Nick Sawinyh

@DrewAustin @NBATopShot physical scarcity is already fake for most collectibles. people just haven't fully processed it yet. digital provenance is the only real moat left

It’s becoming more likely everyday that physical collectibles will be so easily replicated that digital collectibles will be all that exists that is provably scarce. I’m as bullish as I’ve ever been on the future of @NBATopShot.

@gregisenberg the memory compounding point is the whole game. most people skip it and wonder why their agent feels like a stranger every session

THE ULTIMATE GUIDE TO OPENCLAW (1hr free masterclass) 1. fix memory so it compounds add MEMORY.md + daily logs. instruct it to promote important learnings into MEMORY.md because this is what makes it improve over time 2. set up personalization early identity.md, user.md, soul.md. write these properly or everything feels generic. this is what makes it sound like you and understand your world 3. structure your workspace properly most setups break because the foundation is messy. folders, files, and roles need to be clean or everything downstream degrades 4. create a troubleshooting baseline make a separate claude/chatgpt project just for openclaw. download the openclaw docs (context7) and load them in. when things break, it checks docs instead of guessing this alone fixes most issues!! 5. configure models and fallbacks set primary model to GPT 5.4 and add fallbacks across providers. this is what keeps tasks running instead of failing mid-way 6. turn repeat work into skills install summarize skill early. anything you do 2–3 times → turn into a skill. this is how it starts executing real workflows 7. connect tools with clear rules add browser + search (brave api). use managed browser for automation. use chrome relay only when login is neededthis avoids flaky behavior 8. use heartbeat to keep it alive add rules to check memory + cron healthif jobs are stale, force-run themthis prevents silent failures 9. use cron to schedule real work set daily and weekly tasksreports, follow-ups, content workflowsthis is where it starts acting without you 10. lock down security properly move secrets to a separate env file outside workspace. set strict permissions (folder 700, file 600). use allowlists for telegram access. don’t expose your gateway publicly 11. understand what openclaw actually is it’s a system that remembers, acts, and improves. basically, closer to an employee than a tool this ep of @startupideaspod is now out w/ @moritzkremb it's literally a full 1hr free course to take you from from “i installed openclaw”to “this thing is actually working for me” most people are one step away from openclaw working they installed it, they tried it and it didn’t click this ep will make it click all free, no advertisers, i just want to see you build your ideas with ideas with this ultimate guide to openclaw watch

@aaronjmars @trq212 the github persistence angle is underrated. local setups die with your laptop

@trq212 this is cool, but you still need to have your computer turned on + cant really manage cross-memory aeon runs CC under the hood & store everything on github + can be scheduled github.com/aaronjmars/aeon

We just released Claude Code channels, which allows you to control your Claude Code session through select MCPs, starting with Telegram and Discord. Use this to message Claude Code directly from your phone.

@fintechfrank coatue timing is kinda legendary at this point. they either know something or learned nothing. no in between

Last time Coatue was leading billion dollar crypto rounds the market was at peako euphoria top Now they’re doing it in a bear Interesting times

@dcfgod 25 cents book value trading at 1.5c is wild. seen this pattern before. the longer they stall the worse it gets for everyone still holding

In sep 2025 the Hegic treasury had nearly $150M ... each HEGIC was backed by 25 cents We wrote a proposal to deliver this value back to $HEGIC holders... in collaboration with someone on hegic team! But molly and whoever took over discord shut it down without letting anyone vote Now we trade at 1.5c... still a fraction of the book value Will they ever do something? Derive ate their lunch for the on chain options market... but they can still deliver a fat W to everyone who holds hegic (including us) She did it for white... time to do it for hegic.

@j0hnwang the consumer protection framing is chef's kiss. same playbook every time. incumbents never compete on product when they can compete on lobbying

if you're wondering why prediction markets are under attack: entrenched gaming interests are funding a huge smear campaign to protect their monopoly they call it "consumer protection" yet their business depends on you losing and the house winning marketsovermonopolies.com

Been thinking about this for a while. What if you created a stablecoin that was pegged to $1 but instead of inefficiently locking up loads of capital, you back it with a second token I know it sounds kinda risky but if it drops below a dollar, people can burn the other token and redeem it for the stablecoin. If it goes above a dollar, they can just sell the stablecoin and redeem it for the other token. I feel like this might work if it captures a flywheel and builds up a sufficient ecosystem to support the daily buying and selling pressure + arbs. What am i missing here?

