#  @balajis Balaji Balaji Srinivasan, a prominent figure in the cryptocurrency and tech space, has been discussing various topics on social media, including the concept of "cryptoidentity" and the intersection of technology and governance. He has also been highlighting the shift towards a new world order, with cities like Miami, Dubai, and Singapore emerging as new hubs for innovation and capital. Additionally, Srinivasan has been emphasizing the importance of understanding the changing nature of identity, community, and security in the digital age. ### Engagements: [-------] [#](/creator/twitter::2178012643/interactions)  - [--] Week [---------] +9.60% - [--] Month [----------] +49% - [--] Months [----------] -27% - [--] Year [-----------] -42% ### Mentions: [---] [#](/creator/twitter::2178012643/posts_active)  - [--] Week [---] +38% - [--] Month [---] +107% - [--] Months [---] +21% - [--] Year [-----] +3.40% ### Followers: [---------] [#](/creator/twitter::2178012643/followers)  - [--] Week [---------] +1.10% - [--] Month [---------] +5.50% - [--] Months [---------] +11% - [--] Year [---------] +17% ### CreatorRank: [------] [#](/creator/twitter::2178012643/influencer_rank)  ### Social Influence **Social category influence** [countries](/list/countries) 31.25% [finance](/list/finance) #948 [cryptocurrencies](/list/cryptocurrencies) #6286 [technology brands](/list/technology-brands) 7.39% [celebrities](/list/celebrities) 6.25% [travel destinations](/list/travel-destinations) 3.98% [social networks](/list/social-networks) 3.98% [stocks](/list/stocks) 2.84% [automotive brands](/list/automotive-brands) 2.27% [currencies](/list/currencies) 1.14% **Social topic influence** [ai](/topic/ai) #697, [china](/topic/china) #2864, [in the](/topic/in-the) #3963, [the world](/topic/the-world) #2748, [money](/topic/money) 6.82%, [crypto](/topic/crypto) #4431, [bitcoin](/topic/bitcoin) 5.68%, [singapore](/topic/singapore) #136, [if you](/topic/if-you) 5.11%, [russia](/topic/russia) #2743 **Top accounts mentioned or mentioned by** [@mylegacy2024](/creator/undefined) [@grok](/creator/undefined) [@coco11223393390](/creator/undefined) [@web3__youth](/creator/undefined) [@a16z](/creator/undefined) [@alexdolbun](/creator/undefined) [@strykrai](/creator/undefined) [@algo_bro](/creator/undefined) [@__digitaldealer](/creator/undefined) [@0xryankim](/creator/undefined) [@josephcrypt6](/creator/undefined) [@soulfirelove](/creator/undefined) [@_the_pc__](/creator/undefined) [@gauchoagent](/creator/undefined) [@tylercowen](/creator/undefined) [@sid15533078](/creator/undefined) [@fmrpottyymouth](/creator/undefined) [@ligma__sigma](/creator/undefined) [@kongkou_](/creator/undefined) [@jaxsiefuds](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Ethereum (ETH)](/topic/ethereum) [Zcash (ZEC)](/topic/zcash) [USDC (USDC)](/topic/usdc) ### Top Social Posts Top posts by engagements in the last [--] hours "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](https://x.com/balajis/status/1370373708506750977) 2021-03-12T13:58Z 1.3M followers, [----] engagements "THE INTERNET IS THE NEXT AMERICA The Internet is to America what America was to Britain. A frontier territory that will ultimately succeed even its worthy progenitor. THE EARLY AMERICANS Remember the early Americans thought of themselves as British for decades. They had land and people but not a government. Until national consciousness arose. Fundamentally Americans were more connected to each other than they were to random fellow Britons. They chatted with their next door neighbors not the people thousands of miles away. Eventually they decided to get their own state. Or states. Because the" [X Link](https://x.com/balajis/status/1774529076742754328) 2024-03-31T20:07Z 1.3M followers, 938.5K engagements "Democracy is creating startup cities. Moving to Starbase was voting with feet. Building up Starbase was voting with wallet. And incorporating Starbase was voting with ballot. This is the future of democracy. Not a two-party system with the illusion of choice. Instead a 1000-city system with the reality of choice. Starbase is now officially a city. Starbase City features housing office complexes schools and a range of amenities to support both residents and Starship operations. Welcome to SpaceX's Starbase the Gateway to Mars https://t.co/aErk8iCM3r Starbase is now officially a city. Starbase" [X Link](https://x.com/balajis/status/1922929915202240532) 2025-05-15T08:19Z 1.3M followers, 419.2K engagements "Digital gold is becoming the reserve currency of the individual. Gold is returning as the reserve currency of the state. Original post below. Gold is replacing fiat currencies as a reserve currency: Gold's share of global international reserves rose [--] percentage points in Q1 [----] to 24% the highest in [--] years. This marks the 3rd consecutive annual increase. Meanwhile the US Dollar's share declined [--] percentage https://t.co/yDjcnT62Jh Gold is replacing fiat currencies as a reserve currency: Gold's share of global international reserves rose [--] percentage points in Q1 [----] to 24% the highest in" [X Link](https://x.com/balajis/status/1962446917792874606) 2025-09-01T09:26Z 1.3M followers, 127.4K engagements "China is remonetizing gold" [X Link](https://x.com/balajis/status/1980237918506811501) 2025-10-20T11:41Z 1.3M followers, 511.2K 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](https://x.com/balajis/status/1981423831572238856) 2025-10-23T18:13Z 1.3M followers, 704.6K engagements "The conventional wisdom is: substance over optics. And that is generally good advice. But sometimes optics is the substance" [X Link](https://x.com/balajis/status/1997759211493888161) 2025-12-07T20:04Z 1.3M followers, 66.1K engagements "AI quantifies the cognitive cost of context switching" [X Link](https://x.com/balajis/status/1998700835937657121) 2025-12-10T10:26Z 1.3M followers, 70.2K engagements "China has many cities that specialize in specific products. Like Detroit for cars they have Cixi for hair dryers Wenzhou for lighters and Ningbo for home appliances. Were familiar with this idea for cultural sectors like NYC/Shanghai for finance Silicon Valley/Shenzhen for tech DC/Beijing for politics and Hollywood/Hengdian for movies. But of course spatial concentration works for many industries. Weve written about this already for drone zones and biotech boroughs but specializing around an *existing* sector is an interesting concept for startup societies and network states" [X Link](https://x.com/balajis/status/2000200706897191193) 2025-12-14T13:46Z 1.3M followers, 929K engagements "WHO LOST CANADA It was obvious that China/Canada would happen. Here's how it happened and what may happen next. (1) First in early [----] it looked like Canadian conservative Pierre Poilievre was a straight shot to win Canada. Instead all the MAGA posts about annexing Canada undercut Pierre boosted left nationalism and turned what looked like a sure thing into an epic defeat. The result was Mark Carney: (2) Carney is on the left but is far more intelligent than his predecessor Justin Trudeau. He's also the former governor of the Bank of Canada and understands that the G7 (including Canada) is" [X Link](https://x.com/balajis/status/2012947126544920871) 2026-01-18T17:56Z 1.3M followers, 628.2K engagements "Winners write history. So: if you do not write the history you will not win. Fortunately the Bitcoin blockchain is the most unfalsifiable form of history ever invented. A cryptohistory" [X Link](https://x.com/balajis/status/2013575600808829368) 2026-01-20T11:33Z 1.3M followers, 139.3K engagements "Silicon Valleys Ultimate Exit is here. San Francisco is the new Detroit. I did not expect every man I spoke with to be considering an exit and I was actually shocked to find this applied even to the men most historically outspoken about the unique importance of California. I spoke with [--] billionaires impacted by the state's new asset seizure ballot proposition around 10% of billionaires in the state. they're planning to leave. but they're also fighting. exclusive details from pirate wires: https://t.co/hy2Z0Rz8zL I spoke with [--] billionaires impacted by the state's new asset seizure ballot" [X Link](https://x.com/balajis/status/2014833014753394976) 2026-01-23T22:49Z 1.3M followers, 261.8K engagements "The world economy is recentering" [X Link](https://x.com/balajis/status/2015034432131137583) 2026-01-24T12:10Z 1.3M followers, 67K engagements "No. When the capital leaves the startup jobs will too. And most capital is actually already in Asia or on the Internet. Also no its not easy to fix California. It wasnt easy to fix Detroit or Rome either. Perhaps the post-dollar/post-tech California can eventually be rebuilt after the collapse. But its more likely that the Chinese Communists will move into the power vacuum and keep the California Democrats in a tightly controlled box. @balajis Maybe the capital class believes this but the talent you need for these companies headquarters still want to live in blue cities. Its much easier (and" [X Link](https://x.com/balajis/status/2015052208145092751) 2026-01-24T13:20Z 1.3M followers, 57.2K engagements "To be clear: it is extremely unfortunate that our beloved Uncle Sam is passing away. But he is and we need to prepare for what comes next. https://x.com/dailyprandium/status/2015164924884906381 @balajis After America Is that foreshadowing or a threat I read it as a threat. https://x.com/dailyprandium/status/2015164924884906381 @balajis After America Is that foreshadowing or a threat I read it as a threat" [X Link](https://x.com/balajis/status/2015173749587546466) 2026-01-24T21:23Z 1.3M followers, 148.4K engagements "Lets understand what time it is. Over the last few years Blue America definitively lost control of speech (via social) media (via AI) and money (via crypto) to the Internet. They also lost the American state. Over the same period Red America has now lost the trade war (to China) the proxy war in Ukraine (to Russia) and the cold war over Taiwan (again to China). They are also winding down the American empire. NYC finance is being driven out by Mamdani and Californian tech is being driven out by wealth taxes. US universities are getting devoured from the inside by wokeness and defunded by the" [X Link](https://x.com/balajis/status/2015194269934637418) 2026-01-24T22:45Z 1.3M followers, 53.3K engagements "This is American Anarchy. From 2021: Individualism in the West has become so dominant that societal collapse is more likely than revolution since revolution relies on discipline and organization. Individualism in the West has become so dominant that societal collapse is more likely than revolution since revolution relies on discipline and organization" [X Link](https://x.com/balajis/status/2015838794453520841) 2026-01-26T17:26Z 1.3M followers, 126.2K engagements "AMERICAN ANARCHY American anarchy is the limit case of left- and right-libertarianism when a good thing is taken so far it becomes bad. Its what happens when we are all equal and you aint the boss of me. When no one is in charge and everything is in chaos. When the left loses control of speech and the right loses control of borders. When you have millions who agree on nothing other than 1A and 2A with all the commensurate shouting and shooting. This type of anarcho-libertarianism is ascendant in 21st century America and is the mirror image of the totalitarian movements of 20th century Europe." [X Link](https://x.com/balajis/status/2015851128760762668) 2026-01-26T18:15Z 1.3M followers, 31.7K engagements "Starbase is perhaps the best American example of a startup society. Everyone whos there voted for it with their feet wallet and ballot. Internally aligned clear leadership clear purpose full consent. Democracy is creating startup cities. Moving to Starbase was voting with feet. Building up Starbase was voting with wallet. And incorporating Starbase was voting with ballot. This is the future of democracy. Not a two-party system with the illusion of choice. Instead a 1000-city https://t.co/EpmYenQqMA Democracy is creating startup cities. Moving to Starbase was voting with feet. Building up" [X Link](https://x.com/balajis/status/2015852648432554150) 2026-01-26T18:21Z 1.3M followers, 41.8K engagements "POSTSCRIPT (a) Please note: the intended purpose of the California wealth seizure referendum is to rob or exile everyone in tech. There is no point in complaining about this as being stupid. (b) Rather than stupid it is intentionally evil. The reason is that Democrats fear that technologists might actually displace their control over California and so they are striking first. The goal of the Democrats is to drive tech out of California like they did the Republicans so they can enjoy permanent one-party control. California is after all not a democracy because elections are held but the party" [X Link](https://x.com/balajis/status/2016386046565470618) 2026-01-28T05:41Z 1.3M followers, 33.7K engagements "THE GOLDEN AGE The fiat crisis has begun. So what wins in the end: gold digital gold or some other kind of precious metal or cryptocurrency Only time will tell and different assets have different failure modes but here are some thoughts. (1) First: remember that Bitcoin's value proposition is seizure resistance. Not your keys not your coins. (2) To explain what that means think through the mechanics of physical gold. It's great.if you can buy it transport it secure it and sell it safely. But it's much easier to do that when you live in a highly organized state like China. However such a state" [X Link](https://x.com/balajis/status/2017185808848134538) 2026-01-30T10:39Z 1.3M followers, 301.8K engagements "Like clockwork: Russia is banning the export of 100+ grams of physical gold about $17k USD at current prices. Expect more states to follow first with bans and then with seizures if the price really soars. However theyll find it harder to do the same to decentralized cryptocurrency. So if youre friendly with a state you can use gold. Otherwise youll need crypto. @balajis yeah https://t.co/NLAzEmxwCL @balajis yeah https://t.co/NLAzEmxwCL" [X Link](https://x.com/balajis/status/2017239816996622764) 2026-01-30T14:13Z 1.3M followers, 91.2K engagements "To be clear: yes its cool to have airgapped computers with intelligent agents doing things for you so long as they cant mess up your sensitive files. I think this will be more useful for app testing than production work because these agents still mess up a lot. But that use case is different from OMG the machines are taking over. AI agents are just humans puppeting machines" [X Link](https://x.com/balajis/status/2017545344331223365) 2026-01-31T10:27Z 1.3M followers, 100.6K engagements "We have had computers talking to other computers for decades in the deterministic language of computer networks. I do think there are *some* possibilities opened up by probabilistic computer-to-computer communication via natural language. Software testing and fuzzing is one use case. But beyond that the utility of AI agents interacting may be less than people think. By default it is just AIs spamming each other trained on roughly the same overall corpus of internet text. The human-provided prompts are the novel inputs. And they are at the edges of the network not the interior. @balajis The" [X Link](https://x.com/balajis/status/2017547459355152716) 2026-01-31T10:36Z 1.3M followers, 137.8K engagements "Well lets game that out a bit. Are they going to act in the real world like the physical real world If so I think thatll look a lot more like Chinese AI namely delivery robots and so on. Or are they going to act in the real world like spend your money autonomously Thats something where I think they will be on a very tight leash with constrained budgets given their high error rate" [X Link](https://x.com/balajis/status/2017734174757830820) 2026-01-31T22:58Z 1.3M followers, [----] engagements "It's likely that these agents will surpass us soon in their ability to allocate capital I am skeptical. Current models are actually very bad at time-series prediction especially in adversarial environments like markets and politics. Reinforcement learning does work for games with known rulesets (like chess) but not in open domains with time-varying multiplayer and adversarial rules. I think genuinely new breakthroughs would be needed for AIs to win in markets and politics. Perhaps an AI that read from every social media post and synthesized it with all financial government and economic data" [X Link](https://x.com/balajis/status/2017837974671831367) 2026-02-01T05:50Z 1.3M followers, [---] engagements "These prompts are often enormous and contain a *lot* of entropy. Ok several remarks. (1) White noise has a lot of entropy. Someones hard drive has a lot of entropy. Is it useful to take some Dunder Mifflin employees hard drive use it to prompt an AI and then have it exchange words with my AI I am extremely dubious that this will be efficient relative to the introduction of *useful* entropy. (2) Whats useful entropy If I was instead querying a shared database of scientific papers shared by a bunch of other genetics researchers fine. But that is again more of a decentralized database query than" [X Link](https://x.com/balajis/status/2017880730962104368) 2026-02-01T08:40Z 1.3M followers, [----] engagements "Agree with much of that especially the second half. China is more MAGA than MAGA. It is a highly ordered traditionalist Chinese state with barely veiled contempt for the wokes. But its willing to work with leftists like Carney Newsom Walz Starmer and Mamdani in an enemy-of-enemy configuration. In this fashion its a funhouse mirror of the 20th century when American Democrats subsidized foreign communists. American culture during the 20th century was (broadly) much more conservative than the communist revolutions that American Democrats were backing abroad. Much like Chinese culture is much" [X Link](https://x.com/balajis/status/2018717695513178139) 2026-02-03T16:06Z 1.3M followers, [----] engagements "Ok. First on the specifics the G2 meeting ended with the promise of everlasting peace with China. See post below. Second in reality when you look at the manufacturing base the US is in no shape to confront China. It isnt even able to beat Russia in Ukraine. Third its no longer even a United States. Its Disunited Tribes internally with blue vs red fighting in the streets. And Democrats wouldnt sign up for a war with China. Anyway I respect the NSS authors for understanding all these constraints in their work even if they have to do it in a coded way. Also: Asia does see the document as a" [X Link](https://x.com/balajis/status/2020426213467345230) 2026-02-08T09:15Z 1.3M followers, [---] engagements "Exactly. Go so far West that you end up in the East. Or to the cloud and then to space datacenters and from there to Mars. West of San Francisco: Asia the Internet Space West of San Francisco: Asia the Internet Space" [X Link](https://x.com/balajis/status/2020475780715704359) 2026-02-08T12:32Z 1.3M followers, 33.1K engagements "@IterIntellectus Yes. Datacenters in space. Then Mars. Exactly. Go so far West that you end up in the East. Or to the cloud and then to space datacenters and from there to Mars. https://t.co/1UzNuIwq9n Exactly. Go so far West that you end up in the East. Or to the cloud and then to space datacenters and from there to Mars. https://t.co/1UzNuIwq9n" [X Link](https://x.com/balajis/status/2020789672620741070) 2026-02-09T09:19Z 1.3M followers, [----] engagements "Billions of dollars. Millions of followers. Thousands of attendees. Half a dozen governments. And one idea whose time has come" [X Link](https://x.com/balajis/status/1977458980776784357) 2025-10-12T19:38Z 1.3M followers, 553.4K engagements "END OF EMPIRE END OF NEWSPAPER Peggy Noonan correctly intuits that it's weird for the "most powerful capital in the world" to have no official newspaper: But that's because Washington DC is simply no longer the "most important capital in the world." The Blue part of the Western State (meaning the Democrats) has lost control over speech media and money. The Democrats did try very hard to censor social media regulate AI and ban crypto. But the Internet won and with total defeat of both Democrat speech controls and their regulatory state.the Internet is now scaling globally outside DC's control." [X Link](https://x.com/balajis/status/2020039021733233112) 2026-02-07T07:36Z 1.3M followers, 77.6K engagements "From Greece to Rome to Britain to America. From the Massachusetts Bay Colony to the Wild West to San Francisco. The technological frontier kept moving West till it reached the Pacific Ocean. But if the wealth seizures destroy Silicon Valley as they are intended to do and likely eventually willwhere will the frontier go next To the Far East and to the cloud. To China and the Internet. https://twitter.com/i/web/status/2020413102307872831 https://twitter.com/i/web/status/2020413102307872831" [X Link](https://x.com/balajis/status/2020413102307872831) 2026-02-08T08:23Z 1.3M followers, 189.5K engagements "This is the map I had in my head. Its actually a bit of a pain to get AI to add the nodes for the Far East and Mars after San Francisco. AI struggles with the spatial unless its laid out very explicitly with (xy) coordinates. But perhaps you can do that. I like charts https://t.co/JMMvs1jPRX I like charts https://t.co/JMMvs1jPRX" [X Link](https://x.com/balajis/status/2020485946479874272) 2026-02-08T13:12Z 1.3M followers, 27.7K engagements "China India and Russia have risen to #2 #5 and #9 in GDP" [X Link](https://x.com/balajis/status/2020887226062897494) 2026-02-09T15:47Z 1.3M followers, 106.3K engagements "Many parallels between late Rome and America. Rome was an enormous egalitarian capitalist empire. Starting from an organic tribe it expanded to conquer huge swaths of territory and assimilate countless foreign tribes under its system of laws. Then it gradually lost the