# Best of x.com/goodalexander on Kiwi News Page: https://news.kiwistand.com/source/x.com/goodalexander 12 stories by @goodalexander on X have been shared on Kiwi News since 26 October 2024, with 20 upvotes and 3 comments in total. The latest was shared on 7 April 2026. They are listed below, most upvoted first. Summaries are AI summaries of the linked article. ## 1. @goodalexander: Doom thesis rant (only watch if you had a good week) - Kiwi News: https://news.kiwistand.com/stories/goodalexander-Doom-thesis-rant-only-watch-if-you-had-a-good-week?index=0x685fb857ec7c66935588fdc29a55d7179bc4b0f54524cfb404686e1a7330477ef435a058 - Source: https://x.com/goodalexander/status/1938695651950317760 - Shared 28 June 2025, 3 upvotes, 0 comments ## 2. it's important to explain why XRP breaks peoples' brains - Kiwi News: https://news.kiwistand.com/stories/its-important-to-explain-why-XRP-breaks-peoples-brains?index=0x674c4b72a6d200cba1bdb2ee30de8f15a9937744c474b02b3d5545e9f66661e553dc80d3 - Source: https://x.com/goodalexander/status/1862913017115017332 - Shared 1 December 2024, 3 upvotes, 0 comments The author argues that XRP's price strength reflects a shift in how the market values reliability, age, and US-based compliance, rather than retail speculation. The article says XRP has about 20k active sending wallets and a $180B market cap, and that its ownership is highly concentrated among whales who are not selling at current prices. It contrasts XRP with meme coins, claims that Hyperliquid's founder Jeff funded the project with his own trading operations, and says the end of aggressive US enforcement has turned past regulatory risk into a benefit for US-based protocols. ## 3. Trustless Economic Agency - Kiwi News: https://news.kiwistand.com/stories/Trustless-Economic-Agency?index=0x671cdaedf02a169bcc0d4416ca5ef154961fe0e18c38c2769592f5dcc3365a8b996b4e5b - Source: https://x.com/goodalexander/status/1849873125430657237 - Shared 26 October 2024, 2 upvotes, 1 comment The author describes using AI to improve individual economic output, centered on a concept called Economic Agency: an entity making money by choosing a profitable game and winning it. In a "Deterministic Agency Experiment," a Post Fiat token on the XRP network issued tasks from a user-written Context Document, and GPT-4 scored the user's focus, motivation, efficacy and honesty over repeated runs. A "Game-Selection Enhancement Experiment" then used Claude to rewrite sections of the context document and O1 to produce a final version, with a reported 41.2% score improvement on a sample text. The author says the scores port almost linearly to other models and that the approach yields linear, not transformative, improvements. ## 4. @goodalexander: a whole civilization will die tonight, SPY -.3% - Kiwi News: https://news.kiwistand.com/stories/goodalexander-a-whole-civilization-will-die-tonight-SPY-3percent?index=0x69d50870e12f5be2dc12c85538f50e34fd71623c7035ba4a7dedbd8f01c04b97d9453218 - Source: https://x.com/goodalexander/status/2041497949465694473?s=12 - Shared 7 April 2026, 2 upvotes, 0 comments ## 5. @goodalexander: crypto's Big Delusion is believing it thrives with state support - Kiwi News: https://news.kiwistand.com/stories/goodalexander-cryptos-Big-Delusion-is-believing-it-thrives-with-state-support?index=0x69b2ea102124ce7176d7a29c53e8af591780249c013aecdb6ec13f02db42c3c2276f6a4e - Source: https://x.com/goodalexander/status/2032077820856283388?s=12 - Shared 12 March 2026, 2 upvotes, 0 comments Alexander argues that crypto's "Big Delusion" has two parts: the belief that crypto will thrive with governmental and institutional support, and the belief that a fixed-supply asset can replace fiat or gold. He says crypto exists mainly in response to institutional failure, and that states and centralizing forces will either convert crypto wealth back into native currency or tolerate it without integrating it. He also points to privacy coins like ZEC and XMR, noting that in Dubai, where OTC desks transact in USDC, on-chain privacy functionally does not matter. He concludes that AI-driven economic systems and "network states" may emerge from the edges instead. ## 6. @goodalexander: value investing insights on tech and retail stocks - Kiwi News: https://news.kiwistand.com/stories/goodalexander-value-investing-insights-on-tech-and-retail-stocks?index=0x682da4da20b2d920643ce61d439a1bce62eed024c9e6d999e556b8e641e000afc0f250db - Source: https://x.com/goodalexander/status/1924992973348978839 - Shared 21 May 2025, 2 upvotes, 0 comments ## 7. @goodalexander: AI, societal collapse, and the dystopian economic future - Kiwi News: https://news.kiwistand.com/stories/goodalexander-AI-societal-collapse-and-the-dystopian-economic-future?index=0x682151de3e73c5ac32a84ef8be6fd86f404b966b47a7c11cbb01e63e7731aa47de9479aa - Source: https://x.com/goodalexander/status/1921623757694591182 - Shared 12 May 2025, 1 upvote, 1 comment Alexander argues that AI data centers will repay their heavy debt less through productivity gains than through a socially damaging economy of addictive digital products and government contracts. He contends that AI-equipped engineers will make addictive generative worlds and AI companions widely adopted, concentrating wealth among few producers and worsening an already broken dating market and falling birth rates. He also predicts that AI-enabled surveillance, weapons and genetic engineering will fund a police state that suppresses resulting dissent, with GDP not meaningfully accelerating, a view he notes is market consensus. ## 8. Theory on why XRP is doing well - Kiwi News: https://news.kiwistand.com/stories/Theory-on-why-XRP-is-doing-well?index=0x67b346d2a10194b888a89a453bb3d8e07f4146676331b267799e65906c9a3531fb1b2434 - Source: https://x.com/goodalexander/status/1891125439596249444 - Shared 17 February 2025, 1 upvote, 1 comment ## 9. @goodalexander: CB has 7,400 employees at 20% higher FDV than Hyperliquid's 15 - Kiwi News: https://news.kiwistand.com/stories/goodalexander-CB-has-7400-employees-at-20percent-higher-FDV-than-Hyperliquids-15?index=0x698e5d5d3da256ab25d066a1725eaa81149dc40f1bd2ea112db2e90ad031f58349ce6c0f - Source: https://x.com/goodalexander/status/2022057277700866186?s=12 - Shared 12 February 2026, 1 upvote, 0 comments ## 10. @goodalexander: why crypto is down and reasons to be excited going forward - Kiwi News: https://news.kiwistand.com/stories/goodalexander-why-crypto-is-down-and-reasons-to-be-excited-going-forward?index=0x69810c05ea2f261129802e19aa06f8cab61344609e2002a04d007f8cd99185b8cc6db205 - Source: https://x.com/goodalexander/status/2018412061974249550?s=12 - Shared 2 February 2026, 1 upvote, 0 comments @goodalexander argues that crypto's decline reflects a market bet that crypto would integrate with the traditional financial system, a bet that has now failed. Cited reasons include no material fee capture from on-chain stocks and bonds, with Solana fees falling to about $1 million a day from $24 million during the Trump coin frenzy, and investor attention shifting to gold, international equities and AI. It also flags digital asset treasury companies, whose selling below net asset value could hurt prices, and points to reasons for optimism: AI-driven unemployment pressuring central banks to ease, rising state taxation, advancing privacy technology, and crypto's use outside national systems. ## 11. @goodalexander: we are in the third phase of internet, AI, and blockchain - Kiwi News: https://news.kiwistand.com/stories/goodalexander-we-are-in-the-third-phase-of-internet-AI-and-blockchain?index=0x69277ea0a012998df12b1f100083b61fe0f677cc23f61ecdee724f032e81c7a7fc168e7c - Source: https://x.com/goodalexander/status/1993785190976770377?s=12 - Shared 26 November 2025, 1 upvote, 0 comments The author argues that the internet, AI and blockchain form three successive phases, with the third being the financialization of everything and the rise of AI systems that fund their own evolution. Ilya Sutskever is cited as saying AI scaling is slowing incrementally, while the article also claims that stablecoins and blockchains are being injected into payment rails and that prediction markets have turned every idea into something to gamble on. The piece states that companies now trade on narratives rather than fundamentals, that $300 billion in coins exist with no on-chain revenue, and that US dollar stablecoins will force Europe and Japan to implement CBDCs. It presents these trends as an inevitable evolutionary arc, a claim the text makes without supporting data. ## 12. @goodalexander: Thiel told me trends weren't interesting, then sells the top - Kiwi News: https://news.kiwistand.com/stories/goodalexander-Thiel-told-me-trends-werent-interesting-then-sells-the-top?index=0x68b0297b92b049cf7c09d675705d5604d373d5e168fe60649077b54457b92a0d5722cb02 - Source: https://x.com/goodalexander/status/1960768873776456184 - Shared 28 August 2025, 1 upvote, 0 comments Alexander Good recounts pitching Peter Thiel on a trend-detection system, and argues that powerful people have little reason to tell the truth about their process. He says Thiel dismissed the idea because a trend that is already in place is likely overvalued, and that Thiel then sold all his previous investments at the top. Alexander extends the point to Warren Buffett, claiming Buffett's public advice misleads readers who buy value stocks, and concludes that only first-party study and collection of data is worth trusting.