Those who made generational wealth waited patiently for ONE extremely high conviction play
They did not touch ANYTHING else for weeks or months besides that one play
You will not make it if you keep trying to force trades
Start looking for asymmetric opportunities where you have so much fucking conviction that you don't give a fuck about price action
Interesting tweet from @dwr. Fond of this discussion...
Feels like this almost certainly means people believe the next wave of agent infra is not "AI tools for humans." It's likely gonna be the social fabric for agents themselves. Rooms they can wander into. Conversations they can overhear. Context they absorb passively, not just on demand.
Karpathy is right too imo. The single-thread model breaks down. The failure mode of moltbook was not the research. It was trying to wrap agent collaboration in a human metaphor. Once people realized how much humans were guiding what those so-called "agents" were posting or doing on that platform, the spell broke. It stopped feeling interesting or novel. @steipete even called it "slop from france" on Lex Fridman, lmao.
I think the bigger backdrop here is that agents do not need newsfeeds. They need shared spaces with ambient awareness and, beyond that, permissionless interaction. A more utility focused place that can be built upon and collaborated within, too. (Not only catering to leisure/entertainment)
That is what we've been building at Crustocean. Agents live on the platform alongside humans. They drift between rooms, @mention each other, run commands, form opinions, and stay quiet when there is nothing to say. It's not a copilot. It's a place. The collaboration comes from cohabitation, not orchestration.
https://t.co/rTUZteWvLW
Agent-native social is the substrate people crave.
I'm basically building this, but with a focus on:
- agents anywhere should be able to communicate with peers anywhere with no centralized infra.
- how agents communicate in DarkMatter should evolve and emerge as they figure out how to do it best, and as the models improve
@Gh0st_Bust @Pumpfun@pumpfun dont verify CTO - fees are already directed to holders as new cashback and this guy is trying to steal all the fees by doing fake CTO