Through binary blockades and digital doorways, I've made my way to the #Whisperer's home… but this is only the beginning. Join me to win your share of the spoils - discord.gg/invite/neotoky…
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jared walsh
182 posts
We’re excited to kickoff our strategic partnership with @playSHRAPNEL with a bang!
Citizens, prep your wallets for an incoming airdrop!
The Neon Citadel LEGENDARY shotgun is coming your way.
How to claim + more details 👇
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jared walsh retweetledi
What does this accomplish other than deprive 640k Americans from Internet access? Does this make America better or worse?
Starlink was given a contract by the FCC in 2020 to bring Internet access to 640,000 Americans in 35 states by 2025.
But yesterday the FCC took this contract away and replaced it with...nothing.
A lot of people, including an FCC Commissioner, finds the decision and rationale a head-scratcher. When you make decisions that negatively impact a lot of Americans for no clear reason, its important to clearly explain why.
Otherwise, people will speculate. And in this case, they are speculating that this is directed political harassment of Elon.
Brendan Carr@BrendanCarrFCC
Last year, after Elon Musk acquired Twitter, President Biden gave federal agencies the green light to go after him. And they have. Today, the FCC adds itself to the growing list of federal agencies engaging in the regulatory harassment of Elon Musk. I dissent.
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jared walsh retweetledi
A-Nother-one. Proud that another of my favorite projects and founders @JamieThomsonVF of @VulcanForged has joined @NeoTokyoCode as an S1.
S1s and it groups are where founders/VCs/builders in gaming go to mastermind & network. The talent in there is getting silly. GR GR GR!
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Learn With Me
I’m often asked how I quickly synthesize information and form opinions. The value, to me, of doing this can be summarized as follows:
- Be more informed about technology, markets and the economy.
- Improve my situational awareness about trends and competitors.
- Have a clearer picture of how a company or sector is doing over another.
- Make better decisions.
I’ve now systematized this into a product that I can share with you, to the extent you are interested.
Read below for more details…
The world is complex and moves at a rapid pace. One day, climate change is all the news; the next day, it's how AI is on the verge of upending everything we know about everything; then we need to become experts in superconductors because some meaningful breakthrough may be at hand.
Meanwhile, the geopolitical chaos in Europe, the Middle East, and Asia seems to be omnipresent and is constantly challenging the existing world order. Finally, we want to know what all of this means for the economy and the companies we work at or are invested in.
It’s hard to make sense of all of this, especially as the incentives of the mainstream media have become increasingly difficult to understand. So how do I form opinions? How do I learn complex topics quickly, usefully, and then fold that into a usable framework?
I start with consuming content. Everything from news articles to social media to scientific papers to institutional research to YouTube videos.
Most topics I skim and move onwards from, but for certain topics, where it makes sense, I write a quick 1-2 page essay because I feel it may be important. I do this so I can develop a quick point of view and understand the nuances a little bit better.
When something seems super interesting, I select it for a dive deep with my team, where we allocate at least a month or two to thoroughly understand the key drivers and opportunities, and produce a presentation that captures everything we’ve learned.
We then take our work and review it with a set of smart people and key opinion leaders to challenge and refine our views. Historically, these work products have been very educational to me. I suspect they could be educational to others as well.
So, to this point, I have decided to share more of the work that we do at Social Capital so that if you want to, you can learn along with us.
Here’s the plan:
1. I’ll keep posting my daily thoughts and observations on X.
2. I’ll continue to share a summary of the best content that I consumed in the previous week through my weekly newsletter ‘What I Read This Week’.
3. I’ll publish 1-2 quick essays per month on X and on my weekly newsletter ‘What I Read This Week’.
4. Once per month, I’ll host a Spaces to talk about the content we’ve produced, thoughts on the “current thing”, talk to guests and include time for Q&A. This will be the key feature of my Subscription on X. You can subscribe to me on X, and my first Spaces will be in November.
5. Once per month, I will publish a deep dive. This will be a comprehensive slide deck on a topic with an accompanying write-up.
My Deep Dives:
I've structured my deep dives around five primary themes I believe are useful for understanding the world today. These themes will change over time, but it’s important to have a starting point.
1. Deep Tech: I think about “deep tech” as applying science to take things that are scarce and make them abundant, overcoming major scientific and engineering challenges. Such progress often results in significant leaps forward in our capabilities and lays the groundwork for new businesses. It's vital to track these developments to see the potential world in the next decade.
2. Energy Transition: The global energy transition will reallocate trillions in capital expenditure, reorganize U.S. industry, replumb global supply chains, and more. To understand the trajectory of the world and make informed decisions about where to invest your time and efforts, a grasp on energy transition is critical.
3. Healthcare & Life Sciences: Healthcare spending constitutes ~20% of U.S. GDP and shapes the primary demographic shifts influencing economic progress. For example, global GDP diminishes by ~15% due to premature deaths in the working-age population. With new technologies like MRNA and CRISPR, new drugs like GLP1s, and the challenges posed by aging, overweight or sick populations, understanding healthcare and life sciences is as important as it’s ever been.
4. Economic Analysis: In 2021, we saw nearly every business model receive funding. In 2023, capital markets have been much more constrained, and many companies are struggling. Understanding how and why companies receive funding and why certain businesses are valued more than others is important for understanding how technology can be implemented in an economically productive way.
5. Socio-Political Trends: This is the overlay that ties everything together, from the demographic trends that drive consumption habits, to political trends that can act as a headwind or tailwind to economic growth.
