Fernando Nikolić 🇦🇷 🟠 retweeted
Germany's savings banks started selling bitcoin in their app on Monday. €0.99 a trade.
In January 2025 the head of the Bundesbank called it digital tulips.
THEY BENT THE KNEE 🇩🇪
Fernando Nikolić 🇦🇷 🟠 retweeted
“If Bitcoin ends up just being digital gold, it is a failed project." — Jack Dorsey
Millions in Argentina, Turkey and Canada faced hyperinflation or capital controls.
Nikolić: “Families will be able to save for the future. Massive generational and societal win.” @basedlayer
Fernando Nikolić 🇦🇷 🟠 retweeted
If Bitcoin ends up just being digital gold, the entire world has gained easy access to the hardest asset in history.
Families will be able to save for the future.
Talent would stay in their country to build.
Massive generational and societal win.
Fernando Nikolić 🇦🇷 🟠 retweeted
There will no longer be a dominating narrative that will drive adoption.
Freedom money will only make sense to a fringe minority, while other things that are cool about bitcoin that's not about freedom money will appeal to other small groups.
That is how adoption will look like in the future.
I think we're way past the time where one big wave of newcoiners will be minted in one cycle because of one narrative.
We'll just be chipping away at it, slowly.
I also think a lot of bitcoiners who have invested too much of their life in this space need to stop thinking that just because they are obsessed with bitcoin that the rest of the world needs to as obsessed as them.
Fernando Nikolić 🇦🇷 🟠 retweeted
The problem of our time is not merely information overload. It is that the time required to construct a coherent understanding of reality is becoming longer than the time during which that understanding remains valid.
Fernando Nikolić 🇦🇷 🟠 retweeted
FOUNDER OF PERCEPTION FERNANDO NIKOLIĆ TO SPEAK AT BITCOIN AMSTERDAM 2026 🇳🇱
"You're not buying Bitcoin, you're exiting fiat." ✊
📍 SugarFactory, Amsterdam
🗓️ November 5–6, 2026
Fernando Nikolić 🇦🇷 🟠 retweeted
This taproot visual is crazy.
bipexplorer.com
Don’t trust. Read the BIPs.
Because nobody does.
They’re written by developers, for developers.
So I built BIP Explorer: all 213 Bitcoin Improvement Proposals in plain English, plus a map of how each one led to the next.
bipexplorer.com
Fernando Nikolić 🇦🇷 🟠 retweeted
Check out this awesome tool for non-devs to learn about Bitcoin Improvement Proposals.
Don’t trust. Read the BIPs.
Because nobody does.
They’re written by developers, for developers.
So I built BIP Explorer: all 213 Bitcoin Improvement Proposals in plain English, plus a map of how each one led to the next.
bipexplorer.com
Fernando Nikolić 🇦🇷 🟠 retweeted
Don’t trust. Read the BIPs.
Because nobody does.
They’re written by developers, for developers.
So I built BIP Explorer: all 213 Bitcoin Improvement Proposals in plain English, plus a map of how each one led to the next.
bipexplorer.com
Fernando Nikolić 🇦🇷 🟠 retweeted
Q3 2026: bitcoin +43%.
The five bitcoin miners with big AI deals: -30%.
When bitcoin moved 1% in a day, those miners moved 1.3% in 2023 and 0.8% in 2026.
When Nvidia moved 1%: 0.5% in 2023, 1.1% in 2026.
Thee miners' shares follow Nvidia more than bitcoin now.
Fernando Nikolić 🇦🇷 🟠 retweeted
I've been saying the Bitcoin monoculture is dead for a while now.
Bitcoin Amsterdam put me on a panel that asks if that's a good thing.
With @danheld @coryswan @Matyas44Cook.
Thu 5 Nov, 13:00
Day after I get 15 minutes on my own to talk about the Chaos Gap.
The printing press took 300 years to settle and we're not even 20 years into this one.
Fri 6 Nov, 14:45
Both on the Treasury Stage @bitcoinconfams
Fernando Nikolić 🇦🇷 🟠 retweeted
In 2015, 38 of every 1,000 bitcoin headlines were about paying with it.
Jan to Sep 2026: ETF headlines outnumbered them 31 to 1.
Fernando Nikolić 🇦🇷 🟠 retweeted
BlackRock says AI agents may end up saving in bitcoin and spending stablecoins.
I've been wondering for a while if agents would pick up our money habits.
Hold the one that keeps its value, spend the one that loses it.
Gresham's law for robots.
Fernando Nikolić 🇦🇷 🟠 retweeted
We gave four AI assistants three jobs a digital asset comms or research team runs every week:
A competitive media briefing on Coinbase, Kraken and Binance, a shortlist of reporters to pitch on stablecoin regulation, and a trace of the biggest narrative shift of the past 72 hours.
The assistants were Claude, ChatGPT, Grok and Gemini.
Each one did each job twice with its own web search and twice with Perception connected.
A judge model scored all 48 answers out of 25, with the assistant names stripped out.
The average went from 10.7 to 15.6. In 19 of the 24 head-to-head pairs, the answer with Perception scored higher.
Every prompt, answer, tool call and score is public on Hugging Face.
Method, model versions and caveats: perception.to/crypto-ai-benc…
Fernando Nikolić 🇦🇷 🟠 retweeted
There's a banger in The Sovereign Individual I like a lot:
"The good news about individual liberation and autonomy will seem to be bad news to many who are frightened by the transition crisis and do not expect to be winners in the new configuration of society."
I think that's the most useful way to read the pushback against Bitcoin, stablecoins, AI, etc.
A lot of jobs and businesses sit on top of some artificial moat.
Capital controls, gatekeepers, middlemen, all of it.
If your spot depends on that moat, more freedom for everyone else looks like a threat to you, and honestly it is.
I think we're in something like a multi-decade (or longer) transition that nobody alive today will see the end of.
Fernando Nikolić 🇦🇷 🟠 retweeted
Digital asset narratives move across articles, X posts, transcripts and research at the same time.
Each channel carries one part of the story. The useful signal lives in how those parts connect.
Topology is Perception's live map of how the crypto conversation connects.
Topology organizes the entities appearing in current stories, then draws a line when two entities are covered together.
Select Bitcoin, payments, the Federal Reserve or any other active entity and the graph reveals the narratives and sources around it.
For communications teams, the practical use is a map of which entities are appearing in each conversation, which associations are forming and where the evidence came from.
See the whole conversation.
app.perception.to/
Fernando Nikolić 🇦🇷 🟠 retweeted
There are only two types of startups now: 1) lifestyle and 2) sci-fi.
Former should bootstrap. Latter should raise lots of capital.
Anything in the middle is a dead zone.
Fernando Nikolić 🇦🇷 🟠 retweeted
NEW: 🇸🇻 The IMF just sent El Salvador another $138 million. 👀
El Salvador broke the deal by buying more Bitcoin. The IMF waived it and paid anyway.
Now El Salvador has agreed to stop adding more.
But the El Salvador / Bitcoin discourse already moved on.
In 2021, 58% of El Salvador coverage was about the Bitcoin experiment.
This year: 13%.
Follow the money.
Data: @BTCPerception
Fernando Nikolić 🇦🇷 🟠 retweeted
If I can predict your opinion on any random topic from your opinion on Bitcoin, I start wondering how many of your opinions got presented to you as a package that you accepted without thinking.
Brainrot and groupthink is not exclusive to normies.
Very relevant in Bitcoin.
