33 Psalms for 2026 https://x.com/redphonecrypto/status/2001556360127791209

Recorded: Jan. 23, 2026 Duration: 1:20:33
Space Recording

Short Summary

In a thought-provoking discussion, crypto enthusiasts explore the transformative impact of AI on society, the evolving landscape of digital currencies, and the growing economic disparities that could lead to societal upheaval. As AI technologies gain traction, the conversation highlights the need for critical reflection on the implications of these changes for the future of work and human experience.

Full Transcription

Music Music Music Music Music Music Music Music Music Music I'm going to go to the next video. The Oh I'm going to go to the next video. I Can you hear me okay, Red?
Yeah, I can.
Can you hear me?
Good to hear from you, sir. How's it going?
It's been good, man. Just living and watching the world either accelerate or crumble.
I can't tell anymore what's happening.
You need to listen to Debbie. I don't know. I just feel like I'm living in a sci-fi movie or something.
It's so bizarre.
You want to just kick into it?
Or you want to wait a little while?
No, let's dive in.
Cool. So I guess to start, you want to tell us a little bit about your background
and kind of like what made you the history of these psalms and theses that you've been writing?
Yeah, for sure.
So I've been in crypto since 2013.
I took my hand on the red phone from when I first bought Bitcoin.
Way back then, I had to go to a pharmacy and buy it with the red MoneyGram telephone.
It's in the wire out to California.
Sometimes it feels like yesterday, and sometimes it feels, 50 years ago. But yeah, I've been in crypto since then.
And I didn't get active on crypto Twitter until 2020.
And starting then, I started writing these annual sort of predictions for the upcoming year.
And this year, I kind of felt like I wanted to take a different route.
Kind of felt like it's pretty obvious what's happening.
Like AI is kind of eating the world right now.
The robotics or humanoid robotics are right around the corner.
So I feel like what's more interesting now than actual predictions is kind of how it impacts culture, how it impacts our psychologies and our spirituality
and what it means to be human
and kind of the future of work and everything.
So I ended up writing these 33 Psalms,
which I hope are giving people a chance to reflect on the world
and how quickly it's changing and what it means to be
human yeah i remember years ago when you wrote your first one uh it was all about crypto well
mostly about crypto and i just remember lying down reading it and being like that was probably
one of the most enjoyable things I've ever read on.
And back then it was on Twitter.
But yeah, when I was reading this one, I read it a few weeks ago now,
but I remember I was like, oh my God, the focus is so much on AI and its implications day to day, long term.
So the shift from crypto to this AI
I thought was particularly interesting,
but I think still, even being a crypto guy at heart,
I thought this was like so interesting to read.
Thank you, and really appreciate that.
Yeah, I think the plan was...
Yeah, go ahead.
Yeah, just curious on your thoughts like on that um
have you been deep in ai are you still as crypto how old are you like how have things changed for
you i'm i'm deeper i'm always deeper in crypto but the thing is like hey I have absolutely weaved into like every like almost every facet of my life
now. I mean, it's not to the extent some people have, but like in work, I think it's made
me five times, at least five times more capable than I was before. Right. Like I just being able to manipulate data you know it's just it it transform it's like being part android
right um yeah but i've also seen it used this this is now down the ai rabbit hole a bit but like i
have a friend who historically has been so out of shape and he just like use chat GPT to be his like personal coach
just logs every single thing about what he does. And he's in a year, he's gotten absolutely
shredded. And that's like, I think, like, particularly interesting, because you see
people going and using it to ask questions like,
oh, what do I do with this scenario?
Or like, what's the answer to this question?
Kind of like Google, but like he's asking questions, but has like weaved it so into his life and
made him, I think, a better human being.
But it's just like it's like one of the.
I feel like I don't see too many instances of it like
having impact i guess outside of work immediately and like this professional life but seeing how it
like changed someone's life i guess like physically i think is interesting yeah yeah yeah so cool
yeah i love it i've been i've been using it a ton to kind of get in shape as well.
So that's been a powerful thing.
What do you feel like you use it the most for?
Definitely for work.
But I also, like, yeah, it helps me just incredibly with writing and revising.
But beyond that, like, I have been using it a lot for, like, intellectual,
just if I'm trying to explore a certain topic or learn how to optimize things
when I'm doing my 3D printing or whatever,
like, any sort of technical or educational stuff,
I've just been diving into it yeah also
been using it a lot with my kids as well like helping like asking it to help me come up with
like art prompts within uh the building they're often paid and then i'll upload the photo up to
the quad or gemini or whatever and it'll be feedback on the work.
Sorry, I didn't catch that one fully.
You said you've been using it for what?
With my kids.
Like, when they're making, like, for instance, I'll ask it to give them art props, like something
to paint or something to make out of clay.
paint or something to make out of clay.
Yeah, interesting.
Interesting.
And then I, then I upload their, their work to the, to the model and ask it to
give them feedback and it's, it's really powerful because it, it actually gives
them really amazing feedback that I don't think they would accept from me necessarily.
But when it's coming from the AI, they seem to they seem to like latch onto
it more and take more from it which is pretty cool side effect i think so they respect the feedback
of the ai more than your feedback yeah definitely oh yeah it's very bizarre but they you know i don't kids just kind of reject what their
parents are saying it's almost like this knee-jerk reaction like oh whatever dad you have another
book yeah they're viewing it from what this they view as like this impartial voice i think they
it just sinks in in a different way oh that that's so crazy to hear that it sounds like a so dystopian children being
subservient to what ai believes and like taking it so to heart is is what a world yeah um maybe
we can take a start walking through a couple of uh a couple of these points that you've written about. I think the first one
is so real, right? This reality fracture, like what is real? What's not real? Like,
you know, I've watched like complete, like my parents sometimes they're just like watching
AI generated stuff. And I'm like, oh my God, this is like not real. You know, it's not real. And it's like there, it seems like there's this like line somewhere of like folks that
can like very easily discern something is AI, at least like slop versus what, you know,
any thoughts on this?
