As January 20 approaches, I have this anxious feeling, and a deep empty feeling in my gut.
There are some times I predict things will happen, and I absolutely do not want to be right. The only problem with this, is when my sixth sense kicks in, I am almost always right. It is like fighting against fate.
This time, it is about Donald Trumps Pro-Bitcoin campaign promises. As the 2024 US General Election heated up, both leading candidates started out crypto-sceptic, both realized this would lose votes, and both changed stance.
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The Trump narrative however, seemed to be more vocal about investor freedom, while the electorate perception of the Harris narrative, was that it would come with heavy controls and regulation.
I’m not saying Bitcoin decided an election, but it was a weapon used differently in two armouries.
One of the things about Donald Trump, is that, even when lacking information, he’s always taken the position of never say nothing. Say things first. Be vocal. Control the dialogue narrative at all costs, and if it turns out to be wrong, try to fix it later.
We’ve had comments about stealth fighters being unable to be seen by someone, even if standing next to it; we’ve had airports taken over by the revolutionary army in the war of independence; we’ve had a suggestion of disinfectant injections to cure COVID, and most recently, we’ve had the concept of Canadian water solving Californian wildfires, because it flows downhill.
He speaks to control the narrative first and foremost, then later he thinks about things a bit, and changes tack. A lot of the time, they are momentary things that will blow over.
Bitcoin isn’t blowing anywhere.
Donald wants to have heavy involvement in the industry, and perhaps, even more control than the Dems would have wanted, but moreover, he wants control over value systems in ways that replace the dollar as a US based, rather than a global ecosystem.
At the Bitcoin conference – (why I’m here today) … ‘can be summed up in two very simple words – America First’
At some point, when Trump has begun the analysis, and got expert advice, to replace initial rhetoric with cold hard facts, he has realized, he can’t control Bitcoin.
You can’t even find the guy that invented it, and its a public blockchain (available to everybody, owned by nobody). There is no MAGA slant here.
When he’s in the White House, he can’t pick up the phone and say… ‘Hey, Satoshi, yah know, I don’t really like the way this works… can we just have our own mint here.. and we mint 80% of it, and just leave 20% for the rest of the world? Can we make up some sort of reserve accounts? I have a problem with this US Bond thing… we need to fix this. How can we fix it?
Will he desert crypto? Heck no! He’s all in! But Bitcoin? That’s another story. Trump will deflect, but keep going. Where is he likely to go?
Here are my 4 big picks:-
Solana
Trump has Launched $TRUMP on Solana pushing up the price of its ecosystem coin SOL. The SOL team are easily accessible and very flexible on business arrangements, the type of people Donald Trump would want to deal with, not some elusive Lord Lucan type Satoshi Nakamoto.
The Consensys Ecosystem
Consensys is a blockchain software company based in Forth Worth, Texas, and its anchored in JP Morgan, Microsoft and Coinbase. Jamie Dimon labels Bitcoin a ponzi scheme, while Microsoft board, out of step with its peers, dismissed the idea of holding a Bitcoin Reserve.
Consensys products include Infura, Linea, Dilligence, with links to Truffle and Polygon. Polygon is home to the minting of Donald Trumps’ ‘America First Edition’ Digital Trading Cards
Of the most well known is MetaMask, the wallet with which 9ja Cosmos have a snap in to use our .det0x names as public key proxies.
Consensys had a showdown with the SEC, and Donald Trump committed to removing Gary Gensler on the campaign trail.
Dogecoin
Dogecoin has long been associated with Elon Musk who has now got very strong ties with Donald Trump. It’s gone as far as Donald Trump calling an advisory board DOGE, involving Elon Musk and Vivek Ramaswamy. $DOGE is the coin of the Dogecoin blockchain.
The blockchain has an inscription technology, which is underused. It involves the creation of blockchain tokens through inscribing on ‘shibes’, the sub-unit of DOGE. They are called ‘Doginals’ and are technologically identical to Ordinals on Bitcoin, but cheaper to do.
9ja Cosmos has severally published interest in replacing smart contract technology with inscription technology, with interest in Doginals, and in an inscription solution on the Handshake Blockchain involving the sub-unit of HNS – ‘dollarydoos’.
Pantera Capital
Pantera Capital is probably the most experienced institutional type investor in making blockchain technologies and cryptographic architectures happen – long before Blackrock. Pantera launched the first cryptocurrency fund in the U.S. in 2013.
Pantera have been behind Arbitrum, Bitstamp, Brave Browser, Coinbase, Filecoin, NEAR, Polkadot and Ripple.
They also put the funding behind Handshake, the Bitcoin blockchain copy, which 9ja Cosmos uses as the secure decentralized backend to .det0x names, and .9jacom which is staked with EnCirca.
Will we see an asymmetrical move post between Bitcoin and other cryptocurrency post 20 January? That’s the trillion dollar question which can’t be fixed by a replacement for US Bonds.
But for sure, Donald Trump will be in power for 4 years. Bitcoin will be here forever.
9ja Cosmos is here…
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