One-person media companies, the era of the全民 Founder.

Author: Zuo Ye

What are you prepared to do?

Currently, we face two possible futures: one is web capitalism, and the other is crypto capitalism.

• Brother Sun travels the world, discussing AI or nuclear fusion, all for the immense appreciation of personal capital.

• Peter Thiel is "Western" and capitalist, with the core aim of maintaining the hegemony of Western civilization.

Image description: You are in me, I am in you.

Image source: @justinsuntron @TheFP

For Thiel, maintaining capitalism is equivalent to maintaining Western civilization. In a sense, Thiel does not mind transcending the conventional notions of democracy and universal values.

For Brother Sun, the economic goal of capital appreciation is his ultimate aim. Globalization is increasingly fragmented and irreversible, and this anxiety is gradually collapsing at a deeper level.

Especially in the AI era, productivity has yet to surpass traditional models, but the demand for infrastructure such as energy is beginning to rise, and New Yorkers' demand for stable systems is becoming younger.

Where should those in the increasingly volatile crypto industry, especially crypto practitioners, go?

AI Eliminates Volatility

After the 34-year-old civil society activist Mamdani was successfully elected as the mayor of New York City, an email Peter Thiel wrote to Zuckerberg in 2020 began to circulate. Thiel captured the widespread disappointment of young people towards capitalism five years ago.

This sense of disappointment was the direct reason Thiel turned to Trump. When young people cannot afford rent, student loans, and healthcare, blaming them for lacking a fighting spirit is meaningless. Protecting housing prices only benefits the post-war and neoliberal eras.

When crypto old OGs hold onto their Bitcoin to create a hierarchy of disdain among the mining, blockchain, and currency circles, the post-2005 generation embracing memes is already on the edge of anger, with 100,000 Bitcoin becoming a direct representation of generational conflict.

Whether it's Labubu or Mamdani, it's all about distribution issues. To solve distribution problems, we have two practices: one is to move towards AGI and UBI, believing that AI will eliminate human labor and become the economic subject. When we cannot solve housing issues or eliminate capitalism, energy + computing power + storage is already the most "hard" foundational improvement.

Image description: It’s time to speak.

Image source: @liangsays

The second is to attempt crypto capitalism. Vitalik's low-risk DeFi and a16z's emphasis on new media scholarships both stress reconnecting the globe, merely differing in whether it's through the internet, AI, or Web3.

Expression is the lowest-cost leverage, and the power law of global Founder connections will become infinitely large. They will transcend language, systems, and technological narratives, preserving the sparks of globalization applications.

This is also where crypto's advantage over AI lies. Claude may not be open to specific regions, but Ethereum does not care where you come from or where you go.

In response to web capitalism, the rentier class of various countries transcends the sovereignty of nation-states, tightly entangled like a web. Workers (of the past) and young people (of the present) feel the omnipresent shackles.

Crypto makes this connection incredibly easy and is a necessary GTM behavior. Dalio has predicted a collapse, and in the recovery after difficult times, crypto will show its effective efficiency in capital.

Looking back, Brother Sun's profits come from USDT of Italian descent, Southeast Asian parks controlled by the Chaoshan business group, the mainland followers of Tron’s public offering, and various projects like USDD, which surprisingly did not collapse despite YBS's unexpected explosion.

The core of crypto capitalism is not to eliminate crypto in surrender to AI; rentiers can connect, and the new generation can interact directly.

If we view the large-scale emergence of stablecoins as a sign of crypto maturity, capturing and amplifying external signals will become the mainstream opportunity in the maturity phase of crypto.

• • AI companies do not need to wait until they succeed to go public; issuing tokens and starting businesses grow more cost-effectively together. Hangzhou has Yushu, BN Alpha has Sapien, whether it becomes DJI or Commissioner Smith ultimately depends on the monetization path.

• • Web3's Robotics and Agentics may not reach mainstream applications, but they can become mainstream assets. Since Solana phones can be made, transitioning the Huaqiangbei industrial chain to low-cost Web3 hardware is also a way out.

Do not resist this historical process, clinging to the established notion of physical goods being precious. Steel in Tangshan can be cheaper than cabbage; human overcapacity is an inevitable process of industrial concentration, and any growth in digestion channels is a good deed.

Stability Under Strongman Rule

In the era of capital surplus, effective organizers reign supreme.

Before the U.S. embraced neoliberalism, finance and the real economy had not yet separated. One dollar did not represent equivalent gold but corresponded to American goods and Middle Eastern oil, while the Soviet gold ruble could not defeat the dollar on this point.

The golden house is nice, but humanity's basic needs still require physical satisfaction. Amidst the wave of virtualization, Musk has demonstrated the leverage of real industries over finance; at least you can truly see Tesla and SpaceX.

Image description: Musk's trillion-dollar bet on compensation plans.

Image source: @AP

AI fuels the bubble; moral criticism holds no value. The key is how to coexist with and utilize the bubble. a16z believes it is media; globalized expression will create emotional resonance, thereby tightening control over hot topics and discussions.

Understanding this is crucial to grasping a16z's long-term bet on SocialFi. They can invest in 99 that do not make money, but they must not miss the one that does.

Various tools under AI—reading, writing, editing, publishing, and managing—have lowered the entry threshold for individuals to the point where marginal costs are nearly zero. Individuals have become part of a vast network of agents.

Musk has long excelled at leveraging this media power; he is the media for Tesla, Brother Sun is the media for TRC-20 USDT, and Peter Thiel is the media for Western civilization. They are all one person, a one-person media company.

Daily tweets are as important as the tail flames of SpaceX; the desire to express is the propellant for exploring Mars.

Moreover, the relics of this round of AI bubble have been locked in early; AI Coding/Vibe Coding has become routine. Even if GPT-5 is not perfect, Kimi K2 is sufficient for use.

Image description: A new wave of layoffs.

Image source: @Layoffsfyi

Entrepreneurship is becoming increasingly personalized, or gang-like. The pinnacle of traditional bureaucratic systems is not the administrative system but the KPIs and 996 of big tech workers. Humans are gradually becoming less efficient than GPUs; the Luddites targeted large machines, and smashing GPUs will not harm Nvidia's five trillion.

This does not mean that humans being pushed out by AI can only resort to cyber street vending; rather, it is about humans coordinating the production system under AI. This is a process that requires some cost, and the cost is the labor of cattle and horses.

Media and code have become cheaper artificial natural resources than air and water. Everyone must learn to coexist with them, and coincidentally, the crypto industry excels at this.

Conclusion

Super individuals, AI Agents, another wave of全民 entrepreneurship.

Starting from Peter Thiel's questioning of capitalism, we see the stumbling of industrial capitalism and financial/information capitalism. If AI capitalism can still win over the masses, then crypto capitalism is still in its infancy.

Crypto is always a reshaping of capital, the core concept of capitalism, programming, transforming, and abusing it. In the dual surplus of capital and industrial products in the AI era, crypto experiments are not inferior to aerospace and nuclear fusion.

Crypto practitioners, especially entrepreneurs, should manage the relationship between media and code well, using new productivity structures and systems to defeat competitors. This is not far off.

Waves, waves, continuously growing! Crypto! Crypto! Quickly unleash your power and take on the rise and fall of AI!

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