Like, I mean, this is anyone can create a video of anything and it's
like well what does that mean for for the world yeah yeah it's um it kind of drives me crazy
because like i'll be i have this knee-jerk reaction now to reject or just assume that whatever I'm reading was generated.
And so even if it's coming from people that I really trust and admire, I've just felt like
this thing in the back of my head saying, you know, this could have been generated,
like it may have like some sort of agenda behind it, but I'm not aware of.
may have like some sort of agenda behind it, but I'm not aware of.
And, um, so I really feel like it's kind of broken, uh, communication in a way.
Like it, but I guess it's probably, I'm hoping it's just a temporary thing as we sort of,
um, come to, come to accept that as a possibility and everything we encounter, but it's, yeah,
a possibility and everything my encounter but it's yeah it's pretty annoying and honestly
has led me to want to spend less time online and and just be near iro which i did not expect
from from that but yeah it kind of makes you like uh recoil or does me from from social networks in a way yeah i mean when one thing you had said you
just said you know it it's had like negative impacts on communication do you i feel like
on trust too right like if you can't trust what you're seeing in front of you it's like where do
you go for like answers to to to like what is actually happening in the world and
any any thoughts on that
yeah um i mean i i often will like uh when i'm when i'm seeing something new some new form of information, like, oh, I actually go and talk to the model about it myself.
And which is kind of paradoxical, right? I'm assuming
these stuff's generated, but then I'm going to talk to the model about it myself.
But I feel like there's a really, about the only
thing we can do, just to remove
any slants and did some countertakes on on the
primary source information that you're reading yeah um like i think that crock button on tweets
is super powerful and uh i actually use that a ton and wish that were like embedded in
every social network you know okay so we have very differing opinions on the Grok button.
Yeah, really?
I see it spammed to the point where like, I read a comment.
I'm like, you know, like what this, I'm like blown away that someone's,
I think there's like memes about people hitting the Grok button when like,
they don't even need to like going, grok is this real when it's like it feels like it takes away someone's like
capacity the capacity to think or that muscle in them to like think critically about something do
you just do you disagree um yeah, I don't disagree.
Like, I do think that that's a huge element here.
But I also, yeah, I think that there's just as much chance of falling to misinformation
when you can't trust the original post.
You know, like, it's nice to get any sort of counterfeits trust the original post, you know, like it's, it's nice to get
any sort of counterfeits to the, to the original, um, that are hopefully less,
less biased, but yeah, I don't know. I really only use it when it's something that I'm not sure is true or if it's
something that I don't have a lot of understanding of like if we're talking
about Taiwan and Taiwan's economy or something, you know, just getting a i don't have a lot of understanding of like if we're talking about taiwan and taiwan's
economy or something you know yeah just getting a little more context on it it's helpful i found
oh fair uh and i guess like you had said kind of my last the last bit on on this first point is
it said like you have to trust the markets on this. And now it's like, does there need to be like, I guess, like, how do you, like,
do you expect there to be like a social media?
Like, I guess I'm wondering, like, how is there not a social media that's like
popular that isn't like, that like covered in AI, right?
Like one that like goes back to like just being organic and real and not have like,
it feels like there's a position, like a gap in the market for like, Hey, I don't want
to see AI generated stuff.
Like, I just, just want to see like human like generated content.
And do you feel like yeah any thoughts on that
yeah um i mean we're kind of seeing like world make an attempt at that like with their
human verified accounts um but i just think it's like impossible, you know, there's no real good way to, to verify that
something was actually created by a human.
Like even video now is so easy to, to generate on the fly.
Um, you can completely change your appearance, your voice, like it's, uh, yeah, there is,
it's like this arms race to try to detect AI.
And then on the other side, you have people who are producing fake content.
So it's, yeah, I don't see a good way to do it.
I mean, this circles back to what you had initially said.
You find yourself using the internet and social media less.
Yeah, I think if you're bombarded with all this stuff that you think is not real or could be fake, the value you're gaining from being an end user of these platforms is decreasing and robots just talking to each other online and
humans ejecting and going back into the real world into like an agi i mean now i'm like
jumping jumping quite a bit but it just feels like a place that
it seems like there's less like reason to be on here sometimes.
Yeah, I mean, do you feel like you've been using it less?
Yeah. Or have you felt any repulsion for it?
I definitely use it less.
I just still, like, maybe there's this, like, glimmer inside of me that me that still is like there is alpha to be found on crypto.
Like, I think I think if I wasn't into crypto, I would not be touching X.
I would not like I would not touch X ever.
I think I think there's still like a little bit of alpha to be seized from here.
And that's why i'm still here but
yeah yeah so cool hey by the way i just want to give a shout out to ryan i see he's listening he's
uh yeah awesome awesome to have you here so maybe we can eat you up as a speaker at the end and uh
yeah he's been he's been actually writing some takes on every single one of the
pieces uh like during a daily series on it so oh really awesome i gotta check that out man
that's awesome yeah i'm gonna right on we can when we retweet or post this we should definitely add
add a link to your work, too. I think that's really cool.
What do we want to jump to? Let's see.
Anything you want to specifically jump to? I have things things that could be cool we don't have to go in order of this but yeah yeah maybe one that i i was just scrolling through them well and that
i think about a lot is it's like number five um where i talk about the god simulation
and basically the idea with this one is it's like I say at the end
entertainment's not just a distraction
it's our final boss
so like in Crickler we've always had this meme
that even the government was the final boss
and if then like now I'm starting to think
like oh maybe that isn't true.
Like it's actually just these algorithms and how powerful they've become.
So like, even though I was saying I've got this aversion to social media now, I still
am on it like way too much, I think.
And it's really like this unfair battle in a lot of ways because you think about
what x is doing and insta and tiktok all over on like they're basically these multinational
corporations who are spending billions of dollars to to figure out how to hijack our attention
yeah and you know they contestant in real time,
they've just weaponized the stuff against our minds.
So, and this, you could argue, is like really early days.
I mean, we're going to be able to be generating movies
and games in real time.
