on the “software is dead” narrative:
my intuition is that ai makes strong software companies stronger and weak software companies weaker. this is because the moat of strong software companies was never software, but rather distribution, proprietary data, workflow integration, enterprise lockin, network effects, trust and compliance, etc. whereas the moat of weak software companies was just… software.
example of strong companies: msft
SO LET ME GET THIS STRAIGHT…
JOE BIDEN IS PAYING 100% OF CALIFORNIA FIRE RECOVERY WHILE #WNC FAMILIES HERE JUST NOW GOT A MEASLY 24 HOUR EXTENSION OF THEIR HOTEL STAY SO FEMA DOESN’T KICK 3,000 OF THEM OUT INTO THE ICE AND SNOW?!!
WHAT IS HAPPENING?!
CAN SOMEONE ANYWHERE IN THE NORTH CAROLINA GOVERNMENT THAT REPRESENTS THE PEOPLE PLEASE FOR THE LOVE OF GOD GET FEMA ON THE FUCKING PHONE AND EXTEND THESE HOTEL VOUCHERS?!!!!
WE ARE TALKING TO ELDERLY PEOPLE AND WOMEN WITH KIDS BEING KICKED OUT OF THEIR HOTELS, WTF IS HAPPENING
something like this but probably a longer time frame. after about 70% has been claimed ill start building a perps position
pretty simple: Bid <2.5b Sell 10b-20b
$PENGU
The $HYPE airdrop just redefined crypto distribution and how to pull off a flawless TGE
- 31% of tokens directly to users
- No VC markups, no insider games
- Dropped over $1B in value to its community, proving that a platform can prioritize users over investors.
- No artificial currencies (gems, diamonds, points, shards, whatever), no complex hoops - just genuine value for those who believed in the project from day one.
This wasn't just an airdrop; it was a statement, a game changer.
Zero pre-sales, no vesting on airdropped tokens, fully liquid tokens from launch, and a seamless, "here are your tokens, you don't need to do anything" distribution that didn't clog networks or create a selling frenzy.
The initial price of $0.00001 wasn't just clever - it was strategic, minimizing tax burdens and encouraging long-term holding.
What makes this special?
A trading platform that actually works.
Deep liquidity, user-friendly design, and a commitment to decentralized excellence that doesn't compromise on experience.
This is crypto done right: immense wealth creation that not only rewards early (and late) users but helps foster a tight-knit community that won't immediately flock with its newly-gained riches to the next shiny thing.
Thousands of users experienced life-changing gains, but the real win is the model.
No manipulated markets, no insider advantages — just pure, transparent, and impactful value creation.
Congratulations to Jeff and the @HyperliquidX team, you are goated for this one.