The Sat Stacker Show 🔶
4.4K posts
@thesatstack
A Bitcoin show for people who think deeper about money. Quit slacking and start stacking.
🪙You are living through the Bitcoin gold rush. The craziest part? This may actually be bigger than the original gold rush. Gold price went up roughly 240x since the 1850s… while the above-ground supply increased about 12x. Bitcoin? Only about 5% more supply will ever be issued. Forever. If gold could massively reprice while supply kept expanding, what happens to an asset whose supply can barely grow at all? 📽️Check out the video for the full argument
“Everything has changed, and nothing has changed.” That’s how Hustle Fund general partner Elizabeth Yin described the impact of AI on her job as a venture capitalist. AI is also changing how founders hire and how much capital they need, Yin added. Unlike capital demand, the need for trust in the startup world isn't fading. Ceel founder Ryan Mahdavi joined the show to discuss accusations that rival compliance startup Delve was promising more than it could deliver. If you wanted a primer on how venture investors handle due diligence, this is the conversation for you. Next, Brick founder Seb Sheng joined to explain how his startup combines hardware and AI to reduce operating costs for buildings and data centers. Finally, LeadPoet founders Gavin Zaentz and Pranav Ramesh dialed in to explain their startup, which uses the Bittensor network to collect and validate leads for its customers. Jason wrapped the show by explaining his bet on Bittensor’s token, which he said runs deep into the six-figures. (cc: @jason @alex @dunkhippo33 @hustlefundvc @RyanMahdavi @pepeleplutus @PranavRame96294) 0:00 Intro 1:18 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at Plaud.ai/twist and use code TWIST for 10% off! 1:32 Jason got a new Plaud pin 3:45 Elizabeth Yin from Hustle Fund on how AI tools have changed her workflow 9:21 How founders use AI to learn how to suck less 10:34 Sentry - New users can get $240 in free credits when they go to sentry.io/twist and use the code TWIST 13:17 Ryan Mahdavi from Ceel joins to explain the Delve SOC 2 scandal 18:39 Is Silicon Valley's "bend the rules" culture at fault? 20:38 Red and pink flags, and how investors can spot potential fraud 21:41 LinkedIn Jobs - Hire right, the first time. Post your first job and get $100 off towards your job post at LinkedIn.com/twist 23:45 How to not do securities fraud: a simple guide 26:50 Ryan asks: How did the company get through diligence? 31:03 Northwest Registered Agent — Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at northwestregisteredagent.com/twist 32:25 Were there early warning signs about issues with Delve? 33:26 On Delve's use of tactical donuts 36:55 What about the Delve board? If there is one? 45:24 Seb Sheng stops by to tell us about how Brick Data saves companies massively on energy costs 49:38 Who are Brick's customers and how much are they paying? 54:16 Lightning Round: A quick history of Brick 56:02 Why Jason is so bullish on $TAO 56:45 Ro.co: Ro's insurance checker will let you know if your coverage includes GLP-1s for FREE. Go to Ro.co/Twist for your free insurance check. 1:01:12 Gavin and Pranav from LeadPoet explain how to actually buy a subnet 1:06:35 How do LeadPoet's "miners" track down the best leads? 1:13:09 How Bittensor subnets map to traditional startup forms 1:17:15 How can agents build up authority if they can't get hired for their first job? 1:18:09 Jason pulls back the curtain on his $TAO bet 1:21:03 Jason: "I think the game of Bitcoin has ended…" 1:23:22 Why Jason likes to place a bet, then learn 1:24:16 The inherent risks in crypto investment 🎥 Watch the full episode here 👇
"I think the game of Bitcoin has ended." @Jason explains why he's betting deep six-figures on $TAO — and how Bittensor subnets actually work. Plus: @hustlefundvc on AI in venture, the Delve scandal, and @brick_data's energy savings 📷 New TWiST:
This entire period of underperformance has been high time preference crypto retards who trade chart lines capitulating to low time preference accumulators on wall st. who laugh at people who trade chart lines. This is why the top was muted and also why the bottom will be muted.
