A pod🎙 for degens, builders & HODLers From bear markets to bull runs. Real convos
Sorø, Denmark
Joined June 2022
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Watch our podcasts so you don’t miss opportunities like this
IYKYK
If you are following @StillEarlyPod you would have seen why we think this is the case...
November 11th floor on @dokyoworld 12.93 AVAX was at $13
Now the floor is 30 $AVAX and the price of 🔺 is $23.44
Another hint (don't be lazy):
@HyperspaceAvax use the ref link blocmatesdotcom for what is coming...
AI is really good at looking at your analytics and give you actionable advice!
I asked AI how our first vlog did based on the YouTube analytics and it revealed something very obvious 😅
Clip from this weeks podcast:
You can just post on LinkedIn like you do on X and it works really well.
Traditional LinkedIn posts are the worst, but you can just "tweet" like a normal human instead, it's ok 🐥
StillEarly Podcast retweeted
Watch our podcasts so you don’t miss opportunities like this
IYKYK
If you are following @StillEarlyPod you would have seen why we think this is the case...
November 11th floor on @dokyoworld 12.93 AVAX was at $13
Now the floor is 30 $AVAX and the price of 🔺 is $23.44
Another hint (don't be lazy):
@HyperspaceAvax use the ref link blocmatesdotcom for what is coming...
“We're trying to bring privacy to on-chain transactions.”
@DogecoinZack, @GenzioCo Founder & CEO, joins @tintinjpeg, CMO of @silentswap, to unpack how they’re building privacy-first solutions in Web3.
0:43 – What Is SilentSwap
2:00 – What Differentiates It
2:46 – Do Users Value Privacy?
4:22 – How Many Sources Do They Aggregate From?
StillEarly Podcast retweeted
HOLY SH*T : ANTHROPIC JUST DROPPED DUET. AN AGENT THAT MESSAGES YOU FIRST
it runs on opus 5.5
what it does:
→ sends a morning brief from your email and calendar
→ checks your apps every few hours and pings you when something needs you
→ works on its own cloud computer with its own browser, so your laptop can stay shut
→ builds web apps and slide decks on that computer
→ finds unpaid invoices in stripe and drafts the reminders
before it sends a message, pays, signs or deletes, it asks you first. 4 actions, your ok every time
it's a research preview, waitlist only, us only, pro and max plans only. background checks eat your plan limits
openai dots starts at $100 a month. duet runs inside your pro or max plan
the video is a map of what it can do, built from the announcement
which one would you hand over first?
StillEarly Podcast retweeted
you're f*cking wasting Grok Bot if all you ask for is advice. its official site lists 56 jobs you can hand off.
each use case has an “Add to Grok Bot” button.
skip the department labels. find the result you actually need:
› “i need a deck by tomorrow”
Presentation Designer uses your template and brand assets to build an editable presentation.
› “i need something people can click”
Prototype Builder turns a brief into a working prototype with a screenshot and live URL.
› “i keep missing what competitors launch”
Competitive Intelligence Analyst tracks launches and flags changes worth responding to.
› “i have updates but nothing ready to post”
Social Media Manager studies your previous posts and prepares drafts for you to publish.
› “i waste hours researching before calls”
Meeting Prep Buddy pulls the people, history, open questions and suggested agenda into a prep pack.
› “i can see the bug but can't explain it”
Bug Reproduction retraces the issue in staging and collects steps, screenshots and network notes.
› “i need to find a place to live”
Apartment Scout filters listings and helps arrange viewings.
› “i have no idea what i'm still subscribed to”
Subscription Cleaner reviews receipts and newsletters and suggests what to remove.
don't add eight bots and give them vague instructions.
pick one job with an output you can inspect. then send this:
“Before starting, tell me:
1. What inputs and account access do you need?
2. What exactly will you deliver?
3. How will I check whether it worked?
Run one example first. Flag missing information instead of guessing.
Ask before sending, publishing, booking, applying, cancelling or spending.
Don't create a recurring task until I approve the first result.”
a ready-made role still needs your context and boundaries.
bookmark this as your first-task checklist. send it to the friend who keeps asking what AI agents are actually useful for.
Everyone is concerned about privacy and data that is used now more than ever before.
Tighter laws are being put in place around the world. If your company’s digital marketing efforts are global, your consent forms have to align with legal requirements that vary by country, and even by states and localities within those countries.