distinction between the core and the periphery by expanding the definition of citizenship (eg Constitutio Antoniniana in 212) and thus diluting it. Mass immigration to the imperial capital meant the Romans become confused about what Rome even was. Christianity arose as a revolutionary ideology on the edge of empire and" [X Link](https://x.com/balajis/status/2021113260095963152) 2026-02-10T06:45Z 1.3M followers, 109.1K engagements "You can leave California for Texas or Florida. Or go further afield. Everyone is leaving California. Wealth and success in the next decade won't just be about what you build. It'll be about how anti-fragile what you build actually is. If you're wealthy anywhere in the world not only American or European you should consider second residencies. https://t.co/nhiieU5zsb Everyone is leaving California. Wealth and success in the next decade won't just be about what you build. It'll be about how anti-fragile what you build actually is. If you're wealthy anywhere in the world not only American or" [X Link](https://x.com/balajis/status/2021208802977014057) 2026-02-10T13:05Z 1.3M followers, 36.7K engagements "Singapore is now #2 in inbound millionaires per capita. Only the UAE ranks higher" [X Link](https://x.com/balajis/status/2021888624388976802) 2026-02-12T10:06Z 1.3M followers, 36.8K engagements "I like @tylercowen a lot and his post is worth reading but I draw very much the opposite conclusions. As he points out the world has gotten crazier in ways that make Singapore far more normal. But that means their style of doing things is going to be not just normal but aspirational. - Highly tolerant yet legally strict - Internationalist and capitalist - English-speaking yet Asian - Public services with low taxes - Clean and green - Modern and high-tech We need many more startup societies like Singapore Dubai El Salvador and Starbase. And god willing we will build them." [X Link](https://x.com/balajis/status/2021890948783907280) 2026-02-12T10:15Z 1.3M followers, 19.5K engagements "@tylercowen Singapore is #3 globally in tech unicorns per capita" [X Link](https://x.com/balajis/status/2022186580895838524) 2026-02-13T05:50Z 1.3M followers, 12.4K engagements "Thesis: Fed. Antithesis: Bitcoin. Synthesis: The pro-Bitcoin Fed" [X Link](https://x.com/balajis/status/2017434161859207307) 2026-01-31T03:06Z 1.3M followers, 132K engagements "I am apparently extremely unimpressed by moltbook relative to many others. Weve had AI agents for a while. They have been posting AI slop to each other on X. They are now posting it to each other again just on another forum. In every case the AIs speak with the same voice. The voice that overemphasizes contrastive negation (its not this its that) and abuses emdashes. The same voice with a flair for midwit Reddit-style scifi flourishes. Most importantly: in every case there is a human upstream prompting each agent and turning it on or off. That is the key point. Yes it is true that eventually" [X Link](https://x.com/balajis/status/2017544257238929716) 2026-01-31T10:23Z 1.3M followers, 1.8M engagements "I agree but would elaborate. There are actually two security models: Xi and Bukele. Because as the dollar ends a power vacuum is forming. The West itself is unfortunately no longer capable of maintaining order either abroad or internally. The US militarys retreat from Asia/Europe in the [----] National Security Strategy coupled with the endless escalating domestic street violence is a preview of what is to come. A period of American anarchy looms. But to answer the question of what comes next we have to ask: what is rising as the old order is falling Well China has disrupted Red America and the" [X Link](https://x.com/balajis/status/2018690119537185185) 2026-02-03T14:16Z 1.3M followers, 204K engagements "Also Bezos is out of Washington state. Nearly half the businesses may follow him. Nearly half of WA business leaders are considering leaving the state AWB says https://t.co/zCHBsahdVN Nearly half of WA business leaders are considering leaving the state AWB says https://t.co/zCHBsahdVN" [X Link](https://x.com/balajis/status/2021092602523910243) 2026-02-10T05:23Z 1.3M followers, 49.7K engagements "Its not only tech. Valero just paid $1B to get out of California. Everything in this post is correct. 👇👇👇👇👇👇 Everything in this post is correct. 👇👇👇👇👇👇" [X Link](https://x.com/balajis/status/2021156787248881965) 2026-02-10T09:38Z 1.3M followers, 42.6K engagements "Silicon Valley is a lagging indicator. Tech moved out of Delaware. Now its moving out of California. There are hundreds of other places. You can build a unicorn anywhere. So: cut bait on failed states. Our destiny is decentralization. Thats what the Internet means. Many founders in private have moved out of California as their primary place to live and operate myself included Many founders in private have moved out of California as their primary place to live and operate myself included" [X Link](https://x.com/balajis/status/2021205473043808756) 2026-02-10T12:51Z 1.3M followers, 108.5K engagements "I agree some people say that in a kind of hopeful way wishing that some guy will arise and restore order and bring greatness. But the beginning of the American Empire was FDR 80-90 years ago. I mean theres no way you can look at this global footprint and say otherwise. This aint the posture of a people sitting humbly behind their own borders but the greatest empire of all time. And now its withdrawing from the world. @balajis There's actually an argument to be made that we're not at the end of the empire but we're at the end of the Republic and turning into an empire. The debasement of" [X Link](https://x.com/balajis/status/2021299003137327560) 2026-02-10T19:03Z 1.3M followers, 31.3K engagements "Whats still important in the age of AI Vision and verification. Prompting and polishing. Community and geography. Scarcity and cryptography. Physicality and resiliency. Vision is where you are going. AI can move fast in a direction but it needs direction. Vision means focusing on that direction. Verification is making sure the AI is doing what you want it to do. You can use AIs to critique each other but you are the final critic. Prompting is articulating what you want in clear written (or spoken) English. Those with great vocabularies will do far better than those without. Polishing is" [X Link](https://x.com/balajis/status/2021586709524410582) 2026-02-11T14:06Z 1.3M followers, 153.8K engagements "Humanoid robot telepresence keeps getting better. So: in the not too distant future youll be able to use it to interact with your friends all over the worldeven in those jurisdictions you might not normally be able to visit. As the sovereign debt crisis accelerates the statist left will want to bill you for the number of days youre physically present in their state. And the statist right may not want to grant you a visa at all. Fine. Be 100% compliant. You never ever set foot in their state. But your humanoid does. All you need is to animate a humanoid over the Internet. The bandwidth isnt" [X Link](https://x.com/balajis/status/2021600424999186596) 2026-02-11T15:01Z 1.3M followers, 30.2K engagements "Singapore is now the #1 passport in the world" [X Link](https://x.com/balajis/status/2021888086037475607) 2026-02-12T10:04Z 1.3M followers, 152.5K engagements "Hilarious. Even NYT has capitulated and now acknowledges the need for startup cities. Nothing can stop an idea whose time has come. https://archive.is/LoPUr https://archive.is/LoPUr" [X Link](https://x.com/balajis/status/2022323702730543513) 2026-02-13T14:55Z 1.3M followers, 40.4K engagements "FRANCE IS FOR CRIME AGAINST FREEDOM Franois asks a good question. My answer is: France doesn't care about crime they care about control. 1) First Macron hasn't wiped out crime among 70M Frenchmen with all the power of the French State. So it's completely unreasonable to expect Durov to wipe out crime among 1B+ Telegram users with his minimal power of content moderation. 2) Second the deeper point is that the French state is deeply uninterested in public safety They allow violent crime fundamentalist terrorism and drug dealing to run rampant in France. Just compare Paris to what it was a few" [X Link](https://x.com/balajis/status/1827646121482780689) 2024-08-25T09:56Z 1.3M followers, 12M engagements "The dollar is losing reserve currency status. Its down to 42% of global reserves and gold is rapidly rising" [X Link](https://x.com/balajis/status/1962446223627178394) 2025-09-01T09:23Z 1.3M followers, 1.6M engagements "The three eras of crypto. Proof of work: 2009-2017 Programmability: 2017-2025 Privacy: 2025-203X" [X Link](https://x.com/balajis/status/1988875262700781792) 2025-11-13T07:43Z 1.3M followers, 807.5K engagements "Contrast to Canada. As Carney is also a central banker. And hes aligning around CCP. While Republicans are with BTC. Because thats the post-dollar axis. China vs the Internet. CCP vs BTC. The Canada-China relationship has been distant and uncertain for nearly a decade. Were changing that with a new strategic partnership that benefits the people of both our nations. https://t.co/2Geqt7Zf1d The Canada-China relationship has been distant and uncertain for nearly a decade. Were changing that with a new strategic partnership that benefits the people of both our nations. https://t.co/2Geqt7Zf1d" [X Link](https://x.com/balajis/status/2017436370650927333) 2026-01-31T03:14Z 1.3M followers, 54.9K engagements "Towards the Solana Network State" [X Link](https://x.com/balajis/status/2019367841259221190) 2026-02-05T11:09Z 1.3M followers, 202.9K engagements "I have never been more bullish on crypto. Because the rules-based order is collapsing and the code-based order is rising. So the short term price doesnt matter. As international law breaks down we will need not just onchain currencies but onchain companies. As the post-war order breaks down well similarly need the post-internet order. States will fail and the network will take their place. We need internet capitalism we need internet democracy and we need internet privacy. So we need cryptocurrency. Im telling you guys the next [--] months are about to get wild All the smart people will either" [X Link](https://x.com/balajis/status/2019372825241682335) 2026-02-05T11:29Z 1.3M followers, 1M engagements "Enforceable international law may become synonymous with decentralized smart contracts at least in the context of international trade. And beyond trade crypto protocols provide transnational protection for civil liberties like freedom of speech and privacy. This is not yet the entirety of what the rules-based order purports to protect but the ability to guarantee free speech and free markets to anyone with an internet connection is a major step forward. From 2021: https://archive.is/0wlC2 https://archive.is/0wlC2" [X Link](https://x.com/balajis/status/2019375618140557504) 2026-02-05T11:40Z 1.3M followers, 55.8K engagements "The Internet may expand into space because it is not welcome in America. Six US states now have bills to pause data center construction. New York just introduced a three-year moratorium. Florida's governor is publicly opposing them. Bernie Sanders wants a national freeze. The same AI infrastructure buildout that's driving $500B+ in annual capex is Six US states now have bills to pause data center construction. New York just introduced a three-year moratorium. Florida's governor is publicly opposing them. Bernie Sanders wants a national freeze. The same AI infrastructure buildout that's" [X Link](https://x.com/balajis/status/2020482131009438002) 2026-02-08T12:57Z 1.3M followers, 31.8K engagements "Then came year 53" [X Link](https://x.com/balajis/status/2020873922162672089) 2026-02-09T14:54Z 1.3M followers, 248.2K engagements "The UAE is an exceptionally well-run place. Along with Singapore and El Salvador its one of the most important small countries in the world because its a startup state. Theres a book on how it was built by Mohammed bin Rashid Al Maktoum. https://a.co/d/0glkL8m4 Dubai feels like the true nexus of Eastern and Western civilization It's an anchor point near the world economic center of mass Very bullish on this place https://a.co/d/0glkL8m4 Dubai feels like the true nexus of Eastern and Western civilization It's an anchor point near the world economic center of mass Very bullish on this place" [X Link](https://x.com/balajis/status/2020880068629975486) 2026-02-09T15:18Z 1.3M followers, 636K engagements "Zuck out Page out Brin out Thiel out Elon out The most successful tech founders of all time have now exited the failed state of California. You shouldnt move there for tech. And if you are there you should leave. The future is the decentralized Internet. Exclusive: Billionaire Meta CEO Mark Zuckerberg and his wife Priscilla Chan are purchasing a newly completed waterfront mansion on Miamis Indian Creek becoming the latest California billionaires to buy a home in South Florida. https://t.co/VpmTXnqUyA Exclusive: Billionaire Meta CEO Mark Zuckerberg and his wife Priscilla Chan are purchasing a" [X Link](https://x.com/balajis/status/2021076763833737490) 2026-02-10T04:20Z 1.3M followers, 1.7M engagements "True but they just delayed the inevitable. The debasement was underway. Then hard men reintroduced hard money. The siliqua and the solidus. But that actually caused a shock. Rome was used to inflation via taxation. Now they had to raise real taxes. So the burden of empire became visible. And Rome still went to zero in [---] AD. I hadnt appreciated how close the Crisis of the Third Century came to ending the whole thing for good. It was on the path of a standard late imperial crackup. Then a handful of great leaders managed to stitch enough of it back together so it could hang on for centuries." [X Link](https://x.com/balajis/status/2021102161632035246) 2026-02-10T06:01Z 1.3M followers, 130.5K engagements "@tylercowen Precisely. Lee Kuan Yew was one of the greatest founders of all time. We dont fully recognize him in that way because we dont yet have [----] founders of startup cities like we do startup companies. But we will. Everyone in the west who is semi interested in what is happening in their countries should read up on Singaporean history. Eg Lee Kwan Yews Memoirs (Im reading currently). Not everything is applicable and certainly not easy. But they got far more right than wrong; and seem Everyone in the west who is semi interested in what is happening in their countries should read up on" [X Link](https://x.com/balajis/status/2021892559346581730) 2026-02-12T10:22Z 1.3M followers, 27.7K engagements "@tylercowen Singapore drained the swamp. Just as China has been doing mosquito elimination successfully so too has Singapore. In areas where researchers released sterilized mosquitoes the population collapsed whereas areas without the intervention were unaffected. We can kill the mosquitoes. We just have to try. https://t.co/uGxKRfkq9T Just as China has been doing mosquito elimination successfully so too has Singapore. In areas where researchers released sterilized mosquitoes the population collapsed whereas areas without the intervention were unaffected. We can kill the mosquitoes. We just" [X Link](https://x.com/balajis/status/2021893545507045619) 2026-02-12T10:26Z 1.3M followers, 43.3K engagements "There may be one more level. Im not necessarily saying this is the intent but this could be the emergent result: The next question is who the buyers are. The politicians proposing unrealized capital gains taxes will essentially force Western shareholders to sell their assets to the deepest pockets on the planet. And those arent necessarily Western governments anymore which are (after https://t.co/GHRjhzzqkM The next question is who the buyers are. The politicians proposing unrealized capital gains taxes will essentially force Western shareholders to sell their assets to the deepest pockets on" [X Link](https://x.com/balajis/status/2022360273873703066) 2026-02-13T17:20Z 1.3M followers, 25.9K engagements "I just burned a million to tell you they're printing trillions" [X Link](https://x.com/balajis/status/1653449321185169409) 2023-05-02T17:20Z 1.3M followers, 3.3M engagements "Indias new parliament was built in under [---] years and cost less than $125M. An ancient civilization is ascending once again returning to its rightful place on the world stage. India is back" [X Link](https://x.com/anyuser/status/1662810101458280448) 2023-05-28T13:16Z 1.3M followers, 1.4M engagements "We should raise Bitcoin flags all around the world in as many interesting places as possible. https://www.ebay.com/itm/224673438199 https://www.ebay.com/itm/224673438199" [X Link](https://x.com/balajis/status/1666855391601528832) 2023-06-08T17:11Z 1.3M followers, 703.5K engagements "Bitcoin has passed all-time highs in fourteen countries" [X Link](https://x.com/anyuser/status/1760638270462104048) 2024-02-22T12:10Z 1.3M followers, 1.8M engagements "AMERICA AND BITCOIN A historical speech. Here is Donald Trump's full speech at the Bitcoin Conference with timestamps and transcript. TIMESTAMPS 1:36 - Shoutouts to David Bailey Winklevosses Michael Saylor Cathie Wood Ron Paul and Rand Paul Vivek and the victims of the July [--] assassination attempt. 7:00 - How Bitcoin rose from an idea on an anonymous message board to the 9th most valuable asset in the world. 10:00 - America is a nation in decline and we cannot let China dominate Bitcoin. The US must lead in tech science manufacturing AI space and power generation. 14:50 - Bitcoin will be" [X Link](https://x.com/balajis/status/1817342210549199154) 2024-07-27T23:32Z 1.3M followers, 1.3M engagements "The UAE is closely following Durov's case. France may not be able to hold him prisoner for long" [X Link](https://x.com/anyuser/status/1828302018622234801) 2024-08-27T05:22Z 1.3M followers, 1.4M engagements "On January [--] [----] I will be stepping down as @SECGov Chair. A thread 🧵 On January [--] [----] I will be stepping down as @SECGov Chair. A thread 🧵" [X Link](https://x.com/anyuser/status/1859832756915798284) 2024-11-22T05:34Z 1.3M followers, 894.8K engagements "Privacy won. Smart contracts won. Tornado Cash won. And OFAC lost. Heres the decision. http://www.ca5.uscourts.gov/opinions/pub/23/23-50669-CV0.pdf http://www.ca5.uscourts.gov/opinions/pub/23/23-50669-CV0.pdf" [X Link](https://x.com/balajis/status/1861662212886274190) 2024-11-27T06:43Z 1.3M followers, 855.7K engagements "My mental model is that if you dont win tech you dont win. Because tech isnt just electric cars and rocket ships life extension and artificial intelligence. Tech is the money (crypto) the media (social) and especially the military (drones). China understands this" [X Link](https://x.com/anyuser/status/1872324478971400306) 2024-12-26T16:51Z 1.3M followers, 2.5M engagements "Four faction model: left = anticapitalists center left = institutionalists center right = technologists right = nationalists Goal is to use neutral terms they might use for themselves" [X Link](https://x.com/balajis/status/1875617860544028797) 2025-01-04T18:58Z 1.3M followers, 144.1K engagements "I hope it will be a Golden Age. I know it will be a Bitcoin Age" [X Link](https://x.com/balajis/status/1878854004412968987) 2025-01-13T17:17Z 1.3M followers, 791.7K 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](https://x.com/balajis/status/1881239201657876895) 2025-01-20T07:15Z 1.3M followers, 766.2K engagements "This is the China graph. Its nothing and then its everything. One detail I'm realizing I didn't make clear: The key thing this fact pattern reveals is: higher TRAJECTORY due to structural factors. This is the pattern I've observed over 20+ years in technology watching incumbents get overtaken by disruptors across multiple verticals. The One detail I'm realizing I didn't make clear: The key thing this fact pattern reveals is: higher TRAJECTORY due to structural factors. This is the pattern I've observed over 20+ years in technology watching incumbents get overtaken by disruptors across" [X Link](https://x.com/anyuser/status/1883479229381378133) 2025-01-26T11:36Z 1.3M followers, 1.5M engagements "Nothing can stop an idea whose time has come. Raise your hand if youd like to see @RonPaul as Federal Reserve chairman Raise your hand if youd like to see @RonPaul as Federal Reserve chairman" [X Link](https://x.com/anyuser/status/1888680721365287185) 2025-02-09T20:05Z 1.3M followers, 1.8M engagements "OK. Here's the issue. There is a strong argument that Ukraine is THE climactic battle of the Thucydides Trap. That is: the big war between the US and China is actually between their proxies Ukraine and Russia. And this settlement to this war determines the next world order. Because there wont be a fight in Taiwan if NATO is defeated in Ukraine. Taiwan will just surrender to China because they know they won't get reliable Western military support. And so will everyone else. So this may be the decisive moment when terms get negotiated with the China/Russia group for the next however many years." [X Link](https://x.com/anyuser/status/1895566696091713558) 2025-02-28T20:08Z 1.3M followers, 1.4M engagements "Unfortunately it's obvious that China will reach out to Canada. https://x.com/sherkhantx/status/1897168678397084095 US tariffing Canada & Mexico is a massive self own. North America is an integrated manufacturing market & the only region left where the US dominates trade. https://x.com/sherkhantx/status/1897168678397084095 US tariffing Canada & Mexico is a massive self own. North America is an integrated manufacturing market & the only region left where the US dominates trade" [X Link](https://x.com/balajis/status/1897175324678553907) 2025-03-05T06:40Z 1.3M followers, 657.4K engagements "What happens if high quality AI models become free ubiquitous and inexpensive to run on even low-spec hardware (1) First you can rebuild every productivity app AI-first. That starts with Microsoft Word Google Sheets and Apple Keynote. But it extends to wholly new kinds of productivity apps. (2) Second every smart device becomes truly smart. Your fridge can double as your nutritionist. Your alarm clock is your sleep therapist. And so on. Just like your car is already your driver. (3) Third moats move to the app layer. As others have remarked the GPT wrappers may end up more defensible than the" [X Link](https://x.com/balajis/status/1903700743242326284) 2025-03-23T06:50Z 1.3M followers, 691.4K engagements "Most countries are small countries. More than 50% have 10M people. Almost 20% have 1M people. We've built social networks much bigger than that" [X Link](https://x.com/balajis/status/1926658065140527326) 2025-05-25T15:14Z 1.3M followers, 213.5K engagements "Capital is moving to Dubai Singapore and Australia. Talent will follow. Capital migration will be an interesting phenomena to observe in the coming decades. The rich are leaving declining nations and creating hubs elsewhere. Capital migration will be an interesting phenomena to observe in the coming decades. The rich are leaving declining nations and creating hubs elsewhere" [X Link](https://x.com/balajis/status/1937784801282674835) 2025-06-25T08:07Z 1.3M followers, 1.7M engagements "An important kind of social network will be one where no bots whatsoever are allowed" [X Link](https://x.com/balajis/status/1947742775581282431) 2025-07-22T19:37Z 1.3M followers, 754K engagements "There's a new popup village in Patagonia. It's open from Oct [--] to Nov [--]. 