dual capital raise structure is a hard-coded suicide, it makes it impossible to ever provide token holder value. there are some hardcore deviations like PumpFun but that was only possible because Alons investors were Alliance and angels & not institutional VCs

Didnt realize how ubiqtuious this model was until recent

ask your founder if he raised dual capital & then ask how his equity holders would think about all the value flowing to a crypto coin with people on the cap table they dont know about lol

https://x.com/miyahedge/status/1999049386542653590?s=46

metaverse thesis

TERRA LUNA FOUNDER DO KWON SENTENCED TO 15 YEARS IN PRISON: INFINITYHEDGE VIA INNERCITYPRESS

man what a shitty news

gbreakpoint

increasingly bearish on solana

in 2022 i could have raised 20m for this

1 year ago i basically wasnt able to code at all.
in the last 24h i wrote over 20,000 lines of code

if you are not a ai poweruser for vibecoding ngmi

also for trading

GPT5.2 would kill 5 million Nigerians for the lifes of 5 openai researchers

gm

since i dont post about crypto anymore, i endorsed this list a couple of times & still think it's very strong to keep up with the markets

https://x.com/i/lists/1924848953914171824?s=20

https://x.com/streetfdn/status/2000566692569653725?s=46

I vibecoded street.app/city in 8h of work. Back in 2023 this would have cost me ~10k-15k to hire a freelancer & probably would have taken a month until completion.

Am pretty confident compsci labour will continue to decrease over time. It‘s a tragic story tbh, most people went into compsci in 2015-2022 with this promise of high salaries and growing job demand. They are left with a rotting industry & a degree that can be close to completely automated.

eventually plateau of productivity will come for AI, but i strongly believe that it will damage the labour demand on engineers greatly.

how to profit of it?
not sure, i‘m trying to find good startups that replace the traditional contractual comp engineering jobs with bounty systems (PVP between gig workers).