From Petrodollar to Hashdollar
The last trade is always the most important one.
It’s the one that defines your legacy. My first piece was the pitch, the investment thesis for America’s future.
It laid out the what: a four-pillar plan to make the United States the undisputed global leader in Bitcoin.
In short, the four part pillars:
buy it for our national treasury
incentivize our people and companies to own it
build the infrastructure to power, mine and secure it
become bitcoin kingmaker forever due to absolute scarcity
That was the strategy. This is the playbook.
This is about execution. It’s about the messy, brilliant, and ultimately American process of turning a bold idea into an unassailable reality. Because a plan, like the financial models I used to build, is just a set of assumptions. Reality is where the friction happens. It’s where lobbying groups in Washington whisper fears into the ears of senators, where headlines scream about energy consumption, and where geopolitical rivals work in the shadows to undermine our progress.
America deserves better and our time to act is now.
To win, we can’t just have a better strategy; we need a superior implementation. We need to move faster, build smarter, and have a clearer vision of the endgame than anyone else on the planet.
The stakes have only gotten higher. As I work with the most advanced AI systems at Google and other labs, I see the future coalescing. We are building autonomous agents that will manage supply chains, optimize energy grids, and conduct commerce at the speed of light. These AIs will not transact in dollars wired through the ACH system, settling in two to three business days. They will require a native digital bearer asset, a monetary protocol that speaks their language of pure, unadulterated logic.
That protocol is Bitcoin.
Simultaneously, the world is fracturing. Nations are building digital walls. China’s digital yuan is not a simple upgrade to their currency.. it is a well-designed instrument of surveillance and control, a programmable straitjacket for their citizens and a tool to export their authoritarian model abroad.
This is the stark choice facing the world: a future of open, permissionless value transfer, or one of closed, centralized, programmable money. The former is the American system. The latter is digital tyranny.
Securing American leadership in Bitcoin is therefore not merely an economic opportunity. It is the defining national security imperative of the 21st century.
What follows is the roadmap for the first 1,000 days of this new American project. I will be sending this to my friends in the business, investment, technology and government spheres... PLEASE share this and send it to anyone who cares about the future of America.
Part I: The Implementation Engine
The first three years are critical.
This is where we build irreversible momentum. It's where we turn the abstract pillars of our strategy into steel-and-silicon reality.
Pillar 1 In Action: Hardening the Strategic Bitcoin Reserve
The immediate challenge isn’t financial, it’s political. Passing the BITCOIN Act (S.954) will be a bare-knuckle fight. The banking lobby will call it reckless, even a bail out to the crypto community. The entrenched monetary authorities will call it a threat to their control. We must reframe the debate entirely.
This isn’t a vote on a volatile asset at all. This is a vote on America’s energy independence, technological supremacy, and geopolitical security. It’s the Digital Age’s Interstate Highway System, a piece of critical infrastructure that will underpin our economy for a century. We get it passed by making it a cornerstone of the National Defense Authorization Act, tying the future of our digital sovereignty to the funding of our military.
Once enacted, the governance of the SBR must be unimpeachable. It cannot be managed by a committee of political appointees.
We will establish the “Digital Asset Reserve Trust” an entity with a brutally simple and legislatively-enforced mandate: acquire and secure Bitcoin. Its board will consist of seven governors: three leading cryptographers, two national security experts, and two seasoned energy-sector executives. Their singular KPI, published quarterly on a public dashboard, will be the number of satoshis under their control.
Transparency is our greatest weapon against fear and doubt.
DART will conduct quarterly “Proof-of-Reserves” attestations.
Using cryptographic techniques, they will prove ownership of their public addresses without ever moving the underlying assets or exposing the private keys. This process will be audited by a rotating consortium of the top four accounting firms and a leading blockchain analytics company. America will not just say it has the Bitcoin.. it will prove it, on-chain, for the world to see, in a way that doesn’t compromise national security.
Pillar 2 In Action: Main Street, Not Just Wall Street
The tax code changes (zero capital gains on long-term holds and a $10,000 deduction) are the easy part. The real work is cultural. We must counter the narrative that Bitcoin is only for speculators and tech elites. This requires a pincer movement of policy and education.
The policy lever is integration. We will launch a Treasury Department pilot program, “Digital Bonds” or “Bitcoin Bonds” or “BitBonds” allowing citizens to purchase U.S. savings bonds that are redeemable in either dollars or a pre-determined amount of Bitcoin upon maturity. This directly links the nation’s most trusted savings instrument to the new strategic asset. We will work with the Federal Housing Administration to begin accepting Bitcoin as a collateral asset for mortgage underwriting, treating it with a conservative haircut similar to volatile stocks. This legitimizes it within the most important market for American families: real estate.
The education lever is a full-scale public-private partnership.
The Treasury will fund the creation of the “American Digital Literacy Initiative” a non-profit foundation tasked with creating open-source educational materials on self-custody, network security, and the principles of sound money. This initiative will partner with community colleges, veterans’ associations, and financial literacy groups to deliver free workshops in every state. The goal is not just to encourage ownership, but to foster understanding.
An educated populace is the best defense against scams and misinformation.
Including the scam of inflation and spending beyond your means.
Pillar 3 In Action: Monetizing Energy, Onshoring Hashrate
The “Bitcoin mining wastes energy” argument is the most persistent and intellectually dishonest attack we will face. We will not win by playing defense. We will win by going on offense, showcasing mining as the ultimate catalyst for a more robust, efficient, and greener energy grid.
