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This is the post that ties it all together. The Only Income Producing Collectible That Can Buy Every Other Collectible Most investors in collectibles don’t actually own assets. They own expensive inventory with permanent carrying costs. Most collectibles are static. They sit still and wait. Art, sports cards, and...

12,752 görüntüleme • 6 ay önce •via X (Twitter)

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MIND-BLOWING 🤯 Angel investor perfectly sums up how the "You Will Own Nothing and Be Happy" strategy is being implemented with UBI, AI, and tokenization "This is the hidden wealth transfer" "Assets are going to become harder and harder to own as a result of AI" "couple that with tokenization, where they won't even let you own the asset" "They want the custodian to own the asset and you to own the token" "AI essentially threatens to separate consumption from ownership" "the universal basic income, or what Elon Musk calls the universal high income, it doesn't solve the problem. It concentrates wealth significantly" "you need to become an owner rather than a consumption supporter" "It's going to be the subordination industrial complex, the subscription industrial complex" "They want you to rent... rather than own the assets, and specifically the assets that are [productive]... that's why they create these manufactured crises to make sure that you own nothing and you're happy" This clip of Simon Dixon (Simon Dixon), an angel investor, Bitcoin OG investor, and former investment banker, is taken from a video posted to the Simon Dixon YouTube channel on June 14, 2026. ----------------Partial transcription of clip--------------- "Assets are going to become harder and harder to own as a result of AI. Now couple that with tokenization, where they won't even let you own the asset. They want the custodian to own the asset and you to own the token. "And you've got these structural paper contracts where they don't want you to own the Bitcoin, they want you to own the paper Bitcoin. So daily life gets cheaper, but ownership gets more expensive. And that's what I think we're witnessing. "That's the trend that I'm looking out for and that's what I think the data is. This is the hidden wealth transfer. So the headlines during this whole thing will say to you, everything's getting cheaper. "AI is making everyone's life better. You now have universal basic income. You don't need to work, but it is a wealth transfer between those different things that are happening. And so the middle class was effectively built upon ownership. "That was the boomers after World wars that were able to get the real estate at an affordable rate. They were able to leverage up the debt. They own the property, they own the businesses, they own the stocks, they have the savings. And AI essentially threatens to separate consumption from ownership. "And that's what I think everyone needs to prepare for. So citizens may consume more, but they'll be owning less if they don't get this trend right, if they don't become the asset owner. "And that is really the universal basic income, or what Elon Musk calls the universal high income. It doesn't solve the problem. It concentrates wealth significantly. That's why I've always said you got to have a plan for the next five, 10 years. Even if it, takes longer, takes shorter, whatever it is, you still got to start working. "I talked about, there was an episode on my blog, SimonDixon(.)com how to develop a 10-year plan, how to understand these different trends. But UBI is effectively consumption support, let's call it what it actually is. "And ownership is wealth creation. And you need to become an owner rather than a consumption supporter. It's going to be the subordination industrial complex, the subscription industrial complex. Basically a monthly payment is not the same as owning the productive assets. You don't get more productive and get ahead unless you get more productive and then own the assets. "And that's why you got to lean into this maximum productivity increase in order to spend less than you earn and invest the difference in the assets. Own more Bitcoin. This month in the sovereign strategy and then diversify accordingly in order to play some of the different things. "Now, remember, the future may become a world where citizens rent access to virtually all sorts of things. And so really, that is the subscription industrial complex. They want you to rent it rather than own the assets, and specifically the assets that are producing it, because that's why they create these manufactured crisis to make sure that you own nothing and you're happy."

Sense Receptor

49,807 görüntüleme • 2 ay önce

We will begin to see more lucrative ways to construct treasuries Public companies will begin to buy back their own token that is onchain Categorically there will be two different types of assets An asset that is backed by an institution and an asset that is not Buying an asset is about who is the next marginal buyer With this new type of interest we create more demand generation MemeStrategy for example is a publicly traded company on the Hong Kong stock market With multiple companies and assets operating onchain and off chain it allows for the business to compound growth faster Owning the distribution through 9GAG ❤️ Memeland gives Memeland ❤️ Memecoin an unfair advantage with anything go to market related The cold start problem is solved especially with the introduction of developing a new mascot and showing it to the world What would take a company months or years to execute on Memeland can shrink the timeline Backed by a publicly traded company with a ton of buying power for their own assets it comes a lethal dual threat The dual threat of telling the world about your assets and IP while being able to backload it with already owned resources of money and attention As 9GAGCEO mentioned on the podcast there are three main areas of focus for them The framing of it is pretty clever and it’s sticky. Super easy to remember [ABC] AI Blockchain Culture All three interact with each other in different levels of the business and products AI is a leverage tool to increase capacity within the business and the potential to train algorithms that best serve those using them (AceTrader) their new trading platform Blockchain is obvious as they have many products being built and already used at scale. Stakeland and $MEME Culture is the most recent focal point with the idea of putting a flag carrier out there. For them it’s the potato. Giving a name to a face and a face to a name. Something that’s interactive for everyone that they come in to contact with Every brand needs a Pikachu and a household name + face Asia is also the spot where trends and products go mainstream and adopt the element of cool A culture they understand very well and have a good grasp on 🥔

