K.H 💹🧲

Human Capital Markets

[K.H 💹🧲 @blockbyblockby]

How much is your meme really worth? 🤔

Ask yourself the following question: How familiar is the target market of (insert meme here) with risk taking and investment? The higher the likelihood - the more value can accrue to the meme over time.

[K.H 💹🧲 @blockbyblockby]

"Most incumbents are building defensively against a future where machines transact at scale, and the timeline doesn't matter to them because their runway is infinite.

Startups don't have that luxury. We have to find where the market is. We can't wait for the wave to break."

[jessy @13yearoldvc]

https://t.co/DGdLu79krs

[Ansem @blknoiz06]

disagree, crypto is just going through a maturation phase

stablecoins, perps, & tokenization as themes will continue to proliferate throughout the global economy, and there will be many successful crypto startups that do well

hyperliquid is just the first of many startups that has done a great job of illustrating how open blockchains & tokenization of a business can be a dominant combination

current issues with sentiment around crypto are due to the largest coins not doing well, BTC went from $0.01 to $100k per coin in less than two decades, it very successfully achieved it's goal of maintaining value against the dollar as USD continuously lost its value, present day problems with the ponzification of bitcoin due to saylor's shenanigans is a temporary thing, i dont think you see btc trend aggressively again until that situation is resolved, also quantum concerns are real, those two things along with exit liquidity from institutions were strong reasons for BTC OGs to derisk into excess liquidity as we've seen examples of with that large galaxy otc sale they facilitated ($9B sale in 2025 for one entity), there are many individuals like that who are up infinite

but bitcoin underperforming for a few years after outperforming every other asset on earth for over a decade does not mean crypto is dead, thats silly

ethereum also is suffering for its own individual reasons, i feel like ive talked about this enough on here but yes its been outcompeted by new entrants & has not done a good job of making eth a great asset to hold, every L1 is struggling on the demand side because historically the story around these tokens was future growth & not real revenues, but now that hyperliquid has demonstrably shown that you can connect a business directly to the L1 token the previous L1s are struggling bc they dont capture enough revenues from the apps that use their infra, eth has it even worse bc it also outsources execution activity to rollups

but this also does not mean there cannot be more successful crypto startups

there is a very clear trend of regulation improving for crypto in general, which will make it much easier for entrepreneurs to build businesses that use crypto, it is also clear that existing tech companies are acknowledging the advantages of using blockchains as we've seen with robinhood, stripe/tempo, & others

AI has taken a lot of the mindshare away from crypto as tech stocks have been much better trades since the bottom in 2022, id say it would be extremely foolish to not be splitting time between stocks & crypto as a trader, before it made sense to be overexposed to crypto if you were willing to take on the risk as it was a new industry that experienced supernormal returns as it became more mainstream

three underdiscussed tailwinds for crypto as AI models become exponentially better over the next few years

1) open source AI will become a lot more competitive with closed source AI
2) it will become more easier for smaller teams to build successful startups using software
3) stablecoins & blockchains are much better rails for AI agents to transact on

combination of these trends means that it's likely that you see more crypto experimentation w/ tokens not less, especially as regulatory environment improves *and* retail speculation becomes a megatrend

[Austen Allred @Austen]

Still the greatest tweet of all time

[GRM @grm_off]

C'est sans doute un des plus grands risques de violation de la vie privée des 20 dernières années et d’une menace directe pour la sécurité nationale européenne.

La Commission européenne veut obligee Google à livrer chaque jour, via une API, les données ultra-détaillées de nos recherches :

👉 requêtes complètes, horodatages, localisations approximatives, clics, vues et séquences entières de sessions… sur des centaines de millions d’Européens.

Santé, orientation sexuelle, opinions politiques, problèmes financiers, secrets les plus intimes : ces données sont parmi les plus sensibles qui existent.

Évidemment, elle promet "l'anonymisation" 🙃

Les conséquences pourraient être terribles :

⚠️ Fuites massives de données personnelles
⚠️ Surveillance généralisée sans aucun consentement
⚠️ Cyber-attaques facilitées
⚠️ Risque réel d’accès par des services de renseignement étrangers via des tiers peu sécurisés

Au nom de la "concurrence", on sacrifie nos libertés fondamentales et notre souveraineté numérique.

