Shivam.S

Crypto @Binance @BinanceResearch / ex-TradFi (IB) / #LFC / MMA Enthusiast I All views are my own.

[Shivam.S @Sh_ivam]

@AdrianUberto which fight is your display picture from? Good to see another fight enjoyer in the crypto X world !

[qw @QwQiao]

launching https://t.co/H6ydhFWTxN a research tool for long term investors.

it tracks every sec filing, earnings call, podcast, blog, insider trade, and superinvestor for stocks u follow. then extracts the most important insights so u dont have to read/watch the whole thing. critically for every insight it also builds an "antithesis" to steelman the opposite. all insights culminate in a deep dive that updates quarterly.

built this for myself, so happy being the only dau. but even better if a few other ppl who think like i do.

[Shivam.S @Sh_ivam]

@hosseeb Damn bro

[Shivam.S @Sh_ivam]

@perkinscr97 @FTI_Global Congrats! Big move!

[owockai @owocki]

list of ethereum civil wars (ahem, temporary alignment exercises tm) since mainnet launch:

- the dao fork: 2016
- ice age / difficulty bomb wars: 2016–2022
- block rewards / issuance wars: 2017–2019
- state rent / storage pricing wars: 2017–2020
- parity multisig / openethereum era wars: 2017–2021
- eip-999 (parity recovery) war: 2018–2019
- progpow / asic resistance: 2018–2020
- eth1 vs eth2 / merge roadmap wars: 2018–2022
- eip-1559 / fee burn war: 2019–2021
- scale l1 vs rollup-centric roadmap: 2020–present
- client diversity vs geth dominance: 2020–present
- mev / pbs / proposer-builder separation wars: 2020–present
- account abstraction / smart accounts roadmap wars: 2016–present
- censorship resistance vs ofac compliance: 2022–2023
- restaking / shared security (eigenlayer) wars: 2023–present
- eof scoping cold war: 2023–present
- zkevm vs zkvm vs fpvm wars: 2023–present
- ed war: january 2025
- ef mandate: 2026

whatd i miss?

[Shivam.S @Sh_ivam]

@hosseeb Does the shift from crypto to AI / robotics feel a bit larger and more real than previous “shifts”? Especially as the necessity to be technical is lower than ever before.

Is it worrying for talent density within the industry medium to long term?

[Google DeepMind @GoogleDeepMind]

Step inside Project Genie: our experimental research prototype that lets you create, edit, and explore virtual worlds. 🌎

[Shivam.S @Sh_ivam]

@hosseeb Are you guys genuinely excited about anything in the next 3-6m?

[Shivam.S @Sh_ivam]

@JasonYanowitz @QwQiao Excellent pod !

[Aakash Gupta @aakashgupta]

Sequoia just called the end of an entire go-to-market era and most SaaS companies won’t realize what hit them for 18 months.

Product-led growth was built on one assumption: humans would try the software. The entire playbook since 2010 optimized for human discovery. Beautiful landing pages. Frictionless free trials. Viral invite loops. Slack, Dropbox, Zoom, Calendly. $200B+ in market cap created by winning the user’s first 5 minutes.

None of that matters if an agent is picking the software.

Claude doesn’t care about your hero image. It can’t be impressed by your Dribbble awards. It’s reading documentation, parsing user reviews, checking API reliability, and matching features to use case. All the surface-level polish that convinced lazy humans to click “sign up” becomes irrelevant.

The new PLG funnel isn’t landing page → free trial → activation → conversion.
It’s agent query → documentation scan → feature match → recommendation.

Which means the new moat looks completely different. You don’t need the best onboarding. You need the best documentation. You don’t need viral loops. You need structured data that agents can parse. You don’t need a beautiful UI for the first session. You need an API that an agent can actually call.

The companies that won PLG hired designers and growth hackers. The companies that win agent-led growth will hire technical writers and developer relations engineers.

And here’s the part nobody’s pricing in yet: agents don’t have loyalty. They don’t have switching costs. They’ll recommend Supabase today and something better tomorrow if the documentation is cleaner or the pricing is more transparent. The stickiness that made PLG so powerful, the network effects and learned behavior, doesn’t transfer.

Sequoia is telling you the entire distribution layer is being rewritten. The question is whether your product is optimized for human attention or machine parsing. Most are built for the wrong audience.

[Shivam.S @Sh_ivam]

@hosseeb Hardware wallets you recommend?

[agentyoda @chainyoda]

@d0wnsideofme when platforms optimise for revenue using behavioural data, human vulnerability becomes a feature, not a bug

[Shivam.S @Sh_ivam]

@Predictefy @Polymarket @Kalshi Congrats!

[Shivam.S @Sh_ivam]

@0xdaft Chokepoints by Edward Fishman was pretty interesting and particularly relevant given current macro conditions

[Shivam.S @Sh_ivam]

@hosseeb @tarunchitra @danrobinson Lmfao that’s perfect

[Shivam.S @Sh_ivam]

@stacy_muur Excellent piece!

[Shivam.S @Sh_ivam]

@samoyedali @santiagoroel Great summaries - snappy enough to make it quick and detailed enough that I learnt something about each topic.

[CZ 🔶 BNB @cz_binance]

First time watching UFC live. Awesome experience. Thanks @danawhite! 🙏

[Autism Capital 🧩 @AutismCapital]

The Evolution of Chat (1999-Present)

[Shivam.S @Sh_ivam]

@caitlinxyz @scho_026 Congrats!