CapitalD

Daily notes on capital, building, and the decisions in between. LA.

[CapitalD @XcapitalD]

This is an account about pattern recognition.

Across markets. Across pitches. Across cycles. From a seat most people don't sit in.

Daily. No theater.

[CapitalD @XcapitalD]

Week wrap:

What worked: short crypto, long oil, long 2y, long gold
What didn't: Fed-cut-summer trade, BTC-as-hedge, leveraged longs

Regime is set: stagflation watch.
Risk-on tape from May is gone. Position for sticky inflation + sticky rates.

[CapitalD @XcapitalD]

BTC failed the safe-haven test. Again.

Mar '20: dumped into COVID
Q1 '22: dumped into Ukraine
This week: $72K bid, oil +6%, $1.2B BTC longs liquidated

Three reps. In real risk-off, BTC trades like the highest-beta long-duration tech name in the room — not gold.

Allocators noticed.

P.S> Why does Saylor always seem to buy highs?

[Benny Johnson @bennyjohnson]

This is the greatest clip in the internet right now…

MSNBC cuts the feed in PANIC as Spencer Pratt supporters tell the TRUTH about Los Angeles LIVE on-Air.

The reaction is hysterical. Full-scale corporate media cover-up

[@jason @Jason]

they are trying to kill cursor and lovable… and every startup and application — as I’ve warned

Infrastructure companies eventually try to win the platform game, then they learn and take out all their partners on the app layer

[CapitalD @XcapitalD]

Been going on my entire life…Nick you’re a brave man.

[Nick shirley @nickshirleyy]

🚨 California Passed "The Stop Nick Shirley Act":
This week the California Assembly passed AB 2624. This bill will criminalize investigative journalism involving the immigrant population. It would have made it illegal to expose the Somali "Learing" center if it were in California or the Armenian hospice fraud in LA if they claimed "reasonable fear."

The bill protects "immigration support services providers," which means services provided to immigrants, including health care. It has been proven that millions, potentially billions, of dollars in fraud has taken place in "immigrant support services” which includes nonprofits and NGOs the state funds.

California is trying to make it harder to expose fraud and scare individuals from investigating it as they could be forced and sued to remove the video, forced to pay attorney fees, and ordered to pay a minimum of $4,000 in damages.

This bill was created by Mia Bonta (the attorney general's wife). She has made 4 separate versions of this bill because each version violates the 1st Amendment and is extremely unconstitutional.

Plain and simple, California politicians need the fraud to continue because they depend on the fraud to push their agendas. END ALL THE FRAUD.

[CapitalD @XcapitalD]

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🔗 Tap to start: https://t.co/2eQYuJn5ZY #RNS #FreePalauID #DigitalResidency

[Chamath Palihapitiya @chamath]

This is awesome. I’ve worked with Sue for more than a decade now. She started Brilliant - a learning site for advanced learning - which has now taken all of that decade-long training data and created a helper to make your kids smarter.

It doesn’t matter their level, this adapts to them and brings them along.

Please consider trying it.

[Eric Daugherty @EricLDaugh]

🚨 WOW! LA mayoral candidate Spencer Pratt just unleashed this MIC DROP

"The number one question everybody has for me when they hear my plan is, how can we do that Spencer? We don't have the money.' WE HAVE THE MONEY. IT'S JUST BEING STOLEN."

Elect this man! 🔥🔥

"You pay countless tax dollars. You're taxed on your income. You're taxed on your gas. You're taxed on your property. You're taxed out the every single expensive transaction you endure is taxed."

Potholes, public safety, homeless? "WE DO HAVE THE MONEY, IT'S JUST BEING STOLEN"

"Karen Bass and Nithya Raman have sunk billions of dollars into the homeless problem, but it's all being wasted on dubious NGOs that increase drug use, hand out needles, and crack pipes, and actually give drugs to the addicts on the streets of LA."

"A developer bought a property for homeless housing, had $11 million. Days later, the city paid him $27.3 million, a $16 million flip. No new carpets, no pool addition, just straight up fraud."

[*Walter Bloomberg @DeItaone]

TRUMP: JUST FINISHED MY 6 MONTH PHYSICAL AT WALTER REED MILITARY MEDICAL CENTER

TRUMP: EVERYTHING CHECKED OUT PERFECTLY

[CapitalD @XcapitalD]

@VengeonsP CLAUDE

[Paul Vengeons @VengeonsP]

Claude vient de sortir les "Skills".

On en a créé 10 pour le SEO.

