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[@balajis](/creator/twitter/balajis)
"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) [@balajis](/creator/x/balajis) 2025-10-12T19:38Z 1.2M followers, 229.7K engagements


"The dollar is losing reserve currency status. Its down to XX% of global reserves and gold is rapidly rising"  
[X Link](https://x.com/balajis/status/1962446223627178394) [@balajis](/creator/x/balajis) 2025-09-01T09:23Z 1.2M followers, 1.5M engagements


"The AI flippening"  
[X Link](https://x.com/balajis/status/1978053687089193358) [@balajis](/creator/x/balajis) 2025-10-14T11:02Z 1.2M followers, 122.5K engagements


"The Internet was built to resist a nuclear attack. So you cant easily use physical force against it. Even cutting undersea cables can be thwarted by satellite internet"  
[X Link](https://x.com/balajis/status/1979020840118169744) [@balajis](/creator/x/balajis) 2025-10-17T03:05Z 1.2M followers, 72.3K engagements


"As blockspace increases the idea of the ledger of record is becoming more feasible. As AI progresses the ledger of record is becoming more necessary. It means the only truly verifiable citations are links to onchain data via block explorers. Crypto is what AI cant fake"  
[X Link](https://x.com/balajis/status/1950057991329190388) [@balajis](/creator/x/balajis) 2025-07-29T04:57Z 1.2M followers, 162.5K engagements


"I was a bit confused by the quote tweeted chart. Were there really that many AI companies making $100M in XXX years that it was only a top quartile thing given that ChatGPT is only three years old I spoke to @jmelaskyriazi and he said his quartile graph is not an empirical cohort chart. That is its not taking the revenue trajectories of 1000 AI companies and then showing that the top XXX hit $100M ARR in XXX years. It is instead an extrapolation of growth rates based on three buckets (he has a post on his methodology). Without meaning any offense I think this extrapolation could be"  
[X Link](https://x.com/balajis/status/1970566773012603082) [@balajis](/creator/x/balajis) 2025-09-23T19:11Z 1.2M followers, 359K engagements


"MAGA has thrown in the towel on China. This is completely understandable. But it has many implications. (1) First what just happened The new National Defense Strategy1 is reportedly pivoting away from China and towards the homeland. Many troops will be brought back.at first to enforce the border and perhaps soon to patrol the streets as they're doing in DC. (2) Second why did it happen Because the US military is made in China. You can't fight your factory. And the stark numerical reality is that Chinese production in many sectors is unfortunately far beyond anything America can match for the"  
[X Link](https://x.com/balajis/status/1964251954781311369) [@balajis](/creator/x/balajis) 2025-09-06T08:58Z 1.2M followers, 634.7K engagements


"See also @LukeGromens commentary"  
[X Link](https://x.com/balajis/status/1971869895735628161) [@balajis](/creator/x/balajis) 2025-09-27T09:29Z 1.2M followers, 86.1K engagements


"The fully automatic trash can"  
[X Link](https://x.com/balajis/status/1972003972081938848) [@balajis](/creator/x/balajis) 2025-09-27T18:22Z 1.2M followers, 310.2K engagements


"And here's a blog post with more detail:"  
[X Link](https://x.com/balajis/status/1972288012836069755) [@balajis](/creator/x/balajis) 2025-09-28T13:11Z 1.2M followers, 40.8K engagements


"There's dark talent around the world from the Midwest to the Middle East. Backing this talent is the right thing to do morally and the smart thing to do economically"  
[X Link](https://x.com/balajis/status/1975859915425206297) [@balajis](/creator/x/balajis) 2025-10-08T09:44Z 1.2M followers, 359.9K engagements


"Yes. That's what the blockchain is: everyone worldwide gets access to their ideal monetary policy payments smart contracts and entity formation. Enforced by incorruptible & transparent computer-based judges. And opted into on a purely voluntary basis"  
[X Link](https://x.com/balajis/status/1975881115392151601) [@balajis](/creator/x/balajis) 2025-10-08T11:09Z 1.2M followers, 70.2K engagements


