Moon Settler

A monke mostly shitposting

@MonkeDAO exec | @SuperteamCAN member

[Startup Archive @StartupArchive_]

Peter Thiel on the type of company more startup founders should build

Thiel first emphasizes his belief that when starting a company, you should always ask:

“Can this company become a monopoly?”

He then lists three of the most common types of monopolies:

Super fast distribution on a very thin product (e.g. Twitter)
A technological advantage that is continually built upon with iterative improvement and compounds over time (e.g. SaaS software)
A truly brilliant breakthrough (e.g. Bitcoin)

But he argues that there’s a different monopoly category that’s continually overlooked:

“A different modality for innovation that we do very little of and we don’t even recognize as an important category is what I would describe as ‘Complex Coordination,’ where you take a lot of different pieces and the challenge is to coordinate them into something new.”

Thiel continues:

“This is the thing that’s maybe 180 degrees antithetical to the Lean Startup ethos. It’s complicated. You have to put all the pieces together in just the right way. I think this is on some level what really drove Apple as an innovative company in the last decade… What was new about the iPhone? There was no single component that was new. It was just that you put all of these things together in just the right way… and once you built it, it was actually super hard for people to replicate. You had an advantage for many years.”

He points to Tesla and SpaceX as more recent examples.

“There’s no component to the Tesla that’s actually that new. It’s just that you put all of the pieces together. You re-engineered the whole distributor network. It was this complex coordination that made it work. There’s like this lost art of accounting where you figure out how much things cost and add them all together. And Elon has discovered this lost art of accounting which no other people practice.”

[Moon Settler @moon_settler]

@epicentral_ @MonkeDAO ehhhh, lfg. I made it 😀

[MagicBlock ✨ @magicblock]

Solana builders, this one's for you

Everything you need to know to ship and win: opportunities, programs, resources, support

With team members from @SolanaFndn, @MonkeDAO, @FlashTrade

📅 Tomorrow - June 4
🕐 1:30 PM UTC
📍 X Spaces

Set a reminder below 👇

[Moon Settler @moon_settler]

@SP3NDdotshop @solana @OREsupply 🔥⛏️

[Solana @solana]

If you're building on Solana, the MonkeFoundry door is open for ambitious teams

Receive hands-on support, ecosystem visibility, founder resources, demo opportunities, and more from Solana's best monkes

[Moon Settler @moon_settler]

@harkl_ this would be incredible merch 👀

[Moon Settler @moon_settler]

@SolanaCostaRica 👀

[MonkeFoundry @MonkeFoundry]

Building on @solana? Cohort 2 is open. We are looking for teams solving hard problems with clear market potential.

Applications close June 12.

[Zinn⛏️ @zinnresearch]

May was another great month for the Inside scoop series 🎉

Builders inside the @MonkeDAO are on the frontier in every industry sector from spending Stablecoins and making them productive to the backend of commerce.

To read the full interviews, click into my highlights tab!

[Moon Settler @moon_settler]

solana has the strongest cultural and social moat of all chains in crypto (maybe minus btc)

this is in large part due to the foundational bedrock that was formed from nft communities

history formation and human connection in network evolution matter

[Moon Settler @moon_settler]

@CL207 u should create highlight reels of you analyzing explosions from your tank n this job offer might come to u

[Moon Settler @moon_settler]

@0xTemporal @SuperteamCAN 👀

[James E. Thorne @DrJStrategy]

Food for thought.

Warsh’s Hamiltonian Fed.

Kevin Warsh is not seeking to reform the Federal Reserve. He is aiming to redefine it.

His project is clear: scale back the Fed’s autonomy and subordinate it to the Treasury, effectively restoring a Hamiltonian model in which the central bank operates as an instrument of national policy.

Monetary policy, in this view, is not a technocratic exercise. It is statecraft.
This is a direct challenge to the post-Volcker consensus of central bank “independence.” That model, insulated, academic, and narrowly focused on inflation, was built for a disinflationary, stable world. It is poorly suited to one defined by supply shocks, industrial competition, and geopolitical rivalry.

Warsh’s implicit argument is that the Fed, as currently constructed, is not just ineffective, it is misaligned. It reacts rather than leads, tightens into fragility, and operates at cross purposes with fiscal and industrial policy.

Hamilton would find this arrangement baffling. In his Report on a National Bank, he argued that such an institution would be “an engine of national prosperity,” designed to support public credit and direct capital toward productive ends. It was never meant to stand apart from government. It was meant to extend its reach.

That is the model Warsh is reviving.
Critics warn of politicization. But the Fed is already political, just without accountability or strategic clarity. The real question is whether monetary power is coordinated with national objectives or exercised in isolation.

In an era defined by reindustrialization, energy competition, and technological rivalry, capital formation is strategy. A central bank that ignores that reality is not preserving independence. It is abdicating relevance.

Warsh’s bet is simple: the Fed must be folded back into the machinery of national purpose.

Hamilton would recognize the logic immediately.

[Moon Settler @moon_settler]

you ever wonder why things are the way they are?

[Noah 🎈 @redacted_noah]

@therealricoy @vibhu Counter argument - building multi chain is like building the same app on 5 different types of web servers instead of trying to onboard users that don’t care about what web server you’re using.

[Moon Settler @moon_settler]

@LoganJastremski this is a very american stance

[Moon Settler @moon_settler]

i am going to continue to bet on Solana, my conviction is stronger than ever

[Moon Settler @moon_settler]

The amount of alpha @DineroDom0 and @mynt_josh put out on their daily shows @MCGlive is incredible

has become one of my favourite shows in the space 🫡

[Meltem Demirors @Melt_Dem]

1/ QUESTION: what is a century-old industry that out-precisions human laborers by 5x and has reduced manufacturing injuries by >60%?

INDUSTRIAL ROBOTS

today, industrial robotics is a tiny market. we explore why this gap exists, and why it is finally closing.

[Moon Settler @moon_settler]

@mintdotgg 👀 wow