Srinivasan, a technology investor and entrepreneur known for his work across startups, digital networks, and decentralized systems, grounded that conviction in what he described as a structural shift rather than cyclical market behavior.
Srinivasan extended the thesis beyond digital assets into organization and governance, writing:
“As international law breaks down, we will need not just onchain currencies, but onchain companies. As the post-war order breaks down, we’ll similarly need the post-internet order. States will fail, and the network will take their place.”
FAQ ⏰ Why does Balaji Srinivasan say short-term crypto prices do not matter? He argues that structural shifts toward code-based systems outweigh cyclical market price movements. What does Srinivasan mean by a collapse of the rules-based order? He refers to weakening global treaties, institutions, and international law compared with scalable software networks. Why does Srinivasan connect cryptocurrency to governance and companies? He believes future coordination will require onchain currencies and onchain companies as state capacity erodes. What role does cryptocurrency play in Srinivasan’s vision of the internet? He sees crypto as essential infrastructure for internet capitalism, democracy, and privacy.


















