Alex Bosworth@alexbosworth · 2026/08/25赛道影响A potential use of BTC is to incentive home lab utilization by third parties, but we have some obstacles: I don’t like your code running in my network; you don’t like your data going to my environment. AI can help on both sides: isolate external access carefully and care for data
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Alex Bosworth@alexbosworth · 2026/08/24赛道影响A long while back there was a war in tech data storage philosophies: NOSQL vs SQL. This even spilled into Bitcoin via its adoption of LevelDB. The tide turned against the NO camp because of the difficulty of reimplementing Db functions, but with AI, maybe that's more reasonable?
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Alex Bosworth@alexbosworth · 2026/08/23赛道影响It feels like the calm before the storm to me on BTC. The price has been relatively stable for a long while, the shared UTXO capabilities are just starting to get adoption, and AI is helping dev but being used for hardening first. Eliminate all bottlenecks, let 1000 flowers bloom
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Alex Bosworth@alexbosworth · 2026/08/22观点输出One reason I don’t like attacks between BTC projects is that it gives a false impression of quality of those that aren’t attacked. In fact money, influence, and tribal affiliations are way more at play in the discourse. Stay attuned to first principles; make your own assessments.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Alex Bosworth@alexbosworth · 2026/08/21赛道影响A bad take for me is that because AI will reign supreme it will suck all the capital out of BTC. I mean what’s AI investment doing? Building commodity electricity and data process where returns go to zero. But what is AI delivering? Very cheap digital everything, where BTC lives?
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Alex Bosworth@alexbosworth · 2026/08/20观点输出Bitcoin is kind of a paradox because you can get exactly what you want and you can live unto yourself, but if you do that to an extreme you will find that the utility of the system is limited. You get a free hand, but you'll find that you may want to bind yourself to compromise.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Alex Bosworth@alexbosworth · 2026/08/19观点输出An annoying reshaping of the web is happening wherein all content sites will block open access and require login. But coding alternatives to these sites should hopefully get easier. This will help open models get data. Potentially BTC can be used to square the incentive circles.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Alex Bosworth@alexbosworth · 2026/08/18赛道影响The chain's like a court: you use it if there's a counterparty dispute. In the context of shared UTXOs, you can reason about the value you store on those with this court in mind and this actually incentivizes decentralization. Even with PoW, reasoning considers an honest majority
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Alex Bosworth@alexbosworth · 2026/08/17赛道影响If you think AI BTC loss attacks are bad, think about the fact that those are very clearly incentivized, whereas someone hostile to Bitcoin systems at large doesn’t need to steal anything; all they need to do is denial of service. There are way more soft targets in that direction
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Alex Bosworth@alexbosworth · 2026/08/16赛道影响I know shared UTXO systems as built today are needing to be complicated to deal with mass scale, but I still like a small scale shared UTXO that is simply a MuSig2. Let’s say you have a group of 10 and you transfer on-chain every week or so. You just have to be online and cosign.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
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