"Yes. It's simultaneously to the progressive left and the capitalist right of today's system. Everyone from every race is treated provably equally under Bitcoin's rule-of-code. At the same time there is zero involuntary redistribution. Tough but fair"  
[X Link](https://x.com/balajis/status/1975889742874202353) [@balajis](/creator/x/balajis) 2025-10-08T11:43Z 1.2M followers, 48.7K engagements


"Crypto has also decentralized to Asia"  
[X Link](https://x.com/balajis/status/1978054382613885054) [@balajis](/creator/x/balajis) 2025-10-14T11:04Z 1.2M followers, 15.3K engagements


"China is more MAGA than MAGA. The Internet is more America than America. That is: China has the heavily armed highly industrialized culturally traditionalist monoethnic society that MAGA wants. Meanwhile the Internet is global equality and uniform rule-of-code. Its free markets and free speech and the next version of what America once was. At this late stage I dont think the 77M in MAGA can realistically out-manufacture the 1.4B of China. But the 7B+ on the global Internet could eventually balance the 1.4B of China"  
[X Link](https://x.com/balajis/status/1978908721020571956) [@balajis](/creator/x/balajis) 2025-10-16T19:39Z 1.2M followers, 354.2K engagements


"At first that may be whatll happen. But think about how the US was balanced for decades by the USSR. And during that period the US was a better actor than the USSR. West Germany was better off than East Germany South Korea was more prosperous than North Korea and in general the US strengthened its allies while the Soviets didnt. However once the USSR fell the US gradually became unbalanced. After 1991 it invaded too many countries and printed too much money both to its own citizens detriment and to the worlds. Similarly for decades China has de facto been balanced abroad by America. At home"  
[X Link](https://x.com/balajis/status/1979026041026023636) [@balajis](/creator/x/balajis) 2025-10-17T03:25Z 1.2M followers, 53.6K engagements


"Democrats underestimated Republicans and lost the meme war. Republicans underestimated China and are unfortunately losing the trade war. And some in China may underestimate the free Internet where choice can triumph over force. This requires some explanation. Let's go. (1) First as a reality shill we should stipulate that modern China is perhaps the most physically formidable country to ever exist. Visualize a young Bolo Yeung from Bloodsport. It's #1 in electricity cars steel ships and countless other industries. No country can realistically win a war against today's China especially in its"  
[X Link](https://x.com/balajis/status/1979124748983636344) [@balajis](/creator/x/balajis) 2025-10-17T09:58Z 1.2M followers, 323.1K engagements


"One thing I want to stress: this is the Flight XX Administration. What that means is: many in the administration really are smart well-intentioned men who managed to rush the cockpit against all odds take control of the plane from abolish-the-police ideological terrorists and are now trying to avert a crash landing. Some also do get how difficult the strategic situation vs China and the debt and so on is. But if you look at the numbers the plane's relative descent has been going on for decades and is now likely irreversible: Even this relative descent might not be the end of the world if the"  
[X Link](https://x.com/balajis/status/1979132462904271032) [@balajis](/creator/x/balajis) 2025-10-17T10:28Z 1.2M followers, 52.6K engagements


"When all else goes down the Internet stays up. So after a catastrophe we restore from cloud. We're actually already used to this idea and even have icons for it. We just need to scale it up from individuals to communities. Bitcoin is like v1 of that"  
[X Link](https://x.com/balajis/status/1979142422492839959) [@balajis](/creator/x/balajis) 2025-10-17T11:08Z 1.2M followers, 60.9K engagements


"The transition from intuitive bro science to systematic self-experimentation requires quantitative self-diagnostics. And Max is the founder of @superpower which is helping to make that a reality"  
[X Link](https://x.com/balajis/status/1980247395880648742) [@balajis](/creator/x/balajis) 2025-10-20T12:19Z 1.2M followers, 77.2K engagements


