Digital Transformation

The digital wave

Life isn’t fair

Global economy isn’t fair

The second best idea is worth nothing

Digital transformation of matter & energy –>

Matter & energy vs information

900T of assets in the analogue world

.1% is digital… still very early

Everything is still analogue

Crypto proof of work

The world wants digital capital

Proof of Work

Energy -> information via cryptography

Not all crypto is digital capital

Decentralized asset

A physical asset **-> thermodynamic link to universe , not just the “metaverse”

97% of proof of work

Dogecoin is second best

Best crypto asset

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Don’t trust stupid people

Unstoppable .. 70% a year

Pure digital power

20 nuclear reactors

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Best crypto brand

Solana?

Fail

100% acceptance

Best investment brand

No second best investment brand

Cool, useful, global, standard, interesting, egalitarian, prestigious

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Blood sugar, 400M passionate fans sports team

.

Standardized

Economic Solution

Standard, standardized

Standard Oil ***

The Bitcoin Standard

Standard investment brand

Always interesting

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Ultimate luxury brand

Best digital commodity

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Satoshi walked away!

Digital, fixed in supply

.

Programmable, inelastic

DuPont: escape a commodity business, become a specialty business

Zero profitability?

Produce something at a loss?

Investor

Gold least worst

Peter Schiff doesn’t own gold!!

Only scarcity

No amount of money will buy you more time or bitcoin

Bitcoin is time?

Bottled time in a bitcoin ***

Digitally transform time into an asset

Time is Money

Digital Time is Bitcoin

Made money in property

They’re making more land!

There is no second best city in the world

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Immortal, sustainable

10,000 years

Sustainable no painting

Property corrupting in the real world

276^3

276 blocks wide, high, and deep

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Buy one block, that’s all there is

21M… cubed

No second best property *

Pure economic energy –> capital

Equity, credit, currency

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Impaired by physical constraints

The myth of gold?

What’s REAL?

Indestructible , inevitable

.

394%.

SP500– 50%

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Best capital assets

Bond -20%

Economic Empowerment