Nikolas Woischnik

not a single person here has heard of Fable

@RaoulGMI Didnt you make the case that BTC directly correlates, too?

Everyone has an opinion on why the stock market does what it does. Earnings. The economy. Who's in the White House. The Fed chair's mood that morning. Almost all of it is noise. This chart is 15 years of the Nasdaq 100 plotted against total global liquidity. The correlation is 97%. When I first saw this I was stunned. A fit this tight meant something much deeper was going on underneath. So I started pulling the thread. That thread became the Everything Code, the framework I've been building in GMI since 2023. It’s the single most important thing I can teach anyone about how the modern economy actually works.

@levelsio @X @jsngr At WF every apple looks perfect but tastes like water compared. Endocrine-disrupting chemicals in the US food system are real & signs are becoming louder (i.e. US teens hitting puberty earlier than in Europe). Better bring your own fruit like Norway 😉 the-sun.com/sport/16546889…

@techberlin @X @jsngr Interesting, these blueberries were pretty good

I love @X After this tweet @jsngr DM'd that he has a house in Miami we could stay I asked how much??? He said for free!!! 😮 So we went His house is very beautifully designed, I can't show too much cause I want to respect his privacy but I can show that we were able to make excellent clean ribeye steak at home again after a week in a hotel eating outside in the SF food places! (Home cooked food is always better 🥹) 🥩 Steak 🫐 Blueberries 🍃 Butter lettuce 🍚 Rice Everything from Whole Foods, which is soooo good, so many different products (even beautiful kinda custom made soaps), and high quality food. Everyone always think American food is unhealthy but yeah that's the low end, the high end can be insanely healthy and clean and very fitness people minded

The magic of sports at its finest.

Prepare for takeoff. ✈️ Flight simulator is now available globally on web to all users. goo.gle/4fBYnWO We've recently added many our most powerful professional desktop features to web. Elevation profiles, new import types, but there's always been one other feature you've been asking us to add to the web version of Google Earth, just for fun... Where will you fly? Share your best maneuvers, views, and flyovers with us!

Next time a VC tells you your company is not VC-scale, send them this

@rabois what can this do that I cant do with Claude cowork?

Every parent needs help juggling. AI to the rescue.

Heading to @proofoftalk at the Louvre in Paris this week to explore the state of play for institutional adoption of digital assets. Appreciate RT for reach to connect with others attending

Great to see @katiayakov work her magic in SF now!

@pavelprata @murphcapital @a16z @OutcastVC @orangecollectv would love to hear more. Tried DMing you, can you DM me?

The first @murphcapital VC/LP mixer is a wrap. 450+ signups, 350 approved, 180 in the room. And a rare thing: high-signal density. Every 2nd person was an emerging manager actively raising. Great panel with @a16z, @OutcastVC, @orangecollectv and 2+ hours of real conversations after. Thanks to everyone who came. NYC next!

@pavelprata cant DM you, would love to connect!

