Matt Smith

The next five years will reshape the entire economy! Here's an exclusive look at what my friend @DMattin and I discuss on The Exponentialist... It was also great to have our members on Zoom interacting with us, along with a few sharp kids asking us some v smart questions! As ever, I hope you find it useful— If you like what you see, join us here as we dissect the Economic Singularity together: realvision.com/thefuture 0:00 Macro-Crypto Nexus 5:00 5-Year Singularity Clock 10:00 Gulf AI & Blockchain Blitz 15:00 Sovereign Nvidia Supercomputers 20:00 Kardashev 2.0: Energy→Intel 25:00 Space Compute & Solar Boom 30:00 Token-Economy Future 35:00 Musk’s Mars Infrastructure 40:00 Quantum Path to ASI 45:00 Alpha Evolve: AI Self-Improve 50:00 Companion AIs for All 55:00 Mid-Curve Corp Shake-Up 1:00:00 1-Person, 1M-Agent Firms 1:05:00 Join the Exponentialist on @RealVision

With the dollar, rates and oil headed lower (all specific aims of Bessent), financial conditions are now easing fast and lead risk assets by a couple of months. Should signal a good Q2 for tech and crypto and hopefully H2 2025 too as these trends continue...