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Give a shit and you'll be great. @AleaResearch Check Meditations by D ⬇

K2
Joined November 2015
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i think the second wave of Robinhood chain is coming
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the casino thesis will play out remarkably well. at some point we need to make peace with the fact that crypto may be the Las Vegas of finance. nothing brings the degeneracy out of people more than crypto. how is it any different putting your chips on a shitcoin or red? It is not... for most people at least. we can talk about tokenization, RWAs, and institutionalization (what a meme) as much as we want. every new thing you hear or see happens either behind closed doors or in private infrastructure that DeFi users will never see in capital or product. DeFi has been contracting for a while now with no signs of bounce... but institutions are bringing trillions onchain? when? also there is never going to be a true synergy between institutions and crypto. Institutions always wanted our launch. they regulate so they can play with their rules. and your only hope of making it is slowly fading away. and whatever moat is left for crypto natives is probably rooted back to the old days. once that's lost, it's truly over.
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you have a team shipping at a rapid pace and a chart looking like this. I dont know for how long base:0x23a2847d772803f9efc64b4277b782b06296fe51 will remain at these levels.
DotHenge is seeing incredible early traction, and we've just deployed some significant upgrades to take its capabilities even further. These include: - Better character consistency across cuts - Better handling of multiple reference images - More natural movement - Better prompt adherence - Clearer generation progress Try a new and improved DotHenge at: app.usedot.xyz/henge More updates coming soon.
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The Anthropic IPO is the dump event for Bitcoin and alts
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reminiscing of the old Bitcoin days
Full page ad in WSJ against tokenized equities:
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If Jamie Dimon doesn't have a problem with this why would you?
Full page ad in WSJ against tokenized equities:
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delisted from all CEXs, not funded by anyone, no ETFs, yet Zcash is the 1000x.
Arthur Hayes: "governments have already de-anonymized Monero. in the AI era, Zcash is the ultimate 1000x." the Kraken story isn't an outlier. it's the compliance layer catching up to what cryptographers already know. Monero's privacy guarantees weren't broken by exchanges. they were broken by state-level actors. the freeze is downstream of that. Zcash shielded supply hit 29% of total issuance this month. institutions can touch it without going dark on the regulators. capital is already picking the version that scales. the full Hayes/Naval case is in the clip.
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I didn't see anyone pivot from the word internet after the dot con bubble. Stocks, banking, and so on. So no, we should not pivot out of crypto. We should fix how people consider the industry. Pivoting or masking the word doesn't change the fact that most of it is a clown show. People larping about anything instead of the things that matter.
The word “crypto” is still a red flag. Adding “backed by a16z crypto” to our website and X actually did more harm than good. We scrapped it a long time ago. If you’re still using “crypto”, it’s time to pivot.
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Extremely bullish event.
[ ZOOMER ] A16Z TO DROP CRYPTO FROM ITS FLAGSHIP BLOCKCHAIN FUND'S NAME, FOCUS ON OTHER INVESTMENTS, ITS FIRST FOUNDING MEMBER TO ALSO LEAVE: THE INFORMATION
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How does the timeline look for gold? Puts around 2060?
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Hope in boys. We are devaluing gold and set the stage for a new store of value...?
Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10. Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years. Now, we’re building a fusion reactor in San Francisco to achieve record power density.
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Lots of hate around ethereum:0x7fc66500c84a76ad7e9c93437bfc5ac33e2ddae9. This can only mean one thing.
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Still holding both robinhood:0xaa07a0e9209e16ac99708c3ec70159c6ef3128a3 and base:0x23a2847d772803f9efc64b4277b782b06296fe51. Both keep executing and shipping stuff that will reprice both once mindshare returns The types of plays that require patience.
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You should add the living dead on that list. A sad story but necessary one.
Compiled a list of protocols that have shut down in 2026. 82 protocols year-to-date. I've never seen anything like this before.
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🤦🏻‍♂️🤦🏻‍♂️
It is insane that home values go up over time. The home should be most expensive when it is initially built. At that point, the structure is new and unused. As the home experiences wear and tear, the home becomes used and should be worth less money over time. A used home should cost less than a new home. But that is not what happens. Home prices continue to grow to the sky because the debasement of the dollar distorts the market, which enriches the home owners at the expense of the home buyer. This is a silent wealth transfer that requires the home buyer to pay more for a less valuable product. Just insane.
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Jesus who's managing these companies?
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You see shit like that and you expect something crazy going on or being built. The next superapp or company coming into life. And then you realize it's all mental masturbation. Zero impact, revenue or value added. Tokenmaxxing without a plan to extract any sort of value.
It is becoming f*cking dangerous A 23-year-old dev from China just ran 300 Claude Code agents in parallel and hooked them to a verification layer so none of them could bullshit him He opens the live dashboard: - 300 agents writing and checking at the same time - Every output verified against the source in ~100 ms - Three passes over 100 company profiles → zero errors left - Everything dumped straight into an Obsidian vault The trick is the split: one model does the work, a cheaper one decides if the claim is actually true. The loop doesn’t stop until everything checks out An analyst team would bill weeks for this. He got it in one run Same kind of Second Brain + swarm setup that keeps circulating. Bookmark the full breakdown
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I guess next monday?
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The funny thing with CT experts is that they mastered the vagueness and mystery in their tweets. Just say if you are bullish or bearish bro. You don't need a word salad to sound expert. You are either wrong or right.
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Unpopular opinion but this will affect only the big guys. Most of this will happen on private infrastructure. A tiny share will benefit crypto participants.
JUST IN: Morgan Stanley says the tokenized assets market will become a $3 trillion to $10 trillion market by 2030.
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