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@balajis "When Bitcoin wins. 0:00 It ends the Fed 02:10 Payments become packets 3:30 Keynesianism falls like Communism 4:20 Real estate falls in real terms 5:40 Fiat billionaires get flipped 6:20 Money printer runs out of toner 7:50 The battle begins. 10:00 .and it's time to build"
X Link @balajis 2025-08-29T20:39Z 1.2M followers, 387.3K engagements

"What's India's potential Well Singapore previewed what China could look like. And Dubai may preview what India could look like. Because Indians are XX% of Dubai's population. While South Asians are 50%. And by working with Emiratis. They built a city that looks like this:"
X Link @balajis 2025-06-25T08:23Z 1.2M followers, 575K engagements

"When all else goes down the Internet stays up. So after a catastrophe we restore from cloud. We're actually already used to this idea and even have icons for it. We just need to scale it up from individuals to communities. Bitcoin is like v1 of that"
X Link @balajis 2025-10-17T11:08Z 1.2M followers, 64.3K engagements

"The Overton Window has been smashed. If everything is now legal1 many startups will try raising funds by issuing tokens as explicit cryptoequity. As context the SEC distorted the market for the last decade by forcing founders to obscure the obvious analogy between tokens and equity. But there is nothing morally wrong with moving equity from spreadsheets and NASDAQs to blockchains. Indeed from a technical perspective its far better to represent equities onchain. You can hold them in a wallet price them with an API call and track them on an explorer. You can also easily issue dividends"
X Link @balajis 2025-01-20T07:15Z 1.2M followers, 765.4K engagements

"AI OVERPRODUCTION China seeks to commoditize their complements. So over the following months I expect a complete blitz of Chinese open-source AI models for everything from computer vision to robotics to image generation. Why Im just inferring this from public statements but their apparent goal is to take the profit out of AI software since they make money on AI-enabled hardware. Basically they want to do to US tech (the last stronghold) what they already did to US manufacturing. Namely: copy it optimize it scale it then wreck the Western original with low prices. I dont know if theyll"
X Link @balajis 2025-03-22T15:31Z 1.2M followers, 3.3M engagements

"Come to Singapore on October 3"
X Link @balajis 2025-07-21T18:37Z 1.2M followers, 694.7K engagements

"An important kind of social network will be one where no bots whatsoever are allowed"
X Link @balajis 2025-07-22T19:37Z 1.2M followers, 748.7K engagements

"As blockspace increases the idea of the ledger of record is becoming more feasible. As AI progresses the ledger of record is becoming more necessary. It means the only truly verifiable citations are links to onchain data via block explorers. Crypto is what AI cant fake"
X Link @balajis 2025-07-29T04:57Z 1.2M followers, 162.6K engagements

"TIEBOUT SORTING NETWORK STATE The mathematical basis for the network state is Tiebout sorting. In 1956 Charles Tiebout proved that if you had: (a) low-cost mobility (b) frictionless discovery (c) no inter-jurisdictional spillover effects and (d) many possible jurisdictions .then individuals could vote with their feet by sorting themselves into communities that efficiently matched their preferences for public goods. Those assumptions were theoretical in 1956 but practical by 2026. Thanks to the Internet mobility is low-cost (due to remote work) discovery of new jurisdictions is inexpensive and"
X Link @balajis 2025-09-09T10:22Z 1.2M followers, 184.8K engagements

"The fully automatic trash can"
X Link @balajis 2025-09-27T18:22Z 1.2M followers, 332.2K engagements

"To be clear: I'm not talking about sending more tech talent to the US. Instead I'm talking about backing dark talent around the world. That includes the many white kids from places like the Midwest who've been unfairly quota'd out of Harvard. But it also includes those outside America whose societies were ravaged by war socialism or communism.and who are just now starting to become productive again. The goal is global equality of opportunity. The Internet actually now provides the basis for uniform rule-of-law via rule-of-code starting with Bitcoin and smart contracts. We just need to execute"
X Link @balajis 2025-10-08T10:33Z 1.2M followers, 29.6K engagements

"A few years ago someone asked me whats low status today that you think will become high status in 5-8 years My answer was bro science. Because it gets formalized into self-experimentation which in turn accelerates longevity. We are on track"
X Link @balajis 2025-10-20T12:15Z 1.2M followers, 842.1K engagements

"Gold is the reserve currency of the state. Digital gold is the reserve currency of the network. Fiat currency is the reserve currency of the failed state"
X Link @balajis 2025-10-20T13:30Z 1.2M followers, 189.9K engagements

"The Golden Age is here"
X Link @balajis 2025-10-20T13:34Z 1.2M followers, 33K engagements

