Recent Posts
Social•Feb 5, 2026
Crypto's Rise: Replacing Failing States with On‑Chain Order
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, we will need not just onchain currencies, but onchain companies. As the post-war order breaks down, we’ll similarly need the post-internet order. States will fail, and the network will take their place. We need internet capitalism, we need internet democracy, and we need internet privacy. So we need cryptocurrency.
By Balaji Srinivasan
Social•Jan 28, 2026
Open‑weight AI + Obsidian + Crypto Enables Personal Private Programmable Stack
PERSONAL PRIVATE PROGRAMMABLE I’ve been thinking more about the intersection of Claude Code and Obsidian. There is an upcoming tech stack here that I’m calling personal private programmable. Here’s a sketch of the idea. First, if you squint ahead a few months, we...
By Balaji Srinivasan
Social•Jan 22, 2026
Farcaster Returns Investor Money, Praising Decentralized Vision
As a Farcaster investor, can confirm: money is coming back to investors. Dan and the team built something genuinely amazing, perhaps the best decentralized social protocol. He's independently wealthy from Coinbase, and could have done whatever he wanted, but he decided...
By Balaji Srinivasan
Social•Jan 20, 2026
Bitcoin's Blockchain: Immutable History for the Winners
Winners write history. So: if you do not write the history, you will not win. Fortunately, the Bitcoin blockchain is the most unfalsifiable form of history ever invented. A cryptohistory.
By Balaji Srinivasan
Social•Jan 7, 2026
Big AI Firm Should Acquire Tailwind, Retain Its Developers
One of the big AI companies should consider acquiring Tailwind, or do a strategic investment. And maybe rehire all the devs. They’ve given the ecosystem so much.
By Balaji Srinivasan
Social•Jan 7, 2026
Claude Code Makes Local Clones of Cloud Apps Possible
In 2026, Claude Code could finally unleash the golden age of local and decentralized apps. The reason is that Claude Code allows you to quickly clone any moderately complex cloud-based app into a decent local one that runs on only your...
By Balaji Srinivasan
Social•Dec 27, 2025
Silicon Valley's Collapse: California Platform Failing Unpriced Disruption
The disruption that’s not priced in is the disruption of Silicon Valley itself. Because California is the physical platform on which it’s built. And that platform is collapsing.
By Balaji Srinivasan
Social•Dec 17, 2025
Base Links Global Pop‑ups Into a Unified Experience
Base is hosting physical popups around the world. And connecting them together.
By Balaji Srinivasan
Social•Dec 14, 2025
Cities Thrive When They Cluster Around Existing Industries
China has many cities that specialize in specific products. Like Detroit for cars, they have Cixi for hair dryers, Wenzhou for lighters, and Ningbo for home appliances. We’re familiar with this idea for cultural sectors, like NYC/Shanghai for finance, Silicon Valley/Shenzhen...
By Balaji Srinivasan
Social•Dec 12, 2025
Bitcoin Standard Meets Network State: A Decade‑Long Vision
Ten years in the making. The Saifedean/Balaji crossover. Bitcoin Standard meets Network State. 0:38 - What is the Network State? 7:03 - Keynesianism as Communism for wimps 38:08 - Chinese Bonds, Gold, Digital Gold, Tech 1:05:09 - The Great Inflation 2:05:42 - Technodemocracy https://t.co/gy8IJdHYTh
By Balaji Srinivasan
Social•Dec 12, 2025
Decentralized Tech Undermines Statist Left, Sparks Anti‑Tech Shift
How did the left go from pro-tech communists to anti-tech primitivists? Three theses. (1) Tech redecentralized. Communism replaces G-o-d with G-o-v, putting the centralized state above all. And 20th century tech was centralized, while 21st century tech is centralized. Think mass...
By Balaji Srinivasan
Social•Dec 11, 2025
Indian Tech Capitalists: Choose India, Internet, or Global Markets
INDIA, INTERNET, INTERNATIONAL If you're Indian, don't move to America. Because the US left hates technocapitalists. And the US right wants no more immigrants. Moreover, as the sovereign debt crisis worsens... It only gets worse. Possibly murderously worse. So: Indian immigrant technocapitalists need alternatives. And there...
By Balaji Srinivasan
Social•Dec 10, 2025
Pop‑ups Are the New Startups; Real Life Replaces URLs
Popups are the new startups. And IRL is the new URL. https://t.co/shz1ICWBmJ https://t.co/1G1XoMH9lv
By Balaji Srinivasan
Social•Dec 6, 2025
Building a Decentralized Solana Network State
Towards the Solana network state. https://t.co/C6L4UF95Zk
By Balaji Srinivasan
Social•Dec 4, 2025
People Chase Tech for Cash, Ignore Its Math
Too many are interested in “tech” (by which they mean money) but they aren’t interested in tech (by which I mean math).
By Balaji Srinivasan
Social•Dec 4, 2025
Unicorn Founders Are Rarer than Pro Athletes
Just to calibrate, tech unicorn founders are much rarer than pro athletes. https://t.co/Fauk5QXhYA
By Balaji Srinivasan
Social•Dec 4, 2025
AI Plateau Fuels On‑device, Open‑source Surge, Threatens Spend‑dr
If frontier AI models plateau, then on-device inference and open source models could catch all the way up. Great for consumers and developers. Amazing for getting intelligence too cheap to meter, for AI-enabled hardware, and for the garden of intelligent things. But...
By Balaji Srinivasan
Social•Nov 20, 2025
Beyond Money: Art, Science, and Ideology Power Tech
Different people are wired differently, but I basically agree. Salesforce and Oracle were indeed built by money-motivated men. But Apple and Twitter were art projects. SpaceX and Tesla were engineering feats. And Bitcoin and Zcash are ideological campaigns. So: money is a...
By Balaji Srinivasan