Balaji Srinivasan

Silicon Valley is a lagging indicator. Tech moved out of Delaware. Now it’s moving out of California. There are hundreds of other places. You can build a unicorn anywhere. So: cut bait on failed st...

True, but they just delayed the inevitable. The debasement was underway. Then hard men reintroduced hard money. The siliqua and the solidus. But that actually caused a shock. Rome was used to infla...

Zuck out Page out Brin out Thiel out Elon out The most successful tech founders of all time have now exited the failed state of California. You shouldn’t move there for tech. And if you are there...

China, India, and Russia have risen to #2, #5, and #9 in GDP. https://t.co/bbhot7H4bl

The UAE is an exceptionally well-run place. Along with Singapore and El Salvador, it’s one of the most important small countries in the world, because it’s a startup state. There’s a book on how ...

Then came year 53. https://t.co/iAlBpU7sql

From Greece to Rome to Britain to America. From the Massachusetts Bay Colony, to the Wild West, to San Francisco. The technological frontier kept moving West, till it reached the Pacific Ocean. ...

In the 20th century, you might think the collapse of Russia to communism would warn everyone else off. But it was a contagious ideological sickness, a mind virus. Recall: the Soviet Union of the ...

END OF EMPIRE, END OF NEWSPAPER Peggy Noonan correctly intuits that it's weird for the "most powerful capital in the world" to have no official newspaper: But that's because Washington, DC is simp...

I have never been more bullish on crypto. Because the rules-based order is collapsing and the code-based order is rising. So the short term price doesn’t matter. As international law breaks down,...

Towards the Solana Network State. https://t.co/2vGXRZqhrM

Building Ethereum at Network School.

Live free and don’t die.

I agree but would elaborate. There are actually two security models: Xi and Bukele. Because as the dollar ends, a power vacuum is forming. The West itself is unfortunately no longer capable of m...

When Xi visited San Francisco, they knew what to do. Democrats rolled out the red carpet for Communists. And kept their violent drug-addicted pets far away. So: the poor American citizens are at ...

The physical reverse Turing Test. A robot so lifelike, they had to cut it open to prove it was a machine. https://t.co/JDaDJXCJ4j

I am apparently extremely unimpressed by moltbook relative to many others. We’ve had AI agents for a while. They have been posting AI slop to each other on X. They are now posting it to each other...

Thesis: Fed. Antithesis: Bitcoin. Synthesis: The pro-Bitcoin Fed. https://t.co/WKSQYlxgxP

In Nigeria, they can’t accept cash or cards. But they can accept cryptocurrency. https://t.co/VKE2SXAAp5

THE GOLDEN AGE The fiat crisis has begun. So what wins in the end: gold, digital gold, or some other kind of precious metal or cryptocurrency? Only time will tell, and different assets have differe...