Serena Pie (solv is hiring)🍰

"An inffected mind is a far more dangerous pestilence than any plague—one only threatens your life, the other destroys your character." Marcus Aurelius

>be Naval Ravikant >spawn in New Delhi >poor immigrant family >father leaves shortly after they land in Queens, New York >mother works menial jobs by day, night school after >age 9, alone in a country you don't understand >no friends >no safety net >no connections >the library becomes your entire world >get into Stuyvesant High School >yes, that Stuyvesant >the public school that produced four Nobel laureates >one entrance exam changes the trajectory of your life >go from blue collar to white collar in a single move >graduate and land Dartmouth >double major >computer science and economics >pay your way through by washing dishes, delivering newspapers, tutoring, fixing computers >move to Silicon Valley with nothing but a degree and a bet on yourself >join @Home Network >watch a $20 billion company go to zero in the dot-com crash >work on Intrinsic Graphics >the thing that eventually becomes Google Earth >co-found Epinions in 1999 >a consumer review site before Yelp and TripAdvisor existed >raise $45 million in venture capital >get screwed by your own co-founder and VCs >they hide the company's real value during a merger >the company IPOs at $750 million >you walk away with $0 >not a typo >zero >sue Benchmark Capital and August Capital >everyone in Silicon Valley calls you radioactive >one VC tells the press you'll never work in the valley again >settle the case >learn the game from the inside out >instead of quitting, you decide to rewrite the rules >start Venture Hacks in 2007 >a blog that tears the veil off VC term sheets >give founders the playbook that VCs never wanted them to have >launch a $20 million fund called Hit Forge >back Twitter before anyone cares >back Uber before anyone believes >back Stack Overflow, Notion, Postmates, Opendoor, Yammer >turn Venture Hacks into AngelList in 2010 >50 angel investors >$80 million committed in year one >100 new startups signing up per day >build the Match.com for founders and investors >do what LinkedIn tried and failed to do >actually get people to transact >realize US securities law is blocking everything >fly to Washington DC >spend six months lobbying Congress >rally 5,000 investors and entrepreneurs for an online petition >call in 100 favors >get the JOBS Act signed into law by Barack Obama in 2012 >single-handedly open startup investing to ordinary Americans >the entire equity crowdfunding industry exists because of this >AngelList hits $4 billion valuation >over $3.5 billion invested through the platform >200+ unicorns funded >spin off Product Hunt, Republic, CoinList >companies like Neuralink and Rippling get backed through your Spearhead fund >co-found MetaStable Capital in 2014 >a crypto hedge fund backed by Andreessen Horowitz and Sequoia >bet on Bitcoin and Ethereum before it's fashionable >earn a penny on every Uber ride taken on the planet >invest in 200+ companies across your career >drop a 40-tweet storm on May 31, 2018 >"How to Get Rich (without getting lucky)" >it goes more viral than most product launches >turns into a podcast series, then a global movement >Eric Jorgenson compiles your tweets and interviews into The Almanack of Naval Ravikant >it becomes a perennial bestseller >you didn't even write the book >your ideas were so good someone else did it for you >go on Joe Rogan, Tim Ferriss, Shane Parrish, Chris Williamson >every episode becomes a top-10 all-time listen >millions of people re-read your tweets like scripture >you become the most quoted man on the internet who isn't dead >launch Airchat in 2023 >voice-first social media with AI transcription >because you think text-only platforms made us forget humans can get along >here is what Naval actually taught the world >you're not going to get rich renting out your time >own equity or stay a renter forever >specific knowledge is the stuff that feels like play to you but looks like work to others >leverage is a force multiplier for your judgment >code and media are permissionless leverage >you don't need anyone's approval >10,000 iterations is not 10,000 repetitions >one is mastery, the other is a treadmill >if you can't decide, the answer is no >when two choices look equal, pick the harder one short term >stress is an inability to decide what's important >desire is a contract you make with yourself to be unhappy until you get what you want >inspiration is perishable >act on it immediately >the three big decisions: what you do, where you live, who you're with >people spend years optimizing careers but pick partners and cities on autopilot >not optimizing for wealth >optimizing for sovereignty >win the game fast enough that you get to stop playing

