Governments print money, rewrite rules and—according to Lou Kerner—slowly strangle innovation.
So he started something else: CryptoMondays, a 60-city IRL network-state for crypto nomads.
In this first episode of the 404Embassy Podcast, we unpack:
• Why Lou’s only two thoughts on government are “not our friend” & “tomorrow it’ll be worse.”
• The Value-Delta equation that explains religions, Facebook and Web3 cults.
• A $1 M Bitcoin price target by 2031 (and why the volatility is just noise).
• MonDAI – an open-source agent that matches meetup guests better than Tinder.
• Ethereum’s ethos vs Solana’s money-pivot, and why both matter.
• How spraying 1 400 startup bets beats picking winners.
> Guest: Lou Kerner — Partner @ Blockchain Coinvestors, founder of CryptoMondays.
> Host: Ray Svitla — rogue researcher @ 404Embassy.
00:00 – Cold-open: “The government is not our friend”
03:05 – Capitalism = Bubble → Crash → Bubble
05:55 – Community & the Value-Delta equation
08:40 – Decentralization & the CryptoMondays model
11:47 – Governments in crypto: incompetent or hostile?
13:50 – Public goods, Bitcoin & community trust
16:10 – War for the soul of humanity: FAMGA vs Web3
18:40 – Social media, engagement & algorithmic decay
21:00 – Investing via spray-and-pray (1 400+ bets)
23:40 – AI + Web3: stablecoins, agents, micro-tx future
26:30 – Ethereum vs. Solana: ethos or money?
29:00 – Final thoughts: “You're either growing… or dying”
🔗 Full transcript, charts & bonus briefs: https://embassy.svit.la/
🕗 New episodes every 2 weeks. Rate, share, drop a snail emoji. 🐌
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