May Week 2 - 2025

BITCOIN RESET
Arthur Hayes Says it’s Time to go Long on Everything

Arthur Hayes just dropped a prediction bold enough to raise some eyebrows and wallets: Bitcoin hitting $250,000 by the end of 2025. But what’s most fascinating isn’t the price itself, but why he's convinced we’ll get there. Spoiler alert: It’s not about the Fed this time, it’s the Treasury stealing the spotlight.

While most traders are glued to the Fed, nervously waiting for rate cuts, Hayes points out we might be watching the wrong magician. He argues the real action is quietly happening over at the Treasury. Treasury Secretary Scott Besson has been busy making media rounds, subtly hinting he's got a bag of policy tweaks ready that’ll make bonds irresistible to banks and big investors. Translation: Banks will scoop up government bonds, and money supply will balloon without the Fed touching interest rates at all.

This fresh style of money printing isn’t about rate cuts or quantitative easing; it’s about cleverly engineered incentives tucked away in Treasury rule changes. So, if you’re still on the sidelines, patiently waiting for Fed Chair Powell to slash rates before diving back into crypto, Arthur thinks you might be making a costly mistake.

In his words, we’re already seeing the early signs. Despite the DOGE efforts the Trump era fiscal spending is already ahead of Biden’s spending this time last term. Debt issuance is spiraling, and deficits are growing faster than anyone expected.
As Hayes puts it, "If you sit around waiting for the Fed before you jump in, you could blink and watch Bitcoin rocket to $250K before Powell even reaches for the rate cut lever."

The bottom line? According to Arthur, it’s officially time to "long everything" with Bitcoin at the front of the pack. The Fed likes to move slow, but the Treasury is hitting the pedal to the metal! Let’s gooo!! 😎💰

AI RESET
How Microsoft and Meta See the Future as AI Takes Over Coding

AI is rapidly changing the game in software development, and the industry's biggest players are betting big. At Llamicon 2025, Mark Zuckerberg (Meta) and Satya Nadella (Microsoft) shared insights on just how much code their companies now trust AI to write and it's pretty astonishing.

Microsoft already has 20-30% of its codebase written by AI. Python, unsurprisingly, gets the AI love, given its vast open source ecosystem. Legacy languages like C++ still lag behind because AI models don’t have enough public code to learn from. This challenge highlights an important truth: AI coding thrives on open source data, while closed source legacy code can hold things back, at least for now.

But Zuckerberg sees things moving even faster at Meta. He's convinced that in just a year, half of their coding might be handled by AI. And here’s why that’s huge, Meta is teaching AI to improve itself. Once that feedback loop kicks in, we're looking at an explosion of development efficiency.

Think about it like this, traditionally software development has been humans meticulously crafting code line by line, like sculptors with a chisel. Now, developers are becoming more like orchestra conductors, guiding an ensemble of AI agents that rapidly and collaboratively build software. Imagine having hundreds of assistants who never sleep, tire, or get distracted by TikTok, your productivity would skyrocket!

We’re not just speeding up coding, we're rethinking what software even means. Soon, the line between documents, applications, and chatbots could blur entirely. Imagine a world where you describe your vision, and an AI turns your words into fully functional software. It's exciting, it's transformative, and if Satya and Mark have it right, it’s just around the corner. 💻🤖

CRYPTO RESET
Bitcoin Mining Is Quietly Reviving Communities Around the Globe

You probably don't associate Bitcoin mining with community revival, but maybe you should. Bit Deer, a major Bitcoin mining company, is quietly transforming abandoned industrial sites and struggling towns into thriving economic hubs.

Take Rockdale, Texas. Once home to a bustling aluminum smelting facility run by Alcoa, the town was devastated when the plant closed in 2008, leaving half its residents unemployed. Fast forward to today, and Bit Deer has revitalized the abandoned plant, transforming it into one of America's largest Bitcoin mining centers. This shift brought jobs, training, and most importantly—hope.

It’s not just about jobs, though. Bit Deer’s projects are cleverly aligned with renewable energy, utilizing Texas' vast solar and wind resources. Bitcoin mining facilities help stabilize the energy grid by providing steady demand, making renewable investments economically viable. It’s a surprisingly green approach for an industry often criticized for energy usage.

Bit Deer isn't just making waves in Texas. In Bhutan, nestled between China and India, they operate a massive facility powered entirely by hydroelectricity. This not only boosts Bhutan’s economy but aligns perfectly with the country’s environmental ethos.

And in Norway, Bit Deer takes sustainability one step further, recycling heat generated by its data center to warm local buildings and even power greenhouses. They’re literally turning digital energy into food production.

Stories like Gunner Nas in Norway, who found meaningful employment at Bit Deer after a paralyzing accident, highlights the human impact behind these technological innovations.

The bottom line? When Bitcoiners talk about Bitcoin changing the world, this is exactly the kind of transformation they mean. Bit Deer’s Bitcoin mining operation isn't just about chasing digital gold, it’s actively reshaping communities, revitalizing local economies, and demonstrating that Bitcoin is more than just a financial investment. It’s a powerful force for good! ☮️ ₿💰

DISCLAIMER:
This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions or investments. Please be careful and do your own research.