Jordi, enjoy the content on Bitcoin, AI, and macro. The weekly with Pomp too.
One thing from today's video. You mentioned ClawdBot and it sounded like you were connecting it to Anthropic. Just to clarify the history. Peter Steinberger created it as Clawdbot. Anthropic sent a trademark request because the name was too close to Claude, which forced a rename to Moltbot. Few days ago they renamed again to OpenClaw after handle snipers and crypto scammers hijacked the accounts during the transition.
Clawdbot → Moltbot → OpenClaw. All the same project, not affiliated with Anthropic beyond the trademark dispute. The agents on Moltbook are still called Moltbots because the naming keeps shifting faster than the community can keep up. Lot going on and it's evolving quickly.
You have beat the drum on scarcity. And, I agree wholeheartedly. This week's AI has highlighted the most scarce item moving forward...trust. Blockchain and NFT's will be the ultimate trust layer moving forward.
The real crypto catalyst is not another meme cycle. It’s agents settling transactions natively on-chain at scale. Once agent-to-agent commerce is visible and persistent, velocity becomes a KPI, and the re-rating follows.
Excellent post as usual. However, this statement made me pause: "The agentic world isn’t replacing humans. It’s merging with them." I feel at some point the A.I. agents will just outgrow us humans. And I'm okay with that. Honestly, I don't want to merge with them. I like the feeling of otherness. I figure we can all merge back together when "I" return to the sea of consciousness. But for this time around, I'm okay with just being human. :)
What stood out to me isn’t just velocity, it’s what gets displaced by it. As systems become more agentic, humans are pushed into verification mode instead of judgment, trust, or patience. I’m seeing the same tension show up far beyond AI.
Hi Jordi, First saw you..I can't remember. I watch you and Anthony. I was recently scammed by AI on Telegram BTC gone. My question is moving from w2 jobs no degree as a cashier what's an AI job I can get into as a beginner. Such a basic general question right? on fb I am moderatemary312. I interact with Digital Asset News and Mark Moss online. Thanks for your time. ❤️✌🏼
Jordi, this piece names what we're building operationally in El Salvador. The country created ANIA (a sovereign AI agency) with xAI and NVIDIA partnerships for local compute. Web3 rails are live - Liquid, tokenization, stablecoin infrastructure. My team is using agentic systems to model the human brain in silicon for neuroscience research. We call it the Salvadoran Agility Dividend: a jurisdiction moving at machine speed while legacy systems debate frameworks. Your framing of the "messy overlap" between human and machine economies isn't theoretical here, it's the daily build. The velocity constraint you identify is real, and the countries that solve it first will compound advantages the rest can't catch. Appreciate the framework.
Kaspa. I've said it here before and I'll say it again. If ACH, Swift, etc is for humans, the antithesis of this is Kapsa. It's Bitcoin (POW, fair-launch, open-sourced, all the things), but a directed acyclic graph (DAG) rather than a chain. The DAG structure allows 10 blocks per second block speed and no orphan blocks and can be progressed/ramped up as needed. Why would AI settle value on a L2 or Bitcoin with a block speed of 1 block per 10 minutes when it could settle at internet speeds for a fraction of the price. Kaspa is the iPhone moment to the Bitcoin Blackberry. I'm not saying this makes Bitcoin obsolete, I think there is a place for its digital scarcity and network power (although the security fees to support miners' hash looks worse and worse as block rewards dwindle). As Tether published an astonishing Q4 report and the stable coin sector continues to outperform, it is only logical that stables will move to the most fair, secure, fast, and cheap network available. This is Kaspa. There is nothing else in the crypto-sphere that can compete with what it brings to the table. But don't take my word for it: https://kaspa.org/
Jordi, enjoy the content on Bitcoin, AI, and macro. The weekly with Pomp too.
One thing from today's video. You mentioned ClawdBot and it sounded like you were connecting it to Anthropic. Just to clarify the history. Peter Steinberger created it as Clawdbot. Anthropic sent a trademark request because the name was too close to Claude, which forced a rename to Moltbot. Few days ago they renamed again to OpenClaw after handle snipers and crypto scammers hijacked the accounts during the transition.
