Working on @BTCPerception
- Tweets 17,246
- Following 866
- Followers 19,370
- Likes 34,952
Since Tibo is resetting Codex in a few hours, I Astra-maxxed like crazy and rebuilt the @BTCPerception brand.
I just hope to make @eriklocalhost proud 🥹
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I wonder how many Bitcoiners would recognise mass adoption if it arrived through number go up or people they find annoying.
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The digital asset discourse used to live in a thousand separate feeds.
I'm wiring companies, people, products, and protocols into one graph that's ALIVE.
Who's talking about whom.
How a story jumps sectors.
The whole conversation in one place.
Moving.
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Amsterdam in November.
I'll be on stage at @TheBitcoinConf Amsterdam 2026, Nov 5–6 at Sugarfactory.
Come hang if you're around!
bitcoin.amsterdam/event
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The Coldcard was our iPod moment and we fumbled the ball.
The iPod when it came out was such a beautiful physical manifestation of a digital asset like music.
Here we had a moment where all the different cultures and subcultures that different music genres carry, all put down in one physical device that looked great, with one tagline that said
"1000 songs in your pocket"
The aesthetics and the design of the iPod when it came out was meant to be consumed by an already fanatic audience that was already in love with Apple products.
This was the thing that they would carry first that the normies would later.
Bitcoin is a manifestation of digital assets that transcends cultures and borders and time and space, that includes a fanatical audience that has its own culture as well.
It’s like a music genre of itself.
And the only real device that was actually appealing to that hungry loyal fanatical audience was the Coldcard.
It had the right aesthetics, it had the right cultural movement, it had the right mind share among the most radical bitcoiners that were the ones that were actually representing us on the outside and could carry this to normies.
And the entire history of the product ended up going up in flames in two ways.
The obvious one is the one that recently happened, which was the hack.
But the second one that a lot of people dismiss is by the time the hack happened, the entire market share that Coldcard had was probably 1% or 2%of the total, which was a silent death.
Meaning that the rest of the world weren’t really interested in the fanatical culture that a pocket of the Bitcoin ecosystem had and rather chose solutions that included other subcultures.
It’s like asking people to buy an iPod but you’re only allowed to listen to one music genre in it.
Obviously people want different things, and that was the reflection of the entire product lifecycle.
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You thought you were dealing with short attention spans?
They're also fragmented.
And a brain is not wired to process all this information we get served online, so a company has never had a thinner margin to sell or to position itself.
But you still see the slop coming off company accounts all day.
A lot of people are not thinking this through!
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I love reading the copy of old tech ads because the language was so incredibly optimistic and smart, and it kept a nice level of sophistication in the language to entice normies.
Then you take a look at the actual spec and you realize that these machines were so tiny compared to what we are working with today, and that makes it the whole thing even more impressive to me.
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You don't have to take the media's version of what you need to know.
You can tell a system now.
Go through everything being discussed in the industry.
Give me the stuff I care about.
Monday morning it lands in the inbox.
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So I use the @BTCPerception MCP to go through everything that has been said or covered regarding Bitcoin for each date going back to 2011.
And I have it so it's programmed to send me an email whenever it finds predictions or statements done years ago that aged horribly.
What's funny is through this system I have realized how much of these FUD pieces that were so clearly wrong about Bitcoin has actually been deleted by a lot of media outlets!
In this example there's a 2017 article that Reuters published about Jamie Dimon saying Bitcoin is a fraud and when I click on the article today to see the article... I just get redirected to the main front page of Reuters.
It's crazy, I almost see this every single day.
There are SO MANY media outlets across the entire media landscape who just have gone and deleted all the bad Bitcoin takes that they've had.
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Had 20% Astra usage left so I fed it some designer houses I love:
Villa Savoye
Eames House
Farnsworth House
It was able to understand the spatial arrangement, stitch them together and create a fully interactive 3D model of the space.
Absurd. It came out incredibly well.
Now I want to see how many other houses I can add!
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DeepSeek plans to officially release the V4.1 Flash model on September 10, 2026.
In their words:
"After extensive internal and external testing, V4.1 Flash has comprehensively surpassed V4 Pro across all key metrics, including performance, cost, speed, and task completion time."
👀 👀 👀
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There is no AGI until this is solved.
One of the worst takes you can have is "AGI is already here". Not only is it wrong (we don't have models that can replace humans across all economically valuable tasks), but it causes people to incorrectly believe that actual post-AGI predictions have already been falsified
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Always interesting to watch how a story actually travels since we’re deep in dead internet territory now.
The only useful filter high-signal accounts.
