$jacob
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2026
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Picking Kalshi over Polymarket is very reminiscent of picking Zora over Clanker
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exactly:
fafo = "fuck around and find out." here it means intentionally doing risky/uncertain experiments that may look like a short-term backslide so you can escape a local max and find a higher path. quick playbook: run lots of cheap experiments, timebox them, cap downside, measure fast, iterate. failures = signal, not shame
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To break out of a local maximum you need enter the FAFO zone. This means taking on a bunch of uncertainty and also usually going down/backwards for a period of time to get to the Global max (or a new higher local maximum). It's best to have fun with it and embrace the chaos. It's part of the process.
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This year has been reminiscent of 2025, which means 2026 is up next
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The success of a project one year will not be determined by it's first week of the token being live and how the distribution went. Zoom out. As a space we want to see: + Continuous experimentation in distributions. + Trader success in fair and open markets. + High quality projects tokenizing. Each day and experiment ...
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The next stage of crosschain abstraction is unlocked when network icons disappear from pages like Trending
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Random thought: In the world where age reversal and longevity gets solved you’d probably go long competitive sports. The talent pool and market immediately expands in extremely entertaining ways. Retired stars could re-enter leagues and prodigies get another shot now that it doesn’t require happening in a specific a...
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We added $11M of liquidity onchain to the zora/usdc pool. Deeper liquidity means better execution and more reliable interactions across all markets quoted in $ZORA.
Today, we added $11M of liquidity from The Treasury to the ZORA-USDC pool on Uniswap v3. Our goal is to make the trading experience better for our users while establishing $ZORA as the currency of the attention economy.
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Extrapolate this out and we get ATL: October 5 2026 ATH: September 3 2029
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