x.com/i/article/1934…

palantir guy’s never wrong just rarely on your side

ethcc week, if you missed it: - robinhood launched a chain, it's real adoption whether you like it or not - tokenized stocks exist, but they're illiquid and wrapped - crypto isn't fighting the system anymore, maybe learning to play by the rules? - market is being shaped to meet

it is actually insane how much easier it is to pay someone internationally with USDC/USDT vs wire transfer

most don’t get that: - if you can’t design the ui, you don’t understand the product - if you can’t write the landing page, you don’t understand the user - if you can’t explain it in one sentence, you don’t understand anything

hyperliquid is becoming crypto's execution layer phantom integrating them is just the beginning pay attention!

you can’t copy hyperliquid's path unless you start with the same input conditions they literally wrote the rules

pumpfun dice roll thesis: either final cash grab or comeback attempt - bonk now seen as the "good" player (by not dumping their sol) (i) or (ii) leads airdrop money to flow straight to hyperliquid, trenches are rotating to a cleaner casino?

x.com/i/article/1947…

ai broke the incentive loop: easier content = more content = less value you need to have more authentic conviction

in both cases you're losing something and it's the most human thing you have: creativity

what happens after 1kg of creatine a day

never stop being bored you'll find purpose and meaning all the way

.Hyperliquid is launching $USDH, a native stablecoin pairing exchange + stablecoin is one of the strongest business models in crypto

stablecoins don’t weaken the dollar they scale it most are backed by us treasury bills channeling crypto demand into demand for us debt hard to imagine the dollar losing dominance

the best form of investment is emotional without love for what you do, failure will remind you

ai is killing your decision making ability

outsourcing choices feels efficient but it dulls intuition the more you outsource judgment, the less you build it

> be thiel > be blessed with the ability of futuresight > make correct predictions that sound like nonsense > wait 10 years > it’s true > your life as a thinker amounts to constantly waiting around for the entire rest of the world to catch up > woe > get asked “should the human

ai is wrecking people’s judgment every time you outsource a choice you get weaker at making one eventually you won’t decide and just consume what’s decided for you lol