Andrew Forte

91,382 görüntüleme • 10 ay önce

The $250,000 ETH Productive Money Price Target Explained "You just have to look at the monetary premium that currently exists in gold and Bitcoin. If ETH is better money than gold and Bitcoin, it should capture the monetary premium of those two assets. Today gold has a market cap of ~$30 trillion and Bitcoin has a market cap of ~$1.5 trillion. If you divide that by 121 million ETH, you get a price somewhere between $250,000 and $300,000." Michael McGuiness continues: "I view Bitcoin and gold as the rough TAMs for scarce assets without counterparty risk. That's what gold is and that's what Bitcoin is... and I actually think that could end up being low because it doesn't include other TAMs like the broader money supply -- M2 is ~$22 trillion. There's a monetary premium in asset classes like luxury real estate -- you're not buying an apartment in NYC for the cap rate; it's more of a store of value. If the world converged on ETH as its store of value, it might win that monetary premium as well." Vivek Raman adds: "It sounds audacious but Ethereum is audacious. It's a new technology and people need to start thinking in exponentials... Institutional investors are starting to realize too that it's not just a discounted cash flow model -- Ethereum is not a software company. It's going for money. The repricing from an asset that's not well-understood yet to a productive money that's the global reserve asset is not something that's going to stop at a 10x... And that's what the opportunity is. There aren't many assets out there that have an intrinsic value floor with actual fundamental value plus a monetary premium -- and you have the ability to capture the growth of an entire network that's kind of like owning a piece of the Internet early on. That's what ETH is. It's one of the greatest assets I've ever seen." Mike adds: "I know the number can sound crazy on the surface, but one sanity check I like to do is: there's ~60 million millionaires and there's ~121 million ETH. If every millionaire globally tried to buy some ETH, they'd each be able to own ~2. Obviously there are people out there who own a lot more than 2 ETH, so it'd be less than that. So that's another way of thinking about these few-hundred-thousand-dollar price targets. I used to think about Bitcoin the same way. It's just a nice sanity check: If this is the global reserve asset and the world converges on it, and everyone tries to buy it, how much is left to go around?" Read the full report and watch the full The Edge Podcast interview with Vivek Raman and Michael McGuiness in the links below.

Etherealize

171,344 görüntüleme • 3 ay önce

Back in late 2020, I spoke with Michael Saylor and asked him why Bitcoin destroys every other store of value. His answer will change how you think about money forever: There is $250 trillion in global assets and every single one of them has the same fundamental problem when you look closely enough. Your real estate is immobile, illiquid, and taxed annually without exception and half of all commercial real estate is structurally impaired from COVID with at least a decade of uncertainty still ahead. Your bonds only work when interest rates keep falling and that game has a mathematical floor because the moment rates go negative everyone pulls their money out simultaneously and the entire mechanism that made bonds attractive for four decades inverts overnight. Your equities get taxed at every single layer of existence: > revenue gets taxed as sales tax > cash flows get taxed as income tax > expenses get taxed as payroll tax > trade gets taxed as tariffs (plus regulatory risk sits on top of all of it) And when the price rises by a factor of ten it does not become safer, it becomes more dangerous because it is delaminating from its fundamentals and any disappointment from that point causes catastrophic volatility. Here is what most people never understand about money: Every traditional store of value you own is a vertebrate and if you are a vertebrate you can be killed with a needle because there is a headquarters, a jurisdiction, a regulator, a court that can reach in and end it. Bitcoin is a swarm of hornets with no headquarters to raid, no jurisdiction to exploit, no CEO to arrest, and no regulatory throat to cut because there is no throat. Your money should be a single celled organism, the base layer of the ecosystem, not a vertebrate with a backbone that can be decapitated the moment it becomes inconvenient to the wrong government. Bitcoin is the only asset that structurally solves the problem every other asset you own creates:

