as far as platform shifts go -internet/ai reorder/unlock *information* -blockchains reorder/unlock *value* there’s been much more freedom to innovative on information because free speech/fair use is generally protected in the west—whereas financial value is heavily regulated. a perspective on why it’s “still early”

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Variant Thesis: Ownership as keystone of user experience, bootstraps networks bigger faster. Works best when: 1) There is a moral/normative imperative—a movement that people want to participate in. Skin in the game enhances belief, resulting in a more exciting/engaged experience. Examples: “chancellor on brink,” “world computer”, “open finance/internet capital markets”, “actually open AI” etc. 2) There is a product that people love and intuitively want to own, where skin in the game of investment enhances the experience of using the product, sometimes with additional utility. Examples (fewer come to mind because regulatory red tape has made it difficult to distribute ownership to product users, as compared with protocols): Digital Art (NFTs), Tesla, Uniswap, Hyperliquid, etc. If you’re not leaning into one of these two things, ownership may be a really expensive/ineffective way to scale network effects. Thoughts?

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/farville DAUs - last 30 days 📊 moving from a stable 1500+ to 2000+ i guess we unlocked something last week 👀

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retention and WAU data of /farville after 2 months any comment / thoughts / ideas?

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in emerging tech fields there exists a pendulum between pioneers/innovators and pragmatists/executers this is a lot to do with how you’re wired, but you can be conscious of that wiring and make a conscious choice of focus

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Invoice #000001

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Proliferation of generative (AI) media tools is the best ‘why now’ for putting media onchain. Not just for verification, but so value can flow directly to those who create the inputs that get remixed. For this to take off, a distribution is wedge is everything, and a wedge is much stronger with a closed monetization loop. Would love to hear ideas on how to wedge the habit of making onchain the port of entry habit/default for creators and their tools.

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gm duden

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some people like to congratulate themselves on spotting tradeoffs in a choice - that’s only a small part of the decision matrix. the more important decision is to bet whether trade off A will win over trade off B…

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Big unlock in my personal IP stack is to separate planning from doing They are two different mindsets and it helps to have the other one completely turned off for clarity and focus For example in a software project, the planner in me cuts features as relentlessly as the builder scope creeps

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My 0 to 1 story (so far): Launches @gogh a few days after frames goes live as a no-code frame tool for e-commerce. Facilitates one of the first frames sales for an IRL product for /humankind Starts the Web3 version of Craigslist and facilitates sales of shirts by @jachian Launches Gogh Pay, crypto payments solutions for small businesses.

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my biggest 0 to 1 lesson: you are wrong. you don’t know how or how much, but you are wrong. get in the market and test ASAP (i call this shooting “tracer rounds”…you can’t hit your target if you can’t see where your rounds are going)

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Crypto is perennially a new, optimistic, deep nerdsnipe to a new generation of technologists. The sentiment on crypto twitter is driven by jaded or impatient folks who are upset that the market hasn't agreed with their timeline. Zoom out and the progress is clear. Lots to be optimistic about.

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remember that sentiment is often more volatile than price. "the supercycle?" that was high volatility sentiment in the opposite direction. if its getting to you, tune it out. focus on your high conviction beliefs while processing new info (from shipping, not the feed.) https://x.com/hosseeb/status/1810496472728895669?s=46&t=wQXqvpirzg313128L3-p1A

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the maturity phase of any creative endeavor often turns out to be entirely different than the creative scene who birthed it could’ve possibly imagined a contemporary example is the vision of early bitcoiners vs the maturation of stablecoins and Blackrock ETFs

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