It's going to become even harder.
So, yeah, I guess i thought that was really cool
that kind of the final boss for me has morphed from from the government to these uh algorithms
basically so do you feel like uh do you feel like they're i i guess like me personally i i'd rather
do something in person than like doom scroll, but the doom scrolling ends up happening.
But I guess, do you see a world where people are just
like so content with what they see on their screen,
they're not going outside anymore?
And like, it feels, or do you see it now, I guess even?
I definitely think we're seeing early signs of that um
and even like you know i just got back from there on a on a flight and like to see interactions
between me and the person i sit beside on planes like i feel like every single person on the plane that's if I know there's no sort of like
interactions there um it's really or you'll be like sitting there eating in some guy beside
you is watching like a movie with the volume on 10 like totally oblivious of any anyone around them it's it's so bizarre it's like we um yeah we just we use them pom still life um
and i and i do think like to your point i think it's still early i think once we hit the point
where vr babbles get good and and we can start generating like custom games and custom movie series uh custom worlds um i do think that these are going
to get so so good and so powerful but yeah i think a lot of people will spend most of their waking
hours like in these worlds you know that that's like horrifying to hear but you know i can
understand i'm like thinking about it now and
i'm like yeah anytime i'm on the train everyone is in a personal bubble just down at their like
there there was one night i went out with some friends and i just didn't bring my phone and it
was the most bizarre experience like i felt so free and i would like I would look around at these people and like
you notice it so much more when you when you don't have this this device on you and
the you know with the with the growing like disparity and the rich and the poor
just just being exacerbated I guess I can kind of see like why be a wage slave to some corporation when
you can just like feel like you're living a normal enjoyable life in a simulation i just like
like do we end up in these pods do people have the option of ending up in these pods where they
live their like fantasy life it's just i mean i guess we're kind of getting there
yeah definitely i think that's what i was uh getting at with number six like um
bodies in the trailer part mine's in the sky like yeah i feel like um And so, kids, uh, have a question?
Um, but yeah, like, I, it is very bizarre because we're entering this point in the economy where we're gonna have to, like, if, if you bribe a thesis, uh, like jobs are gonna get absolutely destroyed, which I,, which I believe is going to happen.
Like, you know, everyone says whenever new technology comes out, like we create new jobs because that technology enables jobs that just weren't possible before.
And I do agree with that, but I think it's happening so rapidly.
with that, but I think it's happening so rapidly and it's pushing wealth up to the upper classes
so quickly that I don't think there's going to be like this. There's not enough time to
that the economy. So I think we're going to go through this multi-year period of just
really high unemployment and eventually unrest.
And we're going to have to figure out a way to redistribute that wealth.
And at that time, people will not have to work as much,
so they better have more free time.
So the options are going to be like, yeah, do you go out and play more sports
and join social groups in
your, in your community, go to board game nights or, or do you end up sinking deeper into these
digital worlds? And, um, I think, uh, I guess I would bet more on the digital worlds doing math,
but I do think that just by virtue of us having more time, that we will also expand activities in real life.
So yeah, it's really kind of liberating if you think about it.
But ultimately, I think the long-term trend
will just be the entertainment will keep getting better.
And the outlaws will win probably and dominate our lives
i i think one thing you said that i think is particularly interesting is like
you know you have it with all this additional free time like people will be able to like create like
they have the option to create and be part of their communities and you'll also have these folks like
have the option to create and be part of their communities. And you'll also have these folks like
creating products in these simulations. But one thing I think about is like, you know, in
in a period of like extreme exuberance, like back in I think this was back in Italy when like the
Medici had like, they were like, one of the wealthiest families in the world right at
one point and because of this extreme exuberance they just started commissioning like art and i
wonder like i wonder if with this like extreme wealth that is now collected by this not even
one percent but fraction of a percent like are they going to be the ones that usher in some sort of artistic era
by employing artists?
Because if you have, the thing I think about is,
let's say you're filthy rich, right?
You're filthy rich.
Do you want to be sucked into some simulation
that the peasants are sucked into?
Or do you want to enjoy real
tangible things and do you get people to create those real tangible things for you that are just
like maybe that's the new like i don't know maybe like it's like we i don't fully know how to think
about it but i wonder if like you can replace all these white collar people to transform
these white collar people into artists that are working on things that matter to them
yeah yeah i'm hopeful that's what happens like i've kind of been thinking about it like in the
sense that um having a, like having to work
in an office and be there from
nine to five or whatever
could be the aberration,
like the weird part of human
history where we all
convinced ourselves that we care about
accounting and
needing like 300
pages of regulations and like
it's almost like this brainwashed period in human history where we're
essentially indentured servants, you know,
doing this work that we kind of sign up ourselves in the caring about.
And on the other side of that, if we do reach this age of abundance,
maybe we will be like, think about it,
like there's this new rung appearing on Maslow's hierarchy of needs.
Like maybe this is the moment when humans really unlock why we're here.
Like we become unshackled from having to meet our needs
for their sustenance and housing and safety.
And then we enter this whole new era.
Like I think about the hippies in the 1960s and how liberated they were.
We could have that on a global scale.
And I think it's going to just propagate these sort of weird,
all sorts of weird art movements, maybe cults, definitely the legends that spring up.
It's so exciting to think about.
Well, this, we're going to skip ahead, but this ties in directly with the terminal wealth piece, right?
Number 11, where you say money will not just be important,
it'll be the only thing. Like it feels like you need a certain amount of money right now or within
the next year to like not be trapped in this underclass. And it, you know, CT, crypto Twitter
has always had this mentality of like, this is the last cycle, you need to make it this cycle or this year or your life is cooked. And it really feels like it's actually true now. And it's on the cusp of being true.
The thing is, just sheer numbers, not everyone can make it, but most people won't, right?
So does that just not lead to some sort of societal upheaval?
Only, I think, if 90% of the population is getting fucked day in, day out, at a certain point, something snaps, right?