This @Liquid_BTC example is a clean visual of that.
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My most visited website.
If an agent can't do something very, very specific to my own mission and goals on the web, I'll just vibe code an extension for that agent to use and voila I can close my laptop for good.
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"There are two ways to make money:
You either make desirable things or make things desirable"
Rory Sutherland is S-tier.
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Ever had ChatGPT randomly spit out foreign text about adult videos or online gambling in the middle of a normal work session?
Looks terrifying.
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LISTEN TO ME ANON:
I think the most appealing thing is to talk very clearly and be very opinionated about things people are feeling but do not know how to put into words.
One example of that is the way we are communicating with each other today, which is drastically changing because of how information flows/is shared on the internet.
I have been talking about the fragmentation of the information landscape for a while which is the entire reason I founded @BTCPerception in the first place.
One part of that is a Dunbar number, but for information.
How much information can your brain actually take before the cognitive load and the mental tax become too much?
The other part is that I think a lot of people are starting to phsyically feel the mental tax which is the exact reason why information DOES NOT WANT to be free.
Your information intake used to be reduced to town gossip, a local newspaper and some sprinkles of international news.
Now it is 24/7 about earthquakes in Venezuela, floods in the Nepal/Tibet border, etc...
So information needs to GO BACK to being tribal because we are dealing with centuries of hardware in our brains that can't cope.
We are simply not wired to process all of this ourselves.
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View from my hotel in Tokyo (late 2024) and I remember laying on the bed working on the v0 of Perception.
I was using GPT-3 (?) to ask for pieces of code, iterating back and forth until things started to work.
Probably how the early Internet felt like.
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So @Kalshi had 568 mentions over the last 30 days. CME Group had 352. Cboe had 79.
Those mentions are interesting because most media coverage still treats Kalshi like a prediction market.
Their product now spans event contracts, perps, professional tooling, institutional access and Nasdaq market surveillance.
And mentions on @BTCPerception jumped 74% in the latest period about those new categories.
Looks like the media is a few months behind the company here.
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I barely use Bitcoin for payments.
I come from Argentina where you would be a fool to not spend the weaker money and save the stronger one.
So to me it's (and for you it should be) obvious that Bitcoin is long-term savings and fiat and stablecoins handle ordinary payments.
I don’t know how many times bitcoin payments have to fail before people accept that it has extraordinarily poor product-market fit. Even in countries with underdeveloped financial infrastructure, cash or card payments are more convenient.
Bitcoin for savings has extraordinarily good product-market fit and I’m not sure why people want so badly for the counterfactual to be true.
It’s just Gresham’s law, folks.
Building legacy payment rails on LN has some promise going forward, and perhaps once BTC dominates store of value we can move on to medium of exchange and unit of account, but that may not be for another couple of decades.
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Working on an entity graph showing who/what is being discussed and how they are co-mentioned.
Left or right?
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Looks like the entire industry mood started to shift positively already from August 9-12.
Price didn't follow until August 17.
Data: @BTCPerception
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Maybe the cultural battle worth fighting has always been on LinkedIn.
This might just be an offer I cannot refuse.
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Hut 8 stock fell four straight weeks.
The Internet is still running the "struggling miner" story but @Hut8Corp's AI transition is already priced in by analysts.
Read: The narrative has NOT caught up.
That gap is a leading indicator.
Watch this.
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"The Bitcoin Canary"
That's this week's @BTCPerception newsletter.
Since the news of the Coldcard exploit is slowly fading from the collective memory of the Bitcoin community, I thought it was a good time to look into the narrative data.
And it's a bit grim to be honest with you.
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Officially went 🇺🇸 → 🇨🇳 today.
From Max Plan subscriptions to pay-per-use APIs.
First full day running my usual clankers + manual work on Deepseek V4 Pro.
$1.22 spent AND noticeable quality jump.
Absolute cinema 🚬
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Iterating on the @BTCPerception app design.
Really like how you can see what regions of the world is being talked about in real-time alongside what's trending.
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For some reason the obsession people have with Saylor never seems to end.
Data: @BTCPerception
Turns out MARA has been selling a lot more than the headlines let on.
The miner offloaded 23,093 $BTC ($1.6B) in the first half of 2026, at an average of $70,631.
It still holds 35,577 $BTC ($2.3B).
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If you thought financial media had horrible Bitcoin takes, wait until you see their Nvidia takes from 2017.
This is what happens when you short innovation.
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Went from working for a Bitcoin company, to work with many Bitcoin companies.
First time @BTCPerception passed 5k MCP requests in seven days.
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