"The cost of intelligence keeps falling toward the cost of electricity, and everyone will share in what that intelligence can do.

Bitcoin captures the gains directly, while in dollar terms they are inflated away."

~ Early RIders

In this episode I read and unpack “The Singularity Stack” by Early Riders, a framework that follows energy as it becomes compute, intelligence, agent work, and finally settles in money. I connect that thesis to Bitcoin, arguing that only a fixed-supply asset can actually capture the deflationary gains of AI-driven productivity instead of inflating them away. Along the way, I walk through my own AI and peer-to-peer-powered production stack as a concrete example of how fast this feedback loop is already moving.

Check out the original report: The Singularity Stack by Early Riders (Link: https://earlyriders.com/singularity-stack/)

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