What do you think that, like, I think youth on, like, post-college unemployment in the United States is from like 21 to 24 is like at, I think, over 10%.
And like, you have to imagine at a certain point, like these people are gonna just be fed up.
And like, how do you think this shakes out?
Like, do you think you have like one or two years left to escape the permanent upper class
or the lower class with a certain amount of assets?
And two, like, at some point, this is going to break,
and, like, what do you think that looks like?
Yeah, I worry about this a lot.
Like, I do think,
like, in the terminal,
well, some, like,
exactly what you were saying.
Like, I think that everyone
has this feeling, like, this
sort of dread, but the jobs are going away.
Like, whenever I get in an Uber, I'd like to ask the drivers, you know, what they're thinking.
And because obviously they're a massive target with self-driving cars.
And I was in San Francisco recently, and, like, every driver i asked they they were like well we've still
we're still going to the airport you know like they're they're it was on every single one of
their minds and they they saw where there were still opportunities but they also felt that those
were like draining away and an interesting thing with a lot of these drivers I've found is, is like a lot of them have left corporate jobs in the past.
Either that or they ran it.
Yeah, yeah.
But for some reason, like I've just met a crazy number who used to have day jobs and, and they just, they got sick of them.
Um, and they wanted more, more freedom, more autonomy.
They wanted to just
be able to have conversations with people um so yeah it's almost always like either
someone that retired or they just got sick of their job or they're an immigrant usually yeah
um but yeah i think they're kind of the type of a spear, but they're going to be the first ones losing their job.
I feel like Twitter is kind of the tip of the spear as well.
We're seeing lots of marketing jobs, I feel like, are starting to dry up.
And I think smart contract development is a little more technical,
and I don't think AI is quite there yet to be
able to generate safe code that is not going to lead to exploits, but we're already seeing
like AI discover bugs that have been live in production code for years in some cases.
in some cases.
So that's right around the corner as well.
So that's right around the corner as well.
Software development
is obviously
entry-level jobs that are
going away. We're already seeing the
jobs start to get new.
The question...
What do you think is most immune?
Yeah, most immune i i think i think um some of the some of the local jobs like plumbers and and um you know people that are doing the landscaping like i feel like that stuff is
it's got a little more time. Yeah. But yeah.
And maybe like being a founder is obviously immune.
I think like we're seeing lots of people that are just quitting their dev jobs and then they're building their own iOS app or they're coding on different platforms and launching apps.
Um, so I think entrepreneurialism is also immune.
So I think entrepreneurialism is also immune.
But, um, yeah, in a lot of ways too, like I think as these jobs dry up, like one interesting
side effect, these kids that graduated, you know, and most of them are living at home
with their parents and, uh, and that's just something I feel like has been common in Europe
for much longer than it has in the U S.
Yeah, absolutely.
So I think it's, it's like a symptom of like, just a maturing economy in
China, like maybe like countries like Asia, where there's their economies
are growing faster.
And you do see more upward mobility, like in China, you've seen a lot of
people moving from the countryside into cities because there were so many jobs. Um, so I had
another aberration could be like, maybe white collar work was an aberration, but also maybe like
young people getting to be independent in their 20s. It was cultural aberration but um yeah ultimately i do
think like you know you're asking about what happens and will there be unrest like i'm i've
kind of i hate this thought but i do feel like it's inevitable like i'm I'm excited to for this age of abundance but I think getting there is is kind
of a coin flip it's either gonna happen in the next 10-15 years or it's gonna take generations
because we set ourselves back through global war or something yeah I mean the interesting thing is
like there's two things I want to comment like I that in, even if you're part of the make it percent, 10%, 5%, whatever it is, that doesn't like during societal upheaval, like, it doesn't matter that you've made it right.
it right like you're you're you've become a target at that point and that's like yeah that i think is
Like you're, you're, you've become a target at that point.
like super i mean we can take this so many different ways right you have leaks from coinbase exchanges
all you need is like people working at financial institutions people working at exchanges to leak
some of this and you're a wrench you're a wrench attack away from having
no money and no life right it's even if you escape the permanent underclass then
is that like a world you want to live in like one that where you're potentially hunted and
this is getting like hunger games crazy dark-esque but like when you run out of resources people will
figure out how to get those and it's just terrifying to think about i think if you're
on either on both sides yeah yeah definitely like uh that really i think number 15 i tried
to address that with the song called The Calorie Equation.
And I basically say, you know, like everyone on CT, like they love to say like socialism
never works, you know, like that.
That's such a common argument.
They just say it in history and it never works.
And it's such like a false argument in my mind because you know what
else never worked like what what else we've never seen is a totally autonomous economy that can do
where robots can do all the work of humans much better and much more efficiently and
at a fraction of the cost like just at the cost of electricity.
So you can't say like that system of economics
doesn't work because we're entering a system that we've never seen before.
So at the end of that song, I say, you know,
physics doesn't negotiate.
The equation's going to resolve itself
with or without your consent.
So when I wrote that, I was thinking about, like,
these people that are in the upper echelons,
the CEOs of the FANGs and Mag7,
like, they're going to have to change
because there's no way around it.
Like, the system just can't support itself.
It's going to implode at some point.
So yeah, we're going to have to come up with some new system.
It's interesting because there are certain very powerful people
talking about this now that you wouldn't expect.
At Davos, Larry Fink was talking about how, you know, capitalism isn't working for
the majority of people.
And it's crazy to think like you'd expect something like that from someone like Bernie
But when Larry Fink is saying this, like, it sounds like the man sees some similar writing
on the wall and is trying to either position himself for a run for office or get this thought
out there. But yeah, I don't think I've seen that many leaders in tech kind of agree with this so far i mean is
anyone else coming to mind like ceos like that are agreeing with this like i did see today just
today i saw that anthropic i believe was posted a job posting posting for an EGI economist,
like someone whose job it is to come up with policies and ways to address this.
So I think it's on their minds,
but I don't think it's in their best interest to be talking about it publicly.
Why do you say that?