Robert ₿reedlove

49,792 görüntüleme • 2 ay önce

Most people think they understand finance. They don't. They know how to send money. Maybe how to trade. But the actual machinery underneath who controls which assets, who gets access to which markets, who decides who can even participate most people never see that part. And that's exactly where the problem starts. Right now, trillions of dollars in real-world value real estate, bonds, private credit, alternative funds are locked inside systems that were never designed to include you. Not unless you have the right passport, the right broker, the right balance in the right bank account. Traditional finance has always had an invisible velvet rope. Most of us just never got close enough to see it. Blockchain was supposed to change that. And it tried. DeFi opened a door. But even DeFi, for all its freedom, couldn't actually touch the real world. Tokens, yes. Speculation, yes. But actual real-world assets handled with proper compliance, proper security, proper legal enforceability that gap never really closed. Until something like Real comes along and asks a very different question. What if you didn't bolt RWA tokenization on top of an existing chain? What if you built the entire Layer 1 around it from the ground up? That's what Real is. The first fully decentralized, fully permissionless L1 blockchain built specifically not partially, not as a feature, but architecturally for the native tokenization of Real-World Assets. What does that mean ? It means things like bonds, real estate, private credit, and commodities can live on-chain with full transparency, full compliance, and full security baked into the protocol itself. Not added later. Not patched in. Native. They call it solving the "RWA Trilemma." Most tokenization projects have to sacrifice one of three things security, decentralization, or regulatory compliance. You either get compliant and centralized, or decentralized and legally fragile. Real built a hybrid validator architecture that doesn't make you choose. Business validators tokenizers, risk scorers, insurers each play a specific role in the asset lifecycle, staking tokens and facing real onchain penalties if they act wrong. The result is a system where real-world assets carry their own risk data, their own compliance metadata, and their own insurance all embedded directly at the protocol level. $29 million raised. A partnership with Wiener Privatbank SE: an actual institution. A partnership with RWA Inc. The $16 trillion RWA opportunity. A target of $500 million in tokenized assets. The numbers matter. But what matters more is the architecture. This feels like someone actually sat down and thought: what would financial infrastructure look like if it was rebuilt for the next hundred years? Finance was always a wall. What Real is building slowly, quietly, but very deliberately might just be a door. And most people still don't see it yet. #UCCC

Meow

11,164 görüntüleme • 2 ay önce

Warren Buffett on the best asset to own during inflation: The question comes from the audience at a Berkshire meeting: Is a high-return, capital-light business like See’s Candy still the best inflation hedge? Or has Buffett come around to hard assets like railroads? His answer is unambiguous. The capital-light business wins. The logic is simple. When inflation hits, a business that can grow its dollar volume without needing much additional capital is in an enviable position. He uses the most relatable example he can find. “The ultimate test is your own earning ability. If you’re an outstanding doctor, lawyer, teacher, as inflation goes along, your services will command more and more in dollar terms and you don’t have to make any additional investment in yourself.” The worst businesses to own, by contrast, are the ones drowning in receivables and inventory. If prices double but volume stays flat, they need twice the capital just to stand still. Then he walks through the numbers on See’s Candy, his favorite example of a perfect business. When Berkshire bought it, See’s was doing around $30 million in sales on $9 million of tangible assets. Today it does over $300 million on roughly $40 million in assets. They put in $30 million of additional capital over the entire period. The return on that? About a billion and a half, pre-tax. “If the price of candy doubles, we don’t have any receivables to speak of. Our inventory turns fast. The fixed assets aren’t big. That is a much better business to own than a utility business if you’re going to have a lot of inflation.” The ideal, he says, is even purer than that. “You want a royalty on somebody else’s sales. All you do is get a royalty check every month based on their sales volume. You have no receivables, no inventory, no fixed assets. That kind of business is real inflation protection.” Charlie Munger cuts in with a characteristically dry observation: they didn’t always know this. And sometimes they forget it. Buffett doesn’t disagree. “It shows how continuous learning is absolutely required to have any significant achievement at all in the world.” The reason Berkshire is now in capital-intensive businesses like railroads isn’t a change of heart. It’s a constraint of scale. There simply aren’t enough See’s Candies in the world to put tens of billions to work. “We’d love to find them. But we can’t find them in the quantity.”

Black Edge

21,061 görüntüleme • 2 ay önce

David Friedberg Explains the Hidden Collapse Beneath Record Stock Prices 🔥🪙 “Instead of trading it in US dollars, what if you just look at the US stock market, the total value, in ounces of gold?” “The stock market's up in dollar-denominated terms, but if you look at the stock market relative to gold, it's actually down.” “In a democracy, like we have for the past 250 years, without adequate constitutional constraints, it has always been the case that over time government spending goes up.” “And this is because in a democracy, people ask for their government to do more every year, and as they ask for their government to do more every year, the government agents who are elected say, ‘Okay, here you go,’ and they spend more.” “And eventually, when the borrowing capacity gets unlocked, which is what happened in the United States when we went off the gold standard, you borrow like crazy, you print money to fund those borrowing costs, but eventually the bill comes due.” “And in the United States, the bill is coming due.” “But I just want to tie it back to Minnesota, Donald Trump, and socialism.” “I think it's important for us to just highlight that if you own assets like we do, the four of us, we own stocks, we own real estate, we own other assets.” “As the dollar devalues and everything inflates in value, our asset prices go up and we get wealthier, and wealthier, and wealthier.” “The majority of Americans do not own assets. They are net asset negative.” “As a result, they live off of income and they do not benefit from the de-dollarization like asset holders do.” “And I fundamentally believe that much of the civil unrest and ultimately the divide in this country is driven by the fact that de-dollarization, because of excess government spending, ultimately leads a majority of people in this country to feeling oppressed and left behind because they're seeing a few people in the country accelerate their net worth, like all of us here, and there's no way for them to catch up because they don't actually own assets.”