⏳ Il reste très peu de temps : la consultation publique ferme le 1er mai 2026.

Partagez massivement, taguez vos eurodéputés et dites NON à cette bombe à retardement.

Nos données, nos libertés.
Plus de données partagées, moins de sécurité.

[Guillermo Flor @guilleflorvs]

Sequoia's thesis that the next $1T company will sell work, not software, is the most important reframe in AI right now.

The argument: if you sell a copilot, you're competing with every new model release. But if you sell the outcome — books closed, contracts reviewed, claims handled — every AI improvement makes your margins better, not your product obsolete.

The key insight most people miss: for every $1 spent on software, ~$6 is spent on services.

The entire SaaS playbook was about capturing the software dollar. The AI playbook is about capturing the services dollar — at software margins.

Not "AI for accountants." The AI accounting firm.
Not "AI for lawyers." The AI law firm.

The companies that figure this out won't look like SaaS companies. They'll look like services firms rebuilt on software infrastructure.

That's a fundamentally different company to build, fund, and scale. And most founders are still building copilots.

[K.H 💹🧲 @blockbyblockby]

@sandraleow great idea !!

[K.H 💹🧲 @blockbyblockby]

@notthreadguy Feels like when I discovered auto miner on Runescape lol

[K.H 💹🧲 @blockbyblockby]

@0xMrWzrd Depending on the task - you can ask Claude directly what model he would use and what the cost breakdown looks like. I use a Opus in plan mode, after that when analysing data for classification you can use Haiku or Sonnet works well I find.

[K.H 💹🧲 @blockbyblockby]

@himgajria @TonNguynMinh20 the copperny

[K.H 💹🧲 @blockbyblockby]

@Jarodxu7 Happycapy

[K.H 💹🧲 @blockbyblockby]

@Shillz_Official is a very cool idea. Having a system design that openly de-monetizes posts that do not fit with the accepted culture and norms is very important for coordination as communities scale. It will be very interesting to see how individual communities determine what quality looks like, and how they strike the balance between established and novel accepted content.

Also interested to see how AI *could* or *should* play a role in quality recognition.. Also, is shillz going to be tied to $Y2K in anyway - narrative or other?

[K.H 💹🧲 @blockbyblockby]

Right now i'm liking more posts than reading by a mile... Feels like the explosion of content is only beginning...

[K.H 💹🧲 @blockbyblockby]

I really like that you guys are still inspired and keep building. I think the AI shark tank and anime (potential not confirmed) are great examples of content engines for targeting and distributing something like Jeju. The challenge may be in juggling multiple projects, especially open source. How do you think about this?

[K.H 💹🧲 @blockbyblockby]

@js_horne https://t.co/gKKR7D2P4m

[K.H 💹🧲 @blockbyblockby]

@bbeats1 @VitalikButerin Have a look at what @MetaDAOProject is doing with decision markets (under the name futarchy first popularised by Robin Hanson). Interesting take on decentralised governance

[K.H 💹🧲 @blockbyblockby]

Jumping in here. I think cross posting is really interesting because it gets the 'time to value' of new users down significantly IF discoverability is easy. I would also add in something to address discoverability of value-add content (ai voice interface?) to surface the best people to follow and best pieces of content

[K.H 💹🧲 @blockbyblockby]

@metaproph3t @ncerovac interesting use case for Dory maybe! Dory is an interesting telegram management tool that could be used to identify true believers of a project

[Dougie @DougieDeLuca]

https://t.co/q5LVbaaPpx

[K.H 💹🧲 @blockbyblockby]

What do most people care about?
⚖️Maintaining hard earned value over time
🤝Belonging through interpersonal relationships

Everything else is just noise. The sustainability and growth of the crypto industry depends on how well (and how easy we make it) to meet these needs.

[K.H 💹🧲 @blockbyblockby]

@PondTalk caught the end ! Love the conclusion and definitely agree 👏