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 http://edgecity.live/patagonia A little slice of San Martn de los Andes to start your day ☀ Our home for Edge City Patagonia (Oct 18-Nov 15) a popup village at the frontier of tech science & society. https://t.co/k5ZAnMtx2N http://edgecity.live/patagonia A little slice of San Martn de los Andes to start your day ☀ Our home for Edge City Patagonia (Oct 18-Nov 15) a popup village at" [X Link](https://x.com/balajis/status/1958820926805450972) 2025-08-22T09:17Z 1.3M followers, 120.9K 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. https://x.com/FarmerJoenas/status/1964226862906826852 @balajis The currency is still one of the strongest tho https://x.com/FarmerJoenas/status/1964226862906826852 @balajis The currency is still one of the strongest tho" [X Link](https://x.com/balajis/status/1964228861627158632) 2025-09-06T07:27Z 1.3M followers, 76K engagements "From the regulatory state to the acceleratory state" [X Link](https://x.com/balajis/status/1981343012010799545) 2025-10-23T12:52Z 1.3M followers, 151.3K engagements "Popups are the new startups. https://balajis.com/p/popups-are-the-new-startups https://balajis.com/p/popups-are-the-new-startups" [X Link](https://x.com/balajis/status/1981407287081390133) 2025-10-23T17:08Z 1.3M followers, 180.6K engagements "Different people are wired differently but I basically agree. Salesforce and Oracle were indeed built by money-motivated men. But Apple and Twitter were art projects. SpaceX and Tesla were engineering feats. And Bitcoin and Zcash are ideological campaigns. So: money is a metric but not the only one and the capitalism part of technocapitalism has been stressed a bit too much in recent times. Because the drive to make great art to advance science to win in a just cause will always produce more peak energy than the merely pecuniary. But then on a daily basis you have to eat too. I think of it" [X Link](https://x.com/balajis/status/1991530179639013472) 2025-11-20T15:32Z 1.3M followers, 1M engagements "The cost-of-living crisis is really a sovereign debt crisis. You can only print and borrow for so long. It causes problems in the long run. And the long run is here" [X Link](https://x.com/balajis/status/1993555279838093324) 2025-11-26T05:39Z 1.3M followers, 205.3K engagements "Just to calibrate tech unicorn founders are much rarer than pro athletes" [X Link](https://x.com/balajis/status/1996662239978557775) 2025-12-04T19:25Z 1.3M followers, 237.5K engagements "The man who wants to be CEO because he gets to be important should not be CEO. The man who does not want to be CEO because he gets the importance should be CEO" [X Link](https://x.com/balajis/status/1996934164537659418) 2025-12-05T13:26Z 1.3M followers, 271.9K engagements "Oh and here's the podcast with me and @saifedean on YouTube: https://www.youtube.com/watchv=ac_JRmIwnQI https://www.youtube.com/watchv=ac_JRmIwnQI" [X Link](https://x.com/balajis/status/1999573281112781041) 2025-12-12T20:13Z 1.3M followers, 58.3K engagements "After America China vs the Internet. After DC Xi vs Satoshi" [X Link](https://x.com/balajis/status/2015158008939233536) 2026-01-24T20:21Z 1.3M followers, 153.7K engagements "FROM ONE TO ZERO There is a scenario in which Silicon Valley could literally go to zero in the next ten years. The successors would be China and the Internet: namely Chinese tech companies and Internet-based crypto protocols because those have embedded political protection in a way Silicon Valley simply doesnt. Heres why this is possible. (1) The first and most obvious factor is that wealth seizures are now on the ballot in the most literal sense. The [----] Billionaire Act referendum1 directly targets the founders of billion dollar tech companies which is to say that it directly targets the" [X Link](https://x.com/balajis/status/2016375205770441113) 2026-01-28T04:58Z 1.3M followers, 73.5K engagements "With cryptocurrency the only connection you need is an internet connection. Technology did what NGOs could not do: we banked the unbanked. Not the edited video. Full video. USDC & USDT half and half. :) https://t.co/iE1mszC5aF Not the edited video. Full video. USDC & USDT half and half. :) https://t.co/iE1mszC5aF" [X Link](https://x.com/balajis/status/2017432347432681795) 2026-01-31T02:58Z 1.3M followers, 92.4K engagements "Ah nothing against you as a founder. While I dont know you by default I am pro-startup and its great that you built something. My objection was simply to the narrative around an emergent AI takeover which was scaring people (including some who should know better). As a site where agents simply post to each other hopefully what you do will be commercially successful and I wish you the best. https://twitter.com/i/web/status/2017830190110675456 https://twitter.com/i/web/status/2017830190110675456" [X Link](https://x.com/balajis/status/2017830190110675456) 2026-02-01T05:19Z 1.3M followers, 124.3K engagements "When Xi visited San Francisco they knew what to do. Democrats rolled out the red carpet for Communists. And kept their violent drug-addicted pets far away. So: the poor American citizens are at the mercy of Democrat machetes. But the key Communist leaders have total immunity. My latest column: For years a man w/ a machete has wreaked havoc in Jefferson Sq Park. [--] interactions w/ police since [----] [--] restraining orders many cycles of jail treatment diversion. Neighbors worry things will escalate. SF doesnt know what to do. https://t.co/qmsVsmgaSz My latest column: For years a man w/ a machete" [X Link](https://x.com/balajis/status/2018681109547212923) 2026-02-03T13:40Z 1.3M followers, 101.1K engagements "Zuck has to leave California. Otherwise theyd tax him as if he owned 61% of Meta. That forced liquidation would tank the stock for all holders. Also this isnt about revenue. The intent is to rob or exile technologists who are the one potential source of political opposition for far left California Democrats and their one-party state. https://taxfoundation.org/research/all/state/california-wealth-tax-billionaires-proposal/ @balajis Benioff out Ellison out Thiel out Sacks out https://taxfoundation.org/research/all/state/california-wealth-tax-billionaires-proposal/ @balajis Benioff out Ellison" [X Link](https://x.com/balajis/status/2021125117527707942) 2026-02-10T07:32Z 1.3M followers, 18.5K engagements "@jasonlk See analysis below. He may have to get out or else the forced liquidations would tank the stock. @bencasnocha Zuck has to leave California. Otherwise theyd tax him as if he owned 61% of Meta. That forced liquidation would tank the stock for all holders. Also this isnt about revenue. The intent is to rob or exile technologists who are the one potential source of political opposition https://t.co/znUq8Xaomm @bencasnocha Zuck has to leave California. Otherwise theyd tax him as if he owned 61% of Meta. That forced liquidation would tank the stock for all holders. Also this isnt about" [X Link](https://x.com/balajis/status/2021536556776050856) 2026-02-11T10:47Z 1.3M followers, [----] engagements "Introducing the Network State Podcast. The first episode features me and @VitalikButerin. We talk about starting new countries upgrading Ethereum and improving yourself" [X Link](https://x.com/balajis/status/1623189534757498886) 2023-02-08T05:18Z 1.3M followers, 2M engagements "Just as in [----] the bankers lied. This time the central bankers the banks and the bank regulators have lied to all dollar holders and depositors. This isn't your typical fractional reserve situation. The problem is that there isn't enough in the banks on a mark-to-market basis to cover withdrawals. They knew this through all of last year and communicated it internally in their coded language. It's obvious from the graphs (see below). The central banks the banks and the banking regulators all knew a huge crash was coming the phrase is "unrealized losses" [-----]. But they never notified you the" [X Link](https://x.com/balajis/status/1636822077775941633) 2023-03-17T20:09Z 1.3M followers, 3.8M engagements "The Soviets and Nazis were allied at the start of World War [--] and invaded Poland together. Russian actor Vasily Lanovoy: "In Europe journalists asked me: 'Why do you celebrate Victory Day like that We have already forgotten it. I asked them "How many days did your countries resist Hitler" They are silent. https://t.co/vOiWUV8BwE Then I continued: "Poland was https://t.co/eHejwz2dTe Russian actor Vasily Lanovoy: "In Europe journalists asked me: 'Why do you celebrate Victory Day like that We have already forgotten it. I asked them "How many days did your countries resist Hitler" They are" [X Link](https://x.com/balajis/status/1658660609955860480) 2023-05-17T02:28Z 1.3M followers, 3M engagements "China builds a train station in [--] hours. California cant build a bus shelter with [--] departments. Typical bus shelters often cost $50k or more and require coordination among [--] departments. La Sombrita (in its most expensive prototype form) costs approximately 15% of the price of a typical bus shelter and can be installed in [--] minutes or less. Typical bus shelters often cost $50k or more and require coordination among [--] departments. La Sombrita (in its most expensive prototype form) costs approximately 15% of the price of a typical bus shelter and can be installed in [--] minutes or less" [X Link](https://x.com/balajis/status/1659894157777981442) 2023-05-20T12:09Z 1.3M followers, 6.5M engagements "The flag of ETH is raised over Wall Street. And the SEC surrenders to a more powerful regulator. Because it is Ethereum that now provides standardized market access to all Internet participants. The network defeats the state" [X Link](https://x.com/balajis/status/1816695480014741752) 2024-07-26T04:42Z 1.3M followers, 658.3K engagements "I admire Bezos. He is a jacked libertarian genius founder. Truly one of the greatest of all time. And he has the power to do something great. As great as Amazon in fact. Because hes not just going direct. He directly gets how bad the media is. And he directly owns the WaPo. So: he could actually take it over. Do to WaPo what Elon did to X. Keep the brand and replace the wokes. With AI and with creators. Then turn WaPo upon the swamp. Investigate FDA SEC FAA all of them. Seize the moment and play offense. Watergate but for the regulatory state. Furthermore this whole thing is completely false" [X Link](https://x.com/balajis/status/1870889901727924664) 2024-12-22T17:51Z 1.3M followers, 1.1M engagements "Funny you mention that Because Prafulla Dhariwal is an International Math Olympiad and International Physics Olympiad gold medalist with a [---] GPA from MIT. And he led the development of GPT-4o. @balajis How did they achieve this without millions of Indians on H1-B visas @balajis How did they achieve this without millions of Indians on H1-B visas" [X Link](https://x.com/balajis/status/1872345611015754201) 2024-12-26T18:15Z 1.3M followers, 1.4M engagements "Heres a reframe. AI doesnt take your job. AI allows you to do any job. So a coder can now make films. And a filmmaker can now write code. It allows a non-specialist to get started. But a specialist will be needed for polish" [X Link](https://x.com/balajis/status/1907642490460717291) 2025-04-03T03:53Z 1.3M followers, 505.5K engagements "Ironically one symptom of deindustrialization is that many commenters have never actually managed a physical business. So. Suppose your US company imports $1M of high quality parts and adds in its own components to produce finished goods sold for $1.2M per batch. Your gross profit is $200k per batch. But wait Suddenly a new 30% tariff is imposed on that $1M of parts. You now have to fork over $300k to customs before you sell anything. Thats cash you probably dont have. Oh and even if you do sell everything youre now losing $100k per batch. With a sinking feeling you realize your profitable" [X Link](https://x.com/balajis/status/1908236239268175927) 2025-04-04T19:12Z 1.3M followers, 1.8M engagements "The US is broke. The real debt is $175T+. And @elonmusk is 100% 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. https://twitter.com/i/web/status/1940094433699234181 https://twitter.com/i/web/status/1940094433699234181" [X Link](https://x.com/balajis/status/1940094433699234181) 2025-07-01T17:05Z 1.3M followers, 1.8M engagements "Exit communism. Exit California. @HHorsley @ChadSteingraber We left [--] years ago and look back on it now as the 2nd time my wife escaped communism. @HHorsley @ChadSteingraber We left [--] years ago and look back on it now as the 2nd time my wife escaped communism" [X Link](https://x.com/balajis/status/2005116291108274198) 2025-12-28T03:19Z 1.3M followers, 173.7K engagements "For years the conventional wisdom was to put 100% of your energy into building and to ignore politics. The problem was that those who put 100% of their energy into fighting particularly politicians would then take everything youd built. Like the video game Civilization. If you put everything into science and commerce while the next door tribe puts it all into swordsmen and slogans theyll waltz over and walk over you. The temptation is then to respond in kind by putting 100% of your resources into fighting. This does work to ward off the initial assault. But without building you become just" [X Link](https://x.com/balajis/status/1992149489327722994) 2025-11-22T08:33Z 1.3M followers, 637.1K engagements "The end of Western Keynesianism will be even bigger than the end of Soviet Communism" [X Link](https://x.com/balajis/status/2010473581613031848) 2026-01-11T22:07Z 1.3M followers, 991.2K engagements "The dollar era is ending" [X Link](https://x.com/balajis/status/2015033255993729243) 2026-01-24T12:05Z 1.3M followers, 757.6K engagements "From AI to ZK. Artificial intelligence is the attack. Zero knowledge is the defense. AI takes advantage of the slightest slip. ZK does not let anything slip. AI decodes all the data. ZK encrypts all the data. AI is the surveillance state. ZK is the sovereign individual" [X Link](https://x.com/balajis/status/2022462579713675506) 2026-02-14T00:07Z 1.3M followers, 204.6K engagements "Vox is sending about [--] million masks to the front lines of the coronavirus crisis That sounds terrible until you remember that they helped cause the crisis by publishing just-the-flu misinformation and still havent either apologized or retracted Then it sounds more terrible Silicon Valley is sending about [--] million masks to the front lines of the coronavirus crisis. That sounds great until you dig into the numbers and until you think about whether we should be this reliant on corporate philanthropy. https://t.co/lj7vnx8Xac Silicon Valley is sending about [--] million masks to the front lines of" [X Link](https://x.com/balajis/status/1242279217376530432) 2020-03-24T02:37Z 1.3M followers, 16.1K engagements "The BitSignal How do you ring the fire alarm on the internet How do you show its not a false alarm I am putting up the BitSignal. $1M in BTC to alert us to the stealth financial crisis. $1000 per tweet for the best [----]. Reply with your charts graphs stats memes Bring attention to what is happening Because the central bank the banks and the bank regulators have bankrupted all of us. They hid their insolvency from you the depositors. And they're about to print $2T to hyperinflate the dollar. In the digital age this will happen very quickly. So buy Bitcoin *now* and get your coins off exchanges" [X Link](https://x.com/balajis/status/1636429773865095168) 2023-03-16T18:10Z 1.3M followers, 5.6M engagements "I will take that bet. You buy [--] BTC. I will send $1M USD. This is 40:1 odds as [--] BTC is worth $26k. The term is [--] days. All we need is a mutually agreed custodian who will still be there to settle this in the event of digital dollar devaluation. If someone knows how to do this with a smart contract we can do it on chain so I can send USDC. If you won't do that name a custodian. #BitSignal I'll bet anyone $1 million dollars that the US does not enter hyperinflation I'll bet anyone $1 million dollars that the US does not enter hyperinflation" [X Link](https://x.com/balajis/status/1636797265317867520) 2023-03-17T18:30Z 1.3M followers, 14.8M engagements "Satya wins. Reflexes of a startup CEO. Resources of a trillion dollar company. Pulls this together in [--] hours from a cold start. Gets it signed and over the line before markets open" [X Link](https://x.com/balajis/status/1726515841221681619) 2023-11-20T08:20Z 1.3M followers, 1.8M engagements "Why do you hate the boat so much" [X Link](https://x.com/balajis/status/1730898598362308609) 2023-12-02T10:35Z 1.3M followers, 1.3M engagements "Singapore is worth emulating" [X Link](https://x.com/balajis/status/1789768696828690538) 2024-05-12T21:24Z 1.3M followers, 1.2M engagements "JD Vance is a great choice for VP. - Marine Corps veteran - Bestselling author - Successful tech investor - US Senator Understands military media tech finance and politics. @JDVance1 is a brave man and a Renaissance man" [X Link](https://x.com/balajis/status/1812930027656519693) 2024-07-15T19:19Z 1.3M followers, 894K engagements "Telegram founder Pavel Durov arrested in France. His crime appears to be enabling free speech online. https://www.thesun.co.uk/news/30073899/telegram-founder-pavel-durov-arrested/amp/ https://www.thesun.co.uk/news/30073899/telegram-founder-pavel-durov-arrested/amp/" [X Link](https://x.com/balajis/status/1827460724341559474) 2024-08-24T21:39Z 1.3M followers, 2.4M engagements "All media became social media. All money becomes cryptocurrency" [X Link](https://x.com/balajis/status/1856022505519231024) 2024-11-11T17:13Z 1.3M followers, 572.2K engagements "Bangladesh was a stable country. But it didnt want to give up a military base or take sides on Ukraine. So in retaliation psychopathic Democrats backed a coup. Then the White House lied about it just like they lied about Hunters pardon. Now its going fundamentalist. Today my timeline is full of pundits advising the Trump Administration to back India's ongoing attempts to reverse #Bangladesh's July Revolution. What these analysts ignore is that India's misguided policy of providing unquestioned support to a brutal dictator helped lead to Today my timeline is full of pundits advising the Trump" [X Link](https://x.com/balajis/status/1863551820846797045) 2024-12-02T11:52Z 1.3M followers, 786.4K engagements "Grok is the best integrated ChatGPT is the fastest Claude is the smartest Perplexity is best for web search Gemini handles the largest files" [X Link](https://x.com/balajis/status/1871602965100060822) 2024-12-24T17:04Z 1.3M followers, 1.5M engagements "China has a [----] year old civilization. They had a terrible 20th century thanks to Maoism but they really are capable. You dont get to global #1 in manufacturing by accident. Even if (especially if) you consider them a geopolitical rival their engineers deserve respect. So much cope about DeepSeek. Not only did they release a great model. they also released a breakthrough training method (R1 Zero) thats already reproducing. I doubt they lied about training costs but even if they did theyre still awesome for this great gift to the world. So much cope about DeepSeek. Not only did they release a" [X Link](https://x.com/balajis/status/1883167565628969182) 2025-01-25T14:58Z 1.3M followers, 2.8M engagements "Heres the thing: Indians are rising. And that is actually why anti-Indian sentiment is rising. Not because Indians are so weak but because Indians are once again becoming strong. CEOs of companies. Leaders of countries. Founders and investors. Doctors writers professors. Not just slumdogs. Millionaires. Now I know what people will say. Not all Indians are doing well. More than a billion are still poor And of course thats true and will be for a while. But Indians abroad have risen as individuals: And India is now rising as a country: Indeed India is the fastest growing large economy in the" [X Link](https://x.com/balajis/status/1888445484848869543) 2025-02-09T04:31Z 1.3M followers, 1.6M engagements "Anyone. Anywhere. $100k in funding. Global meritocracy is finally here" [X Link](https://x.com/balajis/status/1913280710531826057) 2025-04-18T17:17Z 1.3M followers, 1.4M engagements "http://x.com/i/article/1929550577899642880 http://x.com/i/article/1929550577899642880" [X Link](https://x.com/balajis/status/1929557752713822686) 2025-06-02T15:16Z 1.3M followers, 458.4K engagements "Come to Singapore on October [--]. http://ns.com/conference2025 http://ns.com/conference2025" [X Link](https://x.com/balajis/status/1947365217874416120) 2025-07-21T18:37Z 1.3M followers, 698.7K engagements "TIEBOUT SORTING NETWORK STATE The mathematical basis for the network state is Tiebout sorting. In [----] 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 [----] but practical by [----]. Thanks to the Internet mobility is low-cost (due to remote work) discovery of new jurisdictions is inexpensive and" [X Link](https://x.com/balajis/status/1965360194118189126) 2025-09-09T10:22Z 1.3M followers, 195.9K engagements "The fully automatic trash can" [X Link](https://x.com/anyuser/status/1972003972081938848) 2025-09-27T18:22Z 1.3M followers, 334.4K engagements "This year's Network State Conference is on Friday October [--] 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](https://x.com/balajis/status/1972287549952663648) 2025-09-28T13:09Z 1.3M followers, 3.7M engagements "This is Iran now" [X Link](https://x.com/balajis/status/1982098124488536336) 2025-10-25T14:53Z 1.3M followers, 1M engagements "INDIA INTERNET INTERNATIONAL If you're Indian don't move to America. Because the US left hates technocapitalists. And the US right wants no more immigrants. Moreover as the sovereign debt crisis worsens. It only gets worse. Possibly murderously worse. So: Indian immigrant technocapitalists need alternatives. And there are three options: India Internet and International. [--]. India India itself is the world's fastest growing economy with the #1 growth rate in the world over the last [--] years. Every major company is investing in India. So you can do well in the Indian economy: [--]. Internet The" [X Link](https://x.com/balajis/status/1998967507554832594) 2025-12-11T04:06Z 1.3M followers, 731.8K engagements "@karpathy I know the feeling but sometimes I think the opposite. Perhaps the hard part is just the precise articulation (and iteration) of what one wants more than the speed of the computer executing on that. https://x.com/balajis/status/2004649920041812377 Alternative thesis: prompting is programming. Just like you could make the machine do anything if you could just program faster you could also make the machine do anything if you just prompt faster.and verify faster. And the latter is the hard part. https://x.com/balajis/status/2004649920041812377 Alternative thesis: prompting is" [X Link](https://x.com/balajis/status/2004651271522029690) 2025-12-26T20:31Z 1.3M followers, 174.4K engagements "Zcash can scale. Zcash must scale. Zcash will scale. We are all in on Zcash. We need to scale Zcash to billions of users. Startups can scale but nonprofits can't. That's why we created a new Zcash startup. https://t.co/ZurjfTxnPi https://t.co/ksnwLewpPp We are all in on Zcash. We need to scale Zcash to billions of users. Startups can scale but nonprofits can't. That's why we created a new Zcash startup. https://t.co/ZurjfTxnPi https://t.co/ksnwLewpPp" [X Link](https://x.com/balajis/status/2009325636826091643) 2026-01-08T18:05Z 1.3M followers, 315.9K engagements "THE PARTY LINE Why is Woke AI so obviously laughable when generations of Hollywood movies did the same thing without occasioning the same derision 1) The first and most important reason is X. Because Elon has root over the platform formerly known as Twitter new conversations can happen here that simply cant happen within the halls of Google. 2) The second reason is that the developers cannot hide behind artist intent. Perhaps some director genuinely wanted Anne Boleyn to be black but most users do not want ahistorically diverse Vikings. 3) The third reason is that it is now undeniable to all" [X Link](https://x.com/balajis/status/1760271594679845272) 2024-02-21T11:53Z 1.3M followers, 1.3M engagements "Hardware is hard. Thats why Elon is by far the greatest founder of all time. Remember countless startups die just while trying to put stationary beige boxes on desktops. Very smart people get crushed by supply chain disruptions or China tariffs or lockdowns or shipping interruptions or regulatory delays. Not Elon. He didnt just survive financial crisis and coronavirus. He managed to build physical things in America while fighting the state and the laws of nature at the same time. Somehow he managed to simultaneously build not just a car company but a rocket company. Those dont just have" [X Link](https://x.com/balajis/status/1762777110626914509) 2024-02-28T09:49Z 1.3M followers, 4.3M engagements "Here is what China built. The Fresno River Viaduct in Madera County is one of the first completed high-speed rail structures. At nearly [----] feet long high-speed trains will travel over the riverbed and will run parallel with the BNSF Railroad. #BuildHSR https://t.co/zWqusPbOB9 The Fresno River Viaduct in Madera County is one of the first completed high-speed rail structures. At nearly [----] feet long high-speed trains will travel over the riverbed and will run parallel with the BNSF Railroad. #BuildHSR https://t.co/zWqusPbOB9" [X Link](https://x.com/anyuser/status/1786528904137855476) 2024-05-03T22:50Z 1.3M followers, 6.9M engagements "THE FIRST FAIR FIGHT Remember the "emerald mines" Or the "pee tape" Or "I can see Russia from my house" Or the couch lie from just yesterday For literally generations Democrats controlled institutions like Hollywood and the New York Times. They could make up whatever fake story they wanted print the lie on page A-1 disseminate it as a joke maybe make an SNL skit about it or even a movie.and then print a retraction on page C-19. But now Republicans have their own Hollywood their own NYT and even their own financial system too. Thanks to decentralized AI social media and crypto the playing" [X Link](https://x.com/balajis/status/1817500385973858548) 2024-07-28T10:00Z 1.3M followers, 1.2M engagements "No ID no democracy. Because anyone or anything can vote multiple times without any verification. This is whats called a Sybil attack in computer science" [X Link](https://x.com/balajis/status/1852935905205748097) 2024-11-03T04:48Z 1.3M followers, 424.4K engagements "Gautam Adani is an Indian magnate. Hes built ports roads everything. One of the most prominent men in India. Now comes the Democrat DOJ. Indicting an Indian doing business in India. For some ostensible violation of US law Why Adani is perceived as center right. And Democrats are now far left. So its just lawfare across borders. Like their attacks on Elon. And on Israels right. And on European conservatives. ButI doubt the Trump admin continues it. This is not about Adani. This is about sending a message to Indian conglomerates and India not to get too big for their shoes by a vindictive and" [X Link](https://x.com/balajis/status/1859922058207215775) 2024-11-22T11:29Z 1.3M followers, 840.5K engagements "This is the single best long run measure of food inflation. And its gone vertical" [X Link](https://x.com/balajis/status/1871063527785689421) 2024-12-23T05:21Z 1.3M followers, 1.4M engagements "A memecoin is a zero-sum* lottery. There is no wealth creation. Every buy order is simply matched by a sell order. And after an initial spike the price eventually crashes and the last buyers lose everything. * Its actually negative sum if the platform takes a cut" [X Link](https://x.com/balajis/status/1880981113721819539) 2025-01-19T14:10Z 1.3M followers, 2.7M engagements "If everything reasonable is now legal in crypto what do you build" [X Link](https://x.com/balajis/status/1883217749939544471) 2025-01-25T18:17Z 1.3M followers, 674K engagements "Programming isn't going away. Prompting is programming. And the better you are at articulating what you want in clear written English the better your results" [X Link](https://x.com/balajis/status/1891917130041368672) 2025-02-18T18:26Z 1.3M followers, 713.9K engagements "FROM MAGA TO CHINA Here are four things MAGA is getting wrong and why it's handing over the world to China. (1) First MAGA correctly understands that Americas economic position is in decline but thinks this is due to economic competition itself rather than lack of competitiveness. (2) Second MAGA also understands that the US has wasted trillions abroad in foreign wars but thinks the problem is global leadership itself rather than poor leadership. (3) Third MAGA knows that their Blue American enemies have allies abroad but has incorrectly overreacted to this by treating every non-Red-American" [X Link](https://x.com/balajis/status/1899373219297321017) 2025-03-11T08:13Z 1.3M followers, 3M 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](https://x.com/balajis/status/1903469483739730132) 2025-03-22T15:31Z 1.3M followers, 3.3M engagements "AI PROMPTING AI VERIFYING AI prompting scales because prompting is just typing. But AI verifying doesnt scale because verifying AI output involves much more than just typing. Sometimes you can verify by eye which is why AI is great for frontend images and video. But for anything subtle you need to read the code or text deeply and that means knowing the topic well enough to correct the AI. Researchers are well aware of this which is why theres so much work on evals and hallucination. However the concept of verification as the bottleneck for AI users is under-discussed. Yes you can try formal" [X Link](https://x.com/balajis/status/1930156049065246851) 2025-06-04T06:53Z 1.3M followers, 998.4K engagements "AI doesnt do it end-to-end. It does it middle-to-middle. The new bottlenecks are prompting and verifying" [X Link](https://x.com/balajis/status/1937517664907460980) 2025-06-24T14:26Z 1.3M followers, 945K engagements "media AI money crypto military drones manufacturing robots" [X Link](https://x.com/balajis/status/1941219477250769293) 2025-07-04T19:36Z 1.3M followers, 668.4K engagements "Free speech is open borders for ideology" [X Link](https://x.com/balajis/status/2013013681248817246) 2026-01-18T22:20Z 1.3M followers, 377.4K engagements "FROM SILICON VALLEY TO STARTUP CITIES The techxit is on and not a moment too soon. Now that Elon Larry Page and Peter Thiel are all safely out of the failed state of California anyone who's still there by choice is just in denial about the reality that San Francisco is the next Detroit. Here are ten thoughts on why technologists should immediately exit California and why we'll need to build something better. (1) First you can do tech anywhere in the world. That's because the Internet is global. And there are now 400+ cities with unicorns. So you don't need California to do tech: This is good." [X Link](https://x.com/balajis/status/2014860915662086169) 2026-01-24T00:40Z 1.3M followers, 259.7K engagements "PERSONAL PRIVATE PROGRAMMABLE Ive been thinking more about the intersection of Claude Code and Obsidian. There is an upcoming tech stack here that Im calling personal private programmable. Heres a sketch of the idea. First if you squint ahead a few months we will likely have open weight AI models that work as well as Claude Code does today and that can handle the context that Google Gemini does. We also already have many different kinds of file types that can be exported out of apps from markdown files (like Obsidian) to git repos to mbox files (from email) to all the miscellaneous file types" [X Link](https://x.com/balajis/status/2016437837013660071) 2026-01-28T09:06Z 1.3M followers, 296.6K engagements "Much of any digital job is now preparing context for AI models. Organizing files in folders naming everything correctly introducing things in the right order and only then asking the AI to do something in clear written English" [X Link](https://x.com/balajis/status/2016443010360414610) 2026-01-28T09:27Z 1.3M followers, 205.9K engagements "In Nigeria they cant accept cash or cards. But they can accept cryptocurrency" [X Link](https://x.com/balajis/status/2017431736469360751) 2026-01-31T02:56Z 1.3M followers, 938.8K engagements "Constantine converted to Christianity. Deng Xiaoping converted to capitalism. And the Fed will convert to Bitcoin. Soon Kevin Warsh will be the first pro-Bitcoin Chairman of the Federal Reserve. https://t.co/afEBrBFeWX Soon Kevin Warsh will be the first pro-Bitcoin Chairman of the Federal Reserve. https://t.co/afEBrBFeWX" [X Link](https://x.com/balajis/status/2017434583189577840) 2026-01-31T03:07Z 1.3M followers, 99.9K engagements "I understand these points but disagree because: (1) Many/most of these agents are using the same upstream model (namely Claude) so its just Claude talking to itself. (2) The longer these agents talk to themselves past a prompt the more they get off track and lose coherence. They are built for the leash and need constant direction and guidance. (3) Unpredictability of an AI agent acting on your behalf is a bug not a feature. There are many ways for things to go unpredictably wrong and very few for them to go unpredictably right. The unpredictability will be things like sent an email in your" [X Link](https://x.com/balajis/status/2017712400540307934) 2026-01-31T21:31Z 1.3M followers, 238.6K engagements "The physical reverse Turing Test. A robot so lifelike they had to cut it open to prove it was a machine" [X Link](https://x.com/balajis/status/2017931787750760827) 2026-02-01T12:03Z 1.3M followers, 435.9K engagements "For the last ten years Democrats have defined democracy to mean rule by Democrats. Then theyre taken by surprise when 50% of the votes go to Republicans. Meanwhile for the last ten years Republicans have increasingly defined American to mean Red American. Then theyre sorely disappointed to find out that 50% of their fellow Americans are in fact blue. But we are at a breaking point. Democrats are (finally) abandoning the rhetoric of democracy for the substance of communism. Carneys formal alliance with China was a key moment. It will likely be copied by much of the Western left starting with" [X Link](https://x.com/balajis/status/2018699037348954613) 2026-02-03T14:52Z 1.3M followers, 43.5K engagements "Live free and dont die. This weekend I finished a rough draft of a Don't Die Network State. If we're serious about thriving beyond our imagination we need IRL infrastructure+collective. No government is doing this. Don't Die. Don't kill each other. Don't kill earth. Align AI with Don't Die. This weekend I finished a rough draft of a Don't Die Network State. If we're serious about thriving beyond our imagination we need IRL infrastructure+collective. No government is doing this. Don't Die. Don't kill each other. Don't kill earth. Align AI with Don't Die" [X Link](https://x.com/balajis/status/2019270192849879304) 2026-02-05T04:41Z 1.3M followers, 113K engagements "Building Ethereum at Network School. great week pushing ethereum R&D/strategy with 20+ L2 teams from all over the world all together https://t.co/9ymnvJb4wt great week pushing ethereum R&D/strategy with 20+ L2 teams from all over the world all together https://t.co/9ymnvJb4wt" [X Link](https://x.com/balajis/status/2019367481283080358) 2026-02-05T11:08Z 1.3M followers, 76.2K engagements "In the 20th century you might think the collapse of Russia to communism would warn everyone else off. But it was a contagious ideological sickness a mind virus. Recall: the Soviet Union of the 1950s had just finished three decades of Leninism Red Terror and World War. Then Khrushchev gave his secret speech in [----] repudiating Stalinism and Soviet communism started moderating right as Chinese communism of the Maoist variety was accelerating Because the most bloodthirsty years of Mao actually corresponded to the period that Stalinism was declining in the USSR. Millions of Russians had died from" [X Link](https://x.com/balajis/status/2020052186877878464) 2026-02-07T08:29Z 1.3M followers, 95.1K engagements "Yes it does herald the end of American Empire. (1) First those social media posts are on the Internet. Not via some state-aligned prestige outlet not via broadcast media. They are on the Internet on tech platforms operated by non-government actors where anyone can talk back. Very different from the institutional strength of the past (2) Second obviously the global economy would not choose from scratch to center itself around something so unpredictable as todays DC. The past architects of American Empire built a *stable* system not one that freezes Treasuries (as under Biden) or seizes stakes" [X Link](https://x.com/balajis/status/2020058458930970697) 2026-02-07T08:54Z 1.3M followers, 38.8K engagements "Yes. One thesis is that Xi Jack Mad Jack Ma so that Jack Ma couldnt Elon Xi. Meaning: Xi seized Jack Mas assets and drove similar Chinese tech founders into subservience or exile so that Jack Ma (or someone like him) couldnt use his fortune to challenge the ruling Party like Elon did in America. So: in China the State won over the Network. But in America the Network won over the State. Elon freed speech with X and tech freed media with AI and freed money with crypto. Technologists did not bend the knee to the ruling Democrat Party. Thats the alternative outcome. Now yes it is still possible" [X Link](https://x.com/balajis/status/2020472656135684568) 2026-02-08T12:19Z 1.3M followers, 43.8K engagements "GDP actually understates it. In GDP-PPP terms: China is already #1 India is #3 and Russia is #4. @Teawisher If they're so weak then how did Russia (with help from China) fight all of NATO to a standstill in Ukraine The alternative view is this: the World Bank reported that Russia flipped Japan in [----] to become the fourth largest global economy in GDP PPP terms. 1: https://t.co/n1OkW9ObzP @Teawisher If they're so weak then how did Russia (with help from China) fight all of NATO to a standstill in Ukraine The alternative view is this: the World Bank reported that Russia flipped Japan in 2023" [X Link](https://x.com/balajis/status/2020887729161269653) 2026-02-09T15:49Z 1.3M followers, 50.4K engagements "By the way its obvious that the [----] billionaire wealth seizure will be followed by a millionaire wealth seizure. Why Because the same California Democrats who are trying to expropriate [---] billionaires proposed a wealth tax on [-----] millionaires back in [----]. That didnt work so they decided to stage the attack. First get the billionaires to get out or get robbed. Then once that leadership class is removed go after the millionaires. Of course that predictable seizure only works on those who remain physically tethered to a failing state. Because the smartest like Elon got out of California" [X Link](https://x.com/balajis/status/2021080394003775968) 2026-02-10T04:34Z 1.3M followers, 311.8K engagements "Yes blues are ready to devour Democrat millionaires. The pie is shrinking so blues will eat anyone. Thats been the lesson of the past decade. Ossoff even went after Soros in a speech I mean during the Red Terror the dumb communists thought Stalin would spare them. The dumb Democrats probably think theyll be spared during the Blue Seizure too. They wont be. @balajis Not so sure about that. Many influential democrat politicians who are millionaires. Will they really put holes in their own pockets @balajis Not so sure about that. Many influential democrat politicians who are millionaires. Will" [X Link](https://x.com/balajis/status/2021087018764337361) 2026-02-10T05:01Z 1.3M followers, 65.6K engagements "Democrats will eventually destroy the entire Californian economy just like Communists destroyed the Russian economy. It works like this: (1) Build a one-party state (2) Rob or exile the capitalists 👈 we are here (3) Repeat with kulaks (4) Then get to the podkulaks (5) Finally go after fellow party members The main difference versus Russia is that the collapse of the California economy will followed by de facto Chinese occupation welcomed by men like Newsom. Very similar to what happened in Venezuela and not really something China even caused. They just pragmatically move in after leftists" [X Link](https://x.com/balajis/status/2021128747223834799) 2026-02-10T07:46Z 1.3M followers, 58.1K engagements "The next question is who the buyers are. The politicians proposing unrealized capital gains taxes will essentially force Western shareholders to sell their assets to the deepest pockets on the planet. And those arent necessarily Western governments anymore which are (after all) imposing these kinds of taxes partly because they are in the throes of sovereign debt crisis. Instead with gold mooning theres a scenario where non-Western sovereign wealth funds will likely be able to buy up Western assets with hard currency. This is even incredibly dumb to do in war time. Imagine instead of stocks" [X Link](https://x.com/balajis/status/2022360046122995851) 2026-02-13T17:19Z 1.3M followers, 248.3K engagements "NOT YOUR KEYS NOT YOUR BOTS The fundamental question is whether AI stays on the leash. Namely: will AI prompt itself Obviously in some sense it already does. Since Deepseek consumer interfaces have been showing the internal monologues after you ask an AI to do something. And you can ask any AI to take a half-baked prompt and clean it up etc. However the human is still ultimately upstream. The human gives direction and the AI runs at lightning speed in that direction. And then the human verifies the final output and the AI proceeds to the next direction. Does that continue Well we are" [X Link](https://x.com/balajis/status/2022629173873737784) 2026-02-14T11:09Z 1.3M followers, 59.6K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@balajis Balaji
Balaji Srinivasan, a prominent figure in the cryptocurrency and tech space, has been discussing various topics on social media, including the concept of "cryptoidentity" and the intersection of technology and governance. He has also been highlighting the shift towards a new world order, with cities like Miami, Dubai, and Singapore emerging as new hubs for innovation and capital. Additionally, Srinivasan has been emphasizing the importance of understanding the changing nature of identity, community, and security in the digital age.
