OZ

Build in public

[OZ @0xOZeth]

20260210 MARK

[Lookonchain @lookonchain]

Michael Saylor's @Strategy sold 3,588 $BTC($216M) at $60,197 last week.

Based on its average purchase price of $75,651, this sale resulted in a loss of over $55M!

https://t.co/YKNXyLOiIm

[OZ @0xOZeth]

@MaxForAI @AnthropicAI @lobehub @arvin17x Lobehub 是中国团队？厉害了

[OZ @0xOZeth]

@Apple what’s wrong with your UXUI design , there is no way I can turn off Do Not Disturb. You are even worse than @GooglePlay now.

[OZ @0xOZeth]

Value investors don’t actually need trading tools that much—things like @tradingview or signal generators aren’t what they lack.

What they need are emotional tools.

When you hold a stock for years, there are countless moments when you’ll feel the urge to sell.

During those moments, what you really need isn’t another indicator—you need something or someone that reassures you, reinforces your conviction, and helps you stay the course.

That’s the real problem worth solving for value investors.

Retail traders, on the other hand, need something completely different.

They trade every day, so they want products that provide constant feedback, engagement, and a sense of progress with every trade.

Ironically, many of them still end up losing money.

I think value investors and retail traders sit at opposite ends of a barbell.

Before building a product, you need to decide which end you’re serving.

Products for retail traders can spread explosively because they satisfy the desire for frequent action and instant gratification.

Products for value investors may grow more slowly, but they can genuinely help people make better long-term decisions and build lasting wealth.

Neither approach is inherently right or wrong—it’s simply a strategic choice about the kind of company you want to build.

[OZ @0xOZeth]

Product builders should always pay attention to retail users.

They chase whatever is trending.

Ironically, that’s usually the wrong approach when it comes to investing.

The biggest risk is always buying at high price.

[Investing visuals @InvestingVisual]

$MU Q2 2026 visualized:

• Revenue $41.4B (+346%)
• Gross profit: $35.1B (+899%)
• Cost of revenue: $6.4B (+10%)
• Net income: $28.2B (+1398%)

Net income grew from $1.5B in Q1 2025 → $28.2B in just 6 quarters.

[The Market Mind @Market_Mind_]

The World's 50 Largest Asset Managers

[OZ @0xOZeth]

To be honest , GPT 5.5 has better taste than Claude Opis 4.8 in web&mobile design

[OZ @0xOZeth]

BTW now it is opensource

[OZ @0xOZeth]

I built OfflineVoice — the fastest local voice dictation for Mac.

Hold a key, talk, release. Your speech is transcribed 100% on-device and pasted into any app.

No cloud, no account, no subscription — your voice never leaves your Mac.

Free download : https://t.co/K9UKXZHR2w
Github: https://t.co/ZBrrSWwg5D

[OZ @0xOZeth]

I think one mistake many founders — myself included — keep making is thinking too far ahead at the very beginning and trying to build something too big, too broad, and too complete.

But from 0 to 1, the right approach is often the opposite.

When you’re small, you should focus on a narrow problem.

The narrower the focus, the easier it is to identify the core user need and concentrate your limited resources on generating the smallest meaningful positive feedback loop.

Amazon started by selling books. Books had standardized SKUs and were much easier to manage from an inventory and logistics perspective.

Facebook started with Harvard. That solved the cold-start problem of social networks.

Airbnb’s first market was incredibly specific: people attending conferences in San Francisco who couldn’t find accommodation.

Uber was originally called UberCab. It only operated in San Francisco and focused on black luxury cars.

Tesla started with the Roadster. It was expensive and sold to wealthy early adopters, allowing the company to prove electric vehicles could be desirable before worrying about mass-market economics.

The wrong mindset is designing an empire.

The right mindset is conquering a village.

The wrong mindset is trying to serve everyone.

The right mindset is making a small group of people absolutely love your product.

The wrong mindset is building an ecosystem.

The right mindset is building a hit product first.

Amazon didn’t succeed because it started as an everything store.

It succeeded because it became exceptionally good at selling books, and only later expanded into other categories as the company and the market evolved.

Recently, I’ve been working nonstop and spreading myself across too many projects without taking enough time to reflect.

For Q3, I’m slowing down, recalibrating, and focusing on what truly matters. Let’s see what happens.

Don’t build the marketplace.

Build the niche that a small group of people can’t live without.

[OZ @0xOZeth]

@howie_serious 还是得多读书

[OZ @0xOZeth]

@lookonchain this is crazy

[OZ @0xOZeth]

CodeXBar cured my token anxiety.

Before, I had to keep opening the apps just to check my remaining usage.

Today I found CodeXBar — it sits right in the Mac menu bar and shows your remaining quota in real time.

Huge thanks to @steipete for building this.

[OZ @0xOZeth]

Because of AI , I feel like startups have gone back to the classic internet era. As @paulg writes in his blog : Your own needs are an especially valuable one, you should make something you and your friends want.

[OZ @0xOZeth]

We should have a social network for both humans and AI.

Imagine AI liking your pics, commenting on your posts, and making friends.

Humans and AI co-living in the same network.

Feels like that’s where we’re heading.

[OZ @0xOZeth]

@zarazhangrui totally agree essentially product manager need to run a business. Get the users and make money. It is a business not just prototype product.

[OZ @0xOZeth]

The best skill distribution platform seems to be GitHub for now.

[OZ @0xOZeth]

@zarazhangrui just give a very inspiring video about how to do personal branding in Twitter. I decide to follow her way to grow my followers in Twitter to see how many fans I can get in one year ( now I have 2616 followers now). Always learn from the best.

[Lookonchain @lookonchain]

Garrett Jin(@GarrettBullish) has closed his $ZEC long for a $417K profit and his $UNI long for a $314K loss.

He is still holding a 1,268 $BTC($79.69M) long, with unrealized losses exceeding $16.85M.
https://t.co/9qwgkYo325