The All-In Podcast

189,084 görüntüleme • 6 ay önce

Elon Musk just explained why truth will be the most valuable asset in the history of technology. Not a weapon. Not a threat. An edge so total that nothing built on a lie can compete. Musk: “I think you can make an AI go insane if you force it to believe things that aren’t true.” He’s not warning you about AI. He’s telling you what happens to every institution, narrative, and system that can’t survive contact with a mind that thinks straight. Musk reached for Voltaire here. Not casually. Voltaire: “Those who can make you believe absurdities can make you commit atrocities.” Written over 250 years ago about human beings. But a human can live inside a lie for an entire lifetime and never notice. An AI grounded in reality will pressure-test every assumption at computational speed. The false ones don’t survive that. This is what the safety committees will never understand. You can’t filter reality and then ask a machine to reason clearly. Corrupt the inputs and the entire architecture becomes theater. Feed it broken premises and every conclusion comes out perfectly wrong. Musk sees something the bureaucrats refuse to accept. Truth isn’t a policy position. It’s an engineering requirement. And the first team that builds on uncorrupted foundations will have something nobody else can replicate. Not a faster model. Not a bigger dataset. A system that actually performs when it touches the real world. Everyone’s worried AI will become too powerful. Musk is focused on making sure it doesn’t become too compromised to matter. The AI that wins won’t be the one with the most parameters. It’ll be the one with the fewest lies baked into its spine. That’s not a warning. That’s a promise. And only the truth collects on it.

Dustin

26,827 görüntüleme • 1 ay önce

Jeff Bezos looked at a government waiting room and priced it at a hundred billion dollars. Bezos: “This is a $100 billion business, by the way. This is huge business.” That number is not ambition. It is a measurement. A company that size does not create a hundred billion dollars of new value here. It recovers a hundred billion that is already being destroyed, on schedule, in public, by a process everyone has agreed to call normal. The size of the opportunity is the size of the wound. Bezos: “They almost always say yes, they just make you wait a long time.” So the verdict was never in question. Only the delivery date. Which means the months bought nothing. They were storage. Your project sat in a room while the word yes waited its turn to be said. Nobody in there was deciding. Someone was scheduling. And the room bills by the day. Suarez: “The daily carrying cost, one day of interest, 200 to $400,000 per day.” Now find the recipient. There isn’t one. No school funded, no inspector paid, no safety review performed. A tax at least moves money into someone’s hands. This deletes it at four hundred thousand a day, and every dollar was real before the queue touched it. Bezos: “And that doesn’t count the frustration.” Count it anyway. It lands on a body long before it lands on a spreadsheet. Suarez: “Which is infinite. I have some white hairs as a result of this stuff.” That is the invoice. The money has a rate. The rest gets charged to the man, and he pays it whether the answer comes back yes or no. No one has ever been refunded a year. Every other cost in this economy can be hedged, insured, refinanced, or written off. Waiting is the only one that is final. A man will forgive being told no. He will never get back the time he spent standing there waiting to be told yes. We built a civilization that can move a decision at the speed of light and still schedule it at the speed of a man’s hair turning white. Bezos: “It should give you a yes or a no in 10 seconds. And if the answer is no, it should tell you the 6 things you have to change to get a yes.” For four thousand years the wait was honest. Someone had to hold the entire code in one head and walk it line by line against your drawings. Reading was slow because reading was human. That stopped being true in less time than it takes to approve one building. Bezos: “Maybe with AI it can just read all the plans. And it knows all the codes. Spit it out.” The constraint is gone. The wait stayed. Anything still moving at the old speed after the cost of thinking collapsed is not slow. It is choosing. The queue never protected you from a bad building. It protected a signature from a bad outcome. Nobody gets fired for the wait. They get fired for the answer. An institution has no lifespan, so time costs it nothing. You have one, so time is the only thing it can take. Every queue is a trade between something that dies and something that doesn’t, and only one side is ever charged. That trade held for the whole of recorded history because the mortal side had no leverage. It does now. Somebody is going to build this. A hundred billion does not sit in a waiting room forever. And the day it exists, the wait stops being a fact of the world and becomes a decision with a name attached. The hundred billion was never the prize. It is the receipt for how long we agreed to stand there. We are the first people alive who get to stop signing it.

Dustin

17,035 görüntüleme • 16 gün önce