69 Theses: Predictions, lessons and longs for 2025

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69 Theses: Predictions, lessons and longs for 2025substack.com
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69 theses: Predictions, lessons and longs for 2025

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The article, a set of 69 predictions, lessons and aspirations for 2025 by its writer, argues that AI and crypto are merging and that the writer's own sense of identity and work is being reshaped by them. Its 2024 takeaways include that an LLM can now produce the literary eloquence the writer spent a lifetime developing, and that Solana, which the writer had written off in 2021, was the blockchain the writer used most in 2024. Predictions include that a sentient bot will amass a portfolio of $250m+, that on-chain TVL will reach $1 trillion, and that an AI agent will earn Time's "Person" of the Year.

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