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The market is calm but still has some rhythm 😏 • $BTC remains steady around 70K (+0.15%) • $ETH is flat, slightly down (-0.12%) • $SOL leads the altcoins (+0.29%) • $DOGE is still doing well (+0.19%) • $ENJ has adjusted quite deeply (-3.23%) • $OFC has bounced back strongly (+1.49%) • $PI continues to move sideways slightly (-0.36%) 👉 Overview: the market is accumulating, with no major fluctuations yet. Altcoins are starting to show clear differentiation. Which coins are you holding? 🚀

Just once, I want to be drunk on you, just once, I want to be drunk.

Been watching @sleepagotchi for a bit. At first it looks like another points app with a Dino on top. But the more you think about it, the more the angle makes sense. Most apps try to farm your attention. This one farms consistency. Sleep data, recovery patterns, daily habits. If people actually stick around, that dataset becomes pretty interesting. Feels like a small game wrapped around a much bigger experiment.

Life is so frustrating, it's already hard enough and now even my dignity is gone. 🫠🫠

Good morning. Honestly, does anyone not like durian? Today is June 1st, International Children's Day. Everyone, please say a few words to the little one. So the little one can grow up haha

One thing about this project #balloondog I have it set up so you will be able to order physical prints… The art 🖼️ is CC0 …! If you want to use the images you can. We will be offering a variety of paper to display the images on. Creating archival art. 🎨🎨🎨 Stay tuned. ❤️

Every single asset class except crypto has seen generational gains this year It is inevitable that the money shall flow to us once the stock market enters its next bear market Crypto shall rise again Are you ready?

The gaslighting around NFTs to pump bags will be studied in a few months when most of this shit is back at zero. But history will remember who stood on business and didn’t participate in intentionally harming the ecosystem by bending its rules.

That’s how I enjoy my Sunday: taking care of my studio.

It’s a doggo summer

I know I’m just repeating myself endlessly but, depending on fund size, the knock-on effects of ai are a much better investment than ai (1) there’s tens of billions of dollars competing for the same bad deals in ai, and pattern matching (in bad feedback loop) almost immediately became adverse selection on both sides (founders/ projects, and investors); once a mandate is clear, VC’s rush become an expression of it for LP capital, with the incentive to allocate to things that fit that shape, and game player founders/ ppl at the end of a bad filter also rush to fit the shape of that allocation mandate you end up with a ridiculously oversaturated market of clones for every single low tier narrative, counter-signal as signal (many bad feedback loops intertwined), and nearly all capital then competing on seed/ growth rounds then driven up to ridiculous valuations at the same time, there’s (oversimplifying) two types of ai props, and the heavily entrenched giga corps will mostly own/ compete with each other on the long term verticals the second, which nearly all ai products have fallen into, are the tech equivalent of dropshipping pop up wrapper/ vibecoded products that fit into a temporary equation - - how many people will pay an $[x] fee per month, for y amount of months - see something work, do cheaper version, compete on price and distro (eg) if you can deploy an app that 50000 people will pay $5+ per month for, for 6 months, $1.5mm+ revenue. just like dropshipping, in that time others will do cheaper versions of same product and compete on distro until it’s an exhausted product. onto the next fidget spinners and can openers, fun topical products, things that fit into social media slop format conversion you don’t need to raise - the cost is near-zero, the time cost is lower each day - and in this scenario that’s a filter away from agency and in itself a counter signal the real winners are either the super-positioned giga entrenched mega startups, or the superfluid high agency app dropshippers this too will exhaust into absolute dilution - and once there’s more money to be made from selling courses than doing the thing, it will be mostly over and hyper-competitive (2) on the other side, there’s only yet a pretty juvenile understanding that’s over distilled to “distribution is the moat” by capital allocators the barbell effect to ai (and the oversaturation outlined above) - not even the pendulum swing, the things that go up in value because of [everything caused by] ai/ slop/ disconnection/ reduction of task value/ diminished social layer/ format-optimisation exhaustion, and a load of other things that had already culminated in the misunderstanding of connection driven value props as attention market (which are accelerated by ai) - there is basically no competition for. and currently no appropriate capital allocation vehicle for this to be expressed. at best we see a slopification of the early realisation by the low tier pattern recognisers, who co-opt it towards bd events, articles, and marketing services