Husband. Father. Christian. Surfer. Retired business leader. Data Analytics Digital AI Blockchain Bitcoin.
Joined July 2011
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Michael Baccala💡 retweeted
My take on Bitcoin and quantum computing:
nehanarula.org/2026/04/03/bi…
tl;dr: I think the risk is high enough to warrant prioritizing designing, implementing, and evaluating post-quantum signature schemes and consensus upgrades in Bitcoin now.
This is true having spent 30 years in audit and ERP implementation consulting. There may come a day but that day is not today. The complexity and massive variability of company transaction and accounting processes is a significant barrier to agentic AI takeover.
What will be in trouble is the RPA implementations that happened over the past 5-10 years.
THIS IS BS! Trust me I KNOW.
Large enterprises don’t run on “apps.” They run on decades of layered systems: ERP, mainframes, custom services, data warehouses, compliance controls, and fragile integrations nobody dares touch without a 12-month change plan.
AI agents don’t just “plug in” and replace that.
They’d need:
Deterministic outputs for finance, payroll, regulatory reporting
Full audit trails, data lineage, and SOX/SOC compliance
Secure API access across dozens of systems with rollback logic
Stable model behavior (not probabilistic drift)
Governance, vendor risk approval, and change management sign-off
That’s not a product install. That’s a multi-year re-platforming effort.
Near term MAYBE a copilot, drafting, search, triage, and tightly scoped automations with humans in the loop.
Not autonomous agents running Fortune 500 workflows.
Stocks can move on expectations. Enterprise architecture moves on risk tolerance.
Those timelines are very different.
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Great work by @PeterMcCormack Read and weep…our children are being robbed of their future
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Really well thought out and balanced analysis on the whole datacenter in space discussion. Worth a read.
Data centers in space.
It might not be economically rational. But it might be physically possible.
I’m trying to bring some quantitative structure to a conversation that’s been mostly big-number vibes.
andrewmccalip.com/space-data…
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Michael Baccala💡 retweeted
true
Everyone was excited about the U.S. Strategic Bitcoin Reserve, but this is what really matters.
Starting today, over 4 million Square users can accept Bitcoin.
• Zero CC fee
• Instant settlement
• Global payments
MoE is here, and a positive outlook for miners, who's business model could use more on-chain movement.
Michael Baccala💡 retweeted
"The Debasement Trade" since COVID:
In USD: NDX up 165%, SPX up 102%, Home prices up 56%.
In gold: NDX up 7%, SPX down 18%, Home prices down 37%.
In BTC: NDX down 78%, SPX down 84%, Home prices down 87%.
The Charlie Kirk memorial was a display of grace and truth in the life of those who follow Jesus as Lord. The act of forgiveness on public display is powerful, not weak. I know this personally from a tragic loss and it is one of the hardest things to do but with Jesus all things are possible.
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Satoshi brings the heat on July 29, 2010…”If you don’t believe me or don’t get it, I don’t have time to try and convince you, sorry.”
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Michael Baccala💡 retweeted
The GENIUS Act aka The Stablecoin Bill just passed through the House and is going to President Trump’s desk for signature. This is a huge day for crypto, US dollar dominance, and America. 🇺🇸 🚀
