Daryl (blind optimism arc)

Stuff I wish I knew when I was younger: 1. Doing something poorly and consistently is better than doing it in a world class manner occasionally 2. Other people tell you to take risks bc they want to see what happens or have a free option if you win not bc they think it’s a good idea 3. Most people don’t think about you at all. But some people think about you a lot. If someone who is a baller takes an interest in you for no particular reason just run with it. One trick to vastly improve your relationship outcomes is spend time w people who like you (not ppl who ignore you or treat you poorly). 4. Everything in your life you can categorize as 1) addictive 2) enjoyable. And if you do a bunch of non addictive enjoyable things it’s quite likely you’ll be happier. If you stop doing that basket you’ll burn out, predictably 5. It’s a lot easier to deal directly with negative thoughts than it is to deal with the life circumstances generating them and most of the time you can actually deal w the circumstances more effectively if you’re not tilted 6. Most of the economy is a cartel defined by proximity to central banks, the government, and a small elite. The reason “contrarian” ideas work isn’t because they’re good. It’s bc they’re “king made”. It’s decided in advance who is going to win. You need to decide if you’re going to play or not. There is no halfway 7. Being mad about the system being rigged is a waste of time it’s a lot better to just bet on it, or invest with that as an edge bc most people aren’t blackpilled enough. 8. Most studies - especially social science studies have criminally low r sq or poor methodology. Such that most things you read online don’t actually work. At the same time - your own response to things is fairly predictable. So if you find something that works - you can just go back to that - a lot more easily than optimizing something new 9. Life getting worse after 30 is a scam. Actually - it might genuinely get worse for most people. But it doesn’t have to. The people who most loudly tell you what you need to be happy are the least happy people 10. Over time your outcomes are mostly determined by the quality of your network, your investment rate of return and your tax rate. But every once in a while you can do something non linear that can be a home run. It’s best to do non linear things during asset bubbles or when you have a hot hand. It’s not a good idea to do non linear things when there isn’t strong investor appetite for risk taking 11. Your behaviors will tell you stuff you’re not dealing with. If you’re overeating or sleeping poorly it’s probably bc there’s something you haven’t acknowledged or faced or are putting off 12. As you move towards a singularity , accelerating progress or a purported societal shift the predictability decreases - rather than increasing. People are the most certain at maximum acceleration when the very nature of acceleration or complexity suggests they should do the opposite. If AGI is coming start thinking 1 week out not 3 years out

LMAO

Hello, Moon. It’s great to be back. Here’s a taste of what the Artemis II astronauts photographed during their flight around the Moon. Check out more photos from the mission: nasa.gov/artemis-ii-mul…

On Sight but the beat is KING

real walkers don't rotate the map while walking

You can now enable Claude to use your computer to complete tasks. It opens your apps, navigates your browser, fills in spreadsheets—anything you'd do sitting at your desk. Research preview in Claude Cowork and Claude Code, macOS only.

I know I could find a wife.. if only I had access to the palantir database...

S&P Dow Jones Indices and trade[XYZ] have joined forces to launch the first official S&P 500 perpetual contract, available exclusively on Hyperliquid. For 69 years, the S&P 500 has been a defining reference point for global finance. Until now, access to that benchmark has been shaped by market hours, intermediaries, and geography. Today, that changes. The S&P 500 perp is now available 24/7/365, anchored by the official index data required for deep liquidity and institutional confidence at scale.  SPDJI helped define modern indexing. They are stewards of an iconic benchmark, the standard against which portfolios across the globe are measured. We are honored to bring that legacy on-chain. Trade[XYZ] is bringing the world's most iconic assets towards a future of global, continuous markets — a future powered by Hyperliquid.

Singapore is undergoing The Great Replacement. Our supermajority is being usurped by PRCs that give little care for our unique microcosm of history and do naught to integrate or join the actual supermajority. We will eventually form two separate ethnic enclaves that will exist within the “Chinese” grouping but have very different values, cultural behaviors, and logos driving them. As our local Chinese refuse to breed due to the religion of fiat currency, we will be replaced. In 20 years we may hear nothing but PRC mandarin at a hawker centre. I’m early, not wrong. I have drunk the water of life (108v charged filtered NEWater) and see the truth… the iron rice bowl has begun to fracture…