"@superpower Original thread from AMA with @dwr on Farcaster"  
[X Link](https://x.com/balajis/status/1980250495907397720) [@balajis](/creator/x/balajis) 2025-10-20T12:31Z 1.2M followers, 29.6K engagements


"My explanation is that the legacy economy is being sunset in favor of the Internet economy"  
[X Link](https://x.com/balajis/status/1969608133531353516) [@balajis](/creator/x/balajis) 2025-09-21T03:42Z 1.2M followers, 522.7K engagements


"This is the livestream for Network State Conference 2025"  
[X Link](https://x.com/balajis/status/1973917583243186426) [@balajis](/creator/x/balajis) 2025-10-03T01:06Z 1.2M followers, 163.2K engagements


"We have satellite internet open source AI models and many forms of decentralization in cryptocurrency. So the physicality is real but the Internet is built to route around chokepoints. And individuals have strong incentives to maintain their access to the global Internet as its the largest market"  
[X Link](https://x.com/balajis/status/1979244904758022587) [@balajis](/creator/x/balajis) 2025-10-17T17:55Z 1.2M followers, XXX engagements


"Gold is the reserve currency of the state. Digital gold is the reserve currency of the network. Fiat currency is the reserve currency of the failed state"  
[X Link](https://x.com/balajis/status/1980265428396994640) [@balajis](/creator/x/balajis) 2025-10-20T13:30Z 1.2M followers, 141.1K engagements


"We should raise Bitcoin flags all around the world in as many interesting places as possible"  
[X Link](https://x.com/balajis/status/1666855391601528832) [@balajis](/creator/x/balajis) 2023-06-08T17:11Z 1.2M followers, 703.5K engagements


"Incredible. They actually launched a second MELANIA memecoin right in the middle of the first signaling zero scarcity and instantly crashing the value of TRUMP. 🤪"  
[X Link](https://x.com/balajis/status/1881105039277879723) [@balajis](/creator/x/balajis) 2025-01-19T22:22Z 1.2M followers, 732.4K 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) [@balajis](/creator/x/balajis) 2025-01-20T07:15Z 1.2M followers, 765.3K engagements


"I agree there isn't any point in someone handing you an AI-written whitepaper. We'll eventually start socially devaluing large blobs of text. AI spam detectors will get built into the OS itself. But I disagree that AI reduces the value of intelligence because IMO it means amplified intelligence. Prompting the AI and (even more importantly) verifying it involve intelligence. The smarter you are the smarter the AI is"  
[X Link](https://x.com/balajis/status/1947004343607308449) [@balajis](/creator/x/balajis) 2025-07-20T18:43Z 1.2M followers, 49.3K engagements


"An important kind of social network will be one where no bots whatsoever are allowed"  
[X Link](https://x.com/balajis/status/1947742775581282431) [@balajis](/creator/x/balajis) 2025-07-22T19:37Z 1.2M followers, 748.3K engagements


"Both America and China were invested in the illusion that China wasn't already the world's strongest economy. Psychologically it suited the incumbent to appear strong. So America downplayed China's numbers. Strategically it suited the disruptor to appear weak. So China also sandbagged its own numbers. But the illusion is becoming harder to maintain"  
[X Link](https://x.com/balajis/status/1965020990326686098) [@balajis](/creator/x/balajis) 2025-09-08T11:54Z 1.2M followers, 826.6K engagements


"In retrospect all the China cope over the last decade or so was really just the stealth on the Chinese stealth bomber. Hide your strength and bide your time was Deng's strategy. Amazingly denying China's strength somehow also became America's strategy. For example all the cope on China's demographics somehow being uniquely bad.when they have 1.4B+ people that crush every international science competition with minimal drug addiction crime or fatherlessness.and when their demographic problems have obvious robotic solutions. Or for another example how MAGA sought to mimic China's manufacturing"  
[X Link](https://x.com/balajis/status/1965026944724164974) [@balajis](/creator/x/balajis) 2025-09-08T12:18Z 1.2M followers, 98.5K engagements