"What comes next for AI Perhaps physically specific intelligence more than artificial general intelligence. Heres a draft thesis. (1) First AI is now entering the trough of the hype cycle. Every tech no matter how amazing goes through this. Its actually one of the best times to invest and build once the space begins to thin. (2) Second AI is both highly useful for search summarization visualization and prototyping and a highly annoying source of spam scams and slop. Too many will focus solely on the downsides. (3) Third the exact plateau of AI is quite unexpected. The fact that current"
X Link @balajis 2025-10-21T16:41Z 1.2M followers, 276.8K engagements

"CZ deserves his pardon. His show trial of a prosecution was a combination of regulatory railroading and ethnic persecution for being Chinese-Canadian. Imagine if Macron was held personally responsible for every crime committed by the 67M citizens of France and you'll get the absurdity of holding CZ personally responsible for the actions of a few of the 250M+ Binance users. Indeed if the bureaucrats who went after CZ were similarly held accountable for every violent crime committed in their home states they'd be in prison for eternity But there was an insane double standard. In the physical"
X Link @balajis 2025-10-23T18:13Z 1.2M followers, 682.3K engagements

"The pardon was deserved because the prosecution should never have happened in the first place:"
X Link @balajis 2025-10-23T20:26Z 1.2M followers, 58.1K engagements

"A common pattern in history is when bloodthirsty communists are opposed by arguably corrupt nationalists. See: CCP vs KMT Castro vs Batista and Bolsheviks vs Russian Whites. Spoiler: the communists were in each case far worse. And actually more corrupt"
X Link @balajis 2025-10-23T22:47Z 1.2M followers, 91.7K engagements

"Underneath it all MAGA just wants to be left alone. And underneath it all wokes just dont want to be left out"
X Link @balajis 2025-10-25T11:31Z 1.2M followers, 70.9K engagements

"This scene from Iran is reminiscent of Seattle in the 90s. But as Seattle fell to fundamentalist wokes (eg CHAZ) it became much more holy & much less cool. Meanwhile as Iran secularizes away from fundamentalism parts of it have become cooler than todays Seattle"
X Link @balajis 2025-10-25T15:05Z 1.2M followers, 94.8K engagements

"Digital telekinesis"
X Link @balajis 2025-10-26T01:56Z 1.2M followers, 92.8K engagements

"A few thoughts: (1) How would you implement this Its easy if the devices are pre-configured to talk to each other like a multiple monitor setup. Then its just a gesture recognition via cameras on top of a copy/paste and an Airdrop. (2) Moroever the devices would have to be pre-configured to talk to each other in some sense as unless they were both logged into the same account you could copy/paste random things into someone elses computer just by pointing at the screen. (3) So long as both devices are logged into the same online account then all devices connected to that account just need to"
X Link @balajis 2025-10-26T02:08Z 1.2M followers, 42K engagements

"This is another big one. Reduce their input to the absolute minimum necessary. A chief of staff can use polls in Slack WhatsApp or Discord for this"
X Link @balajis 2025-11-01T04:28Z 1.2M followers, 127.4K engagements

"After cryptocurrency comes cryptoidentity. So we'll need to understand government passports as well as we understand government paper. A key concept here is that modern passports are actually embedded devices. So you can scan them and compute on them"
X Link @balajis 2025-11-02T04:51Z 1.2M followers, 79.8K engagements

"Just like we set up bridges between cryptocurrency and fiat currency we'll need to set up bridges between cryptoidentity and fiat identity. Core to that is understanding the existing cryptography embedded in fiat passports:"
X Link @balajis 2025-11-02T04:52Z 1.2M followers, 59.1K engagements

"NYC Miami London Dubai Tokyo Singapore The new capitals of capital"
X Link @balajis 2025-11-03T18:26Z 1.2M followers, 98.2K engagements

"The meme economy will become real. - Meme creators will make NFTs - Timestamps give proof-of-first - Memegen partially goes on-chain - Memetic spread is more traceable - Memers become millionaires - Risky art becomes uncensorable & monetizable - Art moves outside regime control"
X Link @balajis 2021-03-12T13:58Z 1.2M followers, 6721 engagements

"We should raise Bitcoin flags all around the world in as many interesting places as possible"
X Link @balajis 2023-06-08T17:11Z 1.2M followers, 703.5K engagements

"THE NETWORK SCHOOL We got an island. Thats right. Through the power of Bitcoin we now have a beautiful island near Singapore where were building the Network School. Were starting with a 90-day popup that runs from Sep XX to Dec XX right after the Network State Conference. Rent is only $1000/month with roommates or $2000/month solo. And we have plenty of day passes for visitors. So go apply online at ns dot com Then read more below. THE DARK TALENT As motivation Ive always wanted to expand equality of opportunity around the world. Because my father was born in a desperately poor country but"
X Link @balajis 2024-08-16T19:45Z 1.2M followers, 2.1M engagements

"ZATOSHI AND ZETHEREUM Heres a bold plan for how one brave engineer could strike a blow for internet freedom while bringing Ethereum all the way back: they just need to go Zatoshi and build Zethereum. What does that mean It means an pseudonymous developer with impeccable opsec should take it upon themselves to add private transactions along with the zero knowledge stack to Ethereum as a set of optional smart contracts. Call that developer Zatoshi. And call that stack Zethereum. Zethereum would be the newly legal1 Tornado Cash plus APIs for all the zero knowledge (ZK) innovation2 over the last"
X Link @balajis 2024-11-29T17:24Z 1.2M followers, 830K engagements

"AI makes everyone a tech CEO crypto makes everyone a venture capitalist"
X Link @balajis 2025-02-04T22:02Z 1.2M followers, 403.7K engagements

"Most countries are small countries. More than XX% have 10M people. Almost XX% have 1M people. We've built social networks much bigger than that"
X Link @balajis 2025-05-25T15:14Z 1.2M followers, 213.3K engagements

"I agree there isn't any point in someone handing you an AI-written whitepaper. We'll eventually start socially devaluing large blobs of text. AI spam detectors will get built into the OS itself. But I disagree that AI reduces the value of intelligence because IMO it means amplified intelligence. Prompting the AI and (even more importantly) verifying it involve intelligence. The smarter you are the smarter the AI is"
X Link @balajis 2025-07-20T18:43Z 1.2M followers, 49.3K engagements

"There's a new popup village in Patagonia. It's open from Oct XX to Nov XX. I'll be giving a remote talk. And many others will be there in person. Come by if you're interested in startup societies. You can sign up at"
X Link @balajis 2025-08-22T09:17Z 1.2M followers, 120.7K engagements

"But unless you're a forex trader with fiat you're not optimizing for upside. You're optimizing for lack of downside. With a barbell strategy you make money from crypto and tech investments keep hard assets in Bitcoin and have working assets in fiat"
X Link @balajis 2025-09-06T07:27Z 1.2M followers, 75.6K engagements

"My explanation is that the legacy economy is being sunset in favor of the Internet economy"
X Link @balajis 2025-09-21T03:42Z 1.2M followers, 523.6K engagements

"China is more MAGA than MAGA. The Internet is more America than America. That is: China has the heavily armed highly industrialized culturally traditionalist monoethnic society that MAGA wants. Meanwhile the Internet is global equality and uniform rule-of-code. Its free markets and free speech and the next version of what America once was. At this late stage I dont think the 77M in MAGA can realistically out-manufacture the 1.4B of China. But the 7B+ on the global Internet could eventually balance the 1.4B of China"
X Link @balajis 2025-10-16T19:39Z 1.2M followers, 363.6K engagements

"The Internet was built to resist a nuclear attack. So you cant easily use physical force against it. Even cutting undersea cables can be thwarted by satellite internet"
X Link @balajis 2025-10-17T03:05Z 1.2M followers, 75.1K engagements

"Democrats underestimated Republicans and lost the meme war. Republicans underestimated China and are unfortunately losing the trade war. And some in China may underestimate the free Internet where choice can triumph over force. This requires some explanation. Let's go. (1) First as a reality shill we should stipulate that modern China is perhaps the most physically formidable country to ever exist. Visualize a young Bolo Yeung from Bloodsport. It's #1 in electricity cars steel ships and countless other industries. No country can realistically win a war against today's China especially in its"
X Link @balajis 2025-10-17T09:58Z 1.2M followers, 337.4K engagements

"One thing I want to stress: this is the Flight XX Administration. What that means is: many in the administration really are smart well-intentioned men who managed to rush the cockpit against all odds take control of the plane from abolish-the-police ideological terrorists and are now trying to avert a crash landing. Some also do get how difficult the strategic situation vs China and the debt and so on is. But if you look at the numbers the plane's relative descent has been going on for decades and is now likely irreversible: Even this relative descent might not be the end of the world if the"
X Link @balajis 2025-10-17T10:28Z 1.2M followers, 55.4K engagements

"The transition from intuitive bro science to systematic self-experimentation requires quantitative self-diagnostics. And Max is the founder of @superpower which is helping to make that a reality"
X Link @balajis 2025-10-20T12:19Z 1.2M followers, 99K engagements

"@tomlbutler Well they may go out of business then. Or at least decline. Lazy sequels are rampant. Wokeness is still strong in LA. AI has slashed the cost of video production. And Hollywood has already turned into something downstream of social media YouTube and streaming services"
X Link @balajis 2025-10-25T15:52Z 1.2M followers, 1316 engagements

"The US is broke. The real debt is $175T+. And @elonmusk is XXX% correct on the numbers. But the difficult step is the logical conclusion. There is no fix. It's a writeoff. A national bankruptcy. And the default will be in the form of money printing"
X Link @balajis 2025-07-01T17:05Z 1.2M followers, 1.8M engagements

"DECOUPLING FROM DOLLARS The US sends India billions in printed dollars for valuable goods. This is actually the US government ripping off India like it does Vietnam and everyone else including its own citizens.not vice versa. To be precise: last year India exported $87B of valuable goods to the US for $42B of goods plus $45B worth of increasingly worthless dollars: That difference of $45B was effectively made up by money printing which the Fed does at will: The current administration incorrectly thinks this is a bad deal for America because they havent fully thought through the fact that the"
X Link @balajis 2025-09-01T20:50Z 1.2M followers, 1.2M engagements

"Gold is about to flip treasuries"
X Link @balajis 2025-09-27T09:28Z 1.2M followers, 748.2K engagements

"This year's Network State Conference is on Friday October X in Singapore. Our speakers include Vitalik Buterin Bryan Johnson Ben Horowitz Brian Armstrong Amjad Masad Ranveer Allahbadia Arthur Hayes Nas Daily Noah Smith Andrew Huberman and the governments of Singapore Dubai Abu Dhabi and El Salvador. That means many of the most successful founders creators investors and policymakers in the world are now interested in the idea of bringing online communities into the physical world. Our conference also features writers community organizers and intellectuals from around the world (and across the"
X Link @balajis 2025-09-28T13:09Z 1.2M followers, 3.7M engagements

"This is the livestream for Network State Conference 2025"
X Link @balajis 2025-10-03T01:06Z 1.2M followers, 166.1K engagements

"There's dark talent around the world from the Midwest to the Middle East. Backing this talent is the right thing to do morally and the smart thing to do economically"
X Link @balajis 2025-10-08T09:44Z 1.2M followers, 363.3K engagements

"Billions of dollars. Millions of followers. Thousands of attendees. Half a dozen governments. And one idea whose time has come"
X Link @balajis 2025-10-12T19:38Z 1.2M followers, 283.7K engagements

"China is remonetizing gold"
X Link @balajis 2025-10-20T11:41Z 1.2M followers, 507.2K engagements

"See also @biancoresearch and @AndreasSteno"
X Link @balajis 2025-10-20T11:42Z 1.2M followers, 62.8K engagements

"From the regulatory state to the acceleratory state"
X Link @balajis 2025-10-23T12:52Z 1.2M followers, 147K engagements

"Popups are the new startups"
X Link @balajis 2025-10-23T17:08Z 1.2M followers, 175.5K engagements

"The old world is fading while the new world struggles to be born; now is the time of popups. A joke yet also true. Because the postwar order is melting down while the post-Internet order is just booting up. That means translating internet communities into physical realities:"
X Link @balajis 2025-10-23T17:16Z 1.2M followers, 29.4K engagements

""The old rules do not apply any more but the new ones have not been written. And we must brace ourselves for more turbulence ahead.""
X Link @balajis 2025-10-23T17:20Z 1.2M followers, 328.5K engagements

"@cz_binance Congratulations. Well deserved"
X Link @balajis 2025-10-23T18:15Z 1.2M followers, 61K engagements

"These are both deep human drives. But you can also see how they come into conflict. Wokes wouldnt feel the need to force their way in past the bad guys if they felt they got a sufficiently large slice. And MAGAs wouldnt feel the need to push the bad guys out if theyd been left a sufficiently large slice. It all stems from the shrinking American pie in all senses of the term. Not just the money but the community:"
X Link @balajis 2025-10-25T11:48Z 1.2M followers, 34.9K engagements

"This is Iran now"
X Link @balajis 2025-10-25T14:53Z 1.2M followers, 1M engagements

"Its happened. The AI flippening is here"
X Link @balajis 2025-11-01T00:44Z 1.2M followers, 826.5K engagements

"Identity is community is security is territory. Show your ID to prove membership in the society to get through the gate to gain access to the property"
X Link @balajis 2025-11-01T02:04Z 1.2M followers, 117.8K engagements

"If you are pinging someone whos busier than you you should have a single well-thought-out specific ask. Only ask for something you truly cannot do on your own and where you have done everything you possibly can by yourself. For example if youre asking someone to send an email on your behalf you should have a draft message ready. If youre asking them to sign something you should prepare a docusign beforehand with the signature blocks indicated. Or if youre asking for an appointment you should do it at their convenience. Asking for time is like asking for capital so be efficient with your asks"
X Link @balajis 2025-11-01T04:17Z 1.2M followers, 697K engagements

"Fintech crypto gold and stablecoin legislation had already sharply reduced the importance of traditional financial centers. Add in wokeness and keynesianismand theres now less desire to live in NYC London or Tokyo. Instead: Miami Dubai and Singapore"
X Link @balajis 2025-11-03T18:37Z 1.2M followers, 35.7K engagements