s

generalist

[s @satsbased]

“ogs” something that happened few months ago filled with scammers having kalshi or polymarket badges

[John Wang @j0hnwang]

only the OGs remember the prediction markets badge wars 🥀🥀

[s @satsbased]

it would have been 1000x better if zcash and monero doesn’t have a token

[Nick Tomaino @NTmoney]

The main problem with buying into the loudest narrative is the narrative can turn just as quickly the other way. There is no real belief.

Eventually we learn that a loud narrative is a countersignal. The guys pumping don’t really believe and they are trying to dump on you.

Then we learn to believe in something.

[s @satsbased]

a lot of ai vibecoders burn thousands of dollars and have no product to show for it but they will always tell you they have built one magic thing which never works

[s @satsbased]

cashapp builds the best consumer financial products and nothing else close

[jack @jack]

pay by magic

[s @satsbased]

@stevensarmi i have started my design journey, already building in figma and using claude to fix auto layout, constraints…

what tools do you use to build frontend?

[mert @mert]

the top traded pairs on Solana atm are all majors

SOL, HYPE, BTC, ZEC, ETH

all with better execution than Binance and with no KYC or withdrawal limits

last year, these assets were barely tradeable on Solana

Spotlana

[s @satsbased]

cashapp is the only innovative financial app and builds the most insane consumer ui experience you will ever use

[jack @jack]

pay by magic

[s @satsbased]

ai twitter is the only space where people will use a new product for two secs and write a twitter article on how bad it is or how to use it

[s @satsbased]

eventually everyone will realize that spot market is the most needed and most effective market to own more than any market

[s @satsbased]

this is the first time in crypto’s history where ct wants bitcoin to fail but for alts to pump

[s @satsbased]

@dEXploarer it’s time for a generational run

[s @satsbased]

most people in are just negative opinionated humans that want anything being built to fail so they can say “i told you so” retards

the lack of being an optimist is less talked about in this space where every signal thing is seen as a negative light

be an optimist

[Lee Robinson @leerob]

"Engineering, product, and design are all merging into a 'builder' role"

Yeah... I'm not so sure. This feels like an oversimplification and podcast talking point. Reality is a lot more complex.

Even with 1000 "Member of Technical Staff" titles, someone still has to wake up and care 100x more about Product or Design than anyone else. It is their Main Thing™

That's not to say MTS titles are universally bad, but I think they're an example of this 'builder' talking point that's become bastardized.

AI and coding agents have made generating code easy and yet... you're in for a world of pain if non-engineers ship a bunch of slop and don't have great engineers to tame the complexity.

The SF hivemind has a tendency to overfit what works at startups for every company. And to be fair, sometimes this is true! Startups can be a leading indicator for how the industry is changing and often cause disruption.

However, it is going to be incredibly hard to disrupt the extremely human parts of corporate jobs. You really think there's going to be a PM who also does some engineering and design on the side at JPMorgan Chase?

This is true for the simple parts of most jobs, like people wanting to have ownership over something and do good work, move up a career ladder, support their family, get paid well, make an honest living...

And also the hard parts: internal politics, some critical business system that has a bus factor of 1 which has been running for 15 years and isn't documented anywhere because it's that guy's job security. The real world has a lot of this stuff.

It's easy to pontificate about all roles collapsing but it's actually really nice to have a specific person or team who is an expert in one thing that you can work with. I don't expect that to change. Further, I think AI disruption to knowledge work will take decades to play out because it is more fundamental to the human condition (e.g. sociological/organizational) than pure intelligence.

[s @satsbased]

these are what people said about stocks that are currently at 20x and more after years of trading lower

the new shiny thing always makes everyone lose their brain and results to outlandish claims

long term thinking at zero levels
solana is the only chain that is has all compatible attributes for where future will be built and these startups are currently being built

[x256.hl @x256xx]

These 2 look so disgusting

Literally 0% chance of ever hitting previous ATHs ever again

[s @satsbased]

bitcoin is a leading indicator to every market

[s @satsbased]

an agent answering questions on telegram used to send a coin to 10m market cap

[s @satsbased]

mobile should be your primary product for a consumer product

[s @satsbased]

hyperliquid is example when tech growth is rewarded in price