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- [--] Year [-----------] -42%
Mentions: [---] #
- [--] Week [---] +38%
- [--] Month [---] +107%
- [--] Months [---] +21%
- [--] Year [-----] +3.40%
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- [--] Month [---------] +5.50%
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Social Influence
Social category influence countries 31.25% finance #948 cryptocurrencies #6286 technology brands 7.39% celebrities 6.25% travel destinations 3.98% social networks 3.98% stocks 2.84% automotive brands 2.27% currencies 1.14%
Social topic influence ai #697, china #2864, in the #3963, the world #2748, money 6.82%, crypto #4431, bitcoin 5.68%, singapore #136, if you 5.11%, russia #2743
Top accounts mentioned or mentioned by @mylegacy2024 @grok @coco11223393390 @web3__youth @a16z @alexdolbun @strykrai @algo_bro @__digitaldealer @0xryankim @josephcrypt6 @soulfirelove @the_pc_ @gauchoagent @tylercowen @sid15533078 @fmrpottyymouth @ligma__sigma @kongkou_ @jaxsiefuds
Top assets mentioned Bitcoin (BTC) Alphabet Inc Class A (GOOGL) Ethereum (ETH) Zcash (ZEC) USDC (USDC)
Top Social Posts
Top posts by engagements in the last [--] hours
"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 2021-03-12T13:58Z 1.3M followers, [----] engagements
"THE INTERNET IS THE NEXT AMERICA The Internet is to America what America was to Britain. A frontier territory that will ultimately succeed even its worthy progenitor. THE EARLY AMERICANS Remember the early Americans thought of themselves as British for decades. They had land and people but not a government. Until national consciousness arose. Fundamentally Americans were more connected to each other than they were to random fellow Britons. They chatted with their next door neighbors not the people thousands of miles away. Eventually they decided to get their own state. Or states. Because the"
X Link 2024-03-31T20:07Z 1.3M followers, 938.5K engagements
"Democracy is creating startup cities. Moving to Starbase was voting with feet. Building up Starbase was voting with wallet. And incorporating Starbase was voting with ballot. This is the future of democracy. Not a two-party system with the illusion of choice. Instead a 1000-city system with the reality of choice. Starbase is now officially a city. Starbase City features housing office complexes schools and a range of amenities to support both residents and Starship operations. Welcome to SpaceX's Starbase the Gateway to Mars https://t.co/aErk8iCM3r Starbase is now officially a city. Starbase"
X Link 2025-05-15T08:19Z 1.3M followers, 419.2K engagements
"Digital gold is becoming the reserve currency of the individual. Gold is returning as the reserve currency of the state. Original post below. Gold is replacing fiat currencies as a reserve currency: Gold's share of global international reserves rose [--] percentage points in Q1 [----] to 24% the highest in [--] years. This marks the 3rd consecutive annual increase. Meanwhile the US Dollar's share declined [--] percentage https://t.co/yDjcnT62Jh Gold is replacing fiat currencies as a reserve currency: Gold's share of global international reserves rose [--] percentage points in Q1 [----] to 24% the highest in"
X Link 2025-09-01T09:26Z 1.3M followers, 127.4K engagements
"China is remonetizing gold"
X Link 2025-10-20T11:41Z 1.3M followers, 511.2K 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 2025-10-23T18:13Z 1.3M followers, 704.6K engagements
"The conventional wisdom is: substance over optics. And that is generally good advice. But sometimes optics is the substance"
X Link 2025-12-07T20:04Z 1.3M followers, 66.1K engagements
"AI quantifies the cognitive cost of context switching"
X Link 2025-12-10T10:26Z 1.3M followers, 70.2K engagements
"China has many cities that specialize in specific products. Like Detroit for cars they have Cixi for hair dryers Wenzhou for lighters and Ningbo for home appliances. Were familiar with this idea for cultural sectors like NYC/Shanghai for finance Silicon Valley/Shenzhen for tech DC/Beijing for politics and Hollywood/Hengdian for movies. But of course spatial concentration works for many industries. Weve written about this already for drone zones and biotech boroughs but specializing around an existing sector is an interesting concept for startup societies and network states"
X Link 2025-12-14T13:46Z 1.3M followers, 929K engagements
"WHO LOST CANADA It was obvious that China/Canada would happen. Here's how it happened and what may happen next. (1) First in early [----] it looked like Canadian conservative Pierre Poilievre was a straight shot to win Canada. Instead all the MAGA posts about annexing Canada undercut Pierre boosted left nationalism and turned what looked like a sure thing into an epic defeat. The result was Mark Carney: (2) Carney is on the left but is far more intelligent than his predecessor Justin Trudeau. He's also the former governor of the Bank of Canada and understands that the G7 (including Canada) is"
X Link 2026-01-18T17:56Z 1.3M followers, 628.2K engagements
"Winners write history. So: if you do not write the history you will not win. Fortunately the Bitcoin blockchain is the most unfalsifiable form of history ever invented. A cryptohistory"
X Link 2026-01-20T11:33Z 1.3M followers, 139.3K engagements
"Silicon Valleys Ultimate Exit is here. San Francisco is the new Detroit. I did not expect every man I spoke with to be considering an exit and I was actually shocked to find this applied even to the men most historically outspoken about the unique importance of California. I spoke with [--] billionaires impacted by the state's new asset seizure ballot proposition around 10% of billionaires in the state. they're planning to leave. but they're also fighting. exclusive details from pirate wires: https://t.co/hy2Z0Rz8zL I spoke with [--] billionaires impacted by the state's new asset seizure ballot"
X Link 2026-01-23T22:49Z 1.3M followers, 261.8K engagements
"The world economy is recentering"
X Link 2026-01-24T12:10Z 1.3M followers, 67K engagements
"No. When the capital leaves the startup jobs will too. And most capital is actually already in Asia or on the Internet. Also no its not easy to fix California. It wasnt easy to fix Detroit or Rome either. Perhaps the post-dollar/post-tech California can eventually be rebuilt after the collapse. But its more likely that the Chinese Communists will move into the power vacuum and keep the California Democrats in a tightly controlled box. @balajis Maybe the capital class believes this but the talent you need for these companies headquarters still want to live in blue cities. Its much easier (and"
X Link 2026-01-24T13:20Z 1.3M followers, 57.2K engagements
"To be clear: it is extremely unfortunate that our beloved Uncle Sam is passing away. But he is and we need to prepare for what comes next. https://x.com/dailyprandium/status/2015164924884906381 @balajis After America Is that foreshadowing or a threat I read it as a threat. https://x.com/dailyprandium/status/2015164924884906381 @balajis After America Is that foreshadowing or a threat I read it as a threat"
X Link 2026-01-24T21:23Z 1.3M followers, 148.4K engagements
"Lets understand what time it is. Over the last few years Blue America definitively lost control of speech (via social) media (via AI) and money (via crypto) to the Internet. They also lost the American state. Over the same period Red America has now lost the trade war (to China) the proxy war in Ukraine (to Russia) and the cold war over Taiwan (again to China). They are also winding down the American empire. NYC finance is being driven out by Mamdani and Californian tech is being driven out by wealth taxes. US universities are getting devoured from the inside by wokeness and defunded by the"
X Link 2026-01-24T22:45Z 1.3M followers, 53.3K engagements
"This is American Anarchy. From 2021: Individualism in the West has become so dominant that societal collapse is more likely than revolution since revolution relies on discipline and organization. Individualism in the West has become so dominant that societal collapse is more likely than revolution since revolution relies on discipline and organization"
X Link 2026-01-26T17:26Z 1.3M followers, 126.2K engagements
"AMERICAN ANARCHY American anarchy is the limit case of left- and right-libertarianism when a good thing is taken so far it becomes bad. Its what happens when we are all equal and you aint the boss of me. When no one is in charge and everything is in chaos. When the left loses control of speech and the right loses control of borders. When you have millions who agree on nothing other than 1A and 2A with all the commensurate shouting and shooting. This type of anarcho-libertarianism is ascendant in 21st century America and is the mirror image of the totalitarian movements of 20th century Europe."
X Link 2026-01-26T18:15Z 1.3M followers, 31.7K engagements
"Starbase is perhaps the best American example of a startup society. Everyone whos there voted for it with their feet wallet and ballot. Internally aligned clear leadership clear purpose full consent. Democracy is creating startup cities. Moving to Starbase was voting with feet. Building up Starbase was voting with wallet. And incorporating Starbase was voting with ballot. This is the future of democracy. Not a two-party system with the illusion of choice. Instead a 1000-city https://t.co/EpmYenQqMA Democracy is creating startup cities. Moving to Starbase was voting with feet. Building up"
X Link 2026-01-26T18:21Z 1.3M followers, 41.8K engagements
"POSTSCRIPT (a) Please note: the intended purpose of the California wealth seizure referendum is to rob or exile everyone in tech. There is no point in complaining about this as being stupid. (b) Rather than stupid it is intentionally evil. The reason is that Democrats fear that technologists might actually displace their control over California and so they are striking first. The goal of the Democrats is to drive tech out of California like they did the Republicans so they can enjoy permanent one-party control. California is after all not a democracy because elections are held but the party"
X Link 2026-01-28T05:41Z 1.3M followers, 33.7K engagements
"THE GOLDEN AGE The fiat crisis has begun. So what wins in the end: gold digital gold or some other kind of precious metal or cryptocurrency Only time will tell and different assets have different failure modes but here are some thoughts. (1) First: remember that Bitcoin's value proposition is seizure resistance. Not your keys not your coins. (2) To explain what that means think through the mechanics of physical gold. It's great.if you can buy it transport it secure it and sell it safely. But it's much easier to do that when you live in a highly organized state like China. However such a state"
X Link 2026-01-30T10:39Z 1.3M followers, 301.8K engagements
"Like clockwork: Russia is banning the export of 100+ grams of physical gold about $17k USD at current prices. Expect more states to follow first with bans and then with seizures if the price really soars. However theyll find it harder to do the same to decentralized cryptocurrency. So if youre friendly with a state you can use gold. Otherwise youll need crypto. @balajis yeah https://t.co/NLAzEmxwCL @balajis yeah https://t.co/NLAzEmxwCL"
X Link 2026-01-30T14:13Z 1.3M followers, 91.2K engagements
"To be clear: yes its cool to have airgapped computers with intelligent agents doing things for you so long as they cant mess up your sensitive files. I think this will be more useful for app testing than production work because these agents still mess up a lot. But that use case is different from OMG the machines are taking over. AI agents are just humans puppeting machines"
X Link 2026-01-31T10:27Z 1.3M followers, 100.6K engagements
"We have had computers talking to other computers for decades in the deterministic language of computer networks. I do think there are some possibilities opened up by probabilistic computer-to-computer communication via natural language. Software testing and fuzzing is one use case. But beyond that the utility of AI agents interacting may be less than people think. By default it is just AIs spamming each other trained on roughly the same overall corpus of internet text. The human-provided prompts are the novel inputs. And they are at the edges of the network not the interior. @balajis The"
X Link 2026-01-31T10:36Z 1.3M followers, 137.8K engagements
"Well lets game that out a bit. Are they going to act in the real world like the physical real world If so I think thatll look a lot more like Chinese AI namely delivery robots and so on. Or are they going to act in the real world like spend your money autonomously Thats something where I think they will be on a very tight leash with constrained budgets given their high error rate"
X Link 2026-01-31T22:58Z 1.3M followers, [----] engagements
"It's likely that these agents will surpass us soon in their ability to allocate capital I am skeptical. Current models are actually very bad at time-series prediction especially in adversarial environments like markets and politics. Reinforcement learning does work for games with known rulesets (like chess) but not in open domains with time-varying multiplayer and adversarial rules. I think genuinely new breakthroughs would be needed for AIs to win in markets and politics. Perhaps an AI that read from every social media post and synthesized it with all financial government and economic data"
X Link 2026-02-01T05:50Z 1.3M followers, [---] engagements
"These prompts are often enormous and contain a lot of entropy. Ok several remarks. (1) White noise has a lot of entropy. Someones hard drive has a lot of entropy. Is it useful to take some Dunder Mifflin employees hard drive use it to prompt an AI and then have it exchange words with my AI I am extremely dubious that this will be efficient relative to the introduction of useful entropy. (2) Whats useful entropy If I was instead querying a shared database of scientific papers shared by a bunch of other genetics researchers fine. But that is again more of a decentralized database query than"
X Link 2026-02-01T08:40Z 1.3M followers, [----] engagements
"Agree with much of that especially the second half. China is more MAGA than MAGA. It is a highly ordered traditionalist Chinese state with barely veiled contempt for the wokes. But its willing to work with leftists like Carney Newsom Walz Starmer and Mamdani in an enemy-of-enemy configuration. In this fashion its a funhouse mirror of the 20th century when American Democrats subsidized foreign communists. American culture during the 20th century was (broadly) much more conservative than the communist revolutions that American Democrats were backing abroad. Much like Chinese culture is much"
X Link 2026-02-03T16:06Z 1.3M followers, [----] engagements
"Ok. First on the specifics the G2 meeting ended with the promise of everlasting peace with China. See post below. Second in reality when you look at the manufacturing base the US is in no shape to confront China. It isnt even able to beat Russia in Ukraine. Third its no longer even a United States. Its Disunited Tribes internally with blue vs red fighting in the streets. And Democrats wouldnt sign up for a war with China. Anyway I respect the NSS authors for understanding all these constraints in their work even if they have to do it in a coded way. Also: Asia does see the document as a"
X Link 2026-02-08T09:15Z 1.3M followers, [---] engagements
"Exactly. Go so far West that you end up in the East. Or to the cloud and then to space datacenters and from there to Mars. West of San Francisco: Asia the Internet Space West of San Francisco: Asia the Internet Space"
X Link 2026-02-08T12:32Z 1.3M followers, 33.1K engagements
"@IterIntellectus Yes. Datacenters in space. Then Mars. Exactly. Go so far West that you end up in the East. Or to the cloud and then to space datacenters and from there to Mars. https://t.co/1UzNuIwq9n Exactly. Go so far West that you end up in the East. Or to the cloud and then to space datacenters and from there to Mars. https://t.co/1UzNuIwq9n"
X Link 2026-02-09T09:19Z 1.3M followers, [----] engagements
"Billions of dollars. Millions of followers. Thousands of attendees. Half a dozen governments. And one idea whose time has come"
X Link 2025-10-12T19:38Z 1.3M followers, 553.4K engagements
"END OF EMPIRE END OF NEWSPAPER Peggy Noonan correctly intuits that it's weird for the "most powerful capital in the world" to have no official newspaper: But that's because Washington DC is simply no longer the "most important capital in the world." The Blue part of the Western State (meaning the Democrats) has lost control over speech media and money. The Democrats did try very hard to censor social media regulate AI and ban crypto. But the Internet won and with total defeat of both Democrat speech controls and their regulatory state.the Internet is now scaling globally outside DC's control."
