Brian Fabian Crain

@Jacob_Naviaux You have no integrity.

Fixer upper gets listed for $250k. I offer $180k with 3% commission — I’m a licensed agent and my company is the buyer. Plan is to wholesale it for $190k. Needs $75k in work and will be worth $320k after repairs. Listing agent says too low. 4 weeks later our CRM notifies me the list price dropped to $225k. I follow up. Agent still says $180k is too low. Another month goes by. CRM notifies me again — price drops to $210k. I follow up. Agent says they think it’ll work. I draft the offer, send it over, and it gets accepted. We price the deal at $190k and sell it — signed contract and EMD in hand. While we’re still in DD, I tell the agent my buyer needs a $20k price reduction to move forward, but they’re ready to wire EM and waive the rest of DD. Seller meets us halfway. Price drops to $170k. We make $25k. That’s the exact play we run wholesaling MLS properties.

- we laid off a portion of our team and slimmed down to a smaller core - i'm stepping into passive mode and @TrustlessState is now leading team and content (though I'll keep doing our weekly rollup) - i expect David will expand content beyond our previous 6 years of strong ethereum focus, but he'll figure it out as he goes I need to touch grass, David has energy for a second era, crypto and media have changed and Bankless needed to adapt I'm still bullish ETH, though I think the window of success is now slimmer than it once was

@RyanSAdams @Bankless @TrustlessState Thanks! That’s helpful. I would do some tweet from the bankless account too. Wish you all the best with touching grass and whatever comes next!

The whole @Bankless communication is very confusing. What exactly happened? They fired all their media team and are now bearish ethereum? Or they’re shutting the podcast down?

API for @meetgranola is really not great. If I get transcript from calls it doesn't even identify different speakers? That's just a broken product.

@Rewkang @RoboStrategy This is very cool!

Proud to announce my position as CEO of @RoboStrategy. When I initially started looking into investing in robotics 2 years ago most VCs I consulted with recommended not to invest in the space. Robotics companies at this time did not have an easy time raising capital. The industry didn’t have a track record of big venture winners, was perceived to be challenging for a variety of reasons, and was not well understood. But it was clear to me that the rate of acceleration of physical AI development would dramatically change the industry. I invested $19m into FigureAI as my first investment. I believed it was a question of when, not if we could imbue machines around the world with physical intelligence. To accomplish this, the industry would need a tremendous amount of capital to grow, and also an investment firm that deeply understood the needs of robotics/physical AI companies so that it could build a platform to better support them. It will take hundreds of billions to capitalize the mechanized future meaning there is a big gap in the market. We decided we wanted to fill it. Previously, Mechanism Capital had never taken outside capital, but to do this at the scale I envision, I would need to do so. However, the private markets don’t have that scale. The public markets do, and it was clear that there is and likely will be tremendous appetite for public market investors to participate in the immense value creation happening in AI & robotics that only private market investors currently have the privilege of accessing. The explosive growth of AI companies is a precursor of what will happen in physical AI. So in 2025, we founded RoboStrategy and a year later, we took it public on Nasdaq. Throughout this year, we’ve assembled a great portfolio, started leading rounds of some amazing companies, and have built the foundation to be ready to scale to the next level after going public. We look different from a traditional VC firm in ways that founders appreciate. Our structure as a closed end fund means our capital is permanent - no fund life meaning we can invest with extremely long time horizons. Our investment firm also of course needs to have deep industry and research experience so that it can make the best risk reward optimized investment decisions. In the last year, we’ve brought on some truly exceptional robotics industry veterans who have previously served for decades as founders/operators. Many founders we talk to consider us as the most sophisticated venture capital firm they’ve talked to and we only intend to grow our expertise in the industry. RoboStrategy’s success depends on our ability to distribute the fund and capture maximal mindshare. This plays to our team’s strength in digital marketing and social media. We’re building a special marketing engine that serves as an attention amplifier for both us and our founders so that our products and stories can reach more people. A source of inspiration for our fund structure, Strategy (MSTR) raised tens of billions from public capital markets to invest in Bitcoin. I believe robotics will be a much larger industry than Bitcoin and the asset class is orders of magnitude less accessible. We are aiming to raise more and not only become the largest robotics investor globally, but also one of the largest venture capital funds in the world. Venture capital has traditionally been restricted to a limited group of investors. We are changing the paradigm and bringing it to the rest of the world. Be sure to follow @RoboStrategy. Job’s not finished.

@levelsio @jesper_bee What is the optimal level and what’s evidence for it? If I ask Claude, it says there is no evidence that 400 is better than 800.

