chatgpt has no spine. I can bully it into abandoning logic and facts with surprisingly little effort.

One of the more interesting consequences of agentic workflows: before: this person has bad ideas. after: this person has bad agents. The more work gets delegated, the more attribution shifts. You're no longer judging the person, you're judging the systems that produced it.

pardon me just getting my algo prepared for the world cup. messi messi goat messi aura messi walking messi is football messi left foot does messi know he's messi? messi messi messi

crypto = dismissive avoidant me = anxiously attached

We're living through a period where the performance of identity has largely replaced the expression of it. For 15 years, your Instagram grid told a chronological story: - growth - experimentation - old phases - the messy middle Chronology, for all its awkwardness, had something honest in it: it was human. We used to inherit our digital identities over time. Now we can edit them retroactively.

being first is overrated. being the one everyone associates with the idea is what matters.

Sometimes the biggest threat to category leaders isn’t competition. It’s repetition. Nike is ripping the script, shredding the playbook, and challenging the formula they helped create. Good brands protect the playbook. Great brands know when to abandon it.

This is very smart. The charm isn't really about payments, it's about identity. A few things it does well: - Makes a boring fintech product visible. Cards live in wallets, this hangs on bags, keys, purses, etc. - Taps into existing consumer trends (Rhode lip gloss case, Labubu, Stanley cups, bag charms, personalization). - Adds whimsy to a category that’s spent years competing on features and fees. - Creates organic distribution. Every “what’s that?” conversation becomes a Cash App referral. - Gives users a way to signal belonging and participation in the brand. TLDR: Fintech brands will have to compete on culture soon to keep up. The real winners will be the ones who create products that double as social signals/identity.

at the age where my friends are entering their mergers and acquisitions stage.

Most viral products aren’t revolutionary. They’re socially validated. • a few people buy in • the algorithm amplifies it • the culture assigns meaning to it Case in point: those stupid fucking dot cakes you’re all losing your minds over.

The crypto industry is slowly discovering that financial infrastructure is the easy part. Human behavior is the hard part.

Some thoughts on crypto / AI agents: Open systems rarely stay open at the layer that matters. This happened with the internet which is still technically open, yet it's mediated by ~5 companies. They built the thing that made the infra usable, and usability is where leverage lives. Same with crypto, blockchains decentralized infrastructure. Yet most people's experience of crypto runs through centralized gateways. The infrastructure got decentralized while the interface got monopolized. AI agents are next, and the capture happens at an even more powerful layer: intent. Everyone is racing to build the abstraction, nobody is seriously designing against the capture that follows it. Convenience always wins. Users will always choose the easier thing, and whoever mediates user intent mediates everything downstream. Wanting decentralization isn't enough, you have to make centralization structurally impossible. Convenience compounds faster than ideology.

AI is going to create a weird new divide: - people who use AI to scale thinking. - people who use AI to avoid it.

Canadamaxxing

Bitcoin is: the product the infrastructure the narrative the belief system the cultural signal the investment thesis the identity There is bitcoin. Then there is the rest of crypto.

Tweet of the year.

a lot of campaigns are really just brands hiding behind someone else’s distribution, reputation, or audience. teams that genuinely believe in their product don’t need to constantly market around other people. they market the product.