Recovering film producer now into real estate, crypto, biotech and solar. Love family, soccer, sustainability & martial arts.
United States
Joined February 2009
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He didn't say he was wrong either...
Treasury Secretary Scott Bessent responds to Elon Musk’s prediction that money “won’t matter” by 2036.
Bessent says Musk has a long history of seeing the future before everyone else...and believes America is building an economy most people can’t even imagine yet.
BESSENT: “I’ve seen Elon Musk speak for a long time, and he is…”
“You know, look, his record speaks for itself, both in terms as an inventor, as a venture capitalist, as a great American, but he’s normally early.”
“He’s just so far ahead of the curve, he sees things that no one else sees.”
“But I do think we are building this incredible economy that we can’t even imagine.”
“You know, Sean, 25% of the jobs that exist today, did not exist in 2000.”
Phil Botana retweeted
Jordi Visser: The agentic population is growing - but people still haven't made the connection on how this will effect the economy/business cycle.
"We're talking about billions of thinkers entering the world and they consume only one thing: compute."
That's why there are shortages everywhere.
The reason the business cycle looks broken?
"These digital employees will never buy a house. They will never send their kids to college."
A rise in digital population doesn't effect the economy the same way a rise in human population does.
FT @RaoulGMI @jvisserlabs @RealVision.
Raoul Pal: "In four years, we'll have superintelligence."
AI is developing at the fastest rate of any technology we've ever seen.
Politics can't deal with it. Institutions can't deal with it.
"We're just not set up for this."
FT @RaoulGMI @RealVision
Phil Botana retweeted
In the race between problems and solutions, solutions are winning. For the first time in history, the tools to solve every major human challenge exist or are being built right now.
Phil Botana retweeted
MILES SUTER: “Bitcoin is the only truly censorship resistant money that there is right now.”
“If we don’t preserve peer-to-peer digital cash right now, it’s a right we’re going to lose forever.”
“It’s a really important thing for human freedom in the long run.”
LFG!!!!
What ever you're planning, think bigger... Seriously, unshackle your preconceived notions of what you are capable of doing.
You're likely limiting your future goals by your past achievements and tools -- but they're no longer valid.
You're future abilities are now god-like, and you're potential is unbounded.
I have been saying this for a while. Food, beverage and live entertainment are the final industries for humans to curate.
Hmmm...
Wait, so the founder of Anthropic is "Amodei," as in "loves god"?
And he leads Anthropic, meaning "human-centered," which is being used in military strikes?
And the creator of ChatGPT is "Altman," as in "an alternative to humans"?
And he leads OpenAI, which is completely closed?
And then there's "Gemini," meaning "two-faced," from a company that promised to do no evil?
And the whole global AI arms race is being driven by people who claimed to be worried about AGI taking over the world?
Either the universe is an extremely cliché writer, or has a brilliant sense of humor
Here for it!
Don’t die before 2030. You will reach LEV, and you will have so many years ahead of you (regardless of your age today )that you’ll be able to relive youth, rewrite your story, correct old mistakes, and experience more than you ever thought possible.
Aging will be treated.
Intelligence will explode.
Medicine will move at software speed.
Entire fields will compress decades of progress into months/weeks and then days
We’re at the inflection point.We’re staring at the vertical line on the graph.
The 2030s won’t feel like an extension of the 2020s, but more like stepping into a different civilization.
Phil Botana retweeted
MUST MUST MUST MUST MUST MUST MUST MUST MUST MUST MUST MUST MUST MUST MUST MUST MUST MUST MUST MUST MUST MUST MUST MUST MUST MUST MUST MUST MUST MUST MUST READ NOW
And who exactly gets to...program it?
BlackRock CEO Larry Fink tells the World Economic Forum the world must move faster toward digitized currencies under a single unified blockchain to “reduce corruption.”
He outlines a vision where every asset is placed on one system, including stocks, bonds, real estate, money market funds, and cash.
In that system, ownership would be tokenized, fractionalized, programmable, and instantly transferable on one all-encompassing blockchain ledger.
This is so interesting. Innovation and creativity can literally come from anywhere. Nice work @SteaknShake
Starting March 1, Steak n Shake will give all hourly employees at its company-operated restaurants a Bitcoin bonus of $0.21 for every hour worked.
Employees will be able to collect their Bitcoin pay after a two-year vesting period. Thank you, @Fold_app, for the assist.
We take care of our employees; they, in turn, take care of customers; and the results take care of themselves.