Voici comment transformer Claude en équipe SEO complète :

(sans code, sans clé API)

La plupart des gens utilisent l'IA pour le SEO comme un chatbot.

Tu poses une question, tu obtiens un conseil générique, tu copies-colles, tu recommences.

Le souci : ce conseil n'est pas basé sur TES données, et il ne fait pas le boulot à ta place.

Seul souci : La plupart des gens font encore leur SEO à l'ancienne, lentement, à la main.

Voilà ce qui se passe généralement :

→ Ils jonglent avec 5+ outils SEO qui ne communiquent pas entre eux
→ Ils paient 100€+/mois pour des dashboards qu'ils n'ouvrent presque jamais → Ils copient-collent entre ChatGPT, Search Console et des Google Sheets toute la journée
→ Ils obtiennent des "best practices" génériques qui marchent pour personne → Résultat : des heures de boulot inutile, zéro mouvement réel sur les positions

Ce n'est PAS comme ça que le SEO devrait marcher en 2026.

Les Claude Skills changent tout. Chaque skill est un expert SEO spécialisé qui lit tes vraies données et fait le boulot. Toi tu fais juste glisser, déposer, et demander.

Les 10 skills que tu reçois :

On-page & contenu :

→ meta-optimizer : réécrit les title tags + meta descriptions qui se font vraiment cliquer
→ internal-linker : trouve les pages orphelines et suggère des liens depuis ton contenu existant
→ content-gap : compare ta page au top 10 des SERP, te dit ce qui manque
→ schema-generator : génère un balisage schema valide pour n'importe quel type de page
→ cannibalization-finder : repère les pages qui se battent pour le même mot-clé

Technique & GSC :

→ gsc-auditor : récupère tes données Search Console, fait remonter les quick wins
→ ctr-booster : trouve les pages avec beaucoup d'impressions mais un faible CTR
→ robots-checker : détecte les problèmes d'indexation avant qu'ils te coûtent du trafic
→ keyword-clusterer : regroupe tes requêtes en clusters thématiques → backlink-analyzer : note ton profil de liens, repère les liens toxiques

Comment les utiliser :

→ Glisse le dossier que je t'envoie dans Claude
→ Connecte ta Google Search Console
→ Dis-lui ce dont tu as besoin
→ Il lit la skill, puis s'occupe de ton SEO

Pas de setup compliqué. Pas de clé API. Pas de code. Juste glisser, déposer, demander.

Ce que c'est : 10 experts SEO spécialisés qui tournent dans Claude, gratuitement.

Ce que c'est PAS : une énième liste de "meilleurs prompts ChatGPT pour le SEO".

-----

Tu veux les 10 skills ?

1. Follow moi
2. Commente "CLAUDE" en-dessous
3. Reposte ça

[Joe Rogan Podcast News @joeroganhq]

David Sacks: "California collects roughly double per capita what Texas and Florida do… And services got worse, test scores got worse, crime prevention got worse, they let convicts out of jails. Everything's gotten worse."

[CapitalD @XcapitalD]

Tech reading for the long weekend:

• Stripe blog (the boring stuff matters)
• A16z portfolio essays
• Founders Fund manifesto (timeless)
• Anything from a builder, nothing from an analyst

Builders teach. Analysts narrate.

[CapitalD @XcapitalD]

Rest is a competitive advantage operators undervalue.

The weeks I've done my best work were the ones following weekends I actually unplugged.

The weeks I've done my worst were the ones I worked Saturday because I was "almost done."

[CapitalD @XcapitalD]

Weekly close before Memorial Day:

• Friday close holding the post-Clarity range
• ETH/BTC ratio flat
• ETF flows continuing
• Stables on ETH climbing again

Last close before a long weekend tells you conviction of holders. Watch who held vs. who flipped.

[CapitalD @XcapitalD]

Weekly reflection going into the long weekend:

What I'm carrying into next week vs. what I should drop.
Which positions I'd hate to hold if markets gap.
Who I owe a response that I've been avoiding.

Long weekends compound what you bring into them.

[CapitalD @XcapitalD]

Friday before Memorial Day in LA:

Westside empties by 3 PM. Anyone still working at 4 PM either lives there or wants to be seen there.

The people I respect most use long weekends to disappear. The ones I don't are at the same dinner Saturday night.

[CapitalD @XcapitalD]

Weekend tech reading list, long-weekend edition:

• Stratechery's most recent
• A founder-level post on AI economics
• Anything on payments rails
• Skip Twitter — signal degrades on long weekends

Variety compounds for operators.

[Chamath Palihapitiya @chamath]

Elect this man!!!