29th August 2025 > > Miscellany.

tl;dr

A.I. poses a threat and an opportunity for long-term investors. Sometimes, one just has to take sides in the crypto-politico war. Two competing views for the long-term future for BTC.

Market Snap 

Market Wrap

In just the last two weeks we saw some choppy times, from the ATH of over $124k to yesterday’s low of below $109k. Leveraged children on both sides of the debate have lost a lot of money, whilst those with more firepower ride out the vol and feast on their remains.

I have been telling anyone who would listen (a list that is relatively short, I must admit) that the whole A.I. thing is a bubble comparable to the dotcom boom before the turn of the millennium.

Clearly Sam Altman has been paying attention to my concerns, for I read that he has repeated what I said almost word for word on CNBC. One day, this A.I. bubble will pose the risk of a massive, though temporary, shock to tech stock prices (no-one knows when, especially not the techies) which will feed through into cryptos. On the upside, those who DCA will be rubbing their hands with glee, as they pick up cheap BTC from the weak, the meek, and the speculators who will once again take the pain.

Occasional Series – No s*** Sherlock

Curious Cryptos’ Commentary – Crypto politics

Sherrod Brown, previously a committed naysayer but now an ex-Senator who was voted out after a very successful campaign by pro-crypto super PAC Fairshake during last year’s elections, has undergone an epiphany in his embrace of cryptos (https://www.curiouscryptos.com/post/23rd-august-2025-ath-for-eth-sherrod-brown-spot-xrp-etfs). A heart-warming story on many levels, not least of which is the powerful demonstration of how the forces of democracy can focus the mind.

Not just a second, but now a third pro-crypto super PAC, The Digital Freedom Fund, has been created with a $21mm donation by the Winklevoss twins. This money will be used to support crypto-friendly candidates in next year’s midterms (is it that time already?). Candidates who maintain a public anti-crypto stance will be worriedly looking at Brown’s defenestration and considering whether they too would serve themselves better by getting on board with supporting freedom and liberty.

There is one scalp that would cap the lot if taken – Senator Elizabeth Warren. Unfortunately for us she started her third six-year term last year meaning we have to wait until 2030 for her ousting.

I am a patient man, it’s fine.

Curious Cryptos’ Commentary – Peter Schiff, never knowingly right

Curious Cryptos’ Commentary – Plan B, never knowingly wrong