If true it's gone be quita wk
The Week Ahead
Tue:
*Davos: Special Address by He Lifeng, Vice-Premier of China 11 CET
*Davos: The Day After AGI (Hassabis, Dario) at 13:30
*Trump’s deadline for a credit card rate cap
*US Supreme Court next opinion day on Trump’s IEEPA tariffs at 10am; Decision could impact $150B in tariff refunds
Wed:
*Binance will be canceling all pending spot and margin orders placed before 2024-01-01 00:00 (UTC) at 2026-01-21 07:00 (UTC) (the “Automatic Cancellation Event”)
*Senate Agriculture Committee’s postponed crypto market structure bill redraft
*Davos: Can Russia Sustain a Wartime Economy? at 09:00
*Davos: Can Europe Defend Itself? (Mark Rutte) at 10:15
*Davos: Is Tokenization the Future? (Brian Armstrong) at 10:15
*Davos: Clear-Eyed about Nuclear Renaissance at 11:30
*Davos: Jensen Huang & L. Fink at 11:30
*Davos: Ken Griffin at 11:30
Davos: Quantum Reality at 12
*Davos: Trump address the World Economic Forum at 14:30
*Davos: Why Quantum Is Around the Corner and Why It Is Not (IBM) at 15:30
*Caroline Ellison (former co-CEO of Alameda Research) is scheduled for release
*Davos: Trump plans to convene a group of corporate executives evening after his speech at the WEF
*US Supreme Court to hear oral arguments in the case involving Trump’s attempted firing of Fed’s Lisa Cook, Powell will attend
*deadline for Warner Bros. Discovery shareholders to decide whether to accept Paramount Skydance’s tender offer
Thu:
*EU Leader's emergency meeting over greenland
*U.S. Q3 GDP
*U.S. November PCE price index
*TikTok’s US joint venture is expected to be formed
*Davos: Where Are We on Stablecoins? at 10:15
Fri:
*BOJ meeting (rate expected to remain unchanged): Bloomberg Economics Says: “We see the next hike in July. With PM Takaichi looking poised to call a snap election, we expect Governor Ueda to play his cards close, sticking to recent guidance to avoid inviting any unwanted attention. He’ll probably bat down any questions on the yen, pointing out the government calls the shots on exchange rates.”
*Davos: Geopolitical Risks Outlook for 2026 at 9
*Davos: Global Economic Outlook at 11
Coinbase International Exchange will be temporarily offline due to a scheduled systems maintenance Saturday at about 17:00 UTC (for 3 hours)
Whole Week: World Economic Forum Annual Meeting in Davos; NATO-US Tension over Greenland (?); Bessent said he expect the Fed chair decision before Davos or upon return;
Overhanging macro
*X bans apps that reward ‘AI slop,’ ‘reply spam
*NYSE Builds Venue for 24/7 Trading of Tokenized Stocks, ETFs
*CoinGecko weighs sale for around $500M
*EU considers $108B in retaliatory tariffs on US over Trump’s Greenland threat
Phil Botana retweeted
In Jiu Jitsu, your body is the controller.
Every roll is a test of how well you use it. You don’t win by smashing buttons randomly or burning willpower just to survive. You win by pressing the right buttons at the right time.
There are only four actions available to you, four buttons that drive every exchange:
1. Grip - Grip is how you connect your body to theirs and shape the exchange. It’s how you establish contact and make your presence felt.
2. Frame - Frame is about structuring the interaction. It’s how you create alignment, manage pressure, and decide where force can and can’t go.
3. Hang - Hang isn’t passive or defensive. It’s how you multiply your connection power and mobility. It lets you put all your weight into your technique and drain your opponent’s energy without overcommitting your own.
4. Techniques - A technique is a structural solution that completes an exchange. It’s what happens when grip, frame, and hang line up around an opening.
These aren’t separate actions, they’re relational equations. You use grips and frames to create ways to hang and execute techniques. Techniques, in turn, create new ways to grip, frame, and hang.
You know you’re truly playing the game when you stop seeing techniques as isolated moves. You start seeing them as ways to complete basic options, reduce wasted effort, and avoid your opponent’s mixups.
This kind of awareness doesn’t just make you better, it makes you faster. Your reactions sharper. Your choices simplify. You stop hesitating. You’re no longer thinking button by button, you’re just playing. That’s fluency.
Learn Jiu Jitsu
This is the way.
The most accurate description of what is about to happen in business, finance, tech, and the US economy comes from Elon Musk.
He calls it a “supersonic tsunami.”
Artificial intelligence and robotics is going to seep into every corner of human life and squeeze out most of the inefficiencies.
Software can do knowledge work better than the white collar folks and robotics can do manual labor better than the blue collar folks.
This is going to make the United States substantially more productive and prosperous in aggregate, but it will create financial and social pain for many people on an individual level.
The natural reaction of most people will be to fight the inevitable future. That is the wrong path. You have to immediately embrace this technology and learn how to harness its power for your own productivity and financial gain.
Use AI and robotics to make money before AI and robotics eliminates your job.
The tsunami is coming.
Only those who act now will be spared.
You should probably read @jvisserlabs take on what is coming in 2026
This year matters.
2026 is the year AI stops being a tool and becomes a digital employee.
The economy is growing rapidly. Profits and margins are at records. Markets are near all-time highs.
And for the first time in history, that growth is happening without job creation.
AI doesn’t just automate tasks, it severs capital’s dependence on labor.
Capital still uses workers, but it no longer needs them to grow.
That shift changes everything: jobs, wages, savings, politics, and what actually stores value in a post-labor economy.
I wrote a deep dive on why this moment is the fracture point and why Bitcoin emerges not as rebellion, but as architecture of the future where AI competes.
👉 The Fracturing Trust in Capitalism
visserlabs.substack.com/p/th…
