Yogigi

AI only gets better because it has to compete. We rotate models because they are being replaced by something better.
Rugged individualism isn’t bad. Without it, we would still be stuck with 2024 Claude or GPT-3.5. No progress. No urgency.
Take away competition and everything slows down. Standards drop. Nobody is forced to improve.
Then you are told collectivism is the future. Look at the MTA. A hundred years in and it is still broken. No real improvement because nothing is allowed to fail.
Or look at PG&E. Centralized, protected, untouchable. What did that produce. Fires.
Rugged Individualism

I used to have trouble talking to girls. Then I discovered Claude Code.
Now I have 7 girlfriends and 7 different personalities. It's really that easy.
Mondays: I'm Mark. Anarcho-syndicalist. Anti-establishment. I haven't showered in three days because hygiene is a capitalist construct. Susan thinks I'm "authentic."
Tuesdays: I'm Kyle. I own a gym (according to my LinkedIn). I talk about macros and "the grind." Kathy asked me to spot her at CrossFit. I said yes even though I've never been inside a gym.
Wednesdays: I'm Benedict. My father runs a PE fund (he's actually a dentist). I spend my days

Most people lack inner purpose and the capacity for independent thought. Because of that, they drift toward outrage and group identity. Being angry gives them a sense of meaning, and the crowd supplies the beliefs they are unwilling or unable to form themselves. What they call conviction is usually just shared resentment and borrowed ideas, repeated until it feels like truth.

James Wynn made reckless decisions and blew himself up.
The White Whale got wiped on perps in a black swan event he could not control. Big difference. His net worth took a hit, but he is far from broke.
After that, he decides to CTO a coin and inject his own capital.
Irrational but whatever.
And somehow everyone fuds him for doing exactly what they pray their coins and devs would do.
It is silly. Wynn comes out swinging, calls him a broke whale, and frames it as cope for losses, while conveniently ignoring his own very public blowups.
What is actually funny is how bad people are at imagining

Sam Darnold is about to end up in the superbowl isn’t he. Couldn’t we just have given him a 2-3 year contract. Let JJ come up like Rodger’s, didn’t need to immediately start given the team was Super Bowl primed. Big mistake.

Justin Sun, holding 5% LIT?, started selling.

International law and order has never truly existed. States complied when it served their interests and ignored it when the consequences were negligible.
It only semi functioned under a single superpower. Now there are several, and enforcement is meaningless.
And those who did had no alternative.

China has export controls on rare earths.
US now controls Venezuela and thus the largest oil reserves.
It’s war games with resources and to fuel AI. The landscape is changing.

I don’t condone war or the invasion of other countries.
But if you zoom out over the last 30 years, it’s hard not to notice the direction things are moving.
Russia invaded Georgia. Then Crimea. Then Ukraine.
China absorbed Tibet, built military islands, and continues to tighten pressure on Taiwan.
Venezuela held elections, but the winner doesn’t govern. Corruption hollowed the state out and exported instability.
Energy matters again. Oil, gas, power grids, rare earths.
AI accelerates all of it. AI needs electricity, chips, data centers, water. Countries that can’t secure those fall behind fast

Did we just invade Venezuela? Where’s X live updates when you need them?

I’ll be disappointed if Whitewhale doesn’t flip Brett at some point.

imagine how hard it must be to only be bullish one perp dex.
i like lighter and hyperliquid for different reasons. but the tl can't help but kick the dog - mostly anti-HL recently.
oh jeff and team aren't big, don't have dc connections, 2/3 multisig.
yep those are the biggest variables to success. guess i'll just forget who was the innovative first mover. assume they've been twiddling their thumbs.
people are shortsighted, fickle and reactive. i had a friend sweating bc lighter was flat for the first 24 hours. tl is basically him but 10x.

I think I’ve cracked the crypto cycle. It’s not four year cycles. It’s a Star Wars trilogy.
2024: A New Hope
Crypto bounces back post FTX. Survivors come out of the cracks. Builders come back. Funding gears up. A crypto president enters the horizon, with Warren Death Star destroyed. Hope returns. Meme szn.
2025: The Empire Strikes Back
Macro uncertainty hits. Rails are being built, but they need time. Genius Act passes, opens doors for institutions and stables. But it’s also crime szn. Retail gets burned by a million rugs. Vapor coins finally begin dying. 10/10 people get hurt. Leverage nuked

Looksmaxxing tells me we’ve double topped as a society and there’s probably a world war on the horizon.
Bc man this is just silly.

Lighter TGE’d so we wouldn’t have to see any more Lighter fan boys vs .hls talk about metrics on X.
Sadly it’s worse they are double downing and doing PA on a one day chart while people panic why the coin price is more stable than the chain built for stables. Trillions.