"Here's the signing ceremony in Kazakhstan with @calilyliu and @akshaybd"  
[X Link](https://x.com/balajis/status/1970876716517335152) [@balajis](/creator/x/balajis) 2025-09-24T15:43Z 1.2M followers, 49K engagements


"To be clear: I'm not talking about sending more tech talent to the US. Instead I'm talking about backing dark talent around the world. That includes the many white kids from places like the Midwest who've been unfairly quota'd out of Harvard. But it also includes those outside America whose societies were ravaged by war socialism or communism.and who are just now starting to become productive again. The goal is global equality of opportunity. The Internet actually now provides the basis for uniform rule-of-law via rule-of-code starting with Bitcoin and smart contracts. We just need to execute"  
[X Link](https://x.com/balajis/status/1975872276139782440) [@balajis](/creator/x/balajis) 2025-10-08T10:33Z 1.2M followers, 29.5K engagements


"This but in reverse. AGI means God is back"  
[X Link](https://x.com/balajis/status/1726167323047027090) [@balajis](/creator/x/balajis) 2023-11-19T09:15Z 1.2M followers, 100.8K 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) [@balajis](/creator/x/balajis) 2025-01-13T17:17Z 1.2M followers, 790.8K engagements


"There's a new popup village in Patagonia. It's open from Oct XX to Nov XX. I'll be giving a remote talk. And many others will be there in person. Come by if you're interested in startup societies. You can sign up at"  
[X Link](https://x.com/balajis/status/1958820926805450972) [@balajis](/creator/x/balajis) 2025-08-22T09:17Z 1.2M followers, 120.5K engagements


"Very reasonable ask. So here's what Shanghai looks like at ground level. While I prefer the freedom of Seoul or Tokyo I have to admit the Chinese have built great cities. We should build greater ones"  
[X Link](https://x.com/balajis/status/1731852158235033729) [@balajis](/creator/x/balajis) 2023-12-05T01:45Z 1.2M followers, 775.8K engagements


"Polymarket is the news"  
[X Link](https://x.com/balajis/status/1808532275564585003) [@balajis](/creator/x/balajis) 2024-07-03T16:04Z 1.2M followers, 288.1K engagements


"Yes Zcash is great and it's already fit for purpose. One can continue using it for private transactions. But ZK is to encryption what the transformer is to AI. It generalizes many special case hacks into a new compute paradigm. We will get a ZK economy. So we do want a chain with ZK primitives in addition to a simple Zcash-like chain. 1: A bit more detail on the analogy: 2: Good short course on recent developments:"  
[X Link](https://x.com/balajis/status/1862569003262345240) [@balajis](/creator/x/balajis) 2024-11-29T18:47Z 1.2M followers, 71.4K engagements


"Capital is moving to Dubai Singapore and Australia. Talent will follow"  
[X Link](https://x.com/balajis/status/1937784801282674835) [@balajis](/creator/x/balajis) 2025-06-25T08:07Z 1.2M followers, 1.7M engagements


"What's India's potential Well Singapore previewed what China could look like. And Dubai may preview what India could look like. Because Indians are XX% of Dubai's population. While South Asians are 50%. And by working with Emiratis. They built a city that looks like this:"  
[X Link](https://x.com/balajis/status/1937788786878148693) [@balajis](/creator/x/balajis) 2025-06-25T08:23Z 1.2M followers, 573.4K engagements


"Come to Singapore on October 3"  
[X Link](https://x.com/balajis/status/1947365217874416120) [@balajis](/creator/x/balajis) 2025-07-21T18:37Z 1.2M followers, 693.1K engagements


"When Bitcoin wins. 0:00 It ends the Fed 02:10 Payments become packets 3:30 Keynesianism falls like Communism 4:20 Real estate falls in real terms 5:40 Fiat billionaires get flipped 6:20 Money printer runs out of toner 7:50 The battle begins. 10:00 .and it's time to build"  
[X Link](https://x.com/balajis/status/1961529239993536687) [@balajis](/creator/x/balajis) 2025-08-29T20:39Z 1.2M followers, 385.8K engagements


