
Head of Research @optimist | The Tree Grows | ex @messaricrypto https://xitter.cf/t.co/Zw0CG4d7tr
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Joined January 2025
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This, my wife, kids, some dogs, cows, ducks, and a max-eff Theatre of Blood team on demand
abundance retweeted
The unfortunate reality is that every biohack in the universe gets completely obliterated by doing sprints 3x a week and it's not even close
so important to work out your body as much as your mind. You would be shocked how much further you can push yourself when you find balance with these
this is honestly the main bull case rn
and in the dark forest, privacy is the best form of security
not only am i not worried about the crypto community's ability to handle the upcoming ai/quantum threat, i will venture to say that in the next 2 yrs the world will realize crypto is far better prepared for it than the rest of the internet and finance. we've had a trillion dollar *irreversible* honey pot for a decade, producing a far more battletested system and adversarial security culture than pretty much anywhere else on earth.
abundance retweeted
Ct talking about "7 fig hell" again, here is a sobering point of view that will bring people back to reality on this topic
If you had a NW of $3m and lost it, here is how long it would take you to earn it back via a salary:
$100k -> 46 years
$250k -> 26 years
$500k -> 13 years
$1M -> 6.5 years
so if you lost everything and then landed a comfy gig for 500k/yr it would STILL take you 13 years to get back to the $3m mark
put some respect on your NW no matter what level you are at. It is very hard to make it back if you lose it
abundance retweeted
Today we’re launching markets on Business Sector KPI’s.
Kalshi originally launched KPI markets to provide investors with direct exposure to the underlying events that move stocks.
If you had a thesis on Tesla’s Q4 car deliveries, instead of just buying or shorting the stock as a proxy, these markets enabled you to trade directly on the number of deliveries.
But what if your thesis isn't about a single company, but rather a broader, sector-wide trend?
If you are bullish on the adoption of robotics, delivery apps, or content streaming, you could buy a basket (ETF) of individual stocks in each sector, but in doing so, you become exposed to the external variables that influence stock prices.
Our new Sector KPI markets enable users to trade on aggregated performance.
For example, if you have a view on the mobile adoption of AI, you can now trade on the combined monthly downloads for Claude, ChatGPT, Gemini, and Grok.
We have KPI markets for aggregated credit card spend, point of sale data, and foot traffic, with more to come.
These markets offer a new way to express an opinion and, of course, hedge risk.
abundance retweeted
Industries aren't measured by headlines. They're measured by what people buy, where they go, and what they download.
Today @Kalshi announced its sector KPI indices, settled on Prisms from Carbon Arc as an official data provider.
Explore Carbon Arc’s Prisms here or sign up for Carbon Arc's platform today. 30 days free with 𝗣𝗥𝗜𝗦𝗠𝟯𝟬: carbonarc.ai/prisms
Read the announcement: news.kalshi.com/p/announcing…
#Kalshi #PredictionMarkets #data
The death of Juice vs. Sauce and rise of Aura is the largest contributor to cultural rot.
Crypto, for instance, believes all Aura is equal. That couldnt be further from the truth
Kimchis and the like only have juice, which is temporary. Sauce is forever.
Study gucci mane
Anyone reading this and falls into a bucket of 'people pleaser' to your own detriment... I BEG you to watch just the first season of Tokyo Ghoul.
From there I leave it to you re:reading the manga but I promise you instead of doomscrolling for a few hours this week replace it with Tokyo Ghoul and enjoy
abundance retweeted
Kimchi is emblematic of society's deep rot on physical, spiritual, and etheric levels.
In the past, the aristocracy knew their place on the totem pole. Multilingual, learned, esteemed. Yes, lots of sex parties, but not without notoriety. Instead, we're given a tiny 110lbs Hansect boy who would have been a court eunuch for a speculative tip in a previous dynasty who has gained his wealth by unscrupulous means. Perhaps the most disappointing aspects are how the wealth is spent.
With a liquid 8 figures, many things become possible. Private jets, multiple whores on rotation, a gang of scragglers to follow your every beck and call, but what you see from kimchi is perhaps the most goyed out expression of wealth possible. Goods with little to no value beyond resale, whores that look good for the camera but clearly would not survive an all night sexscapade on stimulants and peptides (very fun), and all of them clearly there for the material world, like vampires to a freshly slain maiden. Say what you will about dear Beerus and AnubisDAO, but at least that 60m was spent on vintage cases of wines and a nice New York penthouse. If you're going to crime, crime well, crime properly.
