Michael Guzik

CEO/Founder @CLSTofficial | Founder @dcrypted_io | I make concentrated bets on the Web3 economy.

[Michael Guzik @mbutton]

Ouch

[*Walter Bloomberg @DeItaone]

JPMORGAN'S LAKE: WE ARE SEEING ZERO DEMAND FOR DEPOSIT TOKENS

[Digi (Delusional) @digiii]

the penguin that united a generation

[Jacquelyn Melinek @jacqmelinek]

It's 2026. Stablecoins yields should be allowed to operate in the US market and compete with banks.

Every industry and business has to adapt to new technology or risk falling behind. Why is this any different?

[Balaji @balajis]

The end of Western Keynesianism will be even bigger than the end of Soviet Communism.

[Naval @naval]

The three forms of capital are knowledge, reputation, and capital.

[Brian Armstrong @brian_armstrong]

At some point you will get an urge to vibe code an app. It’s very important that you listen to that urge and just get started.

[sysls @systematicls]

https://t.co/FQe5bCBqW1

[Andrej Karpathy @karpathy]

Agency > Intelligence

I had this intuitively wrong for decades, I think due to a pervasive cultural veneration of intelligence, various entertainment/media, obsession with IQ etc. Agency is significantly more powerful and significantly more scarce. Are you hiring for agency? Are we educating for agency? Are you acting as if you had 10X agency?

Grok explanation is ~close:

“Agency, as a personality trait, refers to an individual's capacity to take initiative, make decisions, and exert control over their actions and environment. It’s about being proactive rather than reactive—someone with high agency doesn’t just let life happen to them; they shape it. Think of it as a blend of self-efficacy, determination, and a sense of ownership over one’s path.

People with strong agency tend to set goals and pursue them with confidence, even in the face of obstacles. They’re the type to say, “I’ll figure it out,” and then actually do it. On the flip side, someone low in agency might feel more like a passenger in their own life, waiting for external forces—like luck, other people, or circumstances—to dictate what happens next.

It’s not quite the same as assertiveness or ambition, though it can overlap. Agency is quieter, more internal—it’s the belief that you *can* act, paired with the will to follow through. Psychologists often tie it to concepts like locus of control: high-agency folks lean toward an internal locus, feeling they steer their fate, while low-agency folks might lean external, seeing life as something that happens *to* them.”

[Elon Musk @elonmusk]

@pmarca Double-digit growth is coming within 12 to 18 months.

If applied intelligence is proxy for economic growth, which it should be, triple-digit is possible in ~5 years.

[jack @jack]

the act of creation is the only thing that justifies existence

[Michael Guzik @mbutton]

Me thoughts on the next big thing.

[INVESTMENT HULK @INVESTMENTSHULK]

THIS VIDEO IS ONE HOUR LONG

[Michael Guzik @mbutton]

@PeterLBrandt I would argue that for the first time Bitcoin ETFs came into play. For the first time Wall Street money has been dominating Bitcoin, not CT semis

[Samson Mow @Excellion]

S&P analysts researching @tether.

[Yano 🟪 @JasonYanowitz]

The theme of the last 10 years was assets moving onchain.

$300B moved into stablecoins. $100B moved into DeFi. $50B moved into perps.

The theme of the next 10 years will be companies moving onchain.

We'll go from $10-20B onchain revenue to +$1 trillion.

Combined with AI, this will create an explosion of opportunity and new types of companies never seen before.

Position accordingly.

[Michael Guzik @mbutton]

Zero point one percent

[First Squawk @FirstSquawk]

THE FUTURES FOR THE S&P FIVE HUNDRED DROPPED BY ZERO POINT ONE PERCENT, AND THE NASDAQ ONE HUNDRED ALSO FELL BY ZERO POINT ONE PERCENT.

[jack @jack]

"The most interesting outcome is the most likely." —@elonmusk

[Michael Guzik @mbutton]

@HassanGarba52 @Paxos !!

[Michael Guzik @mbutton]

@inmarelibero @Paxos ^^

[Michael Guzik @mbutton]

@Bubiw888 @Paxos Sorry, but no sorry 😬

[Michael Guzik @mbutton]

@VanackerStoffel @Paxos Hehe