The Bitcoin & AI revolution (with Tom Karadza)
Ideas to take with you.
- 01
Technology compounds toward deflation; debt-based money requires expansion; the two cannot share a long-run equilibrium without one bending the other.
- 02
New money created at the top of the banking system flows outward at yesterday's prices, structurally transferring wealth from wage earners and savers toward borrowers and existing asset holders.
- 03
AI is a force multiplier on whatever monetary substrate it runs on, so the same capability stack concentrates power under debt-money and disperses it under neutral money.
- 04
Bitcoin's properties (digital scarcity, cryptographic settlement, no counterparty) make it the first money that 8 billion individuals can hold without anyone's permission.
- 05
Wealth inequality blamed on individual billionaires is more accurately a property of the monetary plumbing those billionaires are downstream of.
- 06
The next wave of Bitcoin adoption will be carried by messaging aimed at the early majority, framed around lived behavior and purchasing power rather than around sovereignty and resistance.