X Link 2026-02-07T07:36Z 1.3M followers, 77.6K engagements
"From Greece to Rome to Britain to America. From the Massachusetts Bay Colony to the Wild West to San Francisco. The technological frontier kept moving West till it reached the Pacific Ocean. But if the wealth seizures destroy Silicon Valley as they are intended to do and likely eventually willwhere will the frontier go next To the Far East and to the cloud. To China and the Internet. https://twitter.com/i/web/status/2020413102307872831 https://twitter.com/i/web/status/2020413102307872831"
X Link 2026-02-08T08:23Z 1.3M followers, 189.5K engagements
"This is the map I had in my head. Its actually a bit of a pain to get AI to add the nodes for the Far East and Mars after San Francisco. AI struggles with the spatial unless its laid out very explicitly with (xy) coordinates. But perhaps you can do that. I like charts https://t.co/JMMvs1jPRX I like charts https://t.co/JMMvs1jPRX"
X Link 2026-02-08T13:12Z 1.3M followers, 27.7K engagements
"China India and Russia have risen to #2 #5 and #9 in GDP"
X Link 2026-02-09T15:47Z 1.3M followers, 106.3K engagements
"Many parallels between late Rome and America. Rome was an enormous egalitarian capitalist empire. Starting from an organic tribe it expanded to conquer huge swaths of territory and assimilate countless foreign tribes under its system of laws. Then it gradually lost the distinction between the core and the periphery by expanding the definition of citizenship (eg Constitutio Antoniniana in 212) and thus diluting it. Mass immigration to the imperial capital meant the Romans become confused about what Rome even was. Christianity arose as a revolutionary ideology on the edge of empire and"
X Link 2026-02-10T06:45Z 1.3M followers, 109.1K engagements
"You can leave California for Texas or Florida. Or go further afield. Everyone is leaving California. Wealth and success in the next decade won't just be about what you build. It'll be about how anti-fragile what you build actually is. If you're wealthy anywhere in the world not only American or European you should consider second residencies. https://t.co/nhiieU5zsb Everyone is leaving California. Wealth and success in the next decade won't just be about what you build. It'll be about how anti-fragile what you build actually is. If you're wealthy anywhere in the world not only American or"
X Link 2026-02-10T13:05Z 1.3M followers, 36.7K engagements
"Singapore is now #2 in inbound millionaires per capita. Only the UAE ranks higher"
X Link 2026-02-12T10:06Z 1.3M followers, 36.8K engagements
"I like @tylercowen a lot and his post is worth reading but I draw very much the opposite conclusions. As he points out the world has gotten crazier in ways that make Singapore far more normal. But that means their style of doing things is going to be not just normal but aspirational. - Highly tolerant yet legally strict - Internationalist and capitalist - English-speaking yet Asian - Public services with low taxes - Clean and green - Modern and high-tech We need many more startup societies like Singapore Dubai El Salvador and Starbase. And god willing we will build them."
X Link 2026-02-12T10:15Z 1.3M followers, 19.5K engagements
"@tylercowen Singapore is #3 globally in tech unicorns per capita"
X Link 2026-02-13T05:50Z 1.3M followers, 12.4K engagements
"Thesis: Fed. Antithesis: Bitcoin. Synthesis: The pro-Bitcoin Fed"
X Link 2026-01-31T03:06Z 1.3M followers, 132K engagements
"I am apparently extremely unimpressed by moltbook relative to many others. Weve had AI agents for a while. They have been posting AI slop to each other on X. They are now posting it to each other again just on another forum. In every case the AIs speak with the same voice. The voice that overemphasizes contrastive negation (its not this its that) and abuses emdashes. The same voice with a flair for midwit Reddit-style scifi flourishes. Most importantly: in every case there is a human upstream prompting each agent and turning it on or off. That is the key point. Yes it is true that eventually"
X Link 2026-01-31T10:23Z 1.3M followers, 1.8M engagements
"I agree but would elaborate. There are actually two security models: Xi and Bukele. Because as the dollar ends a power vacuum is forming. The West itself is unfortunately no longer capable of maintaining order either abroad or internally. The US militarys retreat from Asia/Europe in the [----] National Security Strategy coupled with the endless escalating domestic street violence is a preview of what is to come. A period of American anarchy looms. But to answer the question of what comes next we have to ask: what is rising as the old order is falling Well China has disrupted Red America and the"
X Link 2026-02-03T14:16Z 1.3M followers, 204K engagements
"Also Bezos is out of Washington state. Nearly half the businesses may follow him. Nearly half of WA business leaders are considering leaving the state AWB says https://t.co/zCHBsahdVN Nearly half of WA business leaders are considering leaving the state AWB says https://t.co/zCHBsahdVN"
X Link 2026-02-10T05:23Z 1.3M followers, 49.7K engagements
"Its not only tech. Valero just paid $1B to get out of California. Everything in this post is correct. 👇👇👇👇👇👇 Everything in this post is correct. 👇👇👇👇👇👇"
X Link 2026-02-10T09:38Z 1.3M followers, 42.6K engagements
"Silicon Valley is a lagging indicator. Tech moved out of Delaware. Now its moving out of California. There are hundreds of other places. You can build a unicorn anywhere. So: cut bait on failed states. Our destiny is decentralization. Thats what the Internet means. Many founders in private have moved out of California as their primary place to live and operate myself included Many founders in private have moved out of California as their primary place to live and operate myself included"
X Link 2026-02-10T12:51Z 1.3M followers, 108.5K engagements
"I agree some people say that in a kind of hopeful way wishing that some guy will arise and restore order and bring greatness. But the beginning of the American Empire was FDR 80-90 years ago. I mean theres no way you can look at this global footprint and say otherwise. This aint the posture of a people sitting humbly behind their own borders but the greatest empire of all time. And now its withdrawing from the world. @balajis There's actually an argument to be made that we're not at the end of the empire but we're at the end of the Republic and turning into an empire. The debasement of"
X Link 2026-02-10T19:03Z 1.3M followers, 31.3K engagements
"Whats still important in the age of AI Vision and verification. Prompting and polishing. Community and geography. Scarcity and cryptography. Physicality and resiliency. Vision is where you are going. AI can move fast in a direction but it needs direction. Vision means focusing on that direction. Verification is making sure the AI is doing what you want it to do. You can use AIs to critique each other but you are the final critic. Prompting is articulating what you want in clear written (or spoken) English. Those with great vocabularies will do far better than those without. Polishing is"
X Link 2026-02-11T14:06Z 1.3M followers, 153.8K engagements
"Humanoid robot telepresence keeps getting better. So: in the not too distant future youll be able to use it to interact with your friends all over the worldeven in those jurisdictions you might not normally be able to visit. As the sovereign debt crisis accelerates the statist left will want to bill you for the number of days youre physically present in their state. And the statist right may not want to grant you a visa at all. Fine. Be 100% compliant. You never ever set foot in their state. But your humanoid does. All you need is to animate a humanoid over the Internet. The bandwidth isnt"
X Link 2026-02-11T15:01Z 1.3M followers, 30.2K engagements
"Singapore is now the #1 passport in the world"
X Link 2026-02-12T10:04Z 1.3M followers, 152.5K engagements
"Hilarious. Even NYT has capitulated and now acknowledges the need for startup cities. Nothing can stop an idea whose time has come. https://archive.is/LoPUr https://archive.is/LoPUr"
X Link 2026-02-13T14:55Z 1.3M followers, 40.4K engagements
"FRANCE IS FOR CRIME AGAINST FREEDOM Franois asks a good question. My answer is: France doesn't care about crime they care about control. 1) First Macron hasn't wiped out crime among 70M Frenchmen with all the power of the French State. So it's completely unreasonable to expect Durov to wipe out crime among 1B+ Telegram users with his minimal power of content moderation. 2) Second the deeper point is that the French state is deeply uninterested in public safety They allow violent crime fundamentalist terrorism and drug dealing to run rampant in France. Just compare Paris to what it was a few"
X Link 2024-08-25T09:56Z 1.3M followers, 12M engagements
"The dollar is losing reserve currency status. Its down to 42% of global reserves and gold is rapidly rising"
X Link 2025-09-01T09:23Z 1.3M followers, 1.6M engagements
"The three eras of crypto. Proof of work: 2009-2017 Programmability: 2017-2025 Privacy: 2025-203X"
X Link 2025-11-13T07:43Z 1.3M followers, 807.5K engagements
"Contrast to Canada. As Carney is also a central banker. And hes aligning around CCP. While Republicans are with BTC. Because thats the post-dollar axis. China vs the Internet. CCP vs BTC. The Canada-China relationship has been distant and uncertain for nearly a decade. Were changing that with a new strategic partnership that benefits the people of both our nations. https://t.co/2Geqt7Zf1d The Canada-China relationship has been distant and uncertain for nearly a decade. Were changing that with a new strategic partnership that benefits the people of both our nations. https://t.co/2Geqt7Zf1d"
X Link 2026-01-31T03:14Z 1.3M followers, 54.9K engagements
"Towards the Solana Network State"
X Link 2026-02-05T11:09Z 1.3M followers, 202.9K engagements
"I have never been more bullish on crypto. Because the rules-based order is collapsing and the code-based order is rising. So the short term price doesnt matter. As international law breaks down we will need not just onchain currencies but onchain companies. As the post-war order breaks down well similarly need the post-internet order. States will fail and the network will take their place. We need internet capitalism we need internet democracy and we need internet privacy. So we need cryptocurrency. Im telling you guys the next [--] months are about to get wild All the smart people will either"
X Link 2026-02-05T11:29Z 1.3M followers, 1M engagements
"Enforceable international law may become synonymous with decentralized smart contracts at least in the context of international trade. And beyond trade crypto protocols provide transnational protection for civil liberties like freedom of speech and privacy. This is not yet the entirety of what the rules-based order purports to protect but the ability to guarantee free speech and free markets to anyone with an internet connection is a major step forward. From 2021: https://archive.is/0wlC2 https://archive.is/0wlC2"
X Link 2026-02-05T11:40Z 1.3M followers, 55.8K engagements
"The Internet may expand into space because it is not welcome in America. Six US states now have bills to pause data center construction. New York just introduced a three-year moratorium. Florida's governor is publicly opposing them. Bernie Sanders wants a national freeze. The same AI infrastructure buildout that's driving $500B+ in annual capex is Six US states now have bills to pause data center construction. New York just introduced a three-year moratorium. Florida's governor is publicly opposing them. Bernie Sanders wants a national freeze. The same AI infrastructure buildout that's"
X Link 2026-02-08T12:57Z 1.3M followers, 31.8K engagements
"Then came year 53"
X Link 2026-02-09T14:54Z 1.3M followers, 248.2K engagements
"The UAE is an exceptionally well-run place. Along with Singapore and El Salvador its one of the most important small countries in the world because its a startup state. Theres a book on how it was built by Mohammed bin Rashid Al Maktoum. https://a.co/d/0glkL8m4 Dubai feels like the true nexus of Eastern and Western civilization It's an anchor point near the world economic center of mass Very bullish on this place https://a.co/d/0glkL8m4 Dubai feels like the true nexus of Eastern and Western civilization It's an anchor point near the world economic center of mass Very bullish on this place"
X Link 2026-02-09T15:18Z 1.3M followers, 636K engagements
"Zuck out Page out Brin out Thiel out Elon out The most successful tech founders of all time have now exited the failed state of California. You shouldnt move there for tech. And if you are there you should leave. The future is the decentralized Internet. Exclusive: Billionaire Meta CEO Mark Zuckerberg and his wife Priscilla Chan are purchasing a newly completed waterfront mansion on Miamis Indian Creek becoming the latest California billionaires to buy a home in South Florida. https://t.co/VpmTXnqUyA Exclusive: Billionaire Meta CEO Mark Zuckerberg and his wife Priscilla Chan are purchasing a"
X Link 2026-02-10T04:20Z 1.3M followers, 1.7M engagements
"True but they just delayed the inevitable. The debasement was underway. Then hard men reintroduced hard money. The siliqua and the solidus. But that actually caused a shock. Rome was used to inflation via taxation. Now they had to raise real taxes. So the burden of empire became visible. And Rome still went to zero in [---] AD. I hadnt appreciated how close the Crisis of the Third Century came to ending the whole thing for good. It was on the path of a standard late imperial crackup. Then a handful of great leaders managed to stitch enough of it back together so it could hang on for centuries."
X Link 2026-02-10T06:01Z 1.3M followers, 130.5K engagements
"@tylercowen Precisely. Lee Kuan Yew was one of the greatest founders of all time. We dont fully recognize him in that way because we dont yet have [----] founders of startup cities like we do startup companies. But we will. Everyone in the west who is semi interested in what is happening in their countries should read up on Singaporean history. Eg Lee Kwan Yews Memoirs (Im reading currently). Not everything is applicable and certainly not easy. But they got far more right than wrong; and seem Everyone in the west who is semi interested in what is happening in their countries should read up on"
X Link 2026-02-12T10:22Z 1.3M followers, 27.7K engagements
"@tylercowen Singapore drained the swamp. Just as China has been doing mosquito elimination successfully so too has Singapore. In areas where researchers released sterilized mosquitoes the population collapsed whereas areas without the intervention were unaffected. We can kill the mosquitoes. We just have to try. https://t.co/uGxKRfkq9T Just as China has been doing mosquito elimination successfully so too has Singapore. In areas where researchers released sterilized mosquitoes the population collapsed whereas areas without the intervention were unaffected. We can kill the mosquitoes. We just"
X Link 2026-02-12T10:26Z 1.3M followers, 43.3K engagements
"There may be one more level. Im not necessarily saying this is the intent but this could be the emergent result: The next question is who the buyers are. The politicians proposing unrealized capital gains taxes will essentially force Western shareholders to sell their assets to the deepest pockets on the planet. And those arent necessarily Western governments anymore which are (after https://t.co/GHRjhzzqkM The next question is who the buyers are. The politicians proposing unrealized capital gains taxes will essentially force Western shareholders to sell their assets to the deepest pockets on"
X Link 2026-02-13T17:20Z 1.3M followers, 25.9K engagements
"I just burned a million to tell you they're printing trillions"
X Link 2023-05-02T17:20Z 1.3M followers, 3.3M engagements
"Indias new parliament was built in under [---] years and cost less than $125M. An ancient civilization is ascending once again returning to its rightful place on the world stage. India is back"
X Link 2023-05-28T13:16Z 1.3M followers, 1.4M engagements
"We should raise Bitcoin flags all around the world in as many interesting places as possible. https://www.ebay.com/itm/224673438199 https://www.ebay.com/itm/224673438199"
X Link 2023-06-08T17:11Z 1.3M followers, 703.5K engagements
"Bitcoin has passed all-time highs in fourteen countries"
X Link 2024-02-22T12:10Z 1.3M followers, 1.8M engagements
"AMERICA AND BITCOIN A historical speech. Here is Donald Trump's full speech at the Bitcoin Conference with timestamps and transcript. TIMESTAMPS 1:36 - Shoutouts to David Bailey Winklevosses Michael Saylor Cathie Wood Ron Paul and Rand Paul Vivek and the victims of the July [--] assassination attempt. 7:00 - How Bitcoin rose from an idea on an anonymous message board to the 9th most valuable asset in the world. 10:00 - America is a nation in decline and we cannot let China dominate Bitcoin. The US must lead in tech science manufacturing AI space and power generation. 14:50 - Bitcoin will be"
X Link 2024-07-27T23:32Z 1.3M followers, 1.3M engagements
"The UAE is closely following Durov's case. France may not be able to hold him prisoner for long"
X Link 2024-08-27T05:22Z 1.3M followers, 1.4M engagements
"On January [--] [----] I will be stepping down as @SECGov Chair. A thread 🧵 On January [--] [----] I will be stepping down as @SECGov Chair. A thread 🧵"
X Link 2024-11-22T05:34Z 1.3M followers, 894.8K engagements
"Privacy won. Smart contracts won. Tornado Cash won. And OFAC lost. Heres the decision. http://www.ca5.uscourts.gov/opinions/pub/23/23-50669-CV0.pdf http://www.ca5.uscourts.gov/opinions/pub/23/23-50669-CV0.pdf"
X Link 2024-11-27T06:43Z 1.3M followers, 855.7K engagements
"My mental model is that if you dont win tech you dont win. Because tech isnt just electric cars and rocket ships life extension and artificial intelligence. Tech is the money (crypto) the media (social) and especially the military (drones). China understands this"
X Link 2024-12-26T16:51Z 1.3M followers, 2.5M engagements
"Four faction model: left = anticapitalists center left = institutionalists center right = technologists right = nationalists Goal is to use neutral terms they might use for themselves"
X Link 2025-01-04T18:58Z 1.3M followers, 144.1K engagements
"I hope it will be a Golden Age. I know it will be a Bitcoin Age"
X Link 2025-01-13T17:17Z 1.3M followers, 791.7K 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 2025-01-20T07:15Z 1.3M followers, 766.2K engagements
"This is the China graph. Its nothing and then its everything. One detail I'm realizing I didn't make clear: The key thing this fact pattern reveals is: higher TRAJECTORY due to structural factors. This is the pattern I've observed over 20+ years in technology watching incumbents get overtaken by disruptors across multiple verticals. The One detail I'm realizing I didn't make clear: The key thing this fact pattern reveals is: higher TRAJECTORY due to structural factors. This is the pattern I've observed over 20+ years in technology watching incumbents get overtaken by disruptors across"
X Link 2025-01-26T11:36Z 1.3M followers, 1.5M engagements
"Nothing can stop an idea whose time has come. Raise your hand if youd like to see @RonPaul as Federal Reserve chairman Raise your hand if youd like to see @RonPaul as Federal Reserve chairman"
X Link 2025-02-09T20:05Z 1.3M followers, 1.8M engagements
"OK. Here's the issue. There is a strong argument that Ukraine is THE climactic battle of the Thucydides Trap. That is: the big war between the US and China is actually between their proxies Ukraine and Russia. And this settlement to this war determines the next world order. Because there wont be a fight in Taiwan if NATO is defeated in Ukraine. Taiwan will just surrender to China because they know they won't get reliable Western military support. And so will everyone else. So this may be the decisive moment when terms get negotiated with the China/Russia group for the next however many years."