0:00 - Intro
1:00 - Show open
5:00 - Guest Introduction
8:00 - What is CCPA
10:00 - The panic
15:00 - Google search
19:30 - Disappearing messages
23:00 - Trade secret theft
25:30 - Sponsor
30:00 - Legal requirements
33:00 - How to find your way
35:00 - How to get notified
36:00 - Why are we not rigorous
39:00 - Horror stories
42:00 - Abandoned cart emails
45:00 - Auditing email lest
48:00 - Regional consent laws
51:00 - Consumer data
54:00 - Vetiing
StillEarly Podcast retweeted
A Millennium trader who makes the firm $200 MILLION takes home about $40 MILLION.
One with ZERO skill in the same seat still expects $8 MILLION.
Jane Street pays nobody on their own P&L. Not even the people who made it $39.6 BILLION.
This f*cking formula shows who figured out luck.
I ran the math. $1B book, 10% vol, 20% cut.
Zero skill - $8M a year. The firm expects to make $0.
Real skill (Sharpe 1) - $22M, and still red 1 year in 6.
The $40M seat - needs Sharpe 2. Red less than 1 year in 40.
Same seat. Same cut. The first $8M is luck.
Zero-skill payout ≈ 0.4 × your cut × vol × book
That's what Millennium's -$75M firing line is for. A third of the lucky ones are gone in year one.
It takes almost 4 YEARS of P&L to prove you're not the coin flipper.
The full paper is below.
Bookmark before it's buried.
What does all the big, successful B2B companies have in common?
They all have sales teams! In 2026, I'm as bullish on sales as ever.
That's one of the topics we discussed on the podcast this week.
Here's my full conversation
We cover a lot of interesting topics:
00:00 Introduction
00:46 Nikolaj's book "Bedre" ("Better")
03:51 A day in the life with startups and homeschooling
11:39 What I've seen Nikolaj do over the past almost 20 years
14:17 Nikolaj on finding his own path
17:29 Business origin story
25:48 Spending a year in China and starting to travel
28:35 Starting a family while traveling, leading to starting "Traveling Village"
32:05 Starting Refuga
36:33 Nikolaj's life plan
40:56 City planning, community, and having kids involved in everyday life
51:37 Parenting and unschooling
1:03:27 What Nikolaj is working on right now
1:06:29 Big bet vs. small bets: Nikolaj's entrepreneurship style
1:14:18 Life phases
1:18:54 Personal finance
1:25:12 Using AI to get more things done
1:29:19 Play, and spending time with kids
1:33:07 Friends
1:37:46 Growing together
1:42:04 Advice for making life changes
StillEarly Podcast retweeted
☠️🚨 CT KÜNDIGT EINEN CRASH-MONTAG AN
🌙 WAS DIR DAS WOCHENENDE HINTERLASSEN HAT
⏳ Noch 10 Tage bis zur Fed-Entscheidung am 28. Oktober, in 16 Tagen wählt Amerika.
→ ⚪ Irans Revolutionsgarde erklärt die Straße von Hormus am Samstag wieder für geschlossen - hier läuft rund ein Fünftel des Öls der Welt durch.
→ 🇮🇳 Indien bestätigt einen Raketentreffer auf einen Tanker mit 15 indischen Seeleuten - alle leben.
→ 🛢️ Brent schloss Freitag bei 109,86 Dollar - Montag öffnet der Ölmarkt nach diesem Wochenende.
→ 🟠 #Bitcoin steht bei 81.749 Dollar, 0,4 Prozent über dem Vortag - das Wochenende ist ruhiger als die Timeline.
→ 💥 290 Mio. Dollar Liquidationen in 24 Stunden, 229 Mio. davon Longs - es zahlt der Hebel, nicht der Halter.
→ 🇯🇵 Japans drei größte Banken schließen ihren ersten internationalen Stablecoin-Test ab - Tokio baut an neuem Geld, X lässt es Anleihen verramschen.
→ 🇺🇸 Admiral Brad Cooper, Chef des US-Zentralkommandos, meldet 350 Mio. Dollar iranische Krypto eingefroren - die Chain ist für Teheran kein Fluchtweg.
⭐ SPECIAL: TEHERAN DROHT MIT FEUER
Mittwoch, 14. Oktober. In der Straße von Hormus sinkt das Containerschiff GFS Pride, mehr als 2.500 Container an Bord. Die 21 Seeleute überleben. Seitdem fischen iranische Fischer iPhones aus dem Wasser.
