Scarcity & Scale.The index
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5 essays
We’ve opened Pandora’s box. The capabilities that let us build faster also let attackers find and exploit weaknesses faster. Those tools are spreading, and we cannot take them back. We now have to defend a world that wasn’t built for what they can do.
An AI agent can research a business, build a product and figure out what to do next. But when that next step requires paying for something, it runs into a very human problem. Someone has to give it access to money, and the institutions holding that money get to decide how that access works.
An AI selloff can begin with doubts about the future and accelerate because someone needs cash today.
For years, “quantum can break Bitcoin” has floated around as one of the internet’s favorite Bitcoin panic narratives. It is directionally true in theory and usually sloppy in practice.
Bitcoin was built for a world where cash stops working in real terms.
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