CodeMonkey Mike

$KAS just turned into a programmable Proof of Work chain, and it is still sitting under a 1 billion dollar market cap. 😎

3 hours ago | [YT] | 22

CodeMonkey Mike

The same people who promised a blow off top in November are now promising a bottom in October.

Same four year cycle zombies. Same magic chart. Zero new evidence.

I shed that belief in Q2 last year. They will get there...

#bitcoin #crypto

5 hours ago | [YT] | 7

CodeMonkey Mike

The government just started deciding who is allowed to use the most powerful AI on earth.

This month the US restricted public access to Anthropic's Fable 5 and Mythos 5 models. Anthropic disabled them. Then access to Mythos was handed back to about a hundred vetted American organizations, and OpenAI was allowed to preview GPT 5.6 only to a small group of approved partners. Fable 5 is still completely offline.

Sit with that for a second. The single most important technology of our lifetime, and the on switch now lives in Washington. The Wild West era of just releasing frontier models to the public is over. From here, the most capable intelligence gets gated, licensed, and handed out to whoever the state trusts.

This is exactly why decentralized AI stops being a nice idea and becomes a necessity.

Bittensor is a network where intelligence is produced by thousands of independent miners competing to provide the best models and inference, with no company and no government holding a kill switch. You cannot send an export control order to a permissionless network. There is no single office to call, no single server to unplug. It is the same principle that makes Bitcoin and Kaspa valuable: a neutral layer that nobody owns becomes more valuable every time someone races to control the centralized version.

Here is the framing that stuck with me. If the total crypto market one day rivals the global stock market, a network like Bittensor could carry a trillion dollar valuation. If $TAO ever reached the price Bitcoin hit at its all time high, buying it at today's price would be like buying Bitcoin at 200 dollars. I am not promising that. I am saying the asymmetry is real, and the news cycle is quietly making the case for it.

So I will put it to you straight: if governments can switch off the best centralized AI whenever they want, is decentralized AI inevitable, or is it wishful thinking? Tell me below.

If you want the macro and crypto takes that connect these dots before everyone else does, hit like and subscribe.

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1 day ago | [YT] | 12

CodeMonkey Mike

Everyone keeps waiting for the four year cycle bottom in October. I do not think it is coming.

2017 was the first four year cycle. The two cycles before it ran about two and a half years each. This is now the fifth year of the longest cycle we have ever had, and the tops line up with peak liquidity, not the halving.

So what happens to the four year cycle from here?

1 day ago | [YT] | 5

CodeMonkey Mike

Tomorrow, Kaspa stops being just fast money.

For years the knock on Kaspa was simple: yeah, it is the fastest Proof of Work chain alive, but all you can do is send coins. No smart contracts. No tokens. No programmability. Just clean, fair launched money.

That ends June 30.

The Toccata hard fork activates on mainnet, and it changes what Kaspa actually is. Native covenants. Native tokens. Transaction introspection. Zero knowledge proof verification baked into the base layer. In plain English: you can finally put rules on your coins, issue assets, and build real applications directly on a Proof of Work Layer 1. Not on a sidechain tacked on top. On the base chain itself.

Think about why that matters. Bitcoiners have argued about covenants for years and still do not have them. Every smart contract chain that does have programmability gave up Proof of Work to get it. Kaspa is about to have both at the same time: fast, fair launched, no premine, AND programmable.

And here is the part that gets me. It is still sitting under an 800 million dollar market cap, ranked in the 90s. While retail panic sells at under three cents, the network just quietly crossed 95 percent of its coins mined and is about to flip into a programmable chain. The upgrade is shipping into fear, not hype. That is usually when the real accumulation happens.

I am not telling you it moons tomorrow. Hard forks are not magic, and the chart does not care about your feelings on day one. But the thing that was always missing from the Kaspa thesis, real programmability, is here. The story changes the moment the use cases start showing up.

So here is my question for you: once Kaspa can do tokens, covenants, and ZK on Proof of Work, what is the actual argument left for the chains that gave up PoW to get those features? Drop it below, I read every comment.

If you want to be early on the chains that actually ship, hit like and subscribe. I would rather be a year early than a day late.

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1 day ago | [YT] | 77

CodeMonkey Mike

Kaspa is about to become the first proof of work chain to ship covenants, in the Toccata hardfork. That means coins that carry their own rules, enforced by the chain itself, with no virtual machine required. Send-only addresses, time locks, multisig, royalties that cannot be skipped, all native on the L1.

Bitcoin has argued about covenants for years. Kaspa is just shipping them. So is this the upgrade that makes Kaspa stand out, or is it overhyped?

5 days ago | [YT] | 20

CodeMonkey Mike

Keep stacking $KAS and stick through the boring part. That is where the next cycle gets made. 💪

#kaspa

5 days ago | [YT] | 76

CodeMonkey Mike

Imagine being a stock investor in 1992.

The internet boom has not even started. Years of expansion are still ahead of you.

That is where I think crypto is right now. Not late. Early.

#crypto #bitcoin

6 days ago | [YT] | 23

CodeMonkey Mike

I keep coming back to two assets for the same reason: they are neutral layers nobody owns.

$KAS is the money layer. Proof of work, fair launch, no premine, nobody in charge of the supply. $TAO is the AI layer, an open machine-intelligence network with no central kill switch.

The more governments and corporations race to control money and compute, the more valuable the layers nobody controls become. So which one runs first?

6 days ago | [YT] | 18

CodeMonkey Mike

Everything people feared a CBDC would be, programmable money with rules built in, Kaspa is about to ship.

Except this one is decentralized, fair launched, proof of work.

Not your keys, not your coins. Get your $KAS off exchanges.

#kaspa

6 days ago | [YT] | 64