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post R1 pair trade: short SF, long CCP

attention capital markets mindshare as moat

new executive order request: restart the chain; resurrect the trenches

new cycle meta: stop believing, start trading

web3 gaming's getting one shotted from two sides: - social media (attention) - fastest dopamine hit, infinite content, network effects at scale - memecoins (liquidity) - lower barrier to entry/speculate, higher uncapped upside, fair launch/democratized distribution until

which way western man?

pump fun was the first UGC casino game crash gambling where the dev replaces rng as the lever for when to rug pull musical chairs with p2w where you can buy the button to stop the music at any time just so happens that our “woodstock” was playing tango with a president

vibe coding is the most egalitarian thing we've ever seen. It's insanely ambitious, and if it works, can really reshape the fabric of society

in the limit, everything is just a skill issue

onchain hiroshima -> ct chernobyl

violent delights, violent ends pump.fun vol down 94% what will replace the vacuum left?

one more turn -> one more prompt

the beatings will continue until morale improves 📉

a fight for a knife in the mud

the infinite memeability of JD Vance is about to one shot him as the next President Donald J. Trump when's Polymarket opening 2028 for trading?

always remember

it's just getting started

everything is more beautiful because we’re doomed. we will never be more over than we are now. we will never be here again.

they always talk about vibe coding they never ask about vibe debugging