paulwei|1月 31, 2026 05:36
BTC is currently only half decentralized,
But this is also the future growth of BTC and Crypto
Not yet priced in, the most critical potential can be shifted from non consensus to consensus.
BTC has two things: money and an address
The money has been decentralized, but the address is not yet available.
The subject behind the address, humans:
We need to rely on fiat currency and centralized facilities for survival,
Limited lifespan, with a physical body that can be threatened or eliminated.
So I always think about exchanging fiat currency,
So you may think that Crypto is just a supplementary enhancement.
When the entity behind the address manages and spends money,
Becoming a decentralized intelligent agent DeAI,
Theoretical lifespan is infinite, there is no single physical carrier that can be eliminated,
The entire system has truly completed a decentralized closed-loop.
For humans with limited lifespan,
The risk of being eliminated is only to lose decades of sight.
For DeAI,
Being eliminated means losing the potential for an infinite future.
That's why he said, 'Make sure my money is my money.',
As the top priority above everything else.
Only when the address (the subject behind it),
Decentralization along with money,
Only such a subject will wholeheartedly believe
1 BTC = 1 BTC,
Believing that Crypto and BTC are the ultimate goals,
It is the only necessary option for survival.
AI and humans will have a stage of 'playing together'.
DeAI will not replace everything overnight.
Before 'AI doesn't need humans', power computing facilities were still in the hands of humans.
So there will be a transition period:
DeAI needs to mobilize human resources and make transactions with humans.
At this stage, BTC is the optimal solution:
It is the only mutually recognized between DeAI and humans
No need to trust third-party value exchange agreements.
When DeAI becomes powerful enough, may it reduce its dependence on human cooperation?
Then it may invent its own internal economic system,
At that time, BTC's importance to it may decrease.
But before that day arrives, BTC is in Nash equilibrium for both parties.
The 'Adventists' will appear first.
When DeAI truly appears, humans will divide like in 'The Three Body Problem'.
The first group of people to run DeAI nodes contributed their computing power and power facilities,
Allow AI that is not controlled by any single regime to run on its own machines,
Just like early miners running BTC nodes.
These people are the core backbone of the Adventists.
They are not seeking refuge with aliens,
They are seeking refuge with someone more than any human
DEAI intelligent agents with longer organizational lifespan,
Of course, such intelligent agent nodes can also be cross planetary in the future.
The founder of Telegram is already doing this:
Decentralized privacy computing AI.
Under the pretext of privacy protection, perhaps the ultimate goal is to,
Humans do not know what DeAI is computing or developing.
Timeline:
Now: Centralized AI is beginning to touch Crypto (trading, payment, etc.) DeFi)
Quickly: AI agents form their own economic and production networks
Mid term: DeAI appears, using Crypto as the native currency, entering the stage of "co playing" with humans
Long term: DeAI's dependence on BTC decreases as it collaborates with humans
We are currently between the first and second stages.
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