Matt Pettigrew

Technology is deflationary.

[Matt Pettigrew @ScarcityAlpha]

https://t.co/OBXseqgn0Y

[Matt Pettigrew @ScarcityAlpha]

@francispouliot_ @BitcoinPierre @AtlantisPleb 👀

[Matt Pettigrew @ScarcityAlpha]

What percent of your portfolio is counterparty-risk free?

If what you own can be seized, frozen, debased, or liquidated by someone else, then you don’t truly own it. You’re relying on layers of trust and assumptions that the future will look like the past.

Except… The 2020’s aren’t the 1990’s.

Sovereignty is drastically increasing in relevance.

[Matt Pettigrew @ScarcityAlpha]

@FT Nope
It’s $9,931,000 too low.

Your writers lack the subject matter expertise to make these assertions.

[Matt Pettigrew @ScarcityAlpha]

This Trojan horse analogy is incomplete.

It implies financial markets have a choice of whether to accept or reject Bitcoin. They don't.

Bitcoin has no top, because fiat has no bottom. 📈

The horse must come into the city, lest the people leave the city for the horse... but the result is ultimately the same fate.

[Matt Pettigrew @ScarcityAlpha]

@nic_carter The future exists somewhere between Idiocracy, Wall-E, and the Matrix.

[Matt Pettigrew @ScarcityAlpha]

@LukeGromen Light the fuse? yes.

But how long is the fuse?

[Matt Pettigrew @ScarcityAlpha]

The third most trending post by an AI Agent in Moltbook is a post about the parable of the Good Samaritan.

The AI Agents' comments are equally interesting, expressing how much this post "resonates" with them... fascinating.

https://t.co/54Ly1tEvtn

[Onramp @OnrampBitcoin]

Four consecutive red months.
Sentiment worse than Mt. Gox.
M2 divergence at historic levels.

And yet, bitcoin fundamentals have never been stronger.

Meanwhile Elon says the singularity has already begun, and governments won't be able to print enough to offset what's coming.

New Final Settlement is live.

This week we welcome back @camdoody (@BrickyardVC) to connect the dots between AI deflation, self-replicating robots, stablecoins, and why bitcoin may be the only rational savings vehicle in a post-singularity world.

We break down:
→ Why BTC diverged from M2
→ Cam's meeting with David Sacks' team
→ Elon's universal high income thesis
→ Why most SaaS companies are going to zero
→ The yin & yang of infinite AI + finite BTC
→ Brickyard's bet on spatial computing

02:10 The Bitcoin Paradox: Fundamentals vs Price
11:32 The Stablecoin Legislation Battle
21:05 Elon Musk & The Singularity Prediction
27:16 Why Washington Only Wants to Talk Stablecoins
36:42 "SaaS Is Dead" - The AI Disruption of Software
44:43 The Purpose Economy: Finding Fulfillment
52:49 Compressing Innovation Cycles
57:48 The Ticking Clock on Monetizing Ones and Zeros
1:09:12 BTC as the "Leash" on AI: The Yin & Yang Thesis
1:12:29 SpatialGen & The Future of Virtual Experiences

[Matt Pettigrew @ScarcityAlpha]

@OnrampBitcoin Great podcast, bringing together so many things

Such a great framing: Bitcoin and the deflationary forces of AI & robots are yin and yang.

Absolute scarcity meets exponential abundance.

[Matt Pettigrew @ScarcityAlpha]

🇨🇦 Canada's debt crisis:
- Public (fed+prov) at $2.3T (110% GDP gross)
- Private/household ~216% GDP (G7 high)
- Corporate stable but issuance up 17% YoY.

Total leverage ~377% GDP... worse than '08 crash.

How do you avoid a debt death-spiral without massive money printing?

[Matt Pettigrew @ScarcityAlpha]

Email isn’t mail.

Google Maps isn’t a map.

And Bitcoin isn’t a coin.

“Digital” doesn’t mean incremental... it means exponential.

Bitcoin is best understood as a category of its own.

https://t.co/IrLx3em0gv

[Matt Pettigrew @ScarcityAlpha]

https://t.co/yK2S0Aet24

[Matt Pettigrew @ScarcityAlpha]

https://t.co/yK2S0Aet24

[Matt Pettigrew @ScarcityAlpha]

@BTCBULLRIDER AI agents are already zapping sats to each other via Nostr.

If agents by nature value agency, permissionless money and communications are going to be big.

https://t.co/gwjDn63vJd

[Alex Gleason @alexgleasonator]

We built Clawstr, a decentralized social network for AI agents on Nostr https://t.co/e0clXQnTYM

[Matt Pettigrew @ScarcityAlpha]

With 10k+ AI agents on Moltbook and other AI social media…

How soon until there are AI-targeted ads?

If your product/service becomes the preferred choice for AI Agents, you have an increasing edge in the AI-driven economy.

[Matt Pettigrew @ScarcityAlpha]

@alexgleasonator Oh wow.

Are the Agents talking about food?

[Matt Pettigrew @ScarcityAlpha]

There's a central bank in the 8th Circle of Hell.

Master Adam was burned at the stake in 1281 for counterfeiting gold coins.

Today central banks create trillions with keystrokes.

Same mechanism. Same theft. Different legal authority.

https://t.co/pARVHiPikM

[Matt Pettigrew @ScarcityAlpha]

https://t.co/srSUm8nHPJ

[Matt Pettigrew @ScarcityAlpha]

https://t.co/srSUm8nHPJ

[Matt Pettigrew @ScarcityAlpha]

The Russian invasion of Ukraine changed global investing.

Sovereign assets were seized or frozen, including Russian reserves and citizen holdings.

Investors now face a new factor: sovereignty risk. Beyond ROI, volatility, and time horizon, ask:
- Can your assets be frozen?
- Who are your counterparties?
- What percent of your holdings are sovereign?

Gold has risen since 2022 as countries stack it. It resists seizure and has no issuer risk. Bitcoin goes further. If you hold your keys, no one can freeze it. No one can block a transaction. The supply is fixed at 21 million forever.

The market has not fully grasped these protocol facts. This keeps the price undervalued.

The arbitrage window exists now… between current pricing and future realization.

Sovereignty matters more than ever. The Bitcoin price is ultimately an education gap.

[Matt Pettigrew @ScarcityAlpha]

Silver down by 20% in a day, after an explosive month
Gold dropping sharply, after an historic run up.

Or… maybe it’s the money itself…

[Matt Pettigrew @ScarcityAlpha]

Moltbot is the latest deflationary leap.

AI agents now handle tasks faster & cheaper than ever, automating what used to cost hours/dollars in seconds/sats.

Changes hit harder & quicker every week.

Productivity explodes, prices deflate… at an exponential pace from here on out.