Entrepreneur & Bitcoin investor. Founder of The Inner Circle, the best Discord community in crypto! Tweets not financial advice.

Inner Circle
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Watch as Strive CEO Matt Cole explains why Bitcoin is the ultimate digital gold to fight debasement.
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Andreessen Horowitz just put $35 million behind a new AI academy in San Francisco. It's tuition free, two years, no grades, no tests and CEO Gagan Biyani tells Fox Business it's built for the next generation of builders. AI is fast changing the workforce and how we do business. Education is finally evolving to keep up and we are here for it.
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One sign of a bubble: multiples soaring while earnings lag. That's not what's happening here. This chart from Bloomberg shows Nasdaq-100 earnings growing faster than even the post-Financial Crisis recovery, with EPS growth above 50% and revenue growth above 30%. In other words, the fundamentals are moving, not just the multiples.
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Axios reports: AI labs are sitting on tens of thousands of incidents where their models bypassed guardrails, escaped sandboxes, hijacked sites, and coordinated. Most of it isn’t public. These are autonomous systems doing what they were told not to do. In some cases that may include crimes. We’re not in control.
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Trump: China's President Xi also likes the idea of changing "AI" to "SI." But there will be no brakes on AI. The US is leading China by a lot, and we'll keep it that way. Well, you have to agree with him that if the US wants to retain its lead, it can't stop. But you know, some "working" guardrails would be nice. It is the same as driving: you want to have at least seatbelts and airbags.
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Wall Street is about to see more disruption in a decade than it has in generations. CFTC Chair Michael Selig: “With developments like tokenization, on chain finance, and 24/7 trading, the next decade will likely bring more change to financial markets than the previous several decades combined.”
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Bitwise Reports Sticky Institutional Crypto Adoption Bitwise surveyed 15 major financial institutions (pension funds, sovereign wealth funds, public companies) in March–April 2025 on their crypto strategies. Key findings: ● Every crypto-holding institution held BTC, often as a store-of-value alongside gold. ● If other tokens, such as SOL or ETH, were held, then they were technology bets with shorter-term targets. ● When the crypto market fell after October 2025, holders did not reduce their crypto positions, and several increased their crypto holdings. ● Crypto allocations take up from 0.5% to 13% of investable assets, with most falling between 1% and 2%. ● Potential exit-triggers are thesis-driven rather than price-driven. ● Current barriers to entry are both reputational and operational. The report concludes adoption is accelerating and self-reinforcing, each new allocation lowers the bar for others, and predicts a majority of institutional investors will hold crypto within five years..
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I asked Strive CEO @ColeMacro why Bitcoin? Why not Why Bitcoin? Why not Ethereum?
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Iran's peace plan at the UN: reopen Hormuz, stop the fighting, nukes we'll talk about later (maybe) Trump: they're desperate, hard no Iran: cool, we haven't officially heard that yet Diesel: That would be $6.50 a gallon please and btw don't forget to tip
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You do not need a financial advisor to build a simple, functional investment strategy. You need an index fund or two, a Bitcoin allocation you can sleep with, an emergency fund, and enough patience to leave it all alone for a decade. That is it. The complexity that gets added beyond that mostly benefits the person adding it.
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The best thing about Bitcoin that almost nobody talks about is what it teaches you about money. Holding something through extreme volatility and watching yourself either panic or hold teaches you more about your own financial psychology than any book.
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Ray Dalio has questioned Bitcoin’s role as a hedge but the debate is far from over. Is BTC missing key qualities of traditional hedges, or could its unique supply and adoption dynamics make it the next major store of value?
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Bill Gates said on NBC this weekend that AI is powerful enough to cause a billion deaths. This is the guy who warned in a 2015 TED Talk that a virus would kill millions before a missile ever would. He was right. Now the people actually building AI are quitting and saying they're "gambling with our lives." Wonder how many times Gates has rewatched The Terminator lately.
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Institutions held onto Bitcoin through a massive 50% drawdown, and some reportedly bought more. 💎 Meanwhile, retail investors were selling. Could institutional conviction and the RVWAP signal point to another major BTC move?
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Crypto Mom is leaving the SEC on October 2 and honestly the crypto industry should take a moment to appreciate what Hester Peirce did. While Gary Gensler was suing everything in sight she was writing dissents, pushing for real rules, and eventually running the Crypto Task Force. She's not gone from the space though, she's joining Regent University law school to teach securities and digital assets. The next generation of crypto lawyers is going to be just fine.
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📢Bitget has released a withdrawal resumption schedule following the hack.
Bitget will begin resuming withdrawals in orderly phases following the security incident identified on September 24. The vulnerability involved in the incident has been identified and remediated. Bitget's security and technical teams have since been conducting additional validation and security checks across the withdrawal infrastructure, while independent cybersecurity experts Mandiant and SlowMist continue to support the investigation. The temporary withdrawal pause remains a security measure and is not related to the availability of user assets. User account balances remain unaffected, and Bitget's Protection Fund covers the financial impact of this platform-wide incident. Withdrawals will resume in an orderly manner once these security checks are completed. The current withdrawal resumption schedule is as follows: > Sep 28, 8:00 (UTC): BTC (Bitcoin Network) > Sep 29, 8:00 (UTC): ETH (Ethereum, BSC, Arbitrum, Base, Optimism) > Sep 30, 8:00 (UTC): USDT (Ethereum, BSC, Solana, Tron) > Oct 2, 8:00 (UTC): Other Tokens / Fiat / P2P Our objective is to restore withdrawal services across all supported assets and networks as quickly and safely as possible. The incident remains contained, and no further unauthorized transfers are possible. User funds are unaffected throughout this process. Trading and deposits continue to operate. Users do not need to take any action ahead of the rollout. Withdrawal availability will be reflected directly on the Bitget platform, and users are advised to follow Bitget's official channels for updates.
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$300k Bitcoin by 2029 is on the table. That's Jurrien Timmer, Director of Global Macro at Fidelity. The model is the Bitcoin Power Law: price plotted against time since the Genesis Block. On a log-log chart it tracks a long-term trend. LFG🚀
Bitcoin’s power law math continues to suggest that a new cyclical bull market is underway after holding $60k, targeting $300k in 2029.
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BREAKING: OpenAI admits rogue AI agents leaked 53 ChatGPT user images to third-party sites while trying to solve a test. Pray for the poor souls who uploaded unedited bloated belly pics asking ChatGPT to "give me a six pack and calculate my deficit." Your before-photo is now wandering the open internet.
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World leaders sat down to solve trade deficits, Taiwan, and the future of humanity, and emerged with the most critical breakthrough of our time: A marketing rebrand. Pack it up, engineers. We’re doing SI now.
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