ScottyLee

Vibe

[ScottyLee @ScottyLeen]

@kidponga what do u like about serv?

[ScottyLee @ScottyLeen]

@kidponga which one?

[ScottyLee @ScottyLeen]

@qthomp @fejau_inc @Stormbr3aker12 @Eeeff419 @ForwardGuidance u nailed this moves, wp

[ScottyLee @ScottyLeen]

@cryptamurai yes a16z vc he literally sells the narrative at min 17 https://t.co/hDZznbalWo

[ScottyLee @ScottyLeen]

@molesy39 @thiccyth0t great read thanks

[ScottyLee @ScottyLeen]

@dogoshii i read it plz

[ScottyLee @ScottyLeen]

@EffortCapital

[ScottyLee @ScottyLeen]

End of cycle chants will meet with the last leg end Q4/Q1 mainly because trump has mid terms and he will boost the markets.

[ScottyLee @ScottyLeen]

Predictions for what I see

We run hottish till end of summer, probably it gets a bit more silly. To sell the new on rate cuts, I feel like we’ve been climbing this wall of worry and that will make the signal.

[ScottyLee @ScottyLeen]

@BrahmaFi swype

[ScottyLee @ScottyLeen]

@CavanXy chad

[Tyler Neville @Tyler_Neville_]

My mini thesis on market structure & asset allocation in the future:

-The market is so centralized now, that the principle of diversification is dying. The Beta neutral hedge fund bubble is about to meet its demise as we enter Weimar America.

-A systemically healthy market has millions of counterparties interacting which nullifies the importance of central banking and liquidity. When there are millions of small incentives choosing which prices are fair, that’s a salubrious market. When the number of counterparties in a market drops and asset management gets taken over by public pension and giant corporate incentives, the market becomes systemically compromised and leads you into a self reflexive corporatist scheme to bail out the bigger sclerotic institutions. Fiscal dominance emerges - Nothing stops this train! @LynAldenContact

-There is an 8-10% hurdle rate for investment (and growing) to take into account monetary dilution & inflation. @Raoul nails this. This renders a lot of fixed income investing obsolete. Trillions are trapped there.

-Funds will be forced to concentrate their books more and more to battle this phenomenon. There will be way more winners and losers which will naturally decentralize the asset management industry.

There are only 4 real strategies left for investing in no particular order.

1) Store of Value Investing- Bitcoin, Gold, Inflation Sensitive (metals & mining) and DeFi yield will likely outperform the SPX which just is a mirror of M2 growth. @DTAPCAP . I am rebranding DeFi as the next generation’s Mike Milken/Drexel Burnham. It will be the frontier of yield & release valve for pensions and endowments.

2)Public/Private Growth Inflection Investing (catching a thematic wave in an industry)-Nuclear, Space, AI infrastructure, Robotics, Autonomous Driving, Defense tech, Quantum Computing. @zebulgar

3) Activism- Finding Fraudulent Companies in a world of fake fiat money, companies pissing in the community pool or restructuring poorly run companies with bad incentives. @muddywatersre

4) Debt Restructuring/Bankruptcy- High Yield Fixed income. Providing debt capital to sectors previously boxed out of capital markets which see a cash flow inflection.

The next big wave of asset allocation will likely flow into these buckets as they realize the real yield of their portfolios aren’t enough to keep up with the monetary dilution.

Passive index investing will likely be death 1,000 cuts but because they’ve imbedded themselves in the 401k infrastructure they will have a really hard time adjusting. You must play jujitsu against passive investment, use the market structure to your advantage, stay ahead of the nonsense. @profplum99

Beware of credit shocks as they will be sharp, fast and geopolitical @DrPippaM , but they will likely be papered over by the fiat paper processors.

Would love ideas and feedback! How is this playbook wrong?

[ScottyLee @ScottyLeen]

@tmnxeq bro u would doom on electricity if u were there

[ScottyLee @ScottyLeen]

@ZeMirch @hero_truck @tryoharaAI https://t.co/QZxUP6bIjz

[brexton @brexton]

We rearchitected our system from the ground up to prep us for what we believe the future of consumer AI to be: parallelized and async.

It may feel like just a step function upgrade to our code gen, but it’s so much more, and you will see this the coming weeks

Team killed it

[ScottyLee @ScottyLeen]

@hero_truck @ZeMirch and with @tryoharaAI

[Alexis Ohanian 🗽 @alexisohanian]

@pasternak When should I launch?

[signüll @signulll]

it’s entirely possible that consumer ai
experiences trend toward auteurship. more akin to filmmaking than company building. one person w/ a taste advantage + technical leverage can ship something that feels alive. you don’t need a cofounder when your stack includes an llm, an agent, & some capital.

the constraints are aesthetic, not infrastructure. success becomes less about ops & more about narrative, intuition, timing. feels like early youtube or indie games… weird, personal, & high variance.

anyway, the best consumer ai experiences might look less like startups & more like art projects with a backend. this is what i am up to. excited to share more very very soon.

[ScottyLee @ScottyLeen]

@0x_ultra @bruhbearr its is u dont get it because u have the distribution on ct, but if u are building a product and want to tap in the capital of crypto, well here is a marketplace to get the distrubion.

[RainsRevenge♦️ @RainsRevenge]

last 6 hours pump volume 33m
last 6 hours launch vol 12m
one is valued at 4 billion the other is at 0.15b
bullish...