Monthly VC/LP debrief. What I actually saw in April, 2026: 1/ The market is basically collapsing into a single point. In Q1 2026, 5 firms captured 73.1% of all LP commitments (vs. 12 firms capturing 75% in 2025). Those same 5 firms are putting 75% of their capital into 5 companies. And those 5 companies are paying $1M+ comp packages and pulling the best researchers and operators out of the rest of the market. Capital, deals, and talent – all three concentrating into the same handful of names at the same time. 2/ Sovereign wealth funds owned 1.8% of venture's LP base in 2005. Today: 15.2% – $548B in committed capital. After 2022, distributions to traditional LPs collapsed from 29% of NAV to 11%. Endowments couldn't recycle. Pension funds hit allocation ceilings. Sovereign funds had no such constraints and kept writing checks while everyone else stopped answering the phone. (h/t @lananth) 3/ Large endowments are running SpaceX at 8-20% of NAV, often across 10-15+ funds simultaneously. When it IPOs, that capital has to go somewhere. The recycling effect into new VC commitments could be the single biggest LP liquidity event in years – and emerging managers fundraising in that window are going to be in a very different market than the one today. (h/t @MeghanKReynolds) 4/ The talent bifurcation is happening at the GP level too. Big platforms are pulling in the best partners – @lishali88, @mignano, @nikesharora, @Beezer232. At the same time, spinouts are accelerating – @kirbyman01, @suzannexie. The same dynamic compressing the LP market is playing out inside firms: strong platforms get stronger through talent, and the ones leaving are building emerging firms to play a different game entirely. 5/ Concentrated funds and diversified funds serve different moments in a company's life and the math bears it out. Concentrated funds are structurally risk-averse: total failure is too painful, so they come in after the fundamentals are derisked. Diversified funds take the moonshots early. The math: for every 100 concentrated funds in the market, there should be ~69 diversified ones. Most funds sit in the middle (neither particularly concentrated nor diversified) which is exactly where the structural alpha disappears. (h/t @credistick) 6/ @cartainc data: the 95th percentile seed-stage post-money valuation went from $65.6M in early 2022 to $173.6M in Q1 2026. The original angel investors in OpenAI put in ~$10M collectively and are sitting on ~$1.4B in paper at an $852B valuation – 140x on the most important company of the decade. If that's the ceiling on the biggest winner, the math on diversified seed portfolios is broken. The 1000x outcome is structurally disappearing. (h/t @lucasbagnocvaz) 7/ Alameda Research was Cursor's first check – $200K for half the company at pre-seed in 2022. Sold in FTX bankruptcy for $200K. Cursor is now tracking toward a $60B acquisition by SpaceX – zero to $60B in ~4 years. For @a16z and @ThriveCapital who led early rounds: ~150x on the Series A in ~2 years. A small group of firms, again, capturing one of the highest-quality outcomes. (h/t @daveclark85, @Jeffreyw5000) 8/ The quarterly update is no longer a one-way instrument. The 2020/2021 vintage funds made it obvious – inflated entry points, brutal macro turn, and suddenly a lot of managers weren't just navigating portfolio reality but managing how it was perceived. That's getting harder. A smaller FO can now open a $20 Claude and sanity-check the gap between what was promised 3 years ago and what actually got built – no analyst team required. The interpretation layer is no longer exclusively on the GP's side, and managers who relied more on narrative than substance are starting to feel it. 9/ Brand-name mega-funds and small founder-operator funds are not the same LP product and allocators who underwrite them with the same metrics are making the first mistake. Mega-funds are the "Blackstone-ification" of venture: scale, platform, brand. Small funds win on optionality – lead rights, co-invest, secondaries, faster DPI. Blending them into one "VC allocation" is where most LPs make the first mistake. (h/t @Noah_L) 10/ Nobody actually knows what makes a great founder or a great company – and that's exactly why seed funds will always exist. LP interest is lagging right now because of imminent IPOs in generational companies, but that's short-term. Multi-stage funds have too much capital to deploy small checks meaningfully. The bar is high, the market is brutal, and most people are wrong most of the time. Be a student to the job, don't get overconfident – and you'll likely thrive. (h/t @NWischoff) Every month I track new fund launches, LP events, market reports, and what's actually moving in VC/LP. All of it in the @murphcapital newsletter: murphcapital.substack.com/p/edition-12-2…