"DECOUPLING FROM DOLLARS The US sends India billions in printed dollars for valuable goods. This is actually the US government ripping off India like it does Vietnam and everyone else including its own citizens.not vice versa. To be precise: last year India exported $87B of valuable goods to the US for $42B of goods plus $45B worth of increasingly worthless dollars: That difference of $45B was effectively made up by money printing which the Fed does at will: The current administration incorrectly thinks this is a bad deal for America because they havent fully thought through the fact that the"  
[X Link](https://x.com/balajis/status/1962618982692966850) [@balajis](/creator/x/balajis) 2025-09-01T20:50Z 1.2M followers, 1.2M engagements


"But unless you're a forex trader with fiat you're not optimizing for upside. You're optimizing for lack of downside. With a barbell strategy you make money from crypto and tech investments keep hard assets in Bitcoin and have working assets in fiat"  
[X Link](https://x.com/balajis/status/1964228861627158632) [@balajis](/creator/x/balajis) 2025-09-06T07:27Z 1.2M followers, 75.4K engagements


"TIEBOUT SORTING NETWORK STATE The mathematical basis for the network state is Tiebout sorting. In 1956 Charles Tiebout proved that if you had: (a) low-cost mobility (b) frictionless discovery (c) no inter-jurisdictional spillover effects and (d) many possible jurisdictions .then individuals could vote with their feet by sorting themselves into communities that efficiently matched their preferences for public goods. Those assumptions were theoretical in 1956 but practical by 2026. Thanks to the Internet mobility is low-cost (due to remote work) discovery of new jurisdictions is inexpensive and"  
[X Link](https://x.com/balajis/status/1965360194118189126) [@balajis](/creator/x/balajis) 2025-09-09T10:22Z 1.2M followers, 182.5K engagements


"It's happening. Kazakhstan recently signed a deal with the Solana network state to create a special economic zone"  
[X Link](https://x.com/balajis/status/1970876508458885204) [@balajis](/creator/x/balajis) 2025-09-24T15:42Z 1.2M followers, 156.7K engagements


"Gold is about to flip treasuries"  
[X Link](https://x.com/balajis/status/1971869602868338843) [@balajis](/creator/x/balajis) 2025-09-27T09:28Z 1.2M followers, 746.6K engagements


"This year's Network State Conference is on Friday October X in Singapore. Our speakers include Vitalik Buterin Bryan Johnson Ben Horowitz Brian Armstrong Amjad Masad Ranveer Allahbadia Arthur Hayes Nas Daily Noah Smith Andrew Huberman and the governments of Singapore Dubai Abu Dhabi and El Salvador. That means many of the most successful founders creators investors and policymakers in the world are now interested in the idea of bringing online communities into the physical world. Our conference also features writers community organizers and intellectuals from around the world (and across the"  
[X Link](https://x.com/balajis/status/1972287549952663648) [@balajis](/creator/x/balajis) 2025-09-28T13:09Z 1.2M followers, 3.7M engagements


"China is remonetizing gold"  
[X Link](https://x.com/balajis/status/1980237918506811501) [@balajis](/creator/x/balajis) 2025-10-20T11:41Z 1.2M followers, 279.7K engagements


"See also @biancoresearch and @AndreasSteno"  
[X Link](https://x.com/balajis/status/1980238196849189189) [@balajis](/creator/x/balajis) 2025-10-20T11:42Z 1.2M followers, 50K engagements


"A few years ago someone asked me whats low status today that you think will become high status in 5-8 years My answer was bro science. Because it gets formalized into self-experimentation which in turn accelerates longevity. We are on track"  
[X Link](https://x.com/balajis/status/1980246504880386253) [@balajis](/creator/x/balajis) 2025-10-20T12:15Z 1.2M followers, 580.4K engagements


"The Golden Age is here"  
[X Link](https://x.com/balajis/status/1980266459755384888) [@balajis](/creator/x/balajis) 2025-10-20T13:34Z 1.2M followers, 24.7K engagements