In the Backpack tokenomics, we have one guiding principle. - Insiders "dumping on retail" should be impossible: no founder, executive, employee, or venture investor should receive wealth from the token until the product hits escape velocity. Of course it begs the question, what does it mean to "hit escape velocity". Every project is different, and it's impossible to generalize. For Backpack, the answer is clear: we want to IPO in the USA. Going public might happen quickly, it might happen not so quickly, and in fact, it might not happen at all. In any case, we're going for it. But before going public, we have to grow--a lot. The odd thing about Backpack's growth over the past year--and in fact one of the things that makes Backpack so different from basically every token project in crypto--is that, today, Backpack Exchange only serves about 48% of the world. We've been very slow, very intentional about opening up our product to the world, ensuring that we have every "i" dotted and ever "t" crossed as a regulated financial institution. Growth that sometimes feels like running with a parachute, but we are happy to take the long path, because it's precisely that parachute that will allow us to fly. For those that don't know us, the reason for this is simple. Backpack is trying to not only build great crypto products, but we're also trying to build great TradFi products. We're trying to not only give our users access to every crypto asset, every blockchain, and every decentralized application, but we're also getting banking rails around the world, USD client money accounts in the USA, EUR in the EU, JPY in Japan--every currency on every major payment network you can imagine. We're trying to build a great securities product, whether that's getting access to your favorite stocks in a traditional brokerage or bidding on primary shares of a company about to go public on NASDAQ. We want to serve not only retail users worldwide, but we want to serve regulated products for regulated counterparties and regulated institutions around the world. All of this takes an enormous amount of time, effort, blood, sweat, and tears. We've been working on this for over three years at this point, laying an international foundation for the company and for the product slowly but surely, brick by brick. If we're lucky, we'll spend a lifetime. What this all means is that, in the most literal sense--and I know this sounds silly--we're just getting started. We still have half the world to open up into. We still have some of our most exciting products to launch. And this leads to our next guiding principle in our tokenomics. - Liquid tokens should exclusively go to users, fueling growth triggered by key product milestones. Every time we open up a new region, every time we launch a new product, that's an opportunity to grow. Open up EU => grow. Open up Japan => grow. Open up the USA => grow. Open up predictions => grow. Open up stocks => grow. Open up card => grow. Like gasoline onto a fire, the token serves to continuously kickstart new markets in the same way points kickstarted Seasons 1-4. With every growth lever we pull, tokens unlock in a predictable way to users, bringing in a new wave of token holders, growing the community, and allowing the product to soar to new heights. The objective constraint for this to work is precise: the value of added growth created by new token unlocks must always be greater than the dilution of those unlocks. As long as that condition holds, we can continue to unlock tokens direct to our most active users, growing along the way. Last but not least is the question: Ok so if all the liquid tokens are going to users, then what about the team? How exactly do you remain incentive aligned while ensuring the team cannot unlock, dump on retail, and become enormously wealthy without building something great? And the answer is simple: not a single founder, executive, team member, or venture investor has been given a direct token allocation. The entire "team allocation" sits in a "corporate treasury", i.e. on the balance sheet of the Backpack company--locked until at least one year post IPO. The team owns equity in the company, and the company owns a large percent of the token supply. It's not until the company goes public (or has some other type of equity exit event), that the team can earn any wealth from the project. It's not until the company has access to the largest, most liquid capital markets in the world by going public--and it's not until the company has done all the hard work to earn access to those markets--that the team can reap the rewards of the value created by the Backpack community from now until then. We either go big, or we go home.

If you’re based in KL or Singapore. Love Solana, DeFi, and software engineering (any part of the stack) Bonus points if you’re a 25-35 year olds who think that life has been too easy so far come look for me, I am hunting for new gems

The ground is shifting under our feet, the next 5 years will offer generational wealth opportunities for those brave enough to be a little adventurous and off the beaten path

Everything, as we know it, is about to change If there is any time to lock in, it's now

workers paid for their knowledge watching the cost of knowledge drop to zero

End of beta

See you at @SolanaConf in Abu Dhabi, anon

BREAKING: The fourth independent audit of Jupiter Lend’s smart contracts has been successfully completed by @osec_io. • 4 audits completed • 1 additional audit in progress • Up next: open-sourcing the code followed by a @code4rena review We remain committed to improving with community feedback, engaging the top audit firms in the space, and keeping security as a top priority.

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I was gonna hit this on the next @blockworks pod w/ @JasonYanowitz, but it’s actually pretty simple: - This is an institutional cycle, not a retail one - Real retail never came back in full force as rates are still high + inflation crushed disposable income - The retail that did show up got churned through by Trump, then Melania, then Milei memes - There are simply too many tokens — attention + liquidity fragmented everywhere - Pump.Fun conditioned a generation that hodling = losing, so every pump gets sold into - The altcoin market still has a classic lemon problem - Crypto equities have rightfully vampired a lot of the altcoin bid - OGs are selling this year, stuck in the 4-year-cycle fallacy - 10/10 just wiped out prosumer traders + MMs who were even slightly levered or delta-neutral It’s not the cycle you wanted, but it’s the cycle we’ve got.