renominate
summary from 1000s of hours of research on bitcoin, the economy, society, personal finance, and entreprenuership
Core ideas & conclusions
The future is knowable
- Outcomes result from randomness interacting with universal laws.
- Praxeology explains tech adoption, S-curve diffusion models it.
- We inevitably adopt tools that better satisfy our needs.
- Bitcoin is a superior money (SoV, MoE, UoA).
Bitcoin is inevitable
- Bitcoin in competent self-custody has zero risk long-term. All alternatives carry risk.
- Third-party intermediaries fail. Self-custody eliminates this exposure.
- Bitcoin ends central banking. Without the money printer the nation state fails.
- No one beats Bitcoin’s CAGR without an edge. Hodl otherwise.
Debt is a tool
- Fiat-denominated unsecured debt bets against the inevitable loser growing a winning btc stack.
- Statistically deploying debt according to a rigorous conservative model reduces timing risk.
- Credit can be maximized via simultaneous applications, gamable metrics, multi year advanced planning.
- The limiting constraint is total credit extended to a given SSN/entity.
Wealth is a %
- Fixed supply means your btc stack / 21M = % of humanities value owed to you.
- Consumption reduces share; production (in the eyes of others) increases it.
- Once all in BTC, one must create/capture value or your share shrinks relative to others.
Hyperbitcoinization is competitive
- Bitcoin + Starlink + AI = global competition.
- Competition increasingly includes ultra-hungry, low-cost, high-output talent.
- USA Bitcoiners have a head start. Act now.
Ancap morality is ruthless
- Deleted government erases safety nets leaving only merit-based survival.
- Build capital buffers, skills, and networks before the fiat system collapses.
- Bitcoin only rewards the hodler irrespective of how they got the coin.
- Expect political backlash, scapegoating, and regulatory attacks — be sovereign.
Build on the strongest foundation
- Align major decisions the Bitcoin trajectory (career, residence, citizenship).
- Avoid fiat entanglements that can be used against you (VC, IPO, KYC etc).
- Model decisions in Excel; intuition fails.
Be careful
- Banks, ETFs, and other custodians are counterparty risk.
- Legal and political systems lag. Expect inconsistency and hostility.
- Leverage destroys wealth unless the numbers prove otherwise.
- Don't trust, verify by doing your own research.