this is the part of the cycle where u wait for a dip to buy eth and u never get one.

RT @lmrankhan: We have two open spots for tomorrow’s hackathon in NYC with @WhopIO and @alliancedao . You can build with Whop or hack on an….

RT @legiondotcc: Legion has raised $5M to reimagine fundraising as Wall Street moves onchain. Led by @vaneck_us and @BHDigitalAssets with….

RT @alliancedao: Congrats to @o1_exchange (ALL15) on their $4.2M raise!. o1 is the first full-fledged DEX trading terminal on @Base & @Sola….

chamaths spac filings:. - aug 2017 (3 mo before the top).- feb 2020 (right before covid dump).- sept 2020 (nice trade, gotta give it to him).- jun 2021 (6mo before the top). ggwp was nice knowing u all.

the other thing i learned is that hft (to my surprise) continues to be one of the highest status career paths for college students.

after speaking with the young (19-22) founders in our current cohort it seems to me that “2 years to escape the permanent underclass” is a real and prevalent sentiment among college students, and the primary reason why more n more of them drop out to build a startup.

RT @alliancedao: The ALL16 early app deadline is less than 10 days away

the intelligent investor is content to underperform during the mania phase of the cycle, knowing that proper risk management is key to long term survival and compounding.

saw a lot of cope on the tl about stripe/circle launching their own l1. im actually surprised it took them this long to announce their own l1. why would u leak value and lose control to another chain when u already own the distribution?. have argued for a long time that chains.

google being the cheapest mag7 at the beginning of the year was one of the biggest mispricings ive seen in a long time. the entire market is focused on ai, and google is the single best positioned to win it. top distribution + top scientists + top infra, u literally can’t name.

subjectively gpt-5 is pretty underwhelming. barely notice any difference between it and o3. feels like every release from big ai labs will be incremental until we get a true algo breakthru.

RT @nazar_ilamanov: Introducing NoodleFlow. What if your LLM chats were fully composable blocks you could snap together?. Arbitrarily tweak….

asked o3 to find the best possible flight, considering traffic, airport wait time, schedule, and budget. pretty much one-shotted it. next evolution would be to have agentmode make the actual purchase (which is somewhat broken at the moment but is obv gonna work imminently).

current ai workflow: . share a broad thesis (eg, "ai bottleneck is electrons not silicon") with o3-pro, and ask it to generate a list of possible investments within the theme. then for (each investment in list): analyze bull and bear cases, and make a recommendation. abusing.

RT @alliancedao: Congrats to @poofnew (ALL14) on their mainnet launch!. Poof lets users write code for dApps with AI.

life hack if u arent already doing this:. upload ur legal contract to an ai before signing it and ask it to flag any issue. and if ur counterparty's behavior might be violating the contract, ask the ai for advice. the value u r getting is at least 1-2 orders mag higher than the.

RT @alliancedao: The first draft of anything is shit. movement > perfection

eth etf inflow going parabolic

the ai arms race is only the opening act. the ultimate arms race is over fusion energy