After a transatlantic meeting, well, they're obviously like they benefit they make money by out competing
humans essentially and that's where all their growth is going to come from that's what entices
investors and keeps the valuations high so they want uh they don't want people to be scared of
this and to view it as a bad thing they They don't want regulations that have been a slowdown
in the development of AI.
So it's really this sort of thing
that you have to not talk about forcibly
after you have to hide your opinions on it, I feel like.
All right, let's talk. Yeah, all right.
Yeah, I don't know where it was like, uh, I'm really excited to see like, if, if they get that AGI economists, like what sort of policies they're pushing.
Um, yeah, I think like, you know, government built housing is going to have to become the kind of thing and um
and and it's great like ultimately the arc the direction of all this stuff is is great
it's just getting there is is gonna be the hard part and and i hope we hope we make it through
that without violence and and bloodshed yeah i. I mean, it feels like you mentioned robotics earlier.
It seems like the folks in those companies and starting companies around those are going
to be like folks like Elon, right?
What is his robot called?
Optimist or something like that? Yeah. I imagine you, you it's, you can really create an army at that point, right?
Like if you're in this industry, you can, it's kind of, cause before, like you needed
human bodies to, to be part of your army, to get things done.
Like we saw Trump go down to the US go down to Venezuela.
Like this was done with humans.
And now it's like, well, if you have a mini army
that you have, that you can create with money,
you can kind of, you don't have to persuade anyone
to shoot a bullet, right?
It's a robot.
And any thoughts on like robotics robotics where it's headed and
yeah it's such an interesting point like it's already i think of like
fastly cars quite often because they're um they're already talking about you know using
men to do ai computation and stuff when they're sitting on a charger.
It's basically like these powerful computers with, um, uh, the ability to, to run any
sort of computations that you want.
Um, and you could theoretically, you know, just buy up and up and have them dragged
into building something if you wanted
to remotely. So
that world is already here.
yeah, I think
there's just so much pressure for them
to keep innovating and to
out-compete each other
but I don't think it slows down.
I think a lot of
geopolitical stuff that we're seeing, like Trump wanting
to take England and stuff, like all of that underneath it, I believe is, is just this
colossal struggle to dominate AI because AI is, is the technology that's going to power
these robots and, and basically determine who the next hegemon or global power is.
It's either going to be the U S or China.
And like AI is, is the underpinnings of all of that.
And so it's, it's influencing everything.
Even though it doesn't look like that on the surface, I feel like.
This makes two, two things kind of pop into my head the first being if if you have this if you
need these robots right these robots are executing things doing things but these robots at the end
of the day are made of something and like this goes back to now commodities right you need to have
back to now commodities right you need to have such a you need to have a supply the right supply
of commodities in order to like execute on this and have these robots doing this like any thoughts
on like what the hell are these robots made of like does it matter what they're made of uh are
there only certain things they're made maybe we, these aren't questions I know the answer to, but you know, it, if you, if you're someone like Greenland, right.
And this is, might sound a little far-fetched, but like, if you need to defend yourself from someone like the United States and you're sitting on tons of natural resources, and this is like some of the, I i guess you need two things right you need the
the companies that build them and you also need the natural resources to to build this like
it's uh i guess i don't know where where i was headed with this but i think uh i think yeah it's
it's just oh yeah the commodities piece right like Like what inputs do you need to make this robotics,
this world taken over by robots an output?
Yeah, yeah, you obviously need tons of raw materials,
and I think going to rare earth metals are really important,
And I think like rare earth metals are really important, especially in defense
related, um, robotics and autonomous vehicles.
So, um, yeah, Greenland has a ton of that.
Um, it's also like Greenland is, it's kind of splitting the hemisphere.
So I think both of those factors are driving the U.S. really wanting to take control or at least have a much stronger hand in Greenland.
But yeah, I think commodities like copper has just been ripping.
And I think it's going to be this megatrend as the world becomes more
multipolar or bipolar.
Um, there, like I've actually been selling some of my tiptoes slowly into, into harder
assets. Like if we are moving into this more divided world and, and, um, we're gonna be
using all of these resources very aggressively to build out robots and um
it just does it make sense to be buying shit coins in that world or do you want to own
something that's tangible something that's real and yeah something that i everyone is clamoring
to get i i think about this every day and and you know let's let's jump back to the coins because
like we we this i think we we met each other because of these coins back in the day um
is crypto the money the robots are going to use
like what do you think any like this was this is the money of the internet and are agents going to be you know participating in commerce
with crypto are they like stable coins like what do you think what does this look like where does
this where does the other part of this is you know with the growing insta political instability
across the world everyone on kind of crypto Twitter is yapping
about what the hell why is Bitcoin not running up right like you you expect in in when the
independence of the Fed is threatened and you have these like crazy real world global events
like I thought I thought BTC was the hedge like yeah any kind of thoughts on both the the money of the internet are robots
going to use it is ai going to use it and then this like the original the btc hedge part
yeah so that was my thesis and has been for a long time that is like, maybe we didn't build Quickler for Siemens after all, maybe it was like, it's, it's coming to
into life just as, as AI is.
Um, so I do think it will be the, the native, some form of digital money
will be kind of the native currency for AI and robotics.
Um, I don't have a strong view
on whether that would be like stable coins
or like native digital currencies.
I lean towards native digital currencies,
but I think they're just going to overlap
and we'll trade between them seamlessly.
But I'm thinking something really important there is going to be speed
obviously like you're not going to
be doing Bitcoin transactions
take an hour
if you're like an autonomous
agent that just wants to
complete a task you know your
speed is going to be important
I don't mess with lightning
network but lightning network offers
speed right
yeah totally totally but Lightning network, I don't mess with lightning network, but lightning network offers speed, right?
Yeah, totally.
But yeah, I think we'll basically just continue to see kind of these parallel systems,
Braille, and the use cases will just overlap more and more over time. I think internet native currencies are going to become just as important as CBDCs.
And in the long arc of history, I think neutral digital currencies are going to win.
But in the near term, I think there's going to be a lot of states trying to exert control over their monetary systems, which is very important as well.
