zq

the text that changed my life

if you thought being a billionaire was cool just wait till we start spawning trillionaires

crypto is the only place you see a 8 fig trader argue with a $20 nigga

@trenchesborn banger

data has reached commodity status. the real valuable thing becomes your interpretation of the data and how you react to your interpretation

i just wanna thank god pfp change & name change all in the same week

it would be good sometimes to see btc go up then other coins also go up vs btc goes down then everything goes down

@sidewinder1901 outside of HL there are plenty of good reasons why as a founder it’s +ev to bootstrap your own company if you have the means.. but i’m more interested in your take

@sidewinder1901 ?

tradexyz has no investors too by the way

@sidewinder1901 hyperliquid had no investors

@zqinfo Why would this be a good thing

The era of vibecoding has gotten a lot of people tapping into some primal 'builder' mentality, they are finding a life force hidden in their evolutionary genetics. Listen to the latest @naval podcast for example on vibecoding. I even speak to some almost-retiree age coders, and they are fired up wanting to ship some new Fomrula1car quality stuff they dreamt of their whole careers and think they can now code up in 6 months. Their epigenome is waking up, their mitochondrial factories going into overdrive from a hibernating life force-- like a chinese factory boss yelling to its minions that NOW is the time to deliver full force and meet that deadline. Seeing how much of their productivity is being unlocked, they compare what is newly possible to the current state of the world - and they can clearly see titillating commercial opportunities. But as we learn from trading markets, you should always think where the puck is going. All the immediate things that are unlocked for you are also now being unlocked for everyone else. If its suddenly easy to make "x application" then by the time you build it, the commercial value will be short lived as the world will have made "x" a commodity already. Any lone wolf out there will be able to compete on the things that are becoming possible for a single person to produce. And there are a lot of smart wolves out there. The real alpha I believe will instead be in lean organizations with leaders able to take groups of ~5-10 wolves and create an aligned incentive structure for them where they prefer to collaborate together in a small pack than be alone. 1. People innately have special talents in different areas, so being able to combine into a team lets specialization occur which unlocks higher quality output. 2. Multithreading people allows for quicker iterating, and less chance of blind spots getting through. 3. Simply, compare how many driven/aligned team of 5-10 superstars there are and how much harder it is to get to that organizational level, than how many solo talented people are out there. Many dont have even the social skills to work with others, its a common side effect of their other superpowers. Bottom line- while the AI tools are unlocking a lot more possibilities for what a single person can produce, the real alpha is in creating a type of organization that can align several of them together. Another barbell we see- hard skills supercharged, and soft skills like understanding psychology and aligning incentives, are what will win. Booksmarts are dead.

@tervoooo yes loll it’s specifically annoying when it’s someone in services. haven’t spoken to my barber in months and his first words to me were you only hit me when you need a haircut…. ???

@zqinfo I have not personally messaged any of my Internet friends in months and I will 100% walk back in the chat like it’s a normal Day that ends in Y whenever

i don’t really believe in forcing conversation just to maintain a relationship. i’m fine with only reaching out when there’s actually something relevant, and i don’t take it personally if others do the same. as long as there’s mutual respect i think this is fine

@0xRiver8 ?

@zqinfo Huh ?

valuation comparisons is peer multiple gap = fundamental gap + risk gap + narrative gap + possible mispricing identify the trades in this

speed of understanding will matter much more than speed of execution

volatility in user attention in the things they have interest trading, has made it difficult for consumer products to maintain long term relevance. partially the reason for all apps converging into one super app

gonna see what banks and ansem have to say on their podcast before making any moves this week

even if the product does not align with the market if the product is good enough the market would be forced to align with the product

couple fixes