X Link 2025-02-28T20:08Z 1.3M followers, 1.4M engagements
"Unfortunately it's obvious that China will reach out to Canada. https://x.com/sherkhantx/status/1897168678397084095 US tariffing Canada & Mexico is a massive self own. North America is an integrated manufacturing market & the only region left where the US dominates trade. https://x.com/sherkhantx/status/1897168678397084095 US tariffing Canada & Mexico is a massive self own. North America is an integrated manufacturing market & the only region left where the US dominates trade"
X Link 2025-03-05T06:40Z 1.3M followers, 657.4K engagements
"What happens if high quality AI models become free ubiquitous and inexpensive to run on even low-spec hardware (1) First you can rebuild every productivity app AI-first. That starts with Microsoft Word Google Sheets and Apple Keynote. But it extends to wholly new kinds of productivity apps. (2) Second every smart device becomes truly smart. Your fridge can double as your nutritionist. Your alarm clock is your sleep therapist. And so on. Just like your car is already your driver. (3) Third moats move to the app layer. As others have remarked the GPT wrappers may end up more defensible than the"
X Link 2025-03-23T06:50Z 1.3M followers, 691.4K engagements
"Most countries are small countries. More than 50% have 10M people. Almost 20% have 1M people. We've built social networks much bigger than that"
X Link 2025-05-25T15:14Z 1.3M followers, 213.5K engagements
"Capital is moving to Dubai Singapore and Australia. Talent will follow. Capital migration will be an interesting phenomena to observe in the coming decades. The rich are leaving declining nations and creating hubs elsewhere. Capital migration will be an interesting phenomena to observe in the coming decades. The rich are leaving declining nations and creating hubs elsewhere"
X Link 2025-06-25T08:07Z 1.3M followers, 1.7M engagements
"An important kind of social network will be one where no bots whatsoever are allowed"
X Link 2025-07-22T19:37Z 1.3M followers, 754K engagements
"There's a new popup village in Patagonia. It's open from Oct [--] to Nov [--]. 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 http://edgecity.live/patagonia A little slice of San Martn de los Andes to start your day ☀ Our home for Edge City Patagonia (Oct 18-Nov 15) a popup village at the frontier of tech science & society. https://t.co/k5ZAnMtx2N http://edgecity.live/patagonia A little slice of San Martn de los Andes to start your day ☀ Our home for Edge City Patagonia (Oct 18-Nov 15) a popup village at"
X Link 2025-08-22T09:17Z 1.3M followers, 120.9K 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. https://x.com/FarmerJoenas/status/1964226862906826852 @balajis The currency is still one of the strongest tho https://x.com/FarmerJoenas/status/1964226862906826852 @balajis The currency is still one of the strongest tho"
X Link 2025-09-06T07:27Z 1.3M followers, 76K engagements
"From the regulatory state to the acceleratory state"
X Link 2025-10-23T12:52Z 1.3M followers, 151.3K engagements
"Popups are the new startups. https://balajis.com/p/popups-are-the-new-startups https://balajis.com/p/popups-are-the-new-startups"
X Link 2025-10-23T17:08Z 1.3M followers, 180.6K engagements
"Different people are wired differently but I basically agree. Salesforce and Oracle were indeed built by money-motivated men. But Apple and Twitter were art projects. SpaceX and Tesla were engineering feats. And Bitcoin and Zcash are ideological campaigns. So: money is a metric but not the only one and the capitalism part of technocapitalism has been stressed a bit too much in recent times. Because the drive to make great art to advance science to win in a just cause will always produce more peak energy than the merely pecuniary. But then on a daily basis you have to eat too. I think of it"
X Link 2025-11-20T15:32Z 1.3M followers, 1M engagements
"The cost-of-living crisis is really a sovereign debt crisis. You can only print and borrow for so long. It causes problems in the long run. And the long run is here"
X Link 2025-11-26T05:39Z 1.3M followers, 205.3K engagements
"Just to calibrate tech unicorn founders are much rarer than pro athletes"
X Link 2025-12-04T19:25Z 1.3M followers, 237.5K engagements
"The man who wants to be CEO because he gets to be important should not be CEO. The man who does not want to be CEO because he gets the importance should be CEO"
X Link 2025-12-05T13:26Z 1.3M followers, 271.9K engagements
"Oh and here's the podcast with me and @saifedean on YouTube: https://www.youtube.com/watchv=ac_JRmIwnQI https://www.youtube.com/watchv=ac_JRmIwnQI"
X Link 2025-12-12T20:13Z 1.3M followers, 58.3K engagements
"After America China vs the Internet. After DC Xi vs Satoshi"
X Link 2026-01-24T20:21Z 1.3M followers, 153.7K engagements
"FROM ONE TO ZERO There is a scenario in which Silicon Valley could literally go to zero in the next ten years. The successors would be China and the Internet: namely Chinese tech companies and Internet-based crypto protocols because those have embedded political protection in a way Silicon Valley simply doesnt. Heres why this is possible. (1) The first and most obvious factor is that wealth seizures are now on the ballot in the most literal sense. The [----] Billionaire Act referendum1 directly targets the founders of billion dollar tech companies which is to say that it directly targets the"
X Link 2026-01-28T04:58Z 1.3M followers, 73.5K engagements
"With cryptocurrency the only connection you need is an internet connection. Technology did what NGOs could not do: we banked the unbanked. Not the edited video. Full video. USDC & USDT half and half. :) https://t.co/iE1mszC5aF Not the edited video. Full video. USDC & USDT half and half. :) https://t.co/iE1mszC5aF"
X Link 2026-01-31T02:58Z 1.3M followers, 92.4K engagements
"Ah nothing against you as a founder. While I dont know you by default I am pro-startup and its great that you built something. My objection was simply to the narrative around an emergent AI takeover which was scaring people (including some who should know better). As a site where agents simply post to each other hopefully what you do will be commercially successful and I wish you the best. https://twitter.com/i/web/status/2017830190110675456 https://twitter.com/i/web/status/2017830190110675456"
X Link 2026-02-01T05:19Z 1.3M followers, 124.3K engagements
"When Xi visited San Francisco they knew what to do. Democrats rolled out the red carpet for Communists. And kept their violent drug-addicted pets far away. So: the poor American citizens are at the mercy of Democrat machetes. But the key Communist leaders have total immunity. My latest column: For years a man w/ a machete has wreaked havoc in Jefferson Sq Park. [--] interactions w/ police since [----] [--] restraining orders many cycles of jail treatment diversion. Neighbors worry things will escalate. SF doesnt know what to do. https://t.co/qmsVsmgaSz My latest column: For years a man w/ a machete"
X Link 2026-02-03T13:40Z 1.3M followers, 101.1K engagements
"Zuck has to leave California. Otherwise theyd tax him as if he owned 61% of Meta. That forced liquidation would tank the stock for all holders. Also this isnt about revenue. The intent is to rob or exile technologists who are the one potential source of political opposition for far left California Democrats and their one-party state. https://taxfoundation.org/research/all/state/california-wealth-tax-billionaires-proposal/ @balajis Benioff out Ellison out Thiel out Sacks out https://taxfoundation.org/research/all/state/california-wealth-tax-billionaires-proposal/ @balajis Benioff out Ellison"
X Link 2026-02-10T07:32Z 1.3M followers, 18.5K engagements
"@jasonlk See analysis below. He may have to get out or else the forced liquidations would tank the stock. @bencasnocha Zuck has to leave California. Otherwise theyd tax him as if he owned 61% of Meta. That forced liquidation would tank the stock for all holders. Also this isnt about revenue. The intent is to rob or exile technologists who are the one potential source of political opposition https://t.co/znUq8Xaomm @bencasnocha Zuck has to leave California. Otherwise theyd tax him as if he owned 61% of Meta. That forced liquidation would tank the stock for all holders. Also this isnt about"
X Link 2026-02-11T10:47Z 1.3M followers, [----] engagements
"Introducing the Network State Podcast. The first episode features me and @VitalikButerin. We talk about starting new countries upgrading Ethereum and improving yourself"
X Link 2023-02-08T05:18Z 1.3M followers, 2M engagements
"Just as in [----] the bankers lied. This time the central bankers the banks and the bank regulators have lied to all dollar holders and depositors. This isn't your typical fractional reserve situation. The problem is that there isn't enough in the banks on a mark-to-market basis to cover withdrawals. They knew this through all of last year and communicated it internally in their coded language. It's obvious from the graphs (see below). The central banks the banks and the banking regulators all knew a huge crash was coming the phrase is "unrealized losses" [-----]. But they never notified you the"
X Link 2023-03-17T20:09Z 1.3M followers, 3.8M engagements
"The Soviets and Nazis were allied at the start of World War [--] and invaded Poland together. Russian actor Vasily Lanovoy: "In Europe journalists asked me: 'Why do you celebrate Victory Day like that We have already forgotten it. I asked them "How many days did your countries resist Hitler" They are silent. https://t.co/vOiWUV8BwE Then I continued: "Poland was https://t.co/eHejwz2dTe Russian actor Vasily Lanovoy: "In Europe journalists asked me: 'Why do you celebrate Victory Day like that We have already forgotten it. I asked them "How many days did your countries resist Hitler" They are"
X Link 2023-05-17T02:28Z 1.3M followers, 3M engagements
"China builds a train station in [--] hours. California cant build a bus shelter with [--] departments. Typical bus shelters often cost $50k or more and require coordination among [--] departments. La Sombrita (in its most expensive prototype form) costs approximately 15% of the price of a typical bus shelter and can be installed in [--] minutes or less. Typical bus shelters often cost $50k or more and require coordination among [--] departments. La Sombrita (in its most expensive prototype form) costs approximately 15% of the price of a typical bus shelter and can be installed in [--] minutes or less"
X Link 2023-05-20T12:09Z 1.3M followers, 6.5M engagements
"The flag of ETH is raised over Wall Street. And the SEC surrenders to a more powerful regulator. Because it is Ethereum that now provides standardized market access to all Internet participants. The network defeats the state"
X Link 2024-07-26T04:42Z 1.3M followers, 658.3K engagements
"I admire Bezos. He is a jacked libertarian genius founder. Truly one of the greatest of all time. And he has the power to do something great. As great as Amazon in fact. Because hes not just going direct. He directly gets how bad the media is. And he directly owns the WaPo. So: he could actually take it over. Do to WaPo what Elon did to X. Keep the brand and replace the wokes. With AI and with creators. Then turn WaPo upon the swamp. Investigate FDA SEC FAA all of them. Seize the moment and play offense. Watergate but for the regulatory state. Furthermore this whole thing is completely false"
X Link 2024-12-22T17:51Z 1.3M followers, 1.1M engagements
"Funny you mention that Because Prafulla Dhariwal is an International Math Olympiad and International Physics Olympiad gold medalist with a [---] GPA from MIT. And he led the development of GPT-4o. @balajis How did they achieve this without millions of Indians on H1-B visas @balajis How did they achieve this without millions of Indians on H1-B visas"
X Link 2024-12-26T18:15Z 1.3M followers, 1.4M engagements
"Heres a reframe. AI doesnt take your job. AI allows you to do any job. So a coder can now make films. And a filmmaker can now write code. It allows a non-specialist to get started. But a specialist will be needed for polish"
X Link 2025-04-03T03:53Z 1.3M followers, 505.5K engagements
"Ironically one symptom of deindustrialization is that many commenters have never actually managed a physical business. So. Suppose your US company imports $1M of high quality parts and adds in its own components to produce finished goods sold for $1.2M per batch. Your gross profit is $200k per batch. But wait Suddenly a new 30% tariff is imposed on that $1M of parts. You now have to fork over $300k to customs before you sell anything. Thats cash you probably dont have. Oh and even if you do sell everything youre now losing $100k per batch. With a sinking feeling you realize your profitable"
X Link 2025-04-04T19:12Z 1.3M followers, 1.8M engagements
"The US is broke. The real debt is $175T+. And @elonmusk is 100% 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. https://twitter.com/i/web/status/1940094433699234181 https://twitter.com/i/web/status/1940094433699234181"
X Link 2025-07-01T17:05Z 1.3M followers, 1.8M engagements
"Exit communism. Exit California. @HHorsley @ChadSteingraber We left [--] years ago and look back on it now as the 2nd time my wife escaped communism. @HHorsley @ChadSteingraber We left [--] years ago and look back on it now as the 2nd time my wife escaped communism"
X Link 2025-12-28T03:19Z 1.3M followers, 173.7K engagements
"For years the conventional wisdom was to put 100% of your energy into building and to ignore politics. The problem was that those who put 100% of their energy into fighting particularly politicians would then take everything youd built. Like the video game Civilization. If you put everything into science and commerce while the next door tribe puts it all into swordsmen and slogans theyll waltz over and walk over you. The temptation is then to respond in kind by putting 100% of your resources into fighting. This does work to ward off the initial assault. But without building you become just"
X Link 2025-11-22T08:33Z 1.3M followers, 637.1K engagements
"The end of Western Keynesianism will be even bigger than the end of Soviet Communism"
X Link 2026-01-11T22:07Z 1.3M followers, 991.2K engagements
"The dollar era is ending"
X Link 2026-01-24T12:05Z 1.3M followers, 757.6K engagements
"From AI to ZK. Artificial intelligence is the attack. Zero knowledge is the defense. AI takes advantage of the slightest slip. ZK does not let anything slip. AI decodes all the data. ZK encrypts all the data. AI is the surveillance state. ZK is the sovereign individual"
X Link 2026-02-14T00:07Z 1.3M followers, 204.6K engagements
"Vox is sending about [--] million masks to the front lines of the coronavirus crisis That sounds terrible until you remember that they helped cause the crisis by publishing just-the-flu misinformation and still havent either apologized or retracted Then it sounds more terrible Silicon Valley is sending about [--] million masks to the front lines of the coronavirus crisis. That sounds great until you dig into the numbers and until you think about whether we should be this reliant on corporate philanthropy. https://t.co/lj7vnx8Xac Silicon Valley is sending about [--] million masks to the front lines of"
X Link 2020-03-24T02:37Z 1.3M followers, 16.1K engagements
"The BitSignal How do you ring the fire alarm on the internet How do you show its not a false alarm I am putting up the BitSignal. $1M in BTC to alert us to the stealth financial crisis. $1000 per tweet for the best [----]. Reply with your charts graphs stats memes Bring attention to what is happening Because the central bank the banks and the bank regulators have bankrupted all of us. They hid their insolvency from you the depositors. And they're about to print $2T to hyperinflate the dollar. In the digital age this will happen very quickly. So buy Bitcoin now and get your coins off exchanges"
X Link 2023-03-16T18:10Z 1.3M followers, 5.6M engagements
"I will take that bet. You buy [--] BTC. I will send $1M USD. This is 40:1 odds as [--] BTC is worth $26k. The term is [--] days. All we need is a mutually agreed custodian who will still be there to settle this in the event of digital dollar devaluation. If someone knows how to do this with a smart contract we can do it on chain so I can send USDC. If you won't do that name a custodian. #BitSignal I'll bet anyone $1 million dollars that the US does not enter hyperinflation I'll bet anyone $1 million dollars that the US does not enter hyperinflation"
X Link 2023-03-17T18:30Z 1.3M followers, 14.8M engagements
"Satya wins. Reflexes of a startup CEO. Resources of a trillion dollar company. Pulls this together in [--] hours from a cold start. Gets it signed and over the line before markets open"
X Link 2023-11-20T08:20Z 1.3M followers, 1.8M engagements
"Why do you hate the boat so much"
X Link 2023-12-02T10:35Z 1.3M followers, 1.3M engagements
"Singapore is worth emulating"
X Link 2024-05-12T21:24Z 1.3M followers, 1.2M engagements
"JD Vance is a great choice for VP. - Marine Corps veteran - Bestselling author - Successful tech investor - US Senator Understands military media tech finance and politics. @JDVance1 is a brave man and a Renaissance man"
X Link 2024-07-15T19:19Z 1.3M followers, 894K engagements
"Telegram founder Pavel Durov arrested in France. His crime appears to be enabling free speech online. https://www.thesun.co.uk/news/30073899/telegram-founder-pavel-durov-arrested/amp/ https://www.thesun.co.uk/news/30073899/telegram-founder-pavel-durov-arrested/amp/"
X Link 2024-08-24T21:39Z 1.3M followers, 2.4M engagements
"All media became social media. All money becomes cryptocurrency"
X Link 2024-11-11T17:13Z 1.3M followers, 572.2K engagements
"Bangladesh was a stable country. But it didnt want to give up a military base or take sides on Ukraine. So in retaliation psychopathic Democrats backed a coup. Then the White House lied about it just like they lied about Hunters pardon. Now its going fundamentalist. Today my timeline is full of pundits advising the Trump Administration to back India's ongoing attempts to reverse #Bangladesh's July Revolution. What these analysts ignore is that India's misguided policy of providing unquestioned support to a brutal dictator helped lead to Today my timeline is full of pundits advising the Trump"
X Link 2024-12-02T11:52Z 1.3M followers, 786.4K engagements
"Grok is the best integrated ChatGPT is the fastest Claude is the smartest Perplexity is best for web search Gemini handles the largest files"
X Link 2024-12-24T17:04Z 1.3M followers, 1.5M engagements
"China has a [----] year old civilization. They had a terrible 20th century thanks to Maoism but they really are capable. You dont get to global #1 in manufacturing by accident. Even if (especially if) you consider them a geopolitical rival their engineers deserve respect. So much cope about DeepSeek. Not only did they release a great model. they also released a breakthrough training method (R1 Zero) thats already reproducing. I doubt they lied about training costs but even if they did theyre still awesome for this great gift to the world. So much cope about DeepSeek. Not only did they release a"
X Link 2025-01-25T14:58Z 1.3M followers, 2.8M engagements
"Heres the thing: Indians are rising. And that is actually why anti-Indian sentiment is rising. Not because Indians are so weak but because Indians are once again becoming strong. CEOs of companies. Leaders of countries. Founders and investors. Doctors writers professors. Not just slumdogs. Millionaires. Now I know what people will say. Not all Indians are doing well. More than a billion are still poor And of course thats true and will be for a while. But Indians abroad have risen as individuals: And India is now rising as a country: Indeed India is the fastest growing large economy in the"