How to reduce trivial things and structure your life: • Know what truly matters. If your core is unclear, trivial things take over. • Make fewer decisions. Use routines, defaults, and fixed times. • Sort life into three parts: core, maintenance, and noise. Batch small tasks. Do not react to everything right away. • Ignore what does not matter. Not everything needs your attention. • Protect your best hours. Use them for thinking, creating, and what matters most.

grateful that I can move my body everyday

“The companies winning the talent war right now aren’t the ones with the best brand or the highest comp. They’re the ones where your judgment has the most surface area, where the distance between your taste and what actually gets built is zero, and where you’re surrounded by people who know things you don’t yet. The best people want to be close to other people who have tricks they haven’t learned yet, at places with enough compute to actually run the experiments.”

Naval Ravikant believes the best work doesn't come from rigid schedules... 🎯🎯

"All benefits in life come from compound interest, whether in money, relationships, love, health, activities, or habits. I only want to be around people I know I’m going to be around for the rest of my life. I only want to work on things I know have long-term payout." @naval

We are hiring x.com/i/jobs/2016802…

【真正的精神杀手，不是恐惧，而是不断切换任务】 马斯克在访谈中提到维持高效决策的底层逻辑： 1. 睡眠底线:保持正常所需的睡眠时间。如果延长清醒时间，认知功能反而会降低。 2. 信息分拣：把有限的精力分给重要的信息，过滤琐碎的无关信息。 3. 任务分割：按天分割任务，减少“上下文切换”，以便大脑能更深入、沉浸的做决策。

Happy birthday Bitcoin. 17 years since the genesis block.

You can’t “seize the means of production” when the means of production are human ingenuity and hard work. All you can do is stamp them out.

"Startup compensation package - Meaningful work, an alumni network, and a lottery ticket." @naval

IDG 资本合伙人李骁军的 2025 年度感悟，一共 52 条，对应这一年的每周一条。 Part 1 | 关于人才、职业与投资 1. 招人或看创业者，一定要有成长视角。他的职业生涯最好的一段应该是下一段，而不是现在或过去。不要被职级束缚，要看真实经历与能力。 2. 公司的核心竞争力能否转移到个人，个人能否再把能力转化到新的公司。找人要看潜力而不是成就，要找未来10年还能持续发光的人。时间（时代、年龄）、个性（之前的决定）、热爱（野心、信仰）通常大于「目前的能力」。能力是否适配时代（公司）是最重要的，比当下的能力更重要。 3. 投资者的品味和认知天花板，通常由你能接触到行业里最优秀的创业者决定。要思考谁是最优秀的，如何向他们学习。 4. 人才往往以集群的形式出现，价值呈现幂律分布（power law）。 5. 看任何行业和职业，要先判断它属于哪种结构： ◦ Winner-takes-all（如搜索、社交、职业体育） ◦ Power law（如VC、云计算、受AI杠杆加持的行业） ◦ Fragmented（如餐馆、律师等杠杆较低的行业） 6. 最好的职业是：可复利、可规模化/高杠杆、可资本化。巴菲特就做到了。 7. 「上升期的人最有自驱力，也最容易管理，学习意愿和适应能力都最好。巅峰之后接管的人通常是防守心态，面对新业务很难发挥。」Turbo的体会非常有启发。 8. AI 模型给人的启发： ◦ Scaling law（规模化法则）→ 没有足够实践经验，就不会生成真正的认知模型。 ◦ Attention is all you need → 你必须在最重要的事上保持专注。 ◦ Reward function（奖励函数）→ 想清楚你要什么，才能产生好的行为与过程。 对投资的启发：投资人在训练自己的模型，数据来自自己与他人的经验；相关性越高越有价值。尽量找一手信息。 模型也要学会「调」：哪些该提炼，哪些预训练，外部变化时要思考如何校准，而不是外界有结果就去盲目调整，否则永远落后。 注意力时间 ≈ 算力，保持专注才是有效算力。 9. 一级投资因随机性和指数效应，可能一生只有一次 mega home run。但如果追求投资本身、追求持续精炼核心能力，就需要可重复、可迁移、可积累的洞见。 10. 早期投资里，害怕错过和决策的紧迫感需要平衡。害怕错过是一定会有的，要承认但不要过度；紧迫感必须有，要理解自己和市场的情绪。共识 vs 非共识很重要，要理解共识在哪里、为什么市场这样想、那条界限在哪里。 11. 投资里有品位、有局限、有自我。要努力减少自我的部分，明白自己的认知局限，并争取拓展边界，同时培养好的品位。 12. 人们很爱滥用一些流行词，比如第一性原理、PMF。这时候一定要去确认：「你具体指的是什么?」 13. 很多职业有「黄金期」，最好的「黄金期」是 slow rise, long peak。「黄金期」停止的标志就是你停止更新内在的好奇心和外在的节奏感。 14. 「The brilliant minds always live in two opposite ideas but still can function well.」 这句话特别有道理。 15. 听的时候要区分事实、情绪、信息（来源）、观点，再结合对方的专业、偏好和对过往经历进行考量。 16. 选择做什么，比怎么做更重要。很多公司本身就「做不成」，与谁来做关系反而小。 17. 投资维度变多、复杂度上升，其实是给会思考问题的人更多机会。今天的大机会来自 AI、投资和国际环境三个复杂维度的理解。投资维度包括：对未来的信仰、行业认知、公司判断。 18. Everything is the art of being. 每个领域最优秀的人都是把最基本的认知经年累月地实践，最终能教给别人。 19. 在金融服务行业里，机构价值 > 个体价值。个人光环来自机构，而不是反过来。离开机构后影响力会迅速衰减，因为缺乏制度与品牌的长尾信用。长期职业价值必须建立在机构价值的复利增长上。 20. 判断机构的生命力，从人的角度看有三个维度——最顶尖的人是不是在持续进步、中层是什么状态、对新人和未来人的吸引力如何。 Part 2 | 关于修炼与成长 21. 呼吸是需要学习和锻炼的。学会正确呼吸会让你平静、放松。利用核心来带动身体运动，会让你更好地意识到身体如何作为一个整体、有一个核心引擎在运作和带动。了解和用好自己的身体，是个终身学习的课题。 22. 早睡早起不是必须的习惯，但如果熬夜只是「因为不想睡」，那不妨早点休息。知道自己的「巅峰时刻」，对一天的心情和效率都非常重要。 23. 享乐会分散没有方向的人，但会滋养有目标的人。 24. 找书本身很需要方法与时间；试错成本低，要敢于快速浏览，敢于放弃；遇到好书要专注，试着进行 25 分钟无干扰阅读。 25. 最大的认可往往来自最强的竞争对手。关键是：你追求的是大众认可、你在意的人认可，还是最终自己对自己的认可？ 26. 每个人模型的核心是：信仰、能力、个性。能力可以训练，其他需要校准。AI时代，即便认知和智力提升更快，体能、幸福感和欲望还是无法被规模化的，所以更应该重视它们。 27. 选择不做什么比知道做什么更重要。想赢和怕输，是两种不同的驱动力。 28. 用「类比」解释事物，是一种重要的理解、简化与输出能力。 29. 有时候做决定需要缓一缓，睡一觉再说。给建议和意见也一样；情绪反应也一样，要留一点空间。 30. 我有一位导师说过很好的一句话：Work with good & positive people; learn new things; priority setting. 31. 没有人不喜欢被赞美，关键在于：赞美的态度是否真诚、为什么赞美、赞美的时机是否准确。 32. 不学什么有时比学什么更重要，但难点在于：该不学哪一部分。 33. 每个人都有一个 bug，这基本是天生设定好的，而且往往就是你闪光点那面的反面。 34. 不要简单自洽，要自掐后的自洽。要不断质疑、不断更新。总是想证明自己正确，是个人成长最大的障碍。 35. 多样性不是趋向平庸，而是在不同观点的碰撞中，拉开认知边界。 36. 岁月静好的标志是 —— 你操心的都是鸡毛蒜皮的小事。因为真正的大麻烦往往当下想不到。所以，不要让忧思过度占据心神。学会与自己的情绪共处 —— 甚至利用它。 37. 使用工具是人和动物最大的区别；而使用好工具——从读书，到电脑，到互联网，再到AI——会让人与人的差距进一步拉开。工具越来越智能，也越来越需要结合目标，更智慧地去使用。 38. 每个看起来毫不费力的胜利背后，都是面对无数次充满尴尬和挣扎的失败，却不放弃。 Part 3 | 关于人生与世界 39. 对自己的认知，不只是静态，还要有时空维度（世界变化）。你如何随时间成长，这至关重要。 其实就是经典三问：我是谁？从哪里来？到哪里去？找到你对世界的绝对价值和对同类的相对价值优势很重要。找到你能随时间复利递增的价值很重要。 40. 教育观是比三观还更深层的世界观。因为你希望孩子成为的样子，往往是你内心最认可、最理想的模式。 41. 复利、指数曲线、幂律分布和正态分布等统计与分布模型，往往比线性关系更能解释世界的结构。 42. 「Friendship means two people agreed to help each other to become the best part of themselves.」 Reid Hoffman 对友谊的总结特别好。 43. 有些人的钱只是「钱」，是银行里的数字；有些人的钱是「财富」，是可以拿来花销，更重要是作为去做更有意义、更有价值事情的资源。 44. Each achievement may look like a solo journey, but it is always lifted by the love and support of others. 45. 对话除了启发思考、积累认知，最好还能带一点「人的链接」，让对方产生共鸣。这需要对另一方有真正的兴趣。也就是说，除了智力碰撞，更重要的是让对方感觉你关心他/她这个活生生的人。 46. Imposter syndrome and narcissism both stem from a deep insecurity about one's value. 47. 每个人生命长度差不多，但时间产生的「数据质量」差别很大，数据标注 (data annotation) 能力也不同，所以用这些数据去训练自己的模型，模型本身差异就会巨大。 48. 乐观和悲观是个性；积极和消极是态度。可以悲观，但必须积极，因为积极最有利自己与他人。很多事情可以用4个象限来分析。 49. 人生三个最重要决定：在哪生活、做什么职业、跟谁在一起。决定了大部分生活质量。选择大于努力，性格决定命运确实有道理。 50. 强度与持续时长是衡量友谊与合作伙伴关系、快乐与幸福感的重要维度。 51. 那些你一直羡慕、以为自己做不到的，常常正是你的blessings。 52. 时间公平。如果把人生当作时间轴，「时机」是微分，「时间」是积分。人生的高度取决于你如何对待时间、如何把握时机。当你的节奏与时代脉搏共振时，就会事半功倍。

⚡️ LATEST: Bitcoin is the backbone, but it mostly sits idle. @SolvProtocol, is tackling that gap by making $BTC more productive, with one-click access to BTC-denominated yields across DeFi and RWAs. [Brought to you by @SolvProtocol]

Celebrating 1000 BTC deposits in BTC+ and the Holidays 🎁 2025 was a year to celebrate for Solv, to give back to the Solv Community we’re launching 12 days of BTC+ Holidays Giveaway where Santoshi takes note. Mechanics Below 👇: For 12 Days Straight leading up to Christmas Eve, Solv is giving away daily gifts to the community. No wallet sign-ups, no downloading apps, just plain old Holiday gift giving. A grand prize of a new IPHONE 17 PRO MAX will be drawn on the final day of the campaign. Join by: 1. Following @SolvProtocol 2. Quote this announcement with “I want BTC+ Yields to buy me for the Holidays” and tag 3 friends 3. Winners are chosen daily by random so keep your DMs open 4. Winners have 24 hours to DM @SolvProtocol to claim their prize, unclaimed prizes are forfeited *All conditions must be met to qualify as a winner **A percentage of Solv’s Average Daily Revenue is allocated to buy your gifts

WE'VE REACHED 1000 BTC in our BTC+ vault! The largest onchain BTC treasury is accelerating its expansion. 1000 YIELD-BEARING BITCOIN In recognition of this milestone, we're having a BNB DeFi Festival, which is giving away $300K worth of rewards that will be distributed to BTC+ depositors in collaboration with @BNBCHAIN and @BinanceWallet. What's next? Momentum-fueled rapid expansion. Institutions, DATs2.0, RWAFi, Stablecoins... SOLV EATS ALL BTC-DENOMINATED YIELD.

👀crypto shelf is growing fast