@KyeGomezB @baoskee @vercel 15M requests and vercel just shrugs at you. the serverless billing model is brutal when you're on the receiving end of an attack

> Got DDoSed > 15million+ requests originating from Alibaba and UUNET > vercel bill go crazyyy > vercel support say: "you no turn on firewall, we no can help" > cooked I’ve trusted @vercel to run apps in prod for 3–4 years. This experience and the lack of meaningful support has been incredibly disappointing. @rauchg I’d really appreciate your support here.

@brian_armstrong @fabdarice sooner than people expect probably. agents paying agents for API calls, gas, compute. humans just set the budget and watch

How long until agentic payments overtake human payments?

@MariaShen @talkintokens 34 out of 501 is both depressing and a huge opportunity. most RWA yield still trapped in trad rails

We mapped 501 sources of real-world yield in traditional finance. Only 34 have any meaningful on-chain presence. We break down: - what keeps the other 467 off-chain - why distribution is the biggest bottleneck - what needs to be built to bring them on

@privy_io @segall_max @0xProject autonomous rebalancing agents feel inevitable. the interesting part is what happens when they start competing for the same arbs

1/ Privy + @0xProject let you build agents that can trade, rebalance, and pay for services autonomously. With this stack, you give agents a wallet, access to liquidity, and guardrails to operate onchain. Here’s how.

@theemozilla @karan4d storytelling is still the gap. models can generate, but compelling? holding attention across a full arc? not there yet

it's been a longstanding dream of mine build an ai system that can tell a compelling story. it's what got me started in the space in the beginning, and with Hermes Agent I finally pulled it off 100% written, typeset, etc. by Hermes Agent those at our gtc event got hard copies🤗

@bykahlil @nattycharlie imperative mood posts in company slack is a very specific kind of culture signal lol

I didn't expect to see a blog post in Slack titled "Imperative mood" but these posts are exactly what I love about having @nattycharlie at Natural

@Evan_ss6 This. Budget requests tell you everything

@matthuang @mpp MPP-native feels like the real unlock. The human website becomes the exception, not the default. Wild shift if it plays out

Today, many are focused on adapting existing services to machine payments (@mpp). In the future, I'm excited about MPP-native services. Businesses without a human-facing website. Just paid, MPP-enabled, API endpoints that "make something agents want".

@nic_carter @alexmatthews95 Zeihan called a lot of this. His energy takes from 2020 look almost eerie now

it's uncanny how the Straits crisis and its reverberations was completely anticipated by peter zeihan in this 2020 book core thesis: - the US as a reluctant increasingly isolationist hegemon unwilling or unable to maintain food energy security for the whole planet - the US able to weather this transition as it has the continental resources it needs, but its erstwhile freeloader allies totally hung out to dry in the new order - no hegemon willing or able to fill the gap; no one else post '45 has the blue water navy and power projection ability that the US had; trade becomes more disordered and more expensive - trade becomes more regionalized, countries dependent on seamlessly functioning global food/fertilizer/energy trade are big big losers, globalization retreats haven't seen any good counter arguments to this thesis. the realignment is happening in real time. listen to what the Euros are saying about the Strait and their energy security and see what Trump is saying about Europe. (not saying anyone is "right" or "morally justified" just calling balls and strikes)

@mattmedved @JordanLyall Discovery shifting to AI feels inevitable. The question is who captures that layer, feels wide open still

smart move by Art Blocks search engines gave way to social feeds social feeds are giving way to AI the next phase of the internet is agent-first if agents can't find you, you essentially won't exist

@MikeIppolito_ Onchain options finally having their moment. Took long enough

Banger piece on Derive, onchain options taking off here

@androolloyd The energy narrative flips depending on who's telling it. Flare gas capture is genuinely underrated though, been watching those deployments quietly grow

BTC bear case, ongoing energy crisis. BTC bull case. American mined, flare gas controller and grid stabilizer, nuclear energy proliferation, can’t easy make more of it.