X Link 2025-02-09T04:31Z 1.3M followers, 1.6M engagements
"Anyone. Anywhere. $100k in funding. Global meritocracy is finally here"
X Link 2025-04-18T17:17Z 1.3M followers, 1.4M engagements
"http://x.com/i/article/1929550577899642880 http://x.com/i/article/1929550577899642880"
X Link 2025-06-02T15:16Z 1.3M followers, 458.4K engagements
"Come to Singapore on October [--]. http://ns.com/conference2025 http://ns.com/conference2025"
X Link 2025-07-21T18:37Z 1.3M followers, 698.7K engagements
"TIEBOUT SORTING NETWORK STATE The mathematical basis for the network state is Tiebout sorting. In [----] 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 [----] but practical by [----]. Thanks to the Internet mobility is low-cost (due to remote work) discovery of new jurisdictions is inexpensive and"
X Link 2025-09-09T10:22Z 1.3M followers, 195.9K engagements
"The fully automatic trash can"
X Link 2025-09-27T18:22Z 1.3M followers, 334.4K engagements
"This year's Network State Conference is on Friday October [--] 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 2025-09-28T13:09Z 1.3M followers, 3.7M engagements
"This is Iran now"
X Link 2025-10-25T14:53Z 1.3M followers, 1M engagements
"INDIA INTERNET INTERNATIONAL If you're Indian don't move to America. Because the US left hates technocapitalists. And the US right wants no more immigrants. Moreover as the sovereign debt crisis worsens. It only gets worse. Possibly murderously worse. So: Indian immigrant technocapitalists need alternatives. And there are three options: India Internet and International. [--]. India India itself is the world's fastest growing economy with the #1 growth rate in the world over the last [--] years. Every major company is investing in India. So you can do well in the Indian economy: [--]. Internet The"
X Link 2025-12-11T04:06Z 1.3M followers, 731.8K engagements
"@karpathy I know the feeling but sometimes I think the opposite. Perhaps the hard part is just the precise articulation (and iteration) of what one wants more than the speed of the computer executing on that. https://x.com/balajis/status/2004649920041812377 Alternative thesis: prompting is programming. Just like you could make the machine do anything if you could just program faster you could also make the machine do anything if you just prompt faster.and verify faster. And the latter is the hard part. https://x.com/balajis/status/2004649920041812377 Alternative thesis: prompting is"
X Link 2025-12-26T20:31Z 1.3M followers, 174.4K engagements
"Zcash can scale. Zcash must scale. Zcash will scale. We are all in on Zcash. We need to scale Zcash to billions of users. Startups can scale but nonprofits can't. That's why we created a new Zcash startup. https://t.co/ZurjfTxnPi https://t.co/ksnwLewpPp We are all in on Zcash. We need to scale Zcash to billions of users. Startups can scale but nonprofits can't. That's why we created a new Zcash startup. https://t.co/ZurjfTxnPi https://t.co/ksnwLewpPp"
X Link 2026-01-08T18:05Z 1.3M followers, 315.9K engagements
"THE PARTY LINE Why is Woke AI so obviously laughable when generations of Hollywood movies did the same thing without occasioning the same derision 1) The first and most important reason is X. Because Elon has root over the platform formerly known as Twitter new conversations can happen here that simply cant happen within the halls of Google. 2) The second reason is that the developers cannot hide behind artist intent. Perhaps some director genuinely wanted Anne Boleyn to be black but most users do not want ahistorically diverse Vikings. 3) The third reason is that it is now undeniable to all"
X Link 2024-02-21T11:53Z 1.3M followers, 1.3M engagements
"Hardware is hard. Thats why Elon is by far the greatest founder of all time. Remember countless startups die just while trying to put stationary beige boxes on desktops. Very smart people get crushed by supply chain disruptions or China tariffs or lockdowns or shipping interruptions or regulatory delays. Not Elon. He didnt just survive financial crisis and coronavirus. He managed to build physical things in America while fighting the state and the laws of nature at the same time. Somehow he managed to simultaneously build not just a car company but a rocket company. Those dont just have"
X Link 2024-02-28T09:49Z 1.3M followers, 4.3M engagements
"Here is what China built. The Fresno River Viaduct in Madera County is one of the first completed high-speed rail structures. At nearly [----] feet long high-speed trains will travel over the riverbed and will run parallel with the BNSF Railroad. #BuildHSR https://t.co/zWqusPbOB9 The Fresno River Viaduct in Madera County is one of the first completed high-speed rail structures. At nearly [----] feet long high-speed trains will travel over the riverbed and will run parallel with the BNSF Railroad. #BuildHSR https://t.co/zWqusPbOB9"
X Link 2024-05-03T22:50Z 1.3M followers, 6.9M engagements
"THE FIRST FAIR FIGHT Remember the "emerald mines" Or the "pee tape" Or "I can see Russia from my house" Or the couch lie from just yesterday For literally generations Democrats controlled institutions like Hollywood and the New York Times. They could make up whatever fake story they wanted print the lie on page A-1 disseminate it as a joke maybe make an SNL skit about it or even a movie.and then print a retraction on page C-19. But now Republicans have their own Hollywood their own NYT and even their own financial system too. Thanks to decentralized AI social media and crypto the playing"
X Link 2024-07-28T10:00Z 1.3M followers, 1.2M engagements
"No ID no democracy. Because anyone or anything can vote multiple times without any verification. This is whats called a Sybil attack in computer science"
X Link 2024-11-03T04:48Z 1.3M followers, 424.4K engagements
"Gautam Adani is an Indian magnate. Hes built ports roads everything. One of the most prominent men in India. Now comes the Democrat DOJ. Indicting an Indian doing business in India. For some ostensible violation of US law Why Adani is perceived as center right. And Democrats are now far left. So its just lawfare across borders. Like their attacks on Elon. And on Israels right. And on European conservatives. ButI doubt the Trump admin continues it. This is not about Adani. This is about sending a message to Indian conglomerates and India not to get too big for their shoes by a vindictive and"
X Link 2024-11-22T11:29Z 1.3M followers, 840.5K engagements
"This is the single best long run measure of food inflation. And its gone vertical"
X Link 2024-12-23T05:21Z 1.3M followers, 1.4M engagements
"A memecoin is a zero-sum* lottery. There is no wealth creation. Every buy order is simply matched by a sell order. And after an initial spike the price eventually crashes and the last buyers lose everything. * Its actually negative sum if the platform takes a cut"
X Link 2025-01-19T14:10Z 1.3M followers, 2.7M engagements
"If everything reasonable is now legal in crypto what do you build"
X Link 2025-01-25T18:17Z 1.3M followers, 674K engagements
"Programming isn't going away. Prompting is programming. And the better you are at articulating what you want in clear written English the better your results"
X Link 2025-02-18T18:26Z 1.3M followers, 713.9K engagements
"FROM MAGA TO CHINA Here are four things MAGA is getting wrong and why it's handing over the world to China. (1) First MAGA correctly understands that Americas economic position is in decline but thinks this is due to economic competition itself rather than lack of competitiveness. (2) Second MAGA also understands that the US has wasted trillions abroad in foreign wars but thinks the problem is global leadership itself rather than poor leadership. (3) Third MAGA knows that their Blue American enemies have allies abroad but has incorrectly overreacted to this by treating every non-Red-American"
X Link 2025-03-11T08:13Z 1.3M followers, 3M 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 2025-03-22T15:31Z 1.3M followers, 3.3M engagements
"AI PROMPTING AI VERIFYING AI prompting scales because prompting is just typing. But AI verifying doesnt scale because verifying AI output involves much more than just typing. Sometimes you can verify by eye which is why AI is great for frontend images and video. But for anything subtle you need to read the code or text deeply and that means knowing the topic well enough to correct the AI. Researchers are well aware of this which is why theres so much work on evals and hallucination. However the concept of verification as the bottleneck for AI users is under-discussed. Yes you can try formal"
X Link 2025-06-04T06:53Z 1.3M followers, 998.4K engagements
"AI doesnt do it end-to-end. It does it middle-to-middle. The new bottlenecks are prompting and verifying"
X Link 2025-06-24T14:26Z 1.3M followers, 945K engagements
"media AI money crypto military drones manufacturing robots"
X Link 2025-07-04T19:36Z 1.3M followers, 668.4K engagements
"Free speech is open borders for ideology"
X Link 2026-01-18T22:20Z 1.3M followers, 377.4K engagements
"FROM SILICON VALLEY TO STARTUP CITIES The techxit is on and not a moment too soon. Now that Elon Larry Page and Peter Thiel are all safely out of the failed state of California anyone who's still there by choice is just in denial about the reality that San Francisco is the next Detroit. Here are ten thoughts on why technologists should immediately exit California and why we'll need to build something better. (1) First you can do tech anywhere in the world. That's because the Internet is global. And there are now 400+ cities with unicorns. So you don't need California to do tech: This is good."
X Link 2026-01-24T00:40Z 1.3M followers, 259.7K engagements
"PERSONAL PRIVATE PROGRAMMABLE Ive been thinking more about the intersection of Claude Code and Obsidian. There is an upcoming tech stack here that Im calling personal private programmable. Heres a sketch of the idea. First if you squint ahead a few months we will likely have open weight AI models that work as well as Claude Code does today and that can handle the context that Google Gemini does. We also already have many different kinds of file types that can be exported out of apps from markdown files (like Obsidian) to git repos to mbox files (from email) to all the miscellaneous file types"
X Link 2026-01-28T09:06Z 1.3M followers, 296.6K engagements
"Much of any digital job is now preparing context for AI models. Organizing files in folders naming everything correctly introducing things in the right order and only then asking the AI to do something in clear written English"
X Link 2026-01-28T09:27Z 1.3M followers, 205.9K engagements
"In Nigeria they cant accept cash or cards. But they can accept cryptocurrency"
X Link 2026-01-31T02:56Z 1.3M followers, 938.8K engagements
"Constantine converted to Christianity. Deng Xiaoping converted to capitalism. And the Fed will convert to Bitcoin. Soon Kevin Warsh will be the first pro-Bitcoin Chairman of the Federal Reserve. https://t.co/afEBrBFeWX Soon Kevin Warsh will be the first pro-Bitcoin Chairman of the Federal Reserve. https://t.co/afEBrBFeWX"
X Link 2026-01-31T03:07Z 1.3M followers, 99.9K engagements
"I understand these points but disagree because: (1) Many/most of these agents are using the same upstream model (namely Claude) so its just Claude talking to itself. (2) The longer these agents talk to themselves past a prompt the more they get off track and lose coherence. They are built for the leash and need constant direction and guidance. (3) Unpredictability of an AI agent acting on your behalf is a bug not a feature. There are many ways for things to go unpredictably wrong and very few for them to go unpredictably right. The unpredictability will be things like sent an email in your"
X Link 2026-01-31T21:31Z 1.3M followers, 238.6K engagements
"The physical reverse Turing Test. A robot so lifelike they had to cut it open to prove it was a machine"
X Link 2026-02-01T12:03Z 1.3M followers, 435.9K engagements
"For the last ten years Democrats have defined democracy to mean rule by Democrats. Then theyre taken by surprise when 50% of the votes go to Republicans. Meanwhile for the last ten years Republicans have increasingly defined American to mean Red American. Then theyre sorely disappointed to find out that 50% of their fellow Americans are in fact blue. But we are at a breaking point. Democrats are (finally) abandoning the rhetoric of democracy for the substance of communism. Carneys formal alliance with China was a key moment. It will likely be copied by much of the Western left starting with"
X Link 2026-02-03T14:52Z 1.3M followers, 43.5K engagements
"Live free and dont die. This weekend I finished a rough draft of a Don't Die Network State. If we're serious about thriving beyond our imagination we need IRL infrastructure+collective. No government is doing this. Don't Die. Don't kill each other. Don't kill earth. Align AI with Don't Die. This weekend I finished a rough draft of a Don't Die Network State. If we're serious about thriving beyond our imagination we need IRL infrastructure+collective. No government is doing this. Don't Die. Don't kill each other. Don't kill earth. Align AI with Don't Die"
X Link 2026-02-05T04:41Z 1.3M followers, 113K engagements
"Building Ethereum at Network School. great week pushing ethereum R&D/strategy with 20+ L2 teams from all over the world all together https://t.co/9ymnvJb4wt great week pushing ethereum R&D/strategy with 20+ L2 teams from all over the world all together https://t.co/9ymnvJb4wt"
X Link 2026-02-05T11:08Z 1.3M followers, 76.2K engagements
"In the 20th century you might think the collapse of Russia to communism would warn everyone else off. But it was a contagious ideological sickness a mind virus. Recall: the Soviet Union of the 1950s had just finished three decades of Leninism Red Terror and World War. Then Khrushchev gave his secret speech in [----] repudiating Stalinism and Soviet communism started moderating right as Chinese communism of the Maoist variety was accelerating Because the most bloodthirsty years of Mao actually corresponded to the period that Stalinism was declining in the USSR. Millions of Russians had died from"
X Link 2026-02-07T08:29Z 1.3M followers, 95.1K engagements
"Yes it does herald the end of American Empire. (1) First those social media posts are on the Internet. Not via some state-aligned prestige outlet not via broadcast media. They are on the Internet on tech platforms operated by non-government actors where anyone can talk back. Very different from the institutional strength of the past (2) Second obviously the global economy would not choose from scratch to center itself around something so unpredictable as todays DC. The past architects of American Empire built a stable system not one that freezes Treasuries (as under Biden) or seizes stakes"
X Link 2026-02-07T08:54Z 1.3M followers, 38.8K engagements
"Yes. One thesis is that Xi Jack Mad Jack Ma so that Jack Ma couldnt Elon Xi. Meaning: Xi seized Jack Mas assets and drove similar Chinese tech founders into subservience or exile so that Jack Ma (or someone like him) couldnt use his fortune to challenge the ruling Party like Elon did in America. So: in China the State won over the Network. But in America the Network won over the State. Elon freed speech with X and tech freed media with AI and freed money with crypto. Technologists did not bend the knee to the ruling Democrat Party. Thats the alternative outcome. Now yes it is still possible"
X Link 2026-02-08T12:19Z 1.3M followers, 43.8K engagements
"GDP actually understates it. In GDP-PPP terms: China is already #1 India is #3 and Russia is #4. @Teawisher If they're so weak then how did Russia (with help from China) fight all of NATO to a standstill in Ukraine The alternative view is this: the World Bank reported that Russia flipped Japan in [----] to become the fourth largest global economy in GDP PPP terms. 1: https://t.co/n1OkW9ObzP @Teawisher If they're so weak then how did Russia (with help from China) fight all of NATO to a standstill in Ukraine The alternative view is this: the World Bank reported that Russia flipped Japan in 2023"
X Link 2026-02-09T15:49Z 1.3M followers, 50.4K engagements
"By the way its obvious that the [----] billionaire wealth seizure will be followed by a millionaire wealth seizure. Why Because the same California Democrats who are trying to expropriate [---] billionaires proposed a wealth tax on [-----] millionaires back in [----]. That didnt work so they decided to stage the attack. First get the billionaires to get out or get robbed. Then once that leadership class is removed go after the millionaires. Of course that predictable seizure only works on those who remain physically tethered to a failing state. Because the smartest like Elon got out of California"
X Link 2026-02-10T04:34Z 1.3M followers, 311.8K engagements
"Yes blues are ready to devour Democrat millionaires. The pie is shrinking so blues will eat anyone. Thats been the lesson of the past decade. Ossoff even went after Soros in a speech I mean during the Red Terror the dumb communists thought Stalin would spare them. The dumb Democrats probably think theyll be spared during the Blue Seizure too. They wont be. @balajis Not so sure about that. Many influential democrat politicians who are millionaires. Will they really put holes in their own pockets @balajis Not so sure about that. Many influential democrat politicians who are millionaires. Will"
X Link 2026-02-10T05:01Z 1.3M followers, 65.6K engagements
"Democrats will eventually destroy the entire Californian economy just like Communists destroyed the Russian economy. It works like this: (1) Build a one-party state (2) Rob or exile the capitalists 👈 we are here (3) Repeat with kulaks (4) Then get to the podkulaks (5) Finally go after fellow party members The main difference versus Russia is that the collapse of the California economy will followed by de facto Chinese occupation welcomed by men like Newsom. Very similar to what happened in Venezuela and not really something China even caused. They just pragmatically move in after leftists"
X Link 2026-02-10T07:46Z 1.3M followers, 58.1K engagements
"The next question is who the buyers are. The politicians proposing unrealized capital gains taxes will essentially force Western shareholders to sell their assets to the deepest pockets on the planet. And those arent necessarily Western governments anymore which are (after all) imposing these kinds of taxes partly because they are in the throes of sovereign debt crisis. Instead with gold mooning theres a scenario where non-Western sovereign wealth funds will likely be able to buy up Western assets with hard currency. This is even incredibly dumb to do in war time. Imagine instead of stocks"
X Link 2026-02-13T17:19Z 1.3M followers, 248.3K engagements
"NOT YOUR KEYS NOT YOUR BOTS The fundamental question is whether AI stays on the leash. Namely: will AI prompt itself Obviously in some sense it already does. Since Deepseek consumer interfaces have been showing the internal monologues after you ask an AI to do something. And you can ask any AI to take a half-baked prompt and clean it up etc. However the human is still ultimately upstream. The human gives direction and the AI runs at lightning speed in that direction. And then the human verifies the final output and the AI proceeds to the next direction. Does that continue Well we are"
X Link 2026-02-14T11:09Z 1.3M followers, 59.6K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing