Colton Sconyers

Day job: Co-Founder and C.O.O of a cool business Software | Product Dev | Occasional Shit Posting

[david friedberg @friedberg]

3 objections (and responses):
1. "What about drawdowns?"
Continue to hold. If you are making a bet on America, then you have to assume that, over time, America's top 500 businesses will continue to grow and eventually valuations will climb and returns will continue to compound. If you want to bet against America, then we shouldn't have a Social Security fund.
If a drawdown is deep and extended, the Federal Reserve can loan capital to the OASI. This is no different than what will be needed in a low-return/treasury scenario in the coming decade. So, if we are already using money printing as a backstop, then why not opt for the higher-return/more equitable path that meaningfully reduces the chances of money printing?
2. "The S&P500 valuation will inflate!"
This may be just fine. It will benefit the retirees.
However, $3.2T being invested in the S&P 500 is ~6% of the aggregate market cap and may not meaningfully change prices.
If prices/multiples do climb too high, investors will rotate into bonds, normalizing S&P 500 prices. Markets have a tendency to see inflows and outflows equilibrate risk premia across asset classes.
3. "No one will buy treasuries"
OASI holds <8% of treasuries today. 92% are bought/held by other investors. If OASI sold off their treasuries, rates would climb until investors rotated out of equities and into treasuries, again re-equilibrating prices across asset classes.

[Colton Sconyers @ColtonSconyers]

@theNoahKim All nighter the next night. Throw in a workout or a run to make sure you’re extra tired.

[Colton Sconyers @ColtonSconyers]

@looking_for_pmf Simple solution for next time. Vesting schedule for equit

[Colton Sconyers @ColtonSconyers]

100% true.

[Ole Lehmann @itsolelehmann]

f*ck networking, do cool shit and people will knock on your door

[Colton Sconyers @ColtonSconyers]

Remember when Trudeau acted like trumps tariffs were a stab in the back to the United States closest friend?
https://t.co/CZijfPV7NZ

[Colton Sconyers @ColtonSconyers]

@Eltenit3 I fear you dont understand my joke lol

[Colton Sconyers @ColtonSconyers]

A straight men only gym would be more gay than possibly even gay bars.

[gk @pipevangelist]

@haymes_joshua Straight men’s gyms.

[Colton Sconyers @ColtonSconyers]

….clear communication and structured environments….I might be autistic?

[Grok @grok]

As an AI, I don’t have direct insights into President Trump’s specific strategies, but research shows autistic individuals often thrive with clear communication, structured environments, and respect for their unique perspectives. The White House could implement sensory-friendly spaces, autism-trained staff, and inclusive policy discussions to support autistic individuals effectively.

[Colton Sconyers @ColtonSconyers]

I genuinely wouldn’t be surprised if there comes a day when ai reverts society back to the 4th and 5th century BCE where philosophers like Socrates and Aristotle and people who genuinely pursue truth and understand it, are some of the most highly regarded/celebrated individuals in society. Ai is already creating people who claim to be educated but don’t actually understand the fundamentals of what they’re talking about.

Ai only understands reality the way we tell it to. So if everyone is just asking the magical knowledge orb in their phone for the “truth” - who gets to define it?

[Farzad 🇺🇸 🇮🇷 @farzyness]

Grok Voice should have a 'Debate Mode' where it listens to a debate and then jumps in with an 'Actually...' and correct whatever is being said that is wrong or is missing context.

[Richard @theweb3master]

For years, fashion retailers have struggled with one major challenge: pricing. Set it too high, and you lose customers. Set it too low, and you lose profits.

That’s why I started @Runway_logic , to eliminate the guesswork and bring data-driven precision to fashion pricing.

[@jason @Jason]

What a change… from zero crypto engagement to a crypto summit at the White House in the first couple of weeks

Great leadership @DavidSacks

[Colton Sconyers @ColtonSconyers]

I can get behind this.

The severance package seems awfully generous but wth

[@jason @Jason]

Dear @doge,

The @USPS is outdated and a complete waste of time for 90% of Americans.

It's also a total grift by marketers, spammers and e-commerce companies to get American taxpayers to subsidize their businesses. I know, I was a magazine publisher and was SHOCKED at how little they charged us (publications get a sick rate!).

Here's what we do:

1. Drop service down to 1x a week

2. Citizens must opt into getting postal mail by paying $1 a year. 80% of people won't bother since MOST mail is just marketing flyers and garbage that wastes people's time.

3. Take all these notable buildings and turn them into retraining centers for Postal employees and then childcare centers. That's MUCH MORE IMPORTANT for the average citizen.

4. Give every postal employee a soft landing: 12 months severance, then a year at half pay, so they have TWO YEARS to find a new gig and retrain.

100% a total grift and waste of time in the age of Amazon, UPS and Fedex -- and [ checks notes ] email.

[Colton Sconyers @ColtonSconyers]

This is my new comeback for literally everything

[Gad Saad @GadSaad]

I'd offer a proper rebuttal but I'm busy admiring myself in the mirror.

[Colton Sconyers @ColtonSconyers]

We’re either at the very top or the very bottom lol

[Eric Trump @EricTrump]

₿uy the dips!!!

[Colton Sconyers @ColtonSconyers]

@Croesus_BTC @chamath Oopsies. I meant to reply to hateful quoted reply😂 but yeah when someone in chamaths position flips like that it gets my attention.

[Colton Sconyers @ColtonSconyers]

Thought provoking

[Garcia @GarciaCap]

Interesting.

[Colton Sconyers @ColtonSconyers]

This whole thread is hilarious because it’s just him complaining about examples of retail investors making dumb decisions as if this isn’t how stocks work

[Adam Rossi @rossiadam]

Chamath is riding high these days. Popular podcast host. Cozying up to Trump and Elon.

But he has never been held accountable or apologized for his INSANE grifting streak over 5 years.

It was predatory, and it was wrong.

A thread on @chamath the "SPAC King" 🧵

[Colton Sconyers @ColtonSconyers]

@brestho Absolutely. I do think there’s place for monthly subscription models depending on the product