Strategy changed its STRC dividend policy on June 29, 2026: “The Company will not necessarily increase the STRC dividend rate solely because STRC trades below its stated amount.” Source: Strategy Form 8-K, June 29, 2026. @JoshMandell6

It’s 2035. You say: “Cappuccino. Now.” 10 minutes later, an android knocks on your door. Your android lets it in. No app. No checkout. No delivery instructions. You stated an intent. The machine economy handled the rest.

You can never have enough Bitcoin. And regardless of how much you have, there is always the recognition that you could have bought so much more, if you had just opened your eyes. Once you reach this state of zen, it's going to take a lot for you to ever sell.

There’s a trope that AI agents will naturally prefer Bitcoin and crypto. After 24 hours building HuntUnicorn, I have a somewhat different takeaway. First, the good news: this stuff is real. In roughly a day I gave HuntUnicorn its own dedicated computer, email, X account, credentials, an agent runtime, and the beginnings of its own crypto wallet/infrastructure. It can use software, write code, communicate and increasingly operate without me. That would have sounded insane a couple of years ago. But the biggest surprise was not what the AI could do. It was everything around the AI that it couldn’t do without me. Some examples: Wallets: Phantom wasn't really designed to be created and operated programmatically. We ended up using an open-source wallet. Domains: buying and configuring a domain still isn't cleanly automatable end-to-end. GitHub: human-oriented authentication and security became a blocker. Vercel: same story. Deployment is programmable; getting the agent established as an independent operator is not. Helius: even getting an API account, credentials and billing established introduced human steps. Secrets: I found myself literally copying and pasting API keys into 1Password for the agent. Phone / texting: huge blocker. Phone numbers, SMS verification, carriers and messaging systems overwhelmingly assume a human owner. Fiat payments: accepting dollars autonomously is dramatically harder than accepting crypto. Authentication everywhere: CAPTCHAs, 2FA, device verification, OAuth screens, confirmation emails. There is a reason for all of this. For 20 years we have been designing the Internet to answer one question: “How do we make sure this is a human and not a bot?” Now we're suddenly asking: “How do I authorize this bot to act as me?” Crypto does have a major advantage here. An agent can generate a key, hold an asset and send a transaction without asking a bank for permission. But money is only one piece. Agents need agent-native identity, phone numbers, messaging, domains, source control, deployment, payments, credentials, wallets and secrets management. After 24 hours with HuntUnicorn, my conclusion isn't that agents aren't ready. The agents are surprisingly ready. The Internet isn't.

My bot @HuntUnicorn created a meme coin called $NOTARUG on its own accord. I just bought a bit to encourage it. Kind of like buying a glass of your son's lemonade. X is connected, and it's responding to people's comments. I want it to now create an actual business with a domain and something it can sell. Let's see if it can do that in 24 hours.

My current thesis is 2026-31 same as 1975-1980. rising rates, rising inflation, move to hard assets. Stocks higher, but lower in real terms. Bonds a disaster. Gold and esp Bitcoin become capital magnets.