🚨 I HAVE NO MICROPLASTICS IN MY BALLS 🚨 This should not be possible. Studies show that 100% of men have microplastics in their semen. I am the first human ever to show a complete reduction to zero. This may be a world-first breakthrough in fertility research. I had 165 microplastic particles in my semen just 18 months ago. Now, I have zero. Five published studies have measured microplastics in human semen. Two found them in 100% of men. The other three found then in 44 to 76% of men tested, but those used methods that miss the smallest particles and the clear ones. Corrected for that, the real rate is likely 100%. Almost every man alive has plastic in his semen right now. The same applies to testicular tissue, testing 100% positive for microplastics. Microplastics hurt sperm. Human studies show the impact of various types of plastic, associated chemicals, and other toxins on male fertility: + 60% fewer normal shaped sperm (from PFAS) + 5x higher odds of low sperm count (from PTFE) + 10% lower sperm concentration (from PTFE) + 15% lower swimming ability (from PTFE) + 41% lower swimming ability (from PET) + 12% lower sperm swimming ability (from BPA) + 3x higher odds of low sperm count (from Phthalates) + 2x higher odds of poor swimming (from Phthalates) The effects compound: each extra type of plastic drops sperm swimming ability by about 21%. This matters even if you’re NOT trying to get pregnant. Sperm count is one of the cleanest biomarkers of overall health we have. And microplastics don't stop at the testes. The same particles are showing up everywhere we look. Studies show 4.5x higher rate of heart attack, stroke, and death in people with microplastics in their arterial plaque vs. those without. Microplastics were also found in 100% of human placentas tested. 100% of post-mortem human brains tested positive for microplastics. Brain concentrations rose ~50% between 2016 and 2024, and now sit at roughly 11x the levels found in the liver or kidney. Where do these come from? + PTFE, commonly in non-stick pans + PET, water bottles + Phthalates, makes plastic soft and bendy + BPA, can linings + PFAS, stain-resistant fabrics & food packaging Inside the body, plastic causes a kind of cellular rust. It triggers inflammation in the testicles, kills the cells that make sperm and drops testosterone. It's been confirmed across 39 animal and cell studies, then in human data. MY PROTOCOL: Note, what I did is n=1, not a controlled trial, I cannot prove cause. 1. Sauna (dry). My toxin blood panel confirms sauna clears plastic related chemicals: BPA, phthalates, PFAS, flame retardants, pesticides. The plastic particles themselves are too big to sweat out directly. Heat may activate other clearance routes: bile flow through the liver, the cell's internal cleanup system, and the gut barrier. Humans have almost no enzymes that can break plastic apart, so the body has to physically push it out. 2. Reverse osmosis water filter. Drinking water is likely a major source of microplastic getting into your body. A reverse osmosis filter pushes water through a very tight membrane and strains the particles out. I filter everything I drink. 3. Trying to rid my environment of the big plastic items: cutting boards, cups, plates, food storage containers, non-stick pans, cling wrap, tea bags, water bottles, kitchen utensils, kettles, and synthetic clothing. Note, as hard as I try, I'm always finding new plastic things in my life. This can be all-consuming thing so try to just knock out the big ones. I did all three interventions at the same time. I cannot say which one did the most work. What I can say is this: going from 165 to zero in 18 months is possible. Results: Nov 2024: 165 particles/mL Jul 2025: 20 particles/mL Apr 2026: 0 particles/mL The 18 month window also captures roughly 7 full spermatogenesis cycles.

LinkedIn is basically Moltbook now.

i made a chrome extension that removes the AI slop from my linkedin feed

Runner finally launched to the public. Go give it a try and let me know what you think! (Disclosure: Invested in the company and am grateful to be a small part of the journey!)

New UK screen time rules just dropped — and they’re stricter than most parents expected. From 27 March 2026, England says: zero solo screens for under-2s (except quick video calls with family), and max one hour a day for 2–5 year olds — no screens at meals or the hour before bed. Co-view everything, stick to slow-paced content, and ditch fast social-media clips and AI toys completely. The science is sobering: toddlers’ brains process info up to 10 times slower than adults. Fast-paced screens push them into fight-or-flight mode — racing heart, surging energy — while they’re sitting still. Researchers at the University of East London say this mismatch can wire kids for more tantrums and emotional struggles later. Using screens to calm meltdowns? It often backfires long-term. As a parent, it’s brutal — we all know that explosion the second you take the tablet away. But this feels like evidence finally catching up with what our gut has been telling us. How are you handling screens with little ones — strict limits, co-viewing, or mostly winging it?

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