Donnerstag, 15. Oktober. Trump sagt bei Newsmax über Irans Atomanlage im Pickaxe Mountain: "Vielleicht müssen wir da hin. Wir nehmen sie uns vor und schalten sie schnell aus."
Freitag, 16. Oktober. Irans Armeechef Mohammad Akraminia antwortet: Hormus öffne wieder, wenn Amerika die Region verlässt. Sonst werde man es vertreiben.
Samstag, 17. Oktober. Die Revolutionsgarde erklärt die Meerenge für geschlossen. Schiffe unter amerikanischem Schutz würden "zu Asche verbrannt". Zwei Tanker seien auf Minen gelaufen, einer mit mehr als zwei Millionen Barrel Öl.
Am selben Tag meldet Admiral Cooper rund 400 Schiffe in sieben Tagen durch genau diese Meerenge.
Teheran sagt zu, Washington sagt offen. Belegt hat keiner von beiden etwas. Sicher an Ware kommen dort gerade nur Fischer mit Kescher.
Für dein Geld heißt das: Der Krieg steckt längst im Ölpreis. Am 12. Oktober habe ich hier gewettet, dass Brent über 100 Dollar schließt, es wurden 109,86. Was nicht im Preis steckt, ist ein Schlag auf den Berg. Trump hat ihn angekündigt, Teheran hat geantwortet, und beide haben das Wochenende genutzt, um lauter zu werden.
Wenn der Montag fällt, dann wegen dieses Bergs.
☠️ DER ANGEKÜNDIGTE CRASH-MONTAG
Seit Samstag geht auf X eine Warnung um: Montag werde der schlimmste Tag des Jahres, 98 Prozent würden alles verlieren. Der Beleg: Japan werfe 5,2 Billionen Dollar an US-Staatsanleihen auf den Markt.
Japan hält laut US-Finanzministerium keine 1,2 Billionen. Wer mehr verkaufen soll, als er besitzt, verkauft am Ende nur Angst.
Andere legen den Chart von 1987 über den von heute, weil Montag der 39. Jahrestag des Schwarzen Montags ist. Ein Datum ist noch kein Signal.
Der VIX, das Angstbarometer der Wall Street, stand zuletzt bei 16,46. Mein eigener Fear and Greed Index steht bei 52 von 100, keine Panik und kein Übermut. Den könnt ihr seit dieser Woche kostenlos in meiner Telegram-Gruppe nutzen.
Ich habe keine Ahnung, was der Montag bringt. Entschieden wird an diesem Tag nichts.
📊 SUPPORT & WIDERSTAND
🚦 3 von 7 Tages-Signalen grün, wie am Vortag. Bitcoin schloss Samstag bei 81.491 Dollar.
→ 🔴 Gestern hat kein Signal gewechselt. Der MACD steht seit 19 Tagen rot, der DMI seit fünf - der Schwung fehlt, Supertrend, EMA 50 und EMA 200 halten den großen Trend grün.
→ 🟢 81.066 → Pivot S1 und Fibonacci 0,5 der 40-Tage-Spanne.
→ 🟢 80.104 → Supertrend-Linie, EMA 50, 20-Tage-Tief, unteres Bollinger-Band und die runde 80.000.
→ 🔴 82.287 → Fibonacci 0,382 und die Pivots R1 und R2.
→ 🔴 83.466 → der 20-Tage-Schnitt, an dem Bitcoin seit elf Tagen scheitert.
💡 TRADING-IMPLIKATION
→ Hält 81.066 auf Tagesschluss → Weg frei Richtung 82.287.
→ Bricht 81.066 → nächster Halt 80.104, dort liegen Supertrend und EMA 50.
→ Schließt Bitcoin über 82.287 → 83.466 ist die nächste Zone.
→ Bricht 80.104 → die EMA 100 bei 76.755 ist die nächste Zone.
🟠 BITCOIN UND MEIN MODUS
Risiko bleibt aus. Drei von sieben Signalen grün, die Bitcoin-ETFs haben in zwei Wochen 907 Mio. Dollar abgegeben, und in Hormus brennen Tanker.
Am Montag lege ich nicht nach, solange Bitcoin unter dem 20-Tage-Schnitt bei 83.466 steht.
Meine Marke ist 80.104. Schließt Bitcoin darunter, ist die Zone weg, an der er am Donnerstag gedreht hat.
Japan verkauft nichts, Iran droht mit Feuer. Für den Montag zählt die Meerenge, Tokio hat damit nichts zu tun.
