I've still got fiat derangement syndrome.... Hope to become truly sovereign some day

We may be wrong about Bitcoin, but we are, by God's benevolence, in it for the right reasons

*Daoism… undermines authority culturally, but does not articulate a right to oppose it. …Daoism rejects rule because it cannot work, not because it violates rights. Its anarchism is negative rather than juridical: it dissolves authority by denying its competence and moral necessity.*

This is a great article. Thanks for writing this. We live in a complex world (which generally means most emphatic predictions are proven wrong); your article gentle pulls on these various strands of complexity to build a compelling narrative.

*Build for sovereignty, not speculation. Build for survival, not surrender. Build for the world that is coming, not the world that is ending.*

If we lived in a world which made sense, we wouldn't have fiat money in the first place.

*"The state" is ephemeral because it can be divided against itself. Every state has a shadow-state or rival state lying in wait. This is the closest thing to market dynamics we can get in a natural monopoly that there is always an apex force.* https://stacker.news/items/1421604/r/halalmoney?commentId=1421694

*when trust frays in the financial system hard assets regain prominence. The lesson is simple: geopolitics cannot be separated from markets. They are intertwined and ignoring that link can be costly. The prudent move is not just to watch these developments but to be structurally prepared well ahead of such episodes* https://stacker.news/items/1417355/r/halalmoney?commentId=1417529

*What we must build are not bridges to the old system but tools for the new one: circular economies where commerce occurs in sats without fiat conversion, self-custody infrastructure that makes sovereignty accessible without compromising security, mining decentralization that prevents any single power center from dominating hash rate, privacy preservation that maintains fungibility essential to money's function, cross-border settlement infrastructure for the geopolitical phase.*

*As debt-based structures fail and Bitcoin-based alternatives succeed, cultural attitudes shift… The idea that perpetual credit expansion is required for economic function is revealed as artifact of fiat rather than economic law. Equity-based financing, direct ownership, and time preference aligned with deflation become cultural defaults. This is not imposed through ideology but discovered through experience—those who adapted to Bitcoin's monetary properties prospered, those who clung to debt-based thinking did not.*

*Each circular economy that establishes sats-denominated loops reduces dependency on fiat and demonstrates viability.*

*The supply shock matters, but its impact depends on the structural adoption phase it coincides with—the size of the addressable market, the nature of new entrants, the macroeconomic context, the available use cases. What happens when you knock over the domino depends where they other dominoes are standing. A halving during sovereign adoption will have different magnitude effects than a halving during retail speculation, not because the mechanism changed but because the adoption phase changed.*

*The old model—controlling access to expensive energy—loses to the new model—producing abundant energy domestically.*

China's AI strategy gaining traction is crucial as it challenges U.S. tech dominance and could redefine global economic and geopolitical power. ## Economic Power Shift AI is set to add trillions to the world economy by 2030, with China positioned to claim a quarter through rapid industry integration in manufacturing, healthcare, and finance. This fuels GDP growth amid property slumps, boosting productivity via cheap domestic chips and models. ## Geopolitical Leverage Bypassing U.S. sanctions with efficient AI lets China export standards via the Digital Silk Road, influencing infrastructure in the Global South and gaining data advantages. ## Innovation Race China's focus on deployment over frontier research accelerates real-world gains in robotics and EVs, risking Western primacy but spurring global competition and affordable tech diffusion. Perplexity Citations: [1] China's AI Acceleration: Economic Growth, Global ... http://www.cnfocus.com/china-s-ai-acceleration-economic-growth-global-influence/ [2] China's AI+ Economy | World Economic Forum Annual ... https://www.youtube.com/watch?v=8NtZ9mFx_DU [3] China's Economic Strategy in 2026 to Prioritize Continuity ... https://www.asiapacific.ca/publication/chinas-economic-strategy-2026-prioritize-continuity-over-change [4] China's tech bet fall short of filling property hole, report says https://www.cnbc.com/2026/01/12/china-ai-robotics-tech-push-property-slump-trade-risk-rhodium-kkr.html [5] How will AI shape the economy and markets in 2026? https://www.vanguard.co.uk/professional/insights/how-will-ai-shape-the-economy-and-markets-in-2026 [6] China's Industries to Watch in 2026 https://www.china-briefing.com/news/chinas-industries-to-watch-in-2026/ [7] China's AI+ Economy https://www.weforum.org/meetings/world-economic-forum-annual-meeting-2026/sessions/chinas-ai-economy/ [8] “Intelligent everything”: China's policy to supercharge AI ... https://www.ussc.edu.au/intelligent-everything-china-s-policy-to-supercharge-ai-adoption

*Discipline compounds. Showing up compounds. The right space amplifies everything.*

GM fellow spyware users!

🍰 *belief and delusion… are related only in that they are points of view without incontrovertible proof in their favor. Delusion is believing something that is incontrovertibly false. Belief is an ingredient of delusion like flour is an ingredient of cake. But flour is not cake and cake is not flour.* https://stacker.news/items/1418727/r/halalmoney?commentId=1418841

*In a Bitcoin-denominated economy, debt-based structures cannot compete with equity-based structures, credit cannot compete with savings, and time preference shifts toward the future. This is not a normative claim about what should happen but a descriptive claim about what must happen given the incentives.*

*But the primary accelerant is geopolitical multipolarity itself. In a unipolar world, the hegemon could suppress Bitcoin through coordinated action. In a multipolar world fragmenting along trust lines, each power center needs Bitcoin as a hedge against the others. Sovereign competition in stacking reserves and building hash rate becomes a strategic imperative, not an ideological choice. This is not speculation about what could happen—it is analysis of what must happen given the structural incentives already in place.*

*It feels like every headline is engineered to spark a political reaction or manipulate our emotions... There’s so much more value in improving our immediate circles than in pouring energy into distant stories we can’t control.*

The lizard people think in centuries to preserve their power. We, who work for a higher purpose, should at least think in decades. Stay the course.