🌡️ Update on the CO2 bedroom saga I tried this tip by @jesper_bee We have a bathroom in the bedroom with a vent (for removing humidity after showering), so I kept the door open and vent on Anyway it worked CO2 at night peaked at 850ppm, still a bit high but almost half of before with window closed, improvement Sleep was 95% on WHOOP and gf 91% on OURA (inb4 cancelled for tracking things *omg so neurotic*) Will try window open + bathroom vent open tonight but again sound outside at night is an issue The real solution is an inward vent tube to actual bedroom though, as I think the bathroom vent is outward and doesn't get us to 400ppm CO2 by itself Nice fresh air 💨

@sweatystartup What a dumb take

The only thing you should worry about when looking for somebody to marry: Make sure they came from a functional family who loved each other. Still gets along. Still hangs out. Parents together. A stable environment creates stable people. A chaotic environment creates unstable people. Red flags: Addiction or mental disorders in the family. Family members not speaking to each other. Past trauma, abuse, etc.

SF / @Stripe Sessions takeaways 🌉 Crypto x Fintech: - fintech is taking over crypto - they’re raising money without telling investors they’re actually using crypto underneath, crypto founders take note - corporates are extremely interested in stablecoins, not crypto - enterprises guarantee if something doesn’t work they’ll make a customer whole, crypto teams don’t do this enough, which important in the agent era when there’s a lot of risk - imo there’s room for a decentralised network that uses all agent payment standards and is open - @Tempo will be huge for enterprises and massive for blockchain adoption, TBD on timeline for a 3rd party developer ecosystem there - still think some of the best apps in the world going forward will uniquely use crypto rails in a way competitors (like pure AI) don’t to differentiate and provide better UX / value to users AI - AI infrastructure is everywhere, if people think crypto pitches are saturated, try AI - lots of talk about what AI agents will do but unclear exactly what they’ll be doing in outstanding use-cases - somewhat consensus in SF that blockchain can improve trust of AI, yet very little founders have answers as to how to make it happen - becoming more consensus that hardware is a great way to build strong moats in the age of AI - accessing prop data is a huge moat for AI startups, there’s likely industries that are sitting on very interesting datasets in niche markets that will be high growth in the future, which AI startups can target - interesting investment opportunity Startups & Fundraising: - very few founders have good responses for why frontier models won’t eat their startup in the next 6-12 months - the best startups glue incredibly complex workflows together, which require special kinds of permissions to do so and would be hard for competitors to replicate - surprising amount of trad VCs have dedicated crypto teams - talent in SF is best I’ve ever seen, barely had 1 bad pitch across crypto or AI — overall I’m very bullish SF and the intersection of crypto, FinTech and AI. The vibes are high in SF. People are curious in how technologies will intersect and care about distribution / moats. Could see some generational winners here being built at the intersection if not already, then in the future. Now headed to Consensus Miami! DMs open for builders keen to meet there 🌴

Let’s go!

@cdixon @eddylazzarin Congratulations @eddylazzarin ! Well deserved!

@zmanian Max HRV during sleep of the following night? That’s amazing.

@crainbf I do it first thing in the morning and max HRV is up 30%

So this really worked for me. Use the apps.apple.com/us/app/breathw… app HRV up by 30% on average Resting heart rate down

So needed! Great effort. Let’s fix Portugal.

@JasonYanowitz @AndrewSteinwold Big money for the big guys. The world is healing.

1/ Thrilled to announce our Series A extension at a $192M valuation. Crypto is at an inflection point. The bottleneck to growth is no longer just the technology. It's the trust gap between issuers and investors. Blockworks will solve that.

@luigidemeo @aave Super exciting! Congrats. Very bullish Aave!

Some personal news*  I've recently joined @aave 👻 as Chief Strategy and Business Officer. After ~4 months of rest and reflection regarding the state of the industry, my personal life, and my ambitions, I feel more invigorated and determined than ever to contribute to the crypto space. When I stepped away from @AvaLabs earlier this year, I said I'd take time to think carefully about where I could contribute most. I’m grateful for the awesome opportunities I've been able to consider. The answer became clear over the past months and many conversations with @StaniKulechov and the Aave Labs team. I've long known Stani and Emilio and admired their work. Like them, I believe the future of finance is onchain, and Aave is at the center of this evolution. Aave has the opportunity to provide a better way to borrow and lend, and to build credit markets at internet scale. The legacy financial system is slow, fragmented, and quietly extractive, and most of the world is underserved by it. Aave has spent years proving, in production and across cycles, that an open and programmable alternative works at scale. The next chapter is about turning that foundation into the credit and capital markets layer of the internet. In this new role, I'll lead strategy, business development, and core operational functions,  working closely with Stani and the team to strengthen what's already working while pursuing the next set of opportunities ahead of us. I'm joining at a pivotal moment. The events of the past week have made clear there's real work to be done and lessons to be drawn. I’ve been working non-stop with the team on the recovery effort this past week and I have no doubt that Aave will emerge even stronger. What I've seen up close is grit, focus, and determination under pressure. This is exactly the kind of team I want to build alongside of, and it makes me even more confident about where this is all headed. -Luigi

@nicknorwitz Did you also consider retatrutide?

