lobzztr

At this point, it's just sacrifice porn.

@im_roy_lee @lulumeservey being young is not a moat.

@lulumeservey are you fucking serious? of ALL the things you can say about me, you chose to loop me in with engagement farmers? if there is anything real about me, it is my ability to get engagement go fuck urself u old shit

It feels like every other launch is faked now The comments and QTs are all fake accounts with fake followers, barfing out AI content to simulate an ecstatic reception for their cluelyslop launch video It’s perpetrated by a fungal bloom of agencies that prey on nervous founders to sell fake engagement If you’re planning a launch, I hope you take this reassurance: it is far better to get fewer clicks from real people than to go “viral” for an audience of bots. The latter will never pay for your product. They can’t. They don’t exist.

@alyriadefi correct. it's easy to start a war. but to end a war, one side has to accept defeat.

there is no winning in war

@tylercosgrove how accurate is this?

you just created a million anthropics

@cobie @WagmiWan resemblance?

@WagmiWan She’s my cousin lol

So when was @cobie going to tell us he is dating Billie Eilish?

GG WP EZ NO RE 🫡 @tbpn

software as a co**om.

counterfactuals are boring

@stephsmithio 🙌

Ran my second marathon this AM. > 2y ago, I hated running > 1y ago, ran my first half > 6 mos ago, ran my first marathon + puked for 7 miles Today, I hit a 45 min PR. 8 min/mile would’ve felt impossible not so long ago. But 2000+ miles changes your body! Feeling very proud.

in pursuit of 'equality of opportunity' they were implementing 'equality of outcome' 🤡

no happy outcomes for mclaren tmw from a driver championship pov: - lando wins, unfair to oscar. - max wins, unfair to both drivers with their sus non-favoritism. - oscar wins, unfair to lando. esp after qatar strategy.

@Noahpinion examples?

Nothing people describe as "k-shaped" is actually shaped like the letter k

@ASvanevik 💯

wait this is a Cloudflare insurance market

the real alpha is in changing your header to something insane but in silence not posting about it real gs move in silence

@toly @hosseeb @KyleSamani guys enough for today. come join us x.com/Lobzztr/status…

@hosseeb @KyleSamani There is no discount to buy them from the team or the market. So no arbitrage exists.

This is ahistorical nonsense. When I first started investing in crypto in 2017, the norm was no vesting for anyone. For investors, founders, employees, all tokens circulated immediately. This norm was changed after the 2018 ICO collapse because it was led to so much bad behavior and short-terism. Having teams immediately dump their tokens and have no incentive to continue on building, attracting investors who didn't actually believe in the long-term prospects of the token, all of that led to broken capital markets and warped incentives. There are still projects that have extremely short lockups, or sometimes even no lockups. They're almost always complete scams. I remember in 2017 I was being recruited to a then-prominent token startup. They had no vesting on the token grants for employees. I asked: Won't that make employees race to dump? What's going to actually incentivize the team to hold onto their tokens? Their answer, straight-faced: we don't need to force you to hold. Because only an idiot would dump the tokens of this project. Dumping is its own punishment. (The project collapsed in 2018, and I heard the team made millions.) Vesting is a really old idea in startups. Startups everywhere do it. It's not a crypto thing. It forces long-term alignment and discourages quick flips. Solana may have had an atypically short lockup (one wonders if this was because of market conditions, investor leverage?). But later, when they had the leverage, they forced lockups on LIQUID sales. How do you think the FTX estate ended up with so much MULTI-YEAR locked SOL? There's also an inductive argument here. Everyone realizes a 99-year lockup on someone is great—that's basically removing those tokens from circulation. A 98-year lockup is slightly less good, but still good. Same with 97, 96, 95-->all the way to 1 year lockups. There is no kink in this function that somehow magically at 1 year lockup 4 year vest, 0 lockup is somehow better. Lockups are good all the way down. So no, unlocking all tokens immediately is a bad idea. There's a trope out there that employees, VCs are fucking over retail on these token launches. Today, that's mostly BS, because token launches do well or poorly well before the 1-year cliff (barring a few unscrupulous teams that break lockups). But if employees and VCs *can* immediately dump on retail, on every launch, do you not see how much worse that is? If IPO markets can handle employee and investor lockups, tokens should be able to handle them as well. All IPOs are gigantic ownership turnover events; as someone else put it (can't find the tweet), IPO bankers don't fixate on stopping sellers—that's a loser's mentality. They focus on finding buyers. If the buyers don't show up, then the asset should rightly take the blame, not the vesting schedules.

@Grimezsz @bryan_johnson x.com/Lobzztr/status…

Styling for @bryan_johnson 's trip will be "mushroom kingdom" if I can fit into this children's toad costume

we've come a long way

Money is neither subjective nor objective. It is transjective because it exists in the relational space between minds: not purely in the world (objective) nor solely in an individual’s perception (subjective). Money emerges from shared action, reciprocating expectations, and orders of intentionality. This makes money a collectively enacted mythology that becomes real through its enactment. In this way, money is a distributed cognitive technology: a social interface that binds subjective valuations with an objective material reality. Like meaning, money is neither “out there” nor “in here,” but between us—a dynamically maintained, intersubjective construct that communicates data about purchasing power across time, space, and minds.

@arjunkhemani The end goal of technology is technology. Immortality is just another step function in that tech-tree.

The end goal of technology is immortality.