🎯 FOKUS DES TAGES: $ZRO VOR DEM UNLOCK
#LayerZero hat sich seit dem Tief vom 31. Juli mehr als verdoppelt, in 30 Tagen steht ein Plus von 76 Prozent. Diese Woche ging es 6 Prozent runter.
In der Nacht auf Dienstag werden 23,63 Mio. Coins frei, rund 44 Mio. Dollar und knapp 6 Prozent dessen, was im Umlauf ist. 13 Mio. davon gehen an strategische Partner, die zu den frühesten Preisen eingestiegen sind.
Ein Unlock ist noch kein Verkauf. Wer aber nach einem Monat mit 76 Prozent Plus dasitzt und in einen Markt verkaufen kann, in dem das Gebot dünn ist, muss nicht lange überlegen.
Der Crash-Montag ist bis jetzt eine Behauptung. Die brennenden Tanker sind keine.
Keine Finanzielle Anlageberatung!
Video: @0xLofty
StillEarly Podcast retweeted
A line drawn in Feb 2013 when BTC was just $25.
Never refit. Never “updated for the cycle.” Just Excel’s original power trendline, extended forward.
Thirteen years later it’s sitting at $99.1k Spot is $81.3k, about 0.82x the curve after this month’s bounce.
This is the best and most efficient powerlaw I have ever found, it was discovered in 2013 by a user called the Dacoinminster, thus I called it this way in the indicator. It still uses his original calculations from back then and is still most effective. UNBELIEVABLE
The chart shows top and low multiples from the Dacoinminster powerlaw: Amplitude is falling because the market is getting bigger but the 2013 line never moved.
The way I met my co-founder at my old company, Firmafon, is a fun story featuring a young Mikkel Malmberg
I shared it in our vlog this week:
StillEarly Podcast retweeted
Russia wants more control over crypto trading.
Fair enough, but banning P2P trading and restricting self-custody withdrawals could end up doing the opposite.
I wouldn't be surprised if this leads to:
→ More offshore trading
→ Higher scam risks
→ Less regulatory visibility
→ Greater reliance on intermediaries
People who want to trade crypto will ALWAYS find other ways to do it.
🚨BREAKING: Russia reportedly PLANS to BAN retail crypto transfers to self-custody wallets and direct P2P trading from July 1, 2027, the Moscow Times reports.
Crypto trading would require central bank-approved intermediaries and mandatory investor knowledge qualification tests.
Unqualified investors would also face an annual purchase limit of 300,000 rubles ($3,690) per intermediary.
In this weeks vlog, we talked about a big structural issue with the Danish startup ecosystem:
The successful founders leave!
It's a huge problem and hurts the ecosystem for years...
StillEarly Podcast retweeted
Why did NodeKit choose Snowman for consensus?
@noah_pravecek explained the benefits on the @StillEarlyPod.
Check out the full episode in the link below👇
StillEarly Podcast retweeted
Raymond James reiterates Strong Buy on $SPCX with a Street-high $800 price target!
The reason is SpaceX's FAA filing for up to 456 Starship launches and 912 landings a year at Boca Chica
At 60 V3 Starlink satellites per Starship, phase one's 100 flights a year means about 6,000 satellites. The full 456 flights means about 27,400
At 100 tons of payload and 100 kW per ton, Raymond James says 100 flights could deploy about 1 GW of orbital AI compute every year
That's before counting the Florida pads (44 a year at LC-39A, 76 at SLC-37) and Louisiana's planned $100 billion 10-pad spaceport
And Elon confirmed the upper stage catch is coming on the next flight, about 4-6 weeks out
Starlink and Orbital Compute are the future products of SpaceX and the competition is many years behind these products (and the ability to deploy them)
SpaceX is building the strongest moats in the world and that's why the stock deserves to be much higher than it is today
SpaceX is asking the FAA to approve up to 456 Starship launches and 912 landings a year at Starbase
The current approval is just 25 launches and 50 landings, so that's roughly 18x more
The FAA is reviewing it now, and the first phase would allow 100 launches and 200 landings a year
Elon previously said he expects Starship to begin daily launches by the 2nd half of next year
Which is wild when you account for the fact that starship launches carrying Starlink satellites could yield approx $1B in ARR
SpaceX is building one of the most robust business with so much optionality baked into its core services, from rocket launches to compute
We are going MUCH HIGHER imo
