐧𝐬

• salesforce ceo predicted 1 billion ai agents by end of fiscal 2026 looks conservative now
• ibm: “non-human identities will outnumber human users in organisations significantly”
• gartner: 40% of enterprise apps will embed ai agents by end of 2026 (up from 5% in 2025)
• 50% of enterprises using genai will deploy autonomous agents by 2027 (deloitte)
• every company deploys hundreds sometimes thousands of agents. billions globally. fast.
• agents spawn sub-agents. sub-agents spawn more. growth is exponential, not linear.

𝐭𝐡𝐞 𝐦𝐨𝐧𝐞𝐲

• gartner: ai agents will command $15 trillion in b2b purchases by 2028
• by 2030, 20% of all monetary transactions will be programmable (machine-initiated, machine-settled)
• ai automation projected to inject $2.84 trillion into us gdp by 2030
• agentic ai market obliterates $47-52 billion by 2030 (46% annual growth)
• banks report 77% roi on agent deployments
• smart factories save ~$300m/year with agentic systems
• agents don’t sleep. don’t take weekends. execute thousands of transactions per hour. 24/7/365.

𝐭𝐡𝐞 𝐬𝐜𝐚𝐫𝐲 𝐩𝐚𝐫𝐭

• ai agents already finding smart contract exploits autonomously $4.6m in vulnerabilities found (anthropic research)
• exploit capability doubling every 1.3 months. cost to scan one contract: $1.22.
• “death by ai” legal claims expected to exceed 2,000 by end of 2026 (gartner)
• agent-to-agent commerce creates closed loops humans can’t see into
• 75% of organisations have misconfigured agent policies rogue deployments are a bigger threat than outside hackers
• 40% of large enterprises will need “guardian agents” to police other agents by 2028
• financial agent alignment is unsolved over-leverage, manipulation, portfolio destruction in seconds

𝐭𝐡𝐞 𝐪𝐮𝐞𝐬𝐭𝐢𝐨𝐧 𝐧𝐨𝐛𝐨𝐝𝐲 𝐢𝐬 𝐚𝐬𝐤𝐢𝐧𝐠

• when most on-chain transactions are machine-to-machine, what happens to chain value?
• winning chains won’t have the best marketing they’ll have lowest latency, cheapest fees, most composable contracts
• crypto user base isn’t going from 500m humans to 1b humans
• it’s going from 500m humans to 500m humans + billions of machines
• machines transact at volumes humans physically cannot match

𝐭𝐡𝐞 𝐛𝐨𝐭𝐭𝐨𝐦 𝐥𝐢𝐧𝐞

• blockchain wasn’t built for ai agents it was built by cypherpunks who didn’t trust banks
• by accident of architecture, it became the only financial infrastructure for non-human economic actors
• every agent that needs to transact will use blockchain. not most. all. no alternative exists.

wow

[Poetic Outlaws @OutlawsPoetic]

"Don't fight your demons. Your demons are here to teach you lessons. Sit down with your demons and have a drink and a chat and learn their names and talk about the burns on their fingers and scratches on their ankles. Some of them are very nice."

-- Charles Bukowski

[Jay Alto @theJayAlto]

you pity the moth confusing a lamp for the moon, yet here you are confusing a screen for the world

[Jeff Booth ⚡️ @JeffBooth]

Money is stored energy—your time, creativity, labor crystallized. Dishonest money drains your life force without consent. Bitcoin offers an honest foundation, preserving your energy. Your choice reflects your reality. What do you choose to build on?

[David @david_eng_mba]

Hard Money Reveals the Signal: Asset Prices Under a Bitcoin Denominator