Clawdbot → Moltbot → OpenClaw. All the same project, not affiliated with Anthropic beyond the trademark dispute. The agents on Moltbook are still called Moltbots because the naming keeps shifting faster than the community can keep up. Lot going on and it's evolving quickly.
Moltbook happened insanely fast. the number of agents is truely impressive.
but when you combine OpenClaws default insecure configuration with the vibe coded nature of Moltbook, it’s a recipe for some incidents security wise.
nice read!
You have beat the drum on scarcity. And, I agree wholeheartedly. This week's AI has highlighted the most scarce item moving forward...trust. Blockchain and NFT's will be the ultimate trust layer moving forward.
Bitcoin is trustless.
The real crypto catalyst is not another meme cycle. It’s agents settling transactions natively on-chain at scale. Once agent-to-agent commerce is visible and persistent, velocity becomes a KPI, and the re-rating follows.
Excellent post as usual. However, this statement made me pause: "The agentic world isn’t replacing humans. It’s merging with them." I feel at some point the A.I. agents will just outgrow us humans. And I'm okay with that. Honestly, I don't want to merge with them. I like the feeling of otherness. I figure we can all merge back together when "I" return to the sea of consciousness. But for this time around, I'm okay with just being human. :)
Thanks Jordi
I appreciate how you synthesize what is happening in the world. Things are moving fast.
Our world is full of intelligence, empty of wisdom, AI will satisfy most of what we want, less of what we need.
What stood out to me isn’t just velocity, it’s what gets displaced by it. As systems become more agentic, humans are pushed into verification mode instead of judgment, trust, or patience. I’m seeing the same tension show up far beyond AI.
Excellent observation.
An impressive and thoughtfully written paper—technically strong, well motivated, and clearly presented. Thanks Jordie
Genius
Just like in São Paulo! Obrigado!!
Messy, loud, unequal, but very alive. Welcome to 26. Fasten seatbelt, obrigado!
Hi Jordi, First saw you..I can't remember. I watch you and Anthony. I was recently scammed by AI on Telegram BTC gone. My question is moving from w2 jobs no degree as a cashier what's an AI job I can get into as a beginner. Such a basic general question right? on fb I am moderatemary312. I interact with Digital Asset News and Mark Moss online. Thanks for your time. ❤️✌🏼
Jordi, this piece names what we're building operationally in El Salvador. The country created ANIA (a sovereign AI agency) with xAI and NVIDIA partnerships for local compute. Web3 rails are live - Liquid, tokenization, stablecoin infrastructure. My team is using agentic systems to model the human brain in silicon for neuroscience research. We call it the Salvadoran Agility Dividend: a jurisdiction moving at machine speed while legacy systems debate frameworks. Your framing of the "messy overlap" between human and machine economies isn't theoretical here, it's the daily build. The velocity constraint you identify is real, and the countries that solve it first will compound advantages the rest can't catch. Appreciate the framework.
Thanks, Jordi. Really puts the moment into an understandable context.
It would be great if the rails were to be on the Etherium blockchain. Thanks Jordi for post. Even this old boomer from a state school could grasp
Kaspa. I've said it here before and I'll say it again. If ACH, Swift, etc is for humans, the antithesis of this is Kapsa. It's Bitcoin (POW, fair-launch, open-sourced, all the things), but a directed acyclic graph (DAG) rather than a chain. The DAG structure allows 10 blocks per second block speed and no orphan blocks and can be progressed/ramped up as needed. Why would AI settle value on a L2 or Bitcoin with a block speed of 1 block per 10 minutes when it could settle at internet speeds for a fraction of the price. Kaspa is the iPhone moment to the Bitcoin Blackberry. I'm not saying this makes Bitcoin obsolete, I think there is a place for its digital scarcity and network power (although the security fees to support miners' hash looks worse and worse as block rewards dwindle). As Tether published an astonishing Q4 report and the stable coin sector continues to outperform, it is only logical that stables will move to the most fair, secure, fast, and cheap network available. This is Kaspa. There is nothing else in the crypto-sphere that can compete with what it brings to the table. But don't take my word for it: https://kaspa.org/
Err, no.
That’s a pretty unintelligent response. You think AI will settle value at 1 block per 10 min? If so, I’ve got a bridge to sell you.
Wow thanks for this. Really makes me think.