2024 Reflections & 2025 Predictions

2024 Prediction Reflections#

Politics#

Democrats & 2024 Election

• “Democrats’ attempt to stifle democracy will likely put Trump in the White House. If not, some real sketchy stuff would need to happen to keep him out.”

This prediction was exactly right. The assassination attempt on Trump seemed to be the final blow for the Democrats. Despite a heavy push my legacy media, Trump won handily.

The Democrats switched to Kamala Harris after Biden showed signs of incapacity, most notably in the first debate against Trump.

My prediction for the election also turned out to be exactly right, which, thank you Robert Barnes and Richard Baris.

Evidence of Institutional Ideological Capture

• “People will continue to wake up to ideologically captured institutions, and DEI will be the main loser.”

Trump’s resounding election victory underscores that the public is increasingly aware of (and rejecting) such institutional capture.

Of note, Boeing comes to mind as an institution that had a tough time in 2024, in large part to DEI. Nothing seemed to function correctly. The biggest story being how they stranded people in space

Media & Public Opinion#

Rise of Independent & Alternative Media

• “Independent and alternative media will continue to grow as people’s trust in legacy media declines.”

Twitter (X), under Elon Musk, shattered mainstream media’s influence far more than expected. As Elon has said, “You are the media now.” Alternative sources are king.

• Notable Example: Kamala Harris’s decision not to appear on the Joe Rogan podcast contrasted with Trump’s appearance, further highlighting the power shift to alternative media.

Markets & IPOs#

Interest Rates & Public Markets

• “As interest rates come down, I expect public markets and IPOs to heat up.”

This did not play out. Companies that were expected to go public in 2024 remain private in 2025. The reasons are varied, but there is confidence that 2025 might see changes.

Technology & AI#

LLMs & AI Adoption

• “AI and LLMs will continue to move at a rapid rate, increasing productivity. Tools like Bard will become more mainstream.”

AI did take off. Usage among nontechnical users increased, and it’s no longer uncommon for people to default to AI-driven tools rather than Google search.

Decentralized AI

• “I hope to see a rise in decentralized AI to counter big-player LLMs.”

We didn’t see explicit ‘decentralized AI’ breakthroughs, but more players entered the AI market. ChatGPT still dominates, with Elon’s ‘Grok’ making moves. Google, Meta, and Microsoft remain active but slightly behind in usage.

Bitcoin & Digital Assets#

Institutional Adoption of Bitcoin

• “2024 will bring more institutions to Bitcoin. Possibly another large company or nation-state. The ETF should help, likely pushing BTC to a new all-time high.”

No large public company or nation-state placed a bet, but smaller public companies did. Michael Saylor presented to Microsoft’s Board, which was the closest instance to a major move.

• Price Movement: Bitcoin did hit a new all-time high, rising to as much as $108k in 2024.

Lightning Network

• “Lightning will improve but remain primarily used for acquiring Bitcoin, not everyday payments.”

Still true. Lightning usage remains tiny relative to broader Bitcoin adoption.

Nostr Adoption

• “Nostr will grow, and we’ll see new companies leverage this network beyond just social media.”

Growth continues, but Elon Musk’s Twitter takeover slowed adoption. Nostr will remain niche until a major catalyst occurs (e.g., a big player joins or forced usage due to censorship).

Stablecoin-Specific Regulations

• “Expect stablecoin regulations in 2024 that’ll be favorable to them.”

This didn’t happen, largely due to the administration’s hostility. Expect potential change in 2025.

Miscellaneous 2024 Reflections

• Return to Sanity - 2024 felt like sanity prevailed, largely due to the Democrats’ collapse behind Biden and Harris and Elon’s Twitter dominance.
• Operation Chokepoint 2.0 - Received a lot of attention, and I’m thankful it did because my experience at Strike was radicalizing and extreme.
• Bryan Johnson & Anti-Aging - He burst onto the scene with his obsession over biomarkers. I see it as misguided—chasing markers in isolation doesn’t automatically yield a healthy system.
• Apple’s Rough Year - Without a visionary leader, Apple appears to be scraping by on existing products rather than innovating.
• Google Under Fire - Google is in a tough fight with the government, just as it seems they’re on their heels with AI competition.

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2025 Predictions#

1. Bitcoin’s Performance Bitcoin will have a good year, but not better than 2024. To beat 2024, it must close above 206k on December 31, 2025. I’ll take the under on that.

   • I am not ruling out it to be over that at some point in 2025.

2. Twitter’s Success Continues to Stunt nostr

• Nostr adoption will stay slow due to Elon’s dominant influence with X (Twitter).
  • As long as it remains a beacon of free speech, I doubt we see an exodus.
• Rumble integrating Tether might help if they allow Nostr-like features (zaps), but that seems unlikely.

3. Apple

• Apple will continue its rent-seeking behavior and put out underwhelming products.

4. Google’s Quantum & AI

• Recent buzz about Google’s quantum chip and AI improvements won’t pan out as a big deal.
• Google will continue to trail OpenAI and xAI in practical LLM usage.

5. Elon, Vivek & DOGE

• I expect them to deliver more than critics think. They’ll expose bloat and inefficiencies in ways that will shake up norms. I greatly welcome this. I wouldn’t bet against them.

6. Mainstream Media Reckoning

• In Trump’s second term, mainstream news outlets will face a real reckoning, as I can’t see how their bias can continue.
• They’ll have to reduce their bias or risk bankruptcy.
• Alternative media’s growth trend continues, especially as Twitter keeps exposing mainstream outlets’ weaknesses.

7. RFK Delivers

• We will see big changes in the health space due to RFK at HHS. These are changes that I am very excited to see.

8. Foreign Policy

• With the transition to Trump, I expect some foreign policy wins that will buck the establishment but will deliver wins that are not thought possible by the “experts.”

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Closing Note#

• Overall 2024: It was a year of major political upheaval, vindication for Bitcoin, and continued AI advances.
• Outlook for 2025: Bitcoin remains strong, AI competition heats up, and media institutions face existential challenges. I’m optimistic for continued decentralization and a more level playing field across tech, finance, and politics. I think the start of Trump’s second term will be very strong for the market, health, and culture. Accelerate.