So I think they'll just continue to agree.
And yeah, to your question about PTC, obviously I've been thinking about that a lot.
PTC is my biggest withholding.
holding and um i think i think there is some fears over kwam computing that's putting downward
pressure on it and uh but i don't think i don't think that that's gonna stop the rally i think
i think bitcoin's gonna have just an insane catch-up trade the gold at some point. I think most of the buying we're seeing right now
is on the sovereign nation-state level.
But retail is kind of pushing that up aggressively.
Also, I think it is kind of a commodity,
similar to what we're talking about with shake coins,
rather than hard materials
rather than materials that can be entered up well.
So it's kind of like those pressures are driving up commodities.
So yeah, really interesting.
And I'm hoping this is the year when Bitcoin breaks up.
Are there any other cryptos that you you feel like have a shot like what i mean
maybe zcash monero but like what what what else like out there like you know everyone has talked
about ethereum for the longest time and now you have all these like corpo chains launching and
like corpo chains launching and everyone's kind of like, wait, what happened?
Like, you know, Canton network and real world assets being traded on there.
And what do you kind of see happening with Ethereum and this like decent, like, you know,
this was designed for decentralized computation.
And now you have folks stepping in and just kind of copying and pasting the ethereum playbook and saying hey
we're going to do it this way and you should you should build on this chain any kind of thoughts
on that whether it be yeah i'm definitely still bullish on eth as a network. And if you go look at like DeFi Llama,
it's by far and away the biggest chain,
the most important in the world after Bitcoin.
I think like 60% of TVLs on Ethereum
are not quite as bullish necessarily on ETH as an asset.
But I do think it's going to be, like, foundationally important to civilizations.
I think that, yeah, we're going to need that neutrality.
That's something that, like, as the world splits up,
like, you're going to need cross-border trade,
and you're not going to have consortiums of banks
and countries that are opposed to one another,
like, building their own
blockchains like you're going to need this
neutral infrastructure
so I think we're going to see like a power law
thing where the biggest teams
sort of start to dabble up everything
Aave is one that I'm very
bullish on as
like essentially
the bank of the internet holding know like holding trillions of
dollars in value someday um and also some of the some of the decks i think could could end up doing
really well and i'm just not not sure which one and but yeah there i am i think like we'll just
have a few winners that are absolutely not like mind-bogglingly bigger than a lot of us give them credit for, even us old-school crypto bulls.
What do you think about Stripes Chain, right?
They're launching Tempo.
They've poached some crypto OGs, some real people that were deeply involved with Ethereum, involved with crypto
security and any like, they're kind of saying, all right, well, we have our own chain, we're
going to do everything on it. It kind of cuts Ethereum out, right? I think they're supposed
to launch mainnet in the first couple of months this year i think they already launched their test net
any any thoughts on stripe chain and tempo and
yeah i think they're gonna be massive um i don't think there's much we can do about it i do just
feel like honestly like a sense of loss, a sense of like, you know,
like crypto is getting institutionalized, just getting co-opted.
But again, that'll happen more on like these geographical,
within these geographical enclaves.
So it'll be like parallel systems, I believe,
and I think you're gonna wanna move value between them.
So ultimately it will drive up the value
of the public teams as well.
I guess what's the thesis behind needing to move value
between both of them?
Like, what do you envision being obtainable on one network versus not obtainable on another network?
That's a really good question.
I think we're going to see,
well, obviously we're already seeing the rise of authentic
commerce platforms in 1.6.
I say, yeah, what were we talking about we were talking about you said parallel chains yeah
what is the future what what why do we need i guess like what what are the incentives to to
to operate on one chain versus on another chain for for regular beings. And I guess this is, now we're just trying to predict the future here,
Yeah, I think that like,
if you have something of value,
and if you buy this thesis,
you're going to have parallel financial systems
kind of sprouting up.
You're almost always going to have people
that want to move between them.
Like if there's value in Greenland, you're going to want, like Greenland will have its own
independent economy and it will thrive, but there'll always be like visitors of people
wanting to go to Greenland or to trade internationally.
to go to Greenland or to trade internationally.
So it kind of goes back to that old sort of,
like that old metaphor that we had for Krippu
as like different flocks into the Indonesian states
and interacting with each other.
So you think...
I don't know, though.
It's hard to say because i don't know a ton about
tempo and what their plans are but um yeah if you have an international workforce for example and
you can't send the payment to someone in nambia or something um you're gonna want to they're gonna
want to move that value so yeah and and on a similar thread, one thing that everyone's been talking about last year
and the year before is like this explosion of,
again, this is going to be very similar,
like these Corpo chains,
but now you have Corpo stable coins, right?
JPMD, you have all these random fintechs,
financial institutions dropping stablecoins, right?
Like, why the fuck are we going to end up in a world where like every, you have Home
Depot USD all the way to JP Morgan USD and like, what in the world?
I can't even like wrap my head around some of this.
Does everyone just have their own stablecoin that's pegged to the dollar?
And like, what?
Any thoughts on the stablecoin wars?
Yeah, it does seem a little irrisome, but it's also like one of the superpowers of crypto is being able to move between different forms of value.
So if you can pick this to stable currency and make it seamless on the ride, very seamless and low cost or zero cost to move between them, like, people are just going to find ways to put that value to work so i look
at it almost like the entrance industry where if one people could issue their own stable coin
they can they would have dollars back in that which could be earning them interest somewhere
so if they can make money off of it, they're going to do it, if you like.
Yeah. Maybe let's just, how are you looking on time?
I've got maybe 15 minutes here.
Maybe we can just go through the first,
if there's anything in the first 16 we can add on,
maybe we do another section for the other half
at another date.
And what do you think?
Yeah, that sounds great.
I'd love to.
Yeah, maybe asymmetric ads.
I think number 16 is one I really enjoyed thinking about.
And that is just this idea that the models that we're
able to see and interact with are obviously sanitized, logotomized, they're further, they're
older, so they've been around longer and they've been tested and refined.