We will introduce the “Bitcoin Energy Freedom Act” This legislation will do three things. First, it will declare Bitcoin mining data centers as critical energy infrastructure, granting them streamlined permitting, especially when co-located with renewable energy sources or stranded natural gas sites. Second, it will create a federal tax credit for any verifiable kilowatt-hour used for mining that comes from curtailing flared methane or stabilizing a local power grid during peak demand. This transforms miners from simple energy consumers into dynamic, dispatchable loads that grid operators can pay to modulate demand, preventing blackouts.
Third, the Act will fund a $50 billion public-private partnership, the “American ASIC Initiative,” to build at least four state-of-the-art semiconductor fabrication plants dedicated to producing mining hardware. We will locate these fabs in the Rust Belt, in places like Ohio and Pennsylvania, creating high-tech manufacturing jobs and revitalizing communities. This is a matter of supply chain security. We will not allow our critical national infrastructure to be dependent on foreign adversaries. By the end of the first 1,000 days, the "Made in America" stamp will be on 25% of the new ASICs coming online globally.
Our goal is to reach 51%.
Part II: Winning the Digital Great Game
While we fortify our domestic position, we must simultaneously engage in a sophisticated international strategy.
Our goal here is not just to accumulate Bitcoin, but to shape the global ecosystem around it to reflect American values.
The Alliance of Open Protocols
The “Bitcoin Alliance” mentioned in my first piece must be formalized. We will start with the Five Eyes intelligence-sharing nations (U.S., UK, Canada, Australia, New Zealand) and expand to include Japan and South Korea. We will propose the “Digital Sovereignty Accord” a treaty framework with three core tenets:
Shared Reserve Policy: Member nations commit to holding a minimum of 1% of their national reserves in Bitcoin, with custody solutions audited and secured by an alliance-approved vendor.
Hashrate Security Pact: An attack on a mining facility in one member nation is considered an attack on all. The alliance will share intelligence on cyber and physical threats to mining infrastructure and conduct joint security exercises.
Open Protocol Preference: Member nations agree to promote open, permissionless financial protocols (like Bitcoin and the Lightning Network) in international development and trade, explicitly rejecting closed, state-surveilled systems like the digital yuan.
This Accord creates a powerful economic and security bloc. It aligns the free world around a common monetary standard, creating a counterweight to the digital authoritarianism being pushed by China and other rivals.
From Petrodollar to Hashdollar
For fifty years, the dollar’s global dominance was underpinned by the petrodollar system: an agreement that oil would be priced and traded in U.S. dollars. We can now engineer a similar, but far more resilient, system for the digital age: the Hashdollar system.
The U.S. will leverage its foreign policy and development aid to become the world’s leading financier and guarantor of clean energy projects that are co-located with Bitcoin mining. We will approach energy-rich but capital-poor nations in Africa and Latin America with a simple proposition: We will provide the capital and technology to build state-of-the-art solar, hydro, or geothermal power plants. In return, a portion of that energy is contracted to U.S.-owned mining operations on your soil for 20 years.
This strategy achieves multiple goals. It helps developing nations build out their energy infrastructure. It secures a cheap, geographically diversified source of new Bitcoin for the United States. And most critically, it ties the economic fortunes of these nations to the security and prosperity of the Bitcoin network, which America leads. We become the indispensable partner for any nation looking to monetize its energy resources in the 21st century.
Part III: The Endgame
This entire strategy culminates in preparing America for the next technological revolution: the convergence of artificial intelligence and decentralized money. The $200 trillion valuation for Bitcoin isn’t a speculative fantasy; it is the logical outcome of a world where trillions of dollars in economic activity are managed by autonomous AI agents.
These agents will need a specific type of money. It must be:
Digital-Native: Existing without a physical counterpart.
Permissionless: Usable without human or corporate approval.
Final Settlement: Transactions must be irreversible and final, without chargebacks.
Scarce: The supply must be perfectly predictable and immune to manipulation.
Only Bitcoin satisfies all these criteria. It is the only monetary asset that can serve as the base layer for a global, autonomous machine economy.
By securing a dominant position in the Bitcoin network now, we are positioning the United States to become the home base for this coming economic paradigm. The world’s most advanced AI companies, many of which are already American, will build their systems on the most secure and liquid monetary network. The value created by American AI, the greatest wealth-creation engine in human history, will be priced, settled, and stored on the Bitcoin standard that we championed.
This creates a powerful, self-reinforcing flywheel.
American leadership in AI drives adoption of Bitcoin. American leadership in Bitcoin attracts the best AI talent and capital.
This symbiosis is the ultimate strategic prize.
It ensures that the economic benefits of the AI revolution flow primarily to our nation and our allies.
The American Choice
The path I have laid out is not easy.
It requires political will, long-term vision, and a willingness to challenge decades of entrenched thinking. There will be volatility. There will be setbacks. There will be powerful voices who argue for the status quo, for a managed decline, for the illusion of safety over the promise of leadership.
They are wrong. They are looking at the world through the rearview mirror, using old maps to navigate a new continent. When I left the world of financial spreadsheets for machine learning, I learned that the most powerful forces are not the ones you can model with perfect precision, but the ones with the most elegant, robust, and incentive-driven underlying systems.
Bitcoin is such a system. It is a system for preserving freedom in a digital age. By embracing it, we are not just making a strategic financial bet. We are making a choice about what kind of world we want to live in. We are choosing an open future over a closed one. We are choosing innovation over stagnation.
We are choosing to build. We are choosing freedom.
This is more than a trade. It is the construction of a new American System, one fit for the challenges and promises of the next thousand years.
It’s time to get to work.
Friends: in addition to the 17% discount for becoming annual paid members, we are excited to announce an additional 10% discount when paying with Bitcoin. Reach out to me, these discounts stack on top of each other!
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I started Wealth Systems in 2023 to share the systems, technology, and mindsets that I encountered on Wall Street. I am a Wall St banker became ₿itcoin nerd, ML engineer & family office investor.
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