
accelerating founders @SolanaFndn || meme quant & culture shaman || Mentor @SuperteamTH || here for a long time, not for a good time
Applebees
Joined February 2016
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I felt it at TOKEN2049 in Singapore this past week. We'll feel it again at Solana Breakpoint.
You feel it in conversations, in rooms full of people, in group chats, on X, across the internet.
There's an invisible undercurrent connecting all of it.
Ideas spread. Beliefs converge. Narratives form. Capital moves. Price responds. And the cycle feeds back into itself.
Most of it is noise. But sometimes the noise begins to rhyme.
Markets aren't just charts. They're living, global systems of human belief, increasingly intertwined with machines.
I've spent a lot of time thinking about what it actually means to feel a market.
Wrote an article and co-created a short film about it.
The market is the pulse. The chart is the ECG.
before AI, I could somewhat understand crypto people complain about the industry their whole life is centered around
but now, you have no excuse
instead of crying all day, you may simply build the solutions you wish to see by speaking english to a supermachine
Let’s clear some things up.
- no one can “kick you” out of the Solana ecosystem - you can choose not to build somewhere but that’s on you.
- build on infra because your customers need it and it helps you get to PMF.
- Solana Labs is just another company shipping products on Solana. They are not the L1.
Should you be worried when they launch a product competing with yours - yes 😂 that company is run by killer entrepreneurs.
But even then that should not impact your strategy. PMF is the North Star and there are many paths to get there.
Everything else is a distraction
I feel like so many people complaining the last few days should read about Stoicism and start owning what they can control.
Build more data centers or every other superpower nation state will.
We need less vegetables and more compute in our diets
I know this is a predictable opinion from me but I don't agree with the strong emotional reaction against the anti-data-center movements that I've seen this week.
As I see it, algorithmic progress means that whatever you would be able to do with more and bigger data centers in 2 years, you will be able to do with the data centers we have today in 4 years - probably sooner. So nothing remotely apocalyptically bad will happen from even extreme levels of success by anti-data-center people.
Meanwhile we need all the time we can get to better harden the world against both already-visible cybersecurity issues and any bio and other risks soon to come. Science applications are bottlenecked by many things other than AI, so slowing AI down by one year will slow those down by much less than one year.
Given this, a slowdown in compute hyper-scaling seems quite net good? Notice this is without any controversial "doomer arguments", RSI etc. Even if net-bad, it's certainly not worse than like 10+ other political things.
The word is nonce in case you were wondering.
Russel Brand is a non-durable nonce is what they are saying.
Russell Brand is left 'cowering in fear' in his cell as hundreds of prisoners chant: 'There's a Brand new n***e on the wing!' trib.al/7r6DiMR
chase retweeted
We're excited to announce that @morifinance_ will be our next curated raise on November 9th at 11am PT.
chase retweeted
Solana tokenised equity holders just hit a new all-time high of 1.75M!!
Insane growth. Over 270K additional holder addresses in just two weeks.
chase retweeted
co-founder of company that exited at $750m comes back to raise on MetaDAO
We're excited to announce that @morifinance_ will be our next curated raise on November 9th at 11am PT.
chase retweeted
The @ellipsis_labs team will be at Solana Breakpoint in a couple weeks! If you're a @PhoenixTrade trader, prospective trader, integrator, market maker, or halfway reasonable critic, please DM me directly to meet.
You can also find the team all around Breakpoint:
- Friday at 200ms: luma.com/6xip72je
- Saturday night at @joinfrontier Grand Final: luma.com/frontier-traders-gr…
- Sunday at Block Zero: luma.com/dmxdc394
- Sunday night at Liquidity After Dark, cohosted by @PhoenixTrade @jtx_trade @Helius and @dflow: luma.com/liquidityafterdark
- Monday at Breakpoint
- Monday night at the Phoenix VIP Dinner 🤫
- Tuesday at Breakpoint


























