Ernest Buhangin
2.1K posts
Ernest Buhangin retweetet
Working on something ambitious is like climbing a mountain that’s covered in fog.
You can't see a clear path to the top. You have to take a few steps into the unknown to be able to see the next few steps in front of you. Inevitably, sometimes you’ll end up a local maximum and have to backtrack. That’s fine, just keep moving.
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Ernest Buhangin retweetet
Some of our best hires were totally unqualified on paper.
They always had the same qualities: entrepreneurial, high agency, smart, mission aligned, and they got shit done.
If you’re hiring, especially in early stages, seek out & bet on these people. Don’t over-index on resumes.
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Ernest Buhangin retweetet
"Peter Thiel says, you have to be contrarian but right to be an entrepreneur.
So, you have to be comfortable looking stupid for a long time.
When I was calling those banks and saying, "Hey, we're a crypto company. We want to do this," they would hang up on me.
Or I'd go pitch the 30th venture investor and get a no.
Or the thousandth employee we tried to hire or whatever.
We're willing to be misunderstood for a long time.
And then you slowly start to have these breakthroughs.
If you look at Uber, they were fighting for a decade to just be like, yeah, it's actually better and safer than a cab — and the entrenched interests were fighting them.
Or Airbnb with the hotels.
Self-driving cars.
Everything that's truly innovative and breakthrough is going to upset an entrenched incumbent, eventually intersect with the government, and just piss off some segment of the population who are like...
"How dare you question the status quo."
— @brian_armstrong
David Senra@davidsenra
My conversation with @brian_armstrong, co-founder and CEO of @coinbase and @newlimit. 0:00 Crypto Power in DC 0:25 Market Structure Clarity 1:39 SEC Lawfare Origins 5:49 Suing the Regulator 9:09 Winning the SEC Case 11:11 Long Term Founder Mindset 12:20 Autism and Focus 15:04 Mission First Company Culture 21:10 Rebuilding From Scratch 23:05 Follow Your Nose 25:20 From Side Hustles to Coinbase 30:07 Argentina and Bitcoin Spark 32:33 Airbnb to Coinbase Nights 36:25 Finding a Co-founder 37:35 YC Without a Co-founder 38:41 Finding the Perfect Partner 40:18 Losing Money Per Trade 41:23 Support Backlog Chaos 43:29 Banking and Compliance Gauntlet 47:47 Raising Fast to Survive 51:36 Mission Values and Inspiration 57:54 Hiring for Spikes 1:02:14 Centralized vs Decentralized 1:05:51 From Bitcoin Wedge to Super App 1:07:59 How Coinbase Runs Today 1:11:00 Decision Speed and Risk 1:12:43 Internal Venture Bets 1:14:46 Funding Ideas Internally 1:15:18 Coinbase Marketing Experiments 1:16:56 Internet Native Shareholder Updates 1:21:58 Media Diet and Going Direct 1:26:47 Building a New Industry 1:31:44 Starting New Limit Longevity 1:36:17 CEO Stress and Routines 1:40:59 AI Agents at Coinbase 1:44:35 Base App Explained 1:46:47 Other Bets and SEZs 1:49:21 Closing Thanks Includes paid partnerships.
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📈 Closing Quote
“If you personalize losses, you can’t trade.”
— Bruce Kovner
Good Night!
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Ernest Buhangin retweetet
Solar will utterly dominate future electricity production
Katie Miller@KatieMiller
Solar is now the dominant source of new U.S. power capacity and is on track to surpass coal in total installed capacity before the end of 2026. 70 GW of new solar capacity is scheduled to come online in 2026–2027 → a 49% increase in operating solar capacity from the end of 2025.
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Yusen Logistics Philippines will power its head office in Parañaque City entirely with electricity from ACEN Renewable Energy Solutions (ACEN RES).
bilyonaryo.com/2026/02/11/ace…
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@zerohedge Just made a deep dive on what was behind the crash and why it makes Bitcoin more antifragile
x.com/convexdispatch…
Cassian@ConvexDispatch
The day liquidity died. A must read if you are $BMNR, $ETH, $BTC, $MSTR investor. The February 2026 Crypto Panic wasn’t fear, retail panic, or a rogue fund. It was margin, leverage, and liquidity failing in sequence, across assets. I reconstructed the unwind step by step. 👇
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Why This Crash Is Bitcoin's Biggest Test Yet zerohedge.com/markets/why-cr…
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I’ve been doing a deep dive for myself into investing around the US electricity grid⚡️
Transformers, grid hardware, power generation, and the broader energy backbone
One thing feels pretty certain to me
National security, strategic competition with China, data centers, AI, reindustrialization
Energy is not a short term story, and parts of the grid feel structurally underplayed
I’m researching this mainly for my own capital allocation, but I’m happy to turn my notes into a proper deep dive
Including a few concrete companies and investment angles if there’s interest
Would you want to see a full breakdown of the grid, the bottlenecks, and the investable opportunities
If yes, I’ll put it together properly
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