Truth is inevitable
Houston Texas
Joined May 2020
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David James Rials retweeted
Roughly doubling revenue at scale for a large company used to be something special, but super intelligence makes that look slow!
Elon Musk says Cloudflare is underestimating how much AI agents will take over the internet.
MUSK: “Agentic internet traffic already exceeds human traffic... Cloudflare predicted that in five years, agentic AI traffic will be a thousand times more than human traffic. And if anything, I think that is underestimating.”
Ron Baron, whose firm is a major SpaceX investor, says he has modeled Starlink at $1 trillion in revenue and a $14–15 trillion valuation within 10 years, and now thinks that’s “really light.”
MUSK: “Starlink revenue is growing very rapidly... roughly doubling revenues per year at large scale. I remember when that used to be a big deal.”
Every AI agent needs bandwidth and compute. SpaceX is building both.
David James Rials retweeted
BREAKING: The Volatility Index, $VIX, surges over +70% on the day, on track for its biggest daily gain since February 2018.
Not even March 2020 saw a daily jump in volatility like we are seeing now.
David James Rials retweeted
I’m a moderator on NextDoor for 128 neighborhoods in N Austin TX and surrounding areas. I have 97 reported issues this morning and the majority are the parents of kids who stole candy, damages property, urinated on front porch & chairs - this was my lovely experience) and more.
All parents wanted their kids videos taken down because it violated their rights. My response to the parents : “nope keeping these up may force you to parent your kids so in ten years you aren’t visiting them in prison!”
David James Rials retweeted
The Binance Hack is Bullish for $BTC.
Bitcoin didn't fail, the custody controls did.
The logical fix: Hardware-isolated multisig + automatic withdrawal limits.
Lower theft risk → Lower expected losses → More institutional capital approved for BTC → Greater spot demand.
Security will improve, and bitcoin's 21M supply fixed.
Additionally, Binance is replacing the stolen $BTC.
David James Rials retweeted
Have people not figured out the market is being manipulated yet? 🙄
It's a much cheaper psyop than creating fake polling companies.
David James Rials retweeted
The most powerful reason to own $BTC: Supply cannot respond to price.
Gold doubles? Mine more.
Oil doubles? Drill more.
Governments issue more debt. Central banks print more dollars.
Bitcoin hits $1M? Still only ~450 new BTC/day until the next halving.
When demand rises and supply can’t, price must adjust.
21M cap.
David James Rials retweeted
Selling $BTC because Binance got hacked is like dumping the U.S. dollar because a bank got robbed.
Meanwhile:
• $BTC: $77.8K
• Power-law trend: $144.6K
• 46% below historical trend
The hack is serious, but Bitcoin's network wasn't compromised. Its 21M supply cap hasn't changed.
For Bitcoin's long-term thesis, this looks like a nothingburger.
For patient investors, potentially a great buying opportunity.
David James Rials retweeted
BlueChip. Built in America.
America made the first electronic computer to win a war.
Now we depend on our greatest adversaries to build the computers that run our economy and defend our nation.
Today, we bring it home.
David James Rials retweeted
Saying there’s no reason to buy Bitcoin because anyone can create a cryptocurrency is like saying there’s no reason to learn English because anyone can invent a language.
David James Rials retweeted
AI creates abundance. Bitcoin enforces scarcity. One expands humanity’s ability to create value. The other lets us preserve and transfer it across time and space. Digital Intelligence and Digital Capital are complementary, Jason. The world needs both.