The Infrastructure of the Next Economic System: Bitcoin gave us the building blocks, but AI was the catalyst and driver we needed. Now we have two sides being built out. Physical infrastructure: Energy → grid → compute → chips → memory → packaging → networking → cooling → data centers → space infrastructure The bottlenecks the future has to pass through is where the value is captured. Monetary infrastructure: Bitcoin → collateral → digital credit → stable transaction money → programmable rails → tokenized assets → agent commerce → distribution Find the value-capture points. Velocity isn't Value AI sits in the middle, accelerating both and demands physical infrastructure on one side and machine-native financial infrastructure on the other. Humans are slow to adapt, and don't need lightning fast 24/7 settlement, but the machines do. Bitcoin becomes the scarce monetary asset around which that increasingly digital capital system organizes.

Wifey and I just celebrated our 24 year anniversary 10 Tips I would have given myself 24 years ago.... 1. Be the leader, set the pace, be the model 2. Love and respect her, dying to yourself for her and the family 3. Become the best you can be, your wife and family depend on it 4. Work hard, be the provider, but don't sacrifice family for money 5. Keep God at the center, you both need a rock to build the marriage, life and family on 6. Be intentional, what does a perfect marriage look like, what actions, and then work to build that 7. Maintain and build mutual interests and hobbies, you gotta play together 8. Don't sweat the small stuff, most things are not worth fighting over 9. Desire her, chase her, date her, it never ends 10. Think long term, play the long game, because marriage is about building a life together, fore-ever

The Next Monetary System is being built for Machines Technology clusters give us new building blocks to build things we never imagined…. Bitcoin + AI is building a new financial stack. Bitcoin and Crypto built a lot of pipes that are now finding a perfect fit right into the internets 402 protocol layer of internet money, which is rapidly becoming “the financial layer for AI agents.” And this doesn’t mean that every pipe’s token becomes money… Velocity ≠ Value. Bitcoin has unique attributes… which make it the only suitable scarce, permissionless, personless, censorship-resistant settlement and capital asset. And so, Consensus will organize around the BTC asset/protocol because of those unique properties. But tech and financial systems scale as a stack. So on top of the BTC base… Stablecoins and digital credit (USDC/USDT and STRC-style instruments) are quickly becoming working money and the yield layer. Agents will spend stables. Humans and institutions will hold credit that sits on Bitcoin collateral. Application rails (Solana, ETH L2s, Robinhood Chain, specialized appchains) are the high-speed plumbing. Tokenized stocks, API micropayments, and agent-to-agent transfers can live there. As the infrastructure and Blockspace continues to become more abundant and cheap… the monetary premium will continue to accrue at the base layer.

What would it take to "grow our way out" of $40 trillion in debt? How much growth would we actually need? Using CBO’s February baseline, debt held by the public is about 101% of GDP today. By 2036, they project it at about 120%. So if debt still grew along that projected path, but you wanted debt-to-GDP to simply stop getting worse... nominal GDP would need to grow almost 6% per year "For A Decade" And if inflation eventually settles around 2%, you’re talking roughly 3.5 to 4% real growth. The problem is... the CBO is projecting about 1.8%.

The Sovereign Individual playing out in real time... They wrote in 1997: “Individuals will choose to domicile their income-earning activities in a jurisdiction that provides the best service at the lowest cost. In other words, sovereignty will be commercialized.” California continues to "find out," but they should have read the book... “Governments that attempt to charge too much as the price of domicile will merely drive away their best customers.” California just forcing another customer to leave

So what we are seeing is a new monetary technology being adopted by AI, and it's going to happen faster than most realize because... The next adopter will be software. Software can discover, connect, transact, and replicate without waiting for human behavior to change. When Bitcoin becomes part of that monetary infrastructure, adoption will look very different.

But eventually... they all come over to Bitcoin because of its attributes. Global Agentic commerce will require and demand an open, borderless, neutral, permissionless infrastructure. The protocol will converge.

And when "superhuman digital intelligence" is making economic decisions... what kind of money will it prefer? Agents making economic decisions: what kind of money do they actually prefer? A study from @bitcoinpolicy tested 36 MODELS and asked them.... and over 9,072 RESPONSES showed they valued BTC for SoV and Stablecoins for MoE But... that's today... as this scales, here is why that changes

Bitcoin isn't just an idea waiting for the agent economy. The monetary and payment rails are already being built and used. - Lightning volume +300% last year / $1B per Month - Merchant adoption BTC Payments +74% - Lightspark uses LN to connect 65 countries / 14k banks Like TCP/IP, Bitcoin is going from an asset people buy to infrastructure other systems can build on.

Technological Revolutions are not single new technologies but rather a "CLUSTER" of technologies that give us new building blocks. The internet was one of the building blocks HTTP gave us: 200 = OK. 404 = Not Found. 402 = Payment Required. So while the door was there, it was missing the next "building block," the next technology. It needed internet money... Bitcoin

You miss 100% of the shots you don't take, and when you spend your whole life taking shots... you're going to miss some. Satsuma was one of them. There's a lot of criticism on X right now because the company decided to wind down and return remaining capital to shareholders, so... I wanted to tell you what happened and, more importantly... why I’m still committed to what comes next. I've been an entrepreneur and investor for most of my life, I've built and exited companies with multiple high-value exits, I've made investments that had huge returns, and... I've also had plenty of failures along the way. People like to study successful entrepreneurs, the winners, but... often overlook all the swings it took to get there. But there is no success without failures After a couple of technology company exits, I was investing in tech and finance VC, some produced huge returns, and many of them didn't But everything changed in 2015 when I first bought Bitcoin. I realized this wasn't "just an investment"... I believed we finally had a tool that could change the world. I believed in the Bitcoin future, a future of sound money, and a monetary system with rules, not rulers, so... I decided I had to tell everyone I could about it. Since then, I've reached over 100 million people, and I've heard from and met thousands of people who have told me they bought Bitcoin because of something they learned from me. And while I'm proud of that.... I realized something... Talking about the future isn't enough.... Someone has to build it If I wanted the better future I believed Bitcoin could bring, for my kids, my grandkids and yours... I needed to put my time, experience, capital and reputation on the line. So I did. For the last 6 years, I've worked with Bitcoin companies, advised founders and invested capital into the ecosystem, with many growing into large profitable companies. But some of them haven't worked out, and Satsuma is one of them. I was brought into Satsuma to advise on Bitcoin strategy, not as a founder, director or officer. But I never really got the chance. While the opportunity looked promising... circumstances changed. Market conditions and the economics shifted, and ultimately the board and controlling shareholders decided to wind it down and return the remaining capital to shareholders. I wish it worked out differently, but... I'm not going to pretend every company I work with, or project I work on or investment I make works out. Satsuma didn't work out, but.... I'd rather have a few failures on my record because I was actually trying to build something I believed could make the world better than spend my life on the sidelines criticizing the people who do. Because... you can buy Bitcoin, the best asset in the world, but... Someone has to build the world around it. You could have bought a Model T in 1908, but if no one built the roads and gas stations, it wouldn't have done much good for you. Bitcoin is no different. Companies have to be started, the Infrastructure has to be built, regulations must be restricted, which means... Founders have to take risks and Investors will have to put capital at risk. And because I believe in the Bitcoin future, I am going to keep pushing, even though... I know there will be more misses in my future. And I will keep going anyway, because... my goal is to help build a world I think is better for my kids, my future grandkids, and hopefully yours too. Talking about the future isn’t enough. Someone has to build it. I’m going to keep building.