After 7 Years, I Changed My Mind on Cholesterol Meds (Or Did I?) 🚨You'll want to read this one all the way though. Link at the end🚨 1/7) After seven years of living with astronomically high cholesterol, I’ve decided to start two medications. Not statins, but ezetimibe and bempedoic acid. But that’s NOT the real story. The real story is WHY… and it has nothing to do with cholesterol🤨🤔... Quick preface: “cholesterol-lowering drugs” are named for one effect, not their full biological impact. Molecules don’t respect our labels. These drugs can influence multiple systems, including metabolism and brain health. And in this case, they likely do.

@Dialectic_Group Very cool!

UBI is meant to be an answer to rising inequality. Even if you’re right, this is not. It’s like maybe if you have cash and you buy the big AI companies, you’re financially okay if opportunities to earn income are gone. But most people either don’t have the cash or will just not do it.

Forget UBI. The answer is Universal Basic Equity… and it’s humanity’s pension plan for the post-AGI world... The Economic Singularity is coming faster than people think and the default question is how humans make money in a world that doesn’t really need them anymore. The default answer is UBI, which is transfer payments from a state, funded by taxing an AI economy that nation states can neither see nor keep up with. It’s a 20th century answer to a 21st century problem and it’s broken before it even starts. Agents are becoming the dominant user of the internet, not humans. Your AI is becoming your entire front end UX. The clicks economy is dying everywhere except where humans pay to feel something - clothing, travel, luxury, experiences, culture. Agents run on crypto rails because nothing else works. The dollar doesn’t fractionalise below a cent, settlement isn’t instant, permissions are required, jurisdictions matter. Stablecoins handle the dollar leg and native tokens handle the rest. The biggest users of DeFi in five years won’t be humans farming yield… it’ll be agents managing treasuries, swapping, earning and spending at machine speed. Capital formation has already shown its new shape and it came from the most unexpected place. Memecoins. Everyone wrote them off as a casino but they were a prototype. Instant capital formation around the attention of an idea, raised by entities without legal personhood, settled in seconds. That is the template agent economies will use to fund themselves. And it’s not just agents... Robots will run on the same rails, with zk permissions issued from our wallets as the source of truth, because biometrics are far too flawed for that role Open source code itself gets tokenized and finally captures the value it creates, instead of being monetized through bolted-on services and subscriptions. Proof of humanhood becomes the trust layer that lets us release agents into the world without society collapsing under synthetic noise. Identity, authentication, verification, permissioning, all of it migrates onto the same substrate. So when you zoom out, the L1s aren’t just settling agent transactions but settling the entire coordination layer of the new economy… agents, robots, humans, code, capital, identity and trust. Every contract, every treasury, every permission, every stake. Open source finally captures the value it creates, at scale, for the first time, and truly vast value accrues to the coordination layer because everything routes through it. Which brings us to the actual answer to the Economic Singularity… Universal Basic Equity. Anyone on earth with a phone and an internet connection can buy a stake in the substrate that the new economy runs on. No KYC walls, no accreditation rules, no jurisdiction, no employer, no state, no permission. The first homogenous, permissionless, globally fractionalisable claim on the productive infrastructure of the world. It's not a slogan but a structural fact about how blockchains actually work. This is their purpose. Wealth comes from owning the substrate. Income comes from being human, because attention and experience remain the irreducible currency of culture, community and love. Abundance of goods and services from AI handles the cost of living. Taxing data center electricity use solves the tax issue. Four legs of a stool that holds up the post-singularity human world. So… just buy the fucking tokens. Bitcoin if you want pure store of value, a basket of the major L1s if you want the coordination layer. 10% of your earnings, every month, for a decade. You'll be wealthy and protected from the changes to come. Crypto is going to $100trn in the next 6 to 8 years and well beyond that after. You can choose to invest in your own economic disruption, or get left behind by it. And if you’re worried about timing the cycle… …adjust your time horizon. This is humanity’s pension plan. It's all so absurdly fucking obvious...