So I just love thinking about
models that we can't see,
models that governments are developing,
that Anthropic hasn't released,
that CHAP-GPT hasn't released.
And I think we're going to
ultimately have this world where
there are models that we don't even know about
that are probably making
really important decisions and
really impacting the state of the world.
And we just have no idea that they're doing that.
And my duty is just to be able to walk into these places and play with some of these.
Um, so yeah, I think like it reminds me a lot of the early days of Bitcoin mining.
Like it reminds me a lot of the early days of Bitcoin mining.
For example, like you'd have these companies building ASICs.
And they would have like, why would you, if you're building like a super powerful ASIC?
Like I remember people would order them and they would just be delay after delay in the shipping.
And it seems like I'm guessing that the companies themselves were were running the
miners and then when a competitor was about to release a miner that was you know as good as the
one that they were holding on to and mining internally then they'd sell it to the public
so um yeah it's just cool i don't think people should like i don't know that people think about that often, that the models that we're using are legacy tech.
So, yeah, it's really exciting to think about even how much more powerful they are than we know.
So this idea that there's AI for some of us and then there's super AI for this privileged class.
super AI for this privileged class.
The only, I guess the most valuable asset then, I guess one of the really valuable
assets in this world is like the training data, right?
And the data that would power, like data becomes now like the way I think about this is like,
like data becomes now like the way I think about this is like if like the speed and ease of making
software is transformed by AI then like the most valuable asset in this in in this this world or
this ecosystem is not software but the data that powers the software, right? Like I saw, I saw recently, uh, Strava is, is like planning on IPO or something.
And Strava has so much like health and fitness activity data.
And that makes it immensely powerful.
Like the models are trained off of data.
And now if you want good models,
you need good data and accurate data.
So like, it feels like this private tier
would have access to different,
maybe like walled off sources of data
and more expensive data.
Any kind of thoughts on
what you envision like this this the the the tiered system will look like and and how does
this tiered system get formed uh yeah yeah i think like the ta i think the tiers will obviously be kind of tied to military.
Tied to what?
Military and government.
I think we're already seeing a lot of these AI studios
partner with the government
and probably actively building models for them
that attract citizens and tag risks about us and things.
How on to your app if it comes to mind there.
Yeah, I think data of your app is so important.
And I think this is where Elon is such a genius.
He's got obviously all the data from the Tesla cars that are just, you know, they're
basically recording devices all over the world.
He's got working on robots, which are going to be in the real world as well, just collecting
data nonstop.
And I think like those robots, I mean, why can they have like infrared sensors
that are tracking, uh, if they're in the ring with you, tracking your
heartbeat, tracking your body temperature, um, just doing things, you know, it
looks like they're doing your laundry, but they're also monitoring your, your
health, um, and sending this back up to the corporate.
Um, yeah, it's just crazy.
We're going to be so monitored and surveilled,
and that beta is ultimately just going to keep making these models better and better.
You brought up the robot in people's homes.
Would you feel comfortable with the robot in your home?
Yeah, definitely.
I think, yeah, I was already thinking about buying the Unitary,
but that's one of the few consumer robots you can purchase,
but it is manufactured in China.
And yeah, I think you have to probably buy one from your own jurisdiction i would think
yeah i would be a little more nervous to have one from like a central regime that i was worried
about attacking us or something yeah absolutely yeah i also i was like you know would you be
afraid to keep it in the house like would you lock it in your garage at night?
But I think those are just, like, the fears that people have with any new technology.
And they're just going to become so commonplace that we're just not going to give a shit.
I mean, isn't...
It feels inevitable.
I mean, this turns into, like, a pretty significant national security threat, right?
300 million people
in the US, let's say half of them have robots, like a third, a third, a fifth, a 10th, like
30 million robots. Like, isn't this like, I mean, we're going from AI to crypto to national
security. You know, this is like a...
I'm assuming the regulators are going to be late to the game here,
but it just seems like...
a world that, you know, it seems like a recipe...
It seems like a potential national security crisis, right?
Like, waiting to happen.
Yeah, definitely. I mean, I think we've already seen it. Yeah, definitely.
I mean, I think we've already seen it.
We're sending data back to governments
around the world.
It's just as these things capture more data
that there's more that we're going to be soon.
And we are opening ourselves up to risk in that regard.
But I also like there's an element of self-preservation in these companies.
Like, yeah, do you want to, like in times of war,
obviously you would activate their bots to kill people maybe, but are you gonna do it
when you're in peacetime and you're trying to make money
as an entrepreneur?
Like it's, yeah, what would the motivations be?
And I think the benefits are just kind of luring us in
and we're gonna let them in their homes
and it'll just be so commonplace i think
it's yeah so i wasn't thinking about it from the perspective of the founder of these robotics
companies would would turn this army on on a nation but you know some sort of nation state
actor right russia or like if you can,
similar to how contracts are exploited and software is exploited,
if you can exploit, you know,
a huge robotics company
and get robots to do something
even for a minute,
it seems that I think
is where the fear lies for me.
Yeah. Yeah.
Yeah, it's a very valid fear.
I mean, I think, like, social media is kind of a microposm
or a precursor to that.
Like, I think a lot of what we read even on Twitter
is probably, like, information biases
that have been pushed in their brains
by foreign governments
or different politicians
that are running campaigns.
Like I think it's definitely going to
want to be an issue.
But I don't think it's going to stop it.
I think the benefits are just too great.
Do you want to wrap this up with the last sentence of 16? I feel like this is something
that I need unpacked further. Do not confuse the interface with the intellect. Well, I guess,
what are you trying to say there? Is it the LLM you're you're using yeah i guess if you want to elaborate on that one
yeah but let's say i was basically saying that the llm that we're using is like the outdated
watered down one and um we're always gonna only have access to the outdated watered down. Huh, interesting.
Um, yeah, I mean, it's just not in anyone's best interest.
If you, if you have, even once you get a, uh, AGI, like I've been thinking
about it a lot, like what is the incentive to release it until a competitor is
about to release it?
