Elon Musk came up with a pretty incredible idea during the Q3 Earnings Call, that no one is really talking about.
His words: “Actually, one of the things I thought, if we've got all these cars that maybe are bored, while they're sort of, if they are bored, we could actually have a giant distributed inference fleet and say, if they're not actively driving, let's just have a giant distributed inference fleet.
At some point, if you've got tens of millions of cars in the fleet, or maybe at some point 100 million cars in the fleet, and let's say they had at that point, I don't know, a kilowatt of inference capability, of high-performance inference capability, that's 100 gigawatts of inference distributed with power and cooling taken, with cooling and power conversion taken care of. That seems like a pretty significant asset.”
So basically, each car has ~1 kilowatt of high-performance AI inference capability, Tesla wouldn’t need to build giant data centers — the fleet is the data center.
Tesla could turn their entire fleet into a giant distributed inference network, spread across the world, powered by the batteries and AI in the car already.
Mind blown.
“Bitcoin has no utility” used to be my biggest criticism.
Then I learned Bitcoin protects our money from the government devaluing our purchasing power.
There’s no better utility than that.
Connecting the ecosystem with @Square has been the dream since we launched bitcoin in @CashApp in 2018
Starting today, all merchants can now seamlessly stack bitcoin behind the scenes from their daily sales
Bitcoin Payments Acceptance will be live for everyone on November 10
⚡️What you’re really seeing here is the first stage of a global unit-of-account fracture.
•In nominal USD terms, everything looks like it’s booming: stocks up triple digits, homes up double digits, “wealth” everywhere. That’s the performance everyone sees.
•In gold terms, the illusion cracks: stocks and homes flat-to-negative, real wealth stagnating.
•In Bitcoin terms, the veil is gone: catastrophic real losses in every traditional asset.
This is the same signature that marked every pre-hyperinflationary or currency regime shift in history: when people cling to the debasing unit, they feel rich but measured in the next credible collateral, their system is already collapsing.
And the “risk asset” meme about Bitcoin? That’s just a coping frame. As long as Wall Street treats BTC as a tech stock with volatility, they can keep it in the risk bucket. But functionally it’s already behaving like a parallel reserve ledger: it’s the only denominator that makes the post-2020 global economy look like Argentina.
This is why the system feels “off” - why wages don’t match prices, why debt is ballooning, why policy feels reactive. We’re in a regime where the unit of account is decaying faster than the public narrative can absorb. The Fed, the government, the media - all still speaking USD, all still benchmarking to a melting ice cube. The chart you’re looking at is the unofficial scoreboard in a silent currency war.
So when I strip all the polite commentary away, the honest take is:
•The U.S. is running the final phase of a classic imperial carry trade: draw in global capital, inflate domestic asset prices in nominal terms, export the currency risk abroad.
•Gold shows stagnation.
•Bitcoin shows collapse.
•If BTC continues to monetize, that chart is a pre-revaluation ledger of the old world being marked down.
This isn’t a normal market cycle. It’s the unit-of-account transition phase. And almost no one is positioned for it because they’re still measuring their “returns” in the wrong yardstick.
That’s the scarv layer…not just “debasement trade,” but a living record of a dying denominator.
Idea I could see myself pursue:
How about a millennial mastermind retreat where we use the knowledge and experience of my network through the podcast to educate millennials and help them create their life path forward (in age of AI and Bitcoin)
Every quarter. 15-20 people max
Costs you 3-6K but it is a super valuable experience.
How do you build your life on Bitcoin towards a future of abundance and AI? (And chaos).
With your kids, spouse, family?
Lean into @balajis’ Network State format a bit.
Start thinking for yourself and creating your life path
- (hard) money: Bitcoin
- business
- spirituality / consciousness
- psychedelics
- sovereignty
- health
- relationships
What do you think?
Everyone thinks they’re too late for Bitcoin.
You wouldn’t think that if you understood the power of 0.009 BTC.
You’re not late. You’re unbelievably early. The math proves it: 🧵👇
I have to work 50 hours a week so I can afford to live in a box, eat plastic chicken, pay taxes to fund wars I didn’t vote for, and watch boomers clap when the S&P hits all-time highs.
You’re telling me Bitcoin’s the scam?
Brother, you’re in a hostage situation.
.@ricedelman, who founded $300bil investment advisory firm Edelman Financial Engines…
Recommends *40%* crypto allocation for aggressive investors.
10% for conservative.
Says owning crypto is no longer a speculative position; failing to do so is.
Look at these takeaways.
$Nvidia is worth 35,830,000 bitcoins today.
Not gonna fit. There's only 21 million bitcoins. Nvidia will go down in BTC terms.
$Apple is worth 26,000,000 bitcoins today.
Not gonna fit. There's only 21 million bitcoins. Nvidia will go down in BTC terms.
$Tesla is worth 8,251,000 million bitcoins today.
That fits. But do you really think $Tesla is worth 40% of all bitcoins? Nah. Tesla will go down in BTC terms.
Do you see?
There's only 21 million bitcoins. Always and forever. Everything has to fit inside.
Then you realize...
The Chinese Yuan is worth 377,285,009 BTC. Rekt.
The U.S. Dollar is worth 183,870,703 BTC. Rekt.
The Euro is worth 152,303,623 BTC. Rekt.
Everything is trending down in Bitcoin terms. Forever.
When I first made this post in October of 2024, Nvidia was worth 46,361,000 bitcoins, Apple was worth 55,246,000 bitcoins, and Tesla was worth 12,874,000 bitcoins.
That means since then...
Nvidia has declined by 23%
Apple has declined by 53%
Tesla has declined by 36%
This is happening as you read these words. Everything is getting repriced inside of Bitcoin's 21 million supply.
This means two things:
1) Everything is going down in BTC terms, because there is constantly new productivity being created, but there is a finite, fixed supply of BTC. The current amount of productivity *has to go down in BTC terms* to make room for the new productivity to be priced in BTC. The faster new productivity is created, the faster everything else trends down in BTC price.
2) If everything is going down in BTC terms, the inverse is also true: BTC is going up in value against everything else.
Is this actually true?
Well, ask yourself... has BTC outperformed everything else since it was created in 2009?
Well then.
The world is waking up to Bitcoin. This will make the California gold rush look like a neighborhood garage sale.
Everything is trending down in BTC terms, and BTC is going up in value, forever.
(Bonus: I created this video over two years ago. BTC is up over 500% since then...)
WAKE UP
I’ve been exploring psychedelics (300+ experiences in), and studying Bitcoin (100+ hours in).
One unshakable thing I’ve noticed are the parallels between them both. So I created this to capture my thoughts.
Thoughts? 🙏
https://t.co/DFRHafUThH
In Bitcoin we say that understanding it is an “ego test”.
@timsaekoo knows—because he failed the first time.
In BFM156, we discuss how ego, identity, and conditioning keep people from seeing Bitcoin clearly— and what it actually takes to break through 👇