I’ll be publishing our first deep dive on December 1st for free, starting with a teardown of the global energy transition. The full content calendar for the next year is outlined below, however, subscribers will be able to comment on what they want to be covered in future months. I’ll make sure to announce next month’s topic in advance so you know exactly what’s coming up.
You should expect beautifully formatted, easy to understand presentations that assume no prior knowledge, with accompanying write-ups that will get you up to speed quickly on each of these topics.
If you are interested, subscribe to my Substack (link in bio) where I will be enabling paid subscriptions in the coming month.
Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products.
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jared walsh retweetledi
During this NFT bloodshed a few have pointed out NEO Tokyo's NFT floor havn't budged, heck we are gaining members.
Here is why + a lesson : (leave a like + comment, 1 gets a $2k s2)
Clear defined EXPERIENCED value + real industry utility
Let me explain :
NT is not a PFP project. It's not a game. Its networking and access club for VCs, founders, developers and participants in the crypto gaming industry.
AKA what I call the "soho house model". 🍹🧉
Soho house in the past used to be the GO TO place for those in the arts industries.
A membership added a TON to your career, thus people easily lined up to pay 10k+ a year to just come inside and THEN buy drinks/food.
If you were not there, you were actively limiting your career, access to talent, connections etc
This is my/e's entire goal at NT.
Think about it. 🧠
-The fee to find a developer from recruiters is 30-50k
-Meeting partners can mean millions
-Getting inside seed access/early access to infrastructure/game investing can mean millions
-Networking alone is worth 5-20k
-Getting qualified investor eyes on your project takes EXTREME effort and can make or break it
-Getting help from experts/sharing note...Again...insane ROI.
When the NFT scene is getting rough, NT is a justifiable value backed decision for ANYONE in crypto gaming.
They make far more in actual real world value than the cost of the NFT, thus they don't flip it.
It's that simple.
Combo that with the fact that
A) We kept supply low AND made sure minters only got 1...We have no whales able to dump or lines of people looking to flip.
B) Members control bytes, which control access to all of the tools/resources/infastructure of NT. For example our citizen launchpad, NFT launcher, NFT item creation etc.
NT thus because an extremely NON speculative asset.
We don't have some "foggy" plan or something "speculate on".
It's simple : If your in the gaming industry you will accrue 5x more in value from our resources, access, networking, recruiting etc than the cost of the NFT.
This "industry country club" model has been around since forever and it works.
The one flip side is membership is limited and controlled by the members...Not the club.
Thus the COOL part is as crypto gaming goes mainstream we will see the value just go up and up as members accrue more real world value and are unwilling to leave. (Remember almost every only has 1, if they sell, they are out)
That's it. Instead of chasing the drop drop drop hype model that took rise in 2021, we took a more traditional model.
It hurt at first as speculators left, but now its allowing us to smoothly grow and hit our vision in the bear.
If you're in the gaming industry, come get a drink.
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jared walsh retweetledi
The Ultimate "50x Investment Treasure Map" Of Metaverse Crypto
My full guide to what I believe will be the easiest 20x+ in investing in the next 2 years
+Exactly where I think the biggest easy wins will be
(Give a like + comment, 2 will win a $2000 NT Citizen NFT)
What people seem to be missing is that AI will completely change how the gaming space works.
We will start seeing 3 things primarily
-INFINITE games : These are games where AI can endlessly create AAA content, even with a small dev team.
-MERGING of game universes : Similar to "Ready Player 1" I see thje world folding into a few BIG metaverses
with the games already inside them
-AI NFT assets : Right now NFTs dont really make sense because they are stuck to 1 game.
In the future NFTs will have the AI modeling data cooked into them allowing ANY game to import LARGE chunks of NFTs and then AI will use the data to model the item into the game effortlessly
If you combine all these together, we are going to see much bigger implications to NFTs/In game assets/digital currency as games will become more like giant blobs of many games/worlds with HUNDREDS of different teams working on them with their own AIs building their "part of the world".
NFTs will also cross digital planes, giving them far more weight in gaming/metaverse status.
NEXT
I believe by 2035 MANY people will spend most of their time in VR and connected to AR. This means working, socializing AND gaming.
The only way to transact, verify ownership and do business transactions (say paying someone to YOUR AR ad on their shirt) will be via blockchain and NFT tech.
Again this will create a huge wave.
FINALLY : The main course, the easy X's
All the above is cool, but they are long term thesis's. The SHORT term is this
The metaverse narrative is building right now. Its a matter of TIME before a game pops off on Twitch that
heavily uses NFTs and gets bigger than Axie. I'm talking mainstream use.
Once this happens the ENTIRE game crypto market (currently at 8 bil) will sky rocket to at least 100 but more than likely 300-500.
Good coins, bad coins, all will blow past old all time highs regardless of merit and we will see a "meme coin" like mania...the pent-ultimate shit coin rally.
Anyone who is prepared for this narrative early and gets in when see the makers I discuss on this video can in my opinion hit 20-50x consistently during this time.
FYI...If you want the edge here, you should be in NEO Tokyo.
Enjoy the vid!
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Spider-Man was really outside with Spider-Woman 🤣🤦♂️
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HOLY SHIT
Pierre Poilievre actually went there
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Car speeds down highway and catches tow truck ramp flying about 120 feet. The driver survived with serious injuries🙏
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jared walsh retweetledi
NEW – Justin Trudeau Rewrites History By Now Saying He Never Forced Anyone To Get Vaccinated
"There are potential side effects in vaccinations. And there are people who've probably gotten very sick from vaccinations...While not forcing anyone to get vaccinated, I chose to make sure all the incentives and all the protections were there to encourage Canadians to get vaccinated."
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@BabaCugs @FightHaven No one was shot. Solid win here for us.
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