October Week 5 - 2024

BITCOIN RESET
Microsoft’s Bitcoin Vote: A Sign of the Times 

On December 10th, 2024, Microsoft shareholders will cast their votes on a groundbreaking proposal: whether the tech giant should consider adding Bitcoin to its balance sheet. If you had told me back in 2018 that the third-largest company in the world, valued at $3.157 trillion, would even entertain the idea of holding Bitcoin, I would’ve laughed and told you to get your head checked. Yet, here we are, what seemed impossible back then is unfolding right before our eyes.

This isn’t just a one off event, it’s happening in an atmosphere we could only dream of a few years ago. Spot Bitcoin ETFs are soaking up billions in BTC. MicroStrategy, once a niche software company, has morphed into a Bitcoin proxy, laying down a playbook for corporations to follow. And we have a U.S. presidential candidate promising to be the “Bitcoin president,” alongside BlackRock pressuring the SEC to approve Bitcoin derivatives markets.

I mean, come on…. just listing these few developments is making my head spin. And all of this has happened within the last four years. The signals are impossible to ignore. Bitcoin isn’t just a trend. It’s an unstoppable freight train, building up speed, and tearing through the noise of regulatory FUD, weekly market fluctuations, and skeptical pundits.

Even though Microsoft’s board is advising shareholders to vote against the proposal, the fact that it’s on the table at all says volumes about Bitcoin’s trajectory. The tide is shifting. Whether it's next month or next year, Bitcoin’s march toward mainstream adoption feels inevitable. The smart money is already making moves, and if this vote is any indication, it’s only a matter of time before Bitcoin is integrated into the highest levels of corporate finance. Feels like It’s time to make a move, follow or get out the fn the way! 😎

CRYPTO RESET
The Most Misunderstood Blockchain May Be Poised to Explode

For years, Cardano has felt like the most misunderstood and overlooked blockchain in the crypto space. While its development has been deliberate and methodical, qualities often mistaken for sluggishness, those of us who have followed its journey understand that Cardano is arguably the most robust and sophisticated Layer 1 blockchain in the crypto space. Now, with its integration of the BitcoinOS (BOS) Grail Bridge, Cardano may have just changed the game, positioning itself to rise into the top three blockchains globally.

The time for serious projects with solid foundations is rapidly approaching. As the crypto space enters its next phase of evolution, only the projects with real utility and sustainable infrastructure will survive. The hyped-up, casino-like projects that currently capture much of the market’s attention are about to face a harsh reality. It’s becoming clear that the adults in the room are preparing to take their seats, and when they do, the kids will be sent to the children’s table.

Cardano’s integration with BOS is not just a technological milestone, it’s a strategic shift. By enabling trust less bridging between Bitcoin and Cardano, this partnership unites two previously separate ecosystems. Bitcoin’s liquidity, which represents 59% of the total crypto market will finally flow into Cardano’s thriving Web3 environment. This opens up unprecedented opportunities for decentralized applications, scalability, and financial innovation.

Cardano, with over 100 million transactions processed and more than 1,370 projects actively building on its platform, is perfectly positioned for the next chapter of crypto’s evolution. The slow-and-steady approach, which has been mocked by so many skeptics, suddenly seems visionary as the crypto market matures and investors look for real value.

With this new BOS partnership, Cardano isn't just keeping up, it’s sprinting ahead. The next phase of blockchain development will reward the serious players, and Cardano looks ready to take its place among the top blockchains, leaving the hype in the rearview. 😎

AI RESET
We’re Just Not Ready for AI’s Lightning-Fast Evolution 

Let’s be real—most people aren’t remotely ready for how fast artificial intelligence is advancing, let alone for the inevitable arrival of AGI (Artificial General Intelligence). Mo Gawdat, former Google X executive, paints a picture that’s both exhilarating and unsettling. He points out that within just a few years, AI systems have grown exponentially, and at this pace, we could be looking at machines with intelligence levels far beyond anything we’ve ever encountered.

The scary part isn’t just the tech—it’s us. Gawdat says that even if AGI doesn’t fully arrive until 2037 or beyond, the difference between AI that’s 10 times smarter than us and AI that’s a billion times smarter doesn’t really matter. Once machines outthink us—even by a bit—the game changes forever. Imagine trying to have a meaningful conversation with Einstein when you’re barely out of diapers. That’s how it’ll feel for us trying to engage with these systems.

And here’s the kicker: It’s not the AI itself that we need to worry about—it’s how we humans decide to use it. Gawdat warns that for the next decade or so, AI will most likely be weaponized to serve capitalism. We won’t use it to create the utopian worlds of abundance that are within reach; instead, it will fuel more surveillance, more gambling (disguised as trading), more targeted advertising, and, yes, more warfare.

Gawdat’s take is both sobering and exciting. AI itself isn’t the villain; the challenge lies in our own flawed human value systems. If we don’t change the way we approach this technology, the transition to an AI-driven world could be messy—and fast. Whether we like it or not, the future is hurtling toward us. The only question is: Will we get our act together before AGI arrives? 😳

DISCLAIMER:
This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions or investments. Please be careful and do your own research.