The Fourth Industrial Revolution Just Found Its Money
Bitcoin = digital gold. Ethereum = programmable rails. Stock Invader? Ahead of the curve.
Everything Is Going Digital. This Time It’s Real.
Enter the 21st Century
I know what you are thinking = DUH. Everyone knows the world is becoming all the more digital. The difference now is that the infrastructure finally exists to finish the job for good. The old physical economy is still around, held together by regulations, geography and habit, but trust me it’s fading. Technology still isn’t ubiquitous. About a third of the planet lacks reliable internet. Yet the trajectory is clear.
When the iPhone dropped, it looked like the ultimate sci-fi device that would flip civilization. Except it didn’t. The transition was slow and people still read newspapers after the iPad. Streaming took years to dethrone cable TV. Digital payments weirdly dragged behind everything else. Society had the hardware, but not a fully digital substrate that institutions could trust for real value transfer.
What was Missing?
Nothing in a superficial sense. We had broadband, smartphones and cloud services. What we didn’t have was a digital foundation that could coordinate people, businesses and states without relying on legacy intermediaries.
Now we have digital intelligence which we call Artificial Intelligence. Not just tools but entities that don’t sleep, don’t eat and don’t obey biological limits. The fourth industrial revolution wants everything digitized. So what does a world built for AI look like?
Digital Capital
Bitcoin is the strongest candidate for the base layer of that world. Not as a payments network. Not as a smart contract platform. Just as capital. The same way gold backed the industrial boom, Bitcoin could back the digital one.
The “no utility” critique misses the point in my opinion. A monetary asset isn’t supposed to have a use case beyond being saved or spent. If it did, every purchase would be an opportunity cost. Bitcoin’s price history already makes spending psychologically difficult.
This is exactly what you want from digital gold, call me crazy but it’s what Jerome Powell called it too (sry it’s a yt short).
Digital Finance
If AI agents coordinate markets at machine speed and settle value in Bitcoin, what’s left for humans? Elon Musk makes it clear: Adapt or die. The logical outcome is a merge between humans and cloud systems. Something that connects biological intelligence to digital intelligence.
To operate in that environment, every asset has to enter the cloud. Gold. Real estate. Goods. Stocks. Memberships. They all get tokenized, moved on-chain and made tradable at the same speed as digital capital. This isn’t me banging the table for blockchain technology whatsoever however Blackrock, JP Morgan and other major corporations are.
We aren’t there yet. Tokenization has no unified global standard. Regulators haven’t chosen which chain becomes the settlement layer. That’s why dozens of blockchains exist and all of them pretend they’re the chosen one. (Looking at you XRP)
Ethereum has the strongest claim. Not the fastest but its reliable, never ever been down. The cultural momentum is real with corporate and political interest emerging. Ferrari just announced they are accepting ETH → If the digital financial system ends up with a programmable layer, Ethereum is positioned for it.
Fusaka Upgrade: Ethereum Evolving!
For my ETH-readers, the next major upgrade Fusaka is coming. It’s a core infrastructural step designed to meet increasing demand by making the network faster, safer and cheaper to use.
You know the pain: high gas fees and congestion on Layer 1 (L1). Most of your actual utility: DeFi, Dapps is on Layer 2 (L2) rollups. Fusaka will be supercharging these L2s(Arbitrum, Optimism, Base) by massively increasing the network’s data throughput (via PeerDAS), which means even cheaper and faster L2 transactions.
This upgrade also adds stability to L1. EIP-7825 sets a hard cap of 2²⁴ gas per transaction. This prevents single, overly-complex transactions from clogging entire blocks thus improving efficiency.
Perhaps Tom Lee knew this was coming. Fusaka hitting soon might be the exact catalyst behind his bullish predictions. Either way, this upgrade aims to make the Ethereum scaling solution so robust and affordable that the need to chase other L1s for speed (might be over for Solana tbh) becomes a thing of the past.
Dystopian AI World ahead?
Everyone immediately jumps to doomer fantasies when discussing this. I’m not convinced that’s the path we’re heading towards, but part of Stock Invader is staying ahead of the curve. Its uncomfortable but that’s where the real alpha is.
When I look at the system today, about 40,000 banks exist globally. Forty thousand institutions all providing nearly identical services. It makes no sense. It’s an oversaturated, low-differentiation market pretending to be complex.
The inefficiency is begging to be eaten by software.
Pair that with AI and the picture becomes obvious. In a tech-dominated future, consolidation and digitization are inevitable. The natural step forward is a financial system that doesn’t rely on a giant tower of redundant institutions.
At the same time there is large probability this never happens at all and the old world persists a while longer and crypto with their blockchains happens to just be a wild goosechase after all. I’m prepared for anything, but I’m not gonna sit this one out either…
Why I’m Still Stupidly Bullish (Again)
I remain bullish because both institutional and even sovereign interest in stablecoins continue to expand. They’re becoming the new rails of the digital economy.
Secondly Real-World Asset (RWA) tokenization. Excluding stablecoins, RWAs have seen an estimated 3–4x growth since 2022. Almost exponential.
The regulatory rollout will be slow and messy, but directionally it’s happening.
Larry Fink said it best:
“We’re just at the beginning of the tokenization of all assets.”
My Move?
You guys know me. I’m a broken record at this point. I’m betting on both Bitcoin and Ether to take over eventually.
Maybe I’m a fool, but it still feels like the most logical outcome. Musk always talks about the “most ironic outcome”. I’m betting on the most inevitable one.
The strategy(no pun intended) is simple:
Bitcoin:
I’ll buy MSTR 0.00%↑ below NAV.
If it trades at a premium → I buy BTC instead.
Ethereum:
I’ll buy BMNR 0.00%↑ and SBET 0.00%↑ below NAV, and might still buy BMNR 0.00%↑ above their ETH holdings → but if it’s like 2.0x to NAV, I’ll buy ETH directly.
BONUS 🎁 :
BMNR 0.00%↑ in the $20-30 dollar range is a bargain! Loading…
SBET 0.00%↑ has on-chain projects like LINEA which could be a future mystery box
For more info check this out → unconvinced? Then buy ETH directly.
That’s how you wanna play it.
⟠ PATIENCE ⟠
🛰 Signal LOST: End of transmission — INVADER out… 🚀
Disclaimer: This post is for informational and entertainment purposes only. It reflects personal opinions and is not intended as financial advice. Always do your own research before making investment decisions.
Solid framework linking Bitcoin as digital capital to Ethereum as programmable infrastructure. Your observation about the 40,000 redundant banks is spot on but misses a subtlety: most of that redundancy exists because of regulatory fragmentation and jurisdictional boundaries, not technical necessity. Tokenization doesnt eliminate those barriers, it just makes them more transparent. The Fusaka upgrade timing is interesting given institutional momentum, particularly Ferrari accepting ETH, which signals legitimacy beyond speculation. However, the assertion that Ethereum has never been down overlooks the DAO fork, which was effectively a state reversion, not continuous uptime in the traditional sense. The RWA growth metric you cite (3-4x since 2022) is accurate directionally but heavily skewed by stablecoin volume, which operates differenteconomics than tokenized physical assets. Larry Fink's quote is marketing, not prophecy.