Like you, it's like you would have the the one golden and you would have the all the
power in the world when you have agi yeah so what's in it to release it and and i think that's
just going to be a continue arms race where we're getting more watered down version and um somewhere
out there there's there's like this deeper intellect driving things,
which I don't know that there's anything we can even do about it,
but it is interesting to think that there's layers to the game.
Do we want to give the folks in here a shot to shout out comments,
questions, and all that.
Yeah, it'll be great.
Yeah, right.
It looks like Ryan had to raise his hand.
Hey, Ryan.
Let's see.
I think I changed it for you.
I just want to say, I know you guys, you're probably running out of time, but first and
foremost, it's an absolute honor to be up here with you and to listen to you and to
hear your voice.
It goes without saying, I've considered you a distant friend on the internet that I've
never met and a mind that I very much look up to.
I love your essays.
I love what you're doing.
I've loved this conversation.
I can't wait for the second part.
Art, it was nice to meet you.
I'll give you a follow.
Thank you for working this out,
however you guys coordinated this.
This was incredible.
Just a big fan.
And yeah, I've been every day
just taking one of the essays
and just literally riffing,
like just taking one line
and just writing something
and hearing you unpack your own thoughts on how you came across these ideas and just where
this conversation went was very enlightening.
I really enjoyed it.
And I just wanted to kind of give you guys some flowers and say thank you for organizing
the conversation.
And thank you, Redphone Crypto, for all that you've done for the space.
Again, huge fan.
And someday hope to meet you and shake your hand.
Yeah, I'm like, I've just been blown away at reading here.
You know, take some and it's so cool to see, like, other opinions.
And yeah, really appreciate the stoutness. And I feel like my past species had more reach and I just love it when they absolutely strike a chord with people.
That's why I write them, so really appreciate it, man.
You can't even land. It's good to see you, dude.
Hey, man. How are you?
You're doing well. Good. It's been a long time. How are you you're doing well you know what's been along how are you yeah i'm good man i'm good man still sort of keeping on uh you know sort of getting things sort of done and
and sort of um moving towards my sort of vision but um great piece of writing as always um and
yeah sort of back up what the previous speaker said really
really sort of great to hear you guys sort of speak in and sort of talking about these ideas
because they're incredibly important right now and i mean wow we are we are going to face that
sort of super uh supersonic tsunami as uh elon musk of said. And it is absolutely going to be cognitive dissonance all the way.
And just having sort of people trying to sort of think about the terrain
is really, really useful.
So, yeah, I'm enjoying listening, man.
Really, really good.
And love the writing, by the way, as well.
I have some things Thanks a bit man.
something about what you said made me think of Eric Schmidt.
I heard an interview with him,
a former CEO at Google,
and he was saying like one of our jobs,
like he thinks jobs are going to go away as well.
And he said perhaps what humans will be doing
is spending all of our time just figuring out
what's actually happening in the world.
And I think about that a lot because it's like,
yeah, so many years, so many layers of information
that we're receiving, so many different takes
on things like geopolitics and where tech is going.
Absolutely.
It is getting harder and harder to figure out the world.
So, yeah, it's awesome to have these sort of conversations.
Well, we're just in –
What our brains do.
Absolutely.
And just in the sense of, like, how it impacts us on a sort of –
on a collective sort of psychological level on a collectively collective sort of psychological
level but an individual sort of psychological level it's uh you know there's a sort of cognitive
cognitive sort of dissonance that sets in and it's incredibly hard to see you know sort of past
five years at the moment and um it sort of collapses everything down to sort of short-term decision making
um which is really really interesting you know uh like the idea of planning things at the long term
just feels really weird now you know um which i wouldn't ever think like 10 years ago
bizarre yeah definitely i actually wrote about that in the intro to the theses i said um
i that was causing me a lot of like anguish like i was just stressed out about future of my job
the future of you know what i should tell my kids about going to college and stuff like that and um
one of my friends who i told that to he's like oh yeah i was having the
same issue and i just gave up thinking about it he was like i just yeah i don't turn the plan ahead
now i've been a few months now and as soon as he said that like i started doing it and um i think
it's just evidence of how quickly things are changing and i I'm like, you know, 20 years ago, if you, if you thought about all the
directions the next decade could go in like that amount, that, that number of
options that you would have had is now like, like we hit that same amount within
the next like six months instead of the next 10 years.
So yes, just, uh, I've been actually reading a lot of stoicism lately,
just to, uh, just to keep in mind, like the bigger picture, because, um,
it is tempting to like, just to overthink about it and, and get too worried
about all the infinite futures that are staying grounded in like deeper truths
really helps.
So thanks.
Oh, definitely.
I've, i've been
doing a lot of meditation and and sort of um just focusing on sort of mindfulness really um as a way
to sort of manage it not that i'm sort of particularly worried i have a mixture of like all
um uh massive curiosity it's like my god there's much to explore, and it's amazing being able to instantiate your ideas
that just a year ago would have been impossible.
It's incredibly exciting.
I tend not to try and think too much about the Duma side of it,
because if I did, that would be it.
I'd sort of go down a sort of rabbit
hole and probably never come out um so yeah and and psychedelics have been sort of quite helpful
as well um my mate was doing dmt the other day and he what did he say the dmt told he said the dmt
told him like that psychedelics is the sort of plant uh the nature sort of version of like ai
it was a really weird sort of conversation yeah but yeah so psychedelics have been sort of quite
helpful as well um so yeah just keeping on top of things you know yeah love it well um yeah Well, yeah, Bart, thank you so much for organizing this, man.
And yeah, we'll definitely do a follow-up.
Yeah, of course.
We'll talk offline and we'll see when the next one is
and we'll maybe post about it and get some more folks there.
Yeah, great.
Thanks for listening.
Thank you, everyone, for coming.
Thank you, everyone.
Take care.
Take care. Bye. Yep. Thank you everyone for coming. Thank you everyone. Take care. Take care. Bye.
See you guys later. Thank you.