Imagine crypto not as an asset class —
but as a new planet humanity is slowly colonizing.
A place without established laws.
Without social consensus.
Without legacy structures.
Chaotic. Raw. Volatile.
And precisely because of that — important.
Crypto is not a casino.
But crypto certainly contains a casino,
just like every frontier in history.
1. Why crypto at all?
People in stable economies ask,
“Why do we need this?”
People in countries where inflation eats 30–50% of savings every year ask,
“How can we live without it?”
Privilege blinds perception.
When you trust your banks, your currency, your government…
crypto looks unnecessary.
But if you’re in Argentina, Turkey, Nigeria, Ukraine—
crypto isn’t the future.
It’s the lifeline.
Stablecoins are the first killer app.
Permissionless. Fast. Borderless. Reliable.
But beyond money, crypto gives us:
programmable digital assets
open, global, censorship-resistant finance
ownership that cannot be seized
new economic models for creators and communities
Crypto doesn’t just create new money —
it creates new markets and new mechanisms.
2. The “casino” — an inevitable stage
Let’s be honest: speculation isn’t a bug.
It’s the bootstrap mechanism.
Give a group of kids Pokémon cards — they’ll trade instantly.
Humans naturally trade scarce assets.
Crypto amplifies this.
Speculation:
attracts capital
attracts talent
forces infrastructure to scale
accelerates product-market experiments
creates liquidity for every asset
Without speculation → no growth → no breakthrough.
3. The dark side — and why it matters
I’ve seen the worst of crypto:
scams, rugs, Ponzi games, exploit farms.
The dark side is real.
And it burns newcomers faster than any bear market.
Three biggest dangers:
Signal distortion — fake prices → founders misallocate time.
Short-termism — everyone optimizes for next week instead of next decade.
Bad actors — scammers destroy trust faster than builders create it.
The problem isn’t crypto.
The problem is that the new planet has no police, no culture, no norms yet.
4. Why is adoption so slow?
Because this isn’t just technology.
It’s technology + economics + regulation + social psychology combined.
Switching to WhatsApp is easy.
Switching to a new system of ownership — that takes time.
People will only move when:
infrastructure is better
UX is seamless
risk is low
the social stigma disappears
Crypto isn’t slow.
Humans are.
5. Looking beyond the casino
Every transformative invention was first mocked:
“Telephones have no practical use.”
“Computers will never enter the home.”
“The internet is a fad.”
Crypto is in the exact same phase.
Critics complain about volatility, scams, speculation.
They are right — but also missing the point.
These are symptoms of a frontier being built in real time.
Look instead at:
what people actually use
what builders are actually creating
what markets naturally demand
That’s where the future lives.
6. My perspective
I don't bet on coins, exchanges, or trends.
I bet on:
open ownership
unstoppable systems
permissionless creativity
programmable markets
redistributing power toward builders and communities
Crypto still smells like a casino.
But every frontier in history was noisy before it was great.
If you want to change the world, build.
Don’t just watch the casino.