Our generation now worships these people as if they carry the gospel of enlightenment itself, as if they hold the keys to the kingdom. But it is all a farce. This is PT Barnum on a scale hitherto unheard of. Man-made horrors that we witness as the world continues to kick the can down the road.
My collector crypt bullposting saga is not to be confused with soft shills on any garbage kol bundled shitter claiming to be the next. This is not a gem weve recently discovered. This is a dynastic company that id be remiss not to own a piece of at the ground floor.
Do not buy cards with a <solana hold time> horizon. Buy it if you believe in the next normie extraction vehicle that wins tremendously. And remember, normies are slow, it will take time.
There are a lot more qualitative wins for gacha casinos that are more sustainable than memecoins. I may or may not summarize all of this into a concise piece but until then...
Theres a reason more people spin slot machines vs play poker. Theres a layer of accountability in pvp games that involves accepting defeat versus losing against a 'house' - predestined - so it's naturally less punishing to the ego. People are lazy first, they don’t want to grow.
So ev aside, the table is entirely different and people are generally more accepting of losing when losing is expected versus coping and seething bc they were outplayed. -> less people to persuade and less people to be dissuaded
I don’t think people should be comparing ev of different games when discussing tcg/gacha because... they are different games. And different players! Sure they introduced it to crypto first but thats just the right cohort of testers. A bunch of rich degens who will spin the wheel and find all your bugs before you hand it over to the normies.
The direct benefit of gacha has nothing to do with whether or not they’re better than memecoins. They are better than the current experience tcg collectors deal with every day for grail-chasing. Normies are not running ev calcs on which game they should play to escape the underclass. Most of them don’t even know they’re in the underclass. They just chuck some of their salary into pokemon or a sports betting app every week and gamble. The concept of trading is lost on them.
Currently, normies need to rip packs, beg for a rare, hope to god it gets a good grade, then they STILL might not sell it because they think pokemon is up forever. This is a ~6 month process.
Versus what gacha offers where you instantly get a graded card. That's a huge value to the actual consumer who's fighting for their life against scalpers.
Plus, they’re the best looking slot machine to a new generation of degenerates. The results make sense to them, and they already play the physical game of collecting expecting to lose way more than they win, so 'losing less' is very attractive and it stops at that notion, ill say again no one is running calcs. It does not require the mental friction and retardation necessary to go from normie to memecoin trader. It's very simple
These arent even all the reasons but this is getting long as so ill stop here. But all the infighting on ct about this versus that is nonsensical. Gacha is the new shiny thing to a cohort much larger than ct. i see people ripping packs from vending machines in airports... these apps are gonna hit them like crack hit chicago
abundance retweeted
This way of life is vaporous. It is transactional on every level, there is 0 warmth and every aspect of it is manufactured, hollow, empty.
To aspire toward this is to be a fish aspiring towards filling one’s belly with a lure.
Do not fall into the trap.
abundance retweeted
basically everything in your personal life should be pre-computed and require ~0 thinking. if you're thinking lots daily outside of work it's more likely that it's a defense (intellectualization/rumination/rationalization) than actual thinking EXCEPT IF (see screenshot)
I don’t think people should be comparing ev of different games when discussing tcg/gacha because... they are different games. And different players! Sure they introduced it to crypto first but thats just the right cohort of testers. A bunch of rich degens who will spin the wheel and find all your bugs before you hand it over to the normies.
The direct benefit of gacha has nothing to do with whether or not they’re better than memecoins. They are better than the current experience tcg collectors deal with every day for grail-chasing. Normies are not running ev calcs on which game they should play to escape the underclass. Most of them don’t even know they’re in the underclass. They just chuck some of their salary into pokemon or a sports betting app every week and gamble. The concept of trading is lost on them.
Currently, normies need to rip packs, beg for a rare, hope to god it gets a good grade, then they STILL might not sell it because they think pokemon is up forever. This is a ~6 month process.
Versus what gacha offers where you instantly get a graded card. That's a huge value to the actual consumer who's fighting for their life against scalpers.
Plus, they’re the best looking slot machine to a new generation of degenerates. The results make sense to them, and they already play the physical game of collecting expecting to lose way more than they win, so 'losing less' is very attractive and it stops at that notion, ill say again no one is running calcs. It does not require the mental friction and retardation necessary to go from normie to memecoin trader. It's very simple
These arent even all the reasons but this is getting long as so ill stop here. But all the infighting on ct about this versus that is nonsensical. Gacha is the new shiny thing to a cohort much larger than ct. i see people ripping packs from vending machines in airports... these apps are gonna hit them like crack hit chicago
























