Redphone
@redphone
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Feels like there's a massive capital wall between tradfi and crypto today... tradfi's playing the crypto treasury stocks and ETFs (i.e. $MSTR, $IBIT, $GLXY, $CRCL, $UPXI, $DFDV, $SNPX, $SBET, etc.)
At some point, these inflows are going to push up L1 and major alt tokens dramatically
Then, the crypto degens will rotate gains into alts
In past cycles, we dreamed our alts would score a "CEX listing" to carry us to Valhalla
Now, we set our sights higher: on Wall Street listings 1 reply
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Everyone sounds smarter. Colder. Less real.
Welcome to the era of counterfeit people in a counterfeit world… ruled by ChatGPT.
Since I can't tell if the content I'm consuming was written by a human or a machine, I dismiss most of it… scrolling past at 100 mph.
Put another way: I don’t trust my social feeds anymore. The content feels tainted, like food that’s sat out too long.
Something’s off. Something’s wrong.
A recent interview on @MLStreetTalk with Prof. Christopher Summerfield (@summerfieldlab) captures it beautifully:
"If you look at the way people behave on LinkedIn and social media now,” the host says, “it’s becoming far more robotic. And it’s almost like the meaning of the entire system is eroding."
Summerfield agrees: “There is a crisis of authenticity.”
He points to a haunting scene in Superman 3, where a woman is sucked into a rogue machine and slowly transformed into a robot.
“That’s the metaphor,” he says. “We’re not worried about robots taking over, we’re being pulled into the machine ourselves.
“We become part of it, just like that poor character. We get turned into something we’re not. The system erodes our authenticity… and in a way, our humanity.”
Counterfeit people in a counterfeit world.
The scariest part? A decade from now, we may not want to talk to other humans at all.
Too much friction. Too messy. Too emotional. Too unscientific.
And no matter how wonderful that future may seem… a part of us will have to die to live there. 1 reply
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There’s such a wild culture clash as crypto goes mainstream. OGs tend to prize anonymity, merit, open-source, decentralization, anti-TradFi and e/acc. Many of those values are the opposite of what’s working in markets: doxxed, credentialed, closed-source, centralized, pro-TradFi, decel, etc. It’s X culture vs. LinkedIn culture.
Incredible to watch, but also sad. It's like smiling as you help your child move into a dorm and then balling your eyes out in the parking lot. 4 replies
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Everything I used to dream about for crypto is happening… right now:
1. X integrating banking/crypto rails (xMoney)
2. Prediction markets going mainstream (Polymarket)
3. Real regulatory bills moving through Congress
4. Coinbase enabling direct DEX access
5. Social platforms morphing into crypto-powered app stores (Farcaster, X)
6. Stripe and Shopify rolling out stablecoin payouts for merchants
7. Perps going native on CEXes
8. Tokenization exploding (memes, creators, apps, everything)
9. Stablecoins replacing middlemen
10. RWAs marching on-chain
11. Banks embracing crypto custody
12. Governments and corporate treasuries hoarding $BTC and alts
Every wall between the old banking world and the new is cracking.
Soon, money won’t just move fast, it’ll move instantly, across borders, time zones, and institutions.
The internet used to run on IOUs.
Now, direct value is being hardcoded into the base layer, and it’s spreading like a virus through apps, web2 giants, and TradFi strongholds.
Most insane of all is that these pieces will land just as the U.S. installs a giga-dovish Fed chair in 2026.
We’re not just watching a bull run.
We’re watching the financial system for the next 100 years assemble in real time. 3 replies
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It feels like the world is spinning faster. Tech is accelerating. Governments are drowning in debt. Civil discourse is fracturing. AI is rewriting reality in real time.
And yet, in the middle of this storm, there’s also massive opportunity. Maybe even hope.
Here's how I’m thinking about this moment:
1. There’s a crushing sense of historical inevitability to this era.
Whether you call it the Fourth Turning, the Great Ravine, or just the pendulum swinging back, we’re in one of those rare inflection points when decades happen in days.
2. It’s an impossible situation for our caveman brains. You can let it overwhelm you with depression, fear, and uncertainty, but if this chaotic period is truly inevitable, the question isn't "how can I prevent change?" It’s: "how can I thrive?"
3. Fear and anger are creativity killers. Instead of letting them run the show, practice observing these emotions when they surface, acknowledge them briefly, then deliberately shift your focus to what you can actually influence or improve.
4. This isn't a head-in-the-sand approach so much as a recognition of your circle of control. What do you genuinely have the ability to change?
5. The AI, robotics and crypto megatrends are blindingly obvious. To maximize odds of thriving, angle your career (or at least your hobbies) in those directions. Be intentional about it. Use the tools, listen to podcasts, find ways to multiply your output.
6. It reminds me of Eric Schmidt's advice to Sheryl Sandberg when she was nervous about joining a young, fast-growing Google. “If you’re offered a seat on a rocket ship, don’t ask what seat. Just get on.”
7. I used to wonder how countries could possibly devolve into Civil War. As political divisions grow, it's clearer to me that these aren't necessarily the decisions of individuals so much as larger forces (dopamine distraction, rage, financial desperation) corralling us like cattle onto one side of a divide or another.
8. I don't want to be divided... giving in to that black and white thinking is a downward-sloping path into the dark. Bridge divides wherever possible. Get out and touch grass with other humans who have different views. Don't let the algos incite you.
9. AI’s clearly begun to influence human events. Grok's responses on X are imperfect, but they inject some truth and rationality into the bot nonsense and rage bait that gets shoved in our faces. AI gives me hope that we have a credible counterbalance to irrationality.
10. AI’s impact will only accelerate. If we see regime changes, entirely new governance systems will be set up in collaboration with AI (which is largely just humanity's collective wisdom at this point). Could be massively positive and spawn the rise of entirely new forms of democracy (America 2.0?).
11. We stand on the brink of technological takeoff… maybe even a post-labor world.
The question isn't “how do we stop the chaos?” It's: “how do we position ourselves to get lifted up by it?”
12. The most dangerous thing you can do right now is freeze. The most powerful thing you can do is grow.
13. Take one small step today: Spend 30 minutes learning about or experimenting with AI tools you haven't used before, whether that's trying a new chatbot, exploring an AI image generator, or watching a tutorial on automation.
14. The goal isn't mastery; it's familiarization. In a rapidly changing world, your comfort level with emerging tools becomes a competitive advantage. Start building that comfort now, one small experiment at a time.
15. “The future is already here, it's just not evenly distributed."
Claw yourself free, and step into the brave new world. 3 replies
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1/ I didn’t claw my way out of poverty and debt because I found peace.
I got out because I was f*cking angry.
I was angry I'd let it happen to myself, angry I went to bed hungry, angry everyone seemed to have things I didn't, angry others learned about finance when they were young, angry banks got bailouts and used them as bonuses for CEOs, angry I didn't have healthcare…
I chewed stale bread for dinner (rationing my butter). And there were all these smiling people everywhere I looked. They had shiny yoga pants, drank $9 yerba mates, ate fish, traveled, guzzled wine, and dallied.
I knew they weren’t any smarter than me (a lot didn’t seem to have a single original thought in their heads).
So what were they doing that I wasn’t?
The world of money was draped in gauze. It was a game, and I didn’t have the rulesheet. 🧵 5 replies
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