Balaji Srinivasan shared on social media platform X on Feb. 5, 2026, a post outlining why he believes cryptocurrency’s long-term trajectory is being misread by markets fixated on short-term price action. He opined:

“I have never been more bullish on crypto.”

Srinivasan, a technology investor and entrepreneur known for his work across startups, digital networks, and decentralized systems, grounded that conviction in what he described as a structural shift rather than cyclical market behavior.

He explained, “Because the rules-based order is collapsing and the code-based order is rising. So the short term price doesn’t matter.” The post argued that global coordination is increasingly failing at the level of treaties, institutions, and international law, while software-based systems continue to scale across borders with minimal friction. By contrasting geopolitical instability with the persistence of open networks, Srinivasan framed blockchain technology as infrastructure designed for durability in uncertain environments.

His comments suggested that price volatility obscures deeper adoption drivers, particularly the ability of decentralized systems to operate without reliance on centralized enforcement or political consensus.

Srinivasan extended the thesis beyond digital assets into organization and governance, writing:

“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.”

Read more: Bullish Shift as SEC Allows Nasdaq Bitcoin ETF Options to Operate at Scale

The statement connected cryptocurrency to broader transformations in how economic activity and coordination may be structured in the future, especially as traditional state capacity comes under strain. He concluded with a normative claim about what that future requires, writing, “We need internet capitalism, we need internet democracy, and we need internet privacy. So we need cryptocurrency.”

The remarks reflect a long-standing view within parts of the crypto ecosystem that decentralized networks are not merely financial tools but foundational layers for new economic and civic models. Advocates point to censorship resistance, global participation, and programmable trust as key attributes, while critics continue to highlight unresolved questions around regulation, accountability, and real-world integration.

• Why does Balaji Srinivasan say short-term crypto prices do not matter?
  He argues that structural shifts toward code-based systems outweigh cyclical market price movements.
• What does Srinivasan mean by a collapse of the rules-based order?
  He refers to weakening global treaties, institutions, and international law compared with scalable software networks.
• Why does Srinivasan connect cryptocurrency to governance and companies?
  He believes future coordination will require onchain currencies and onchain companies as state capacity erodes.
• What role does cryptocurrency play in Srinivasan’s vision of the internet?
  He sees crypto as essential infrastructure for internet capitalism, democracy, and privacy.

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