ex deeply unserious capital allocator @cargofy

europe
Joined June 2020
chemerjs retweeted
for every opportunity you have to be a dick, choose kindness instead
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chemerjs retweeted
Please get addicted to thinking everything will always workout for you.
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bitcoin cycle charts for your viewing pleasure presented without comment
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i constantly have this idea of starting to post regularly on X and make time for creating meaningful posts it’s just so hard to overcome the thought that you will suck at it for a long time before smth genuinely good and creative will come out of it sigh
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chemerjs retweeted
Markets down bad.... Builders up early☕ @0xIntuition just dropped Intuition Core: a global knowledge graph in a box 📦 docker compose up and you're running your own knowledge graph shard — open source, self-hosted, and ready to scale 🚀
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chemerjs retweeted
You should be able to prompt what your X feed shows you. cc @nikitabier
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chemerjs retweeted
35% of US employment is spent creating trust. Auditors, notaries, attorneys, courts, custodians, compliance officers. Trust-establishing work is the single largest category in the modern economy. It is also being repriced. The repricing started in financial infrastructure. Custody costs heading to zero. Cross-border settlement collapsing from days to seconds. Aave hit $44B in custody at peak (late 2025) at zero fixed cost. It hit AI a second time. The Hong Kong CFO who got on a Zoom call with deepfakes of his CEO and the board, and wired $20M. AWS outages caused by AI agents managing production clusters without human oversight. AI is the most powerful trust-eroding technology we have built. Trust intermediaries built on human schedules cannot keep up with fraud produced on machine schedules. The cost of creating fakes goes to zero. The value of verified trust goes up exponentially. And it is opening categories that were not possible before. Permissionless conversion-based advertising. Hallucination-proof knowledge graphs. Programmable insurance. Eight years of investing. One argument. Cost of Trust 2.0, our 2026 thesis. Read it: 1kx.capital/thesis/cost-of-t… 35% stat: "The Cost of Trust: A Pilot Study," SSRN. Aave peak TVL: DefiLlama. AWS outages: The Guardian, February 2026.
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chemerjs retweeted
👀 Crypto Neobanks Are Becoming Real Banks Mapped 77+ crypto neobanks across 6 regions. The category is no longer just wallets with cards - it is moving into direct competition with traditional finance. Crypto neobanks are evolving into a full financial infrastructure, not a niche category. #Neobanks #FinTech #Banking #Web3 #Stablecoins
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chemerjs retweeted
I have 47 bookmarked X articles from just last month. I swear I’ll read, then never do. Reading on a bright iPhone in bed at 1am wrecks my sleep and focus. I got sick of it. So I sent the reading to Kindle instead. See how I fixed it 👇
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chemerjs retweeted
I have never been inspired by an employed person
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chemerjs retweeted
i have this funny thing where if i don't work out, shower, eat three good meals, sleep ~8 hours without screentime in bed, and do something productive during the day, i kinda want to kill myself. but if i do those things i love my life. is that normal
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chemerjs retweeted
Fast, lift, sprint, stretch, and meditate. Build, sell, write, create, invest, and own. Read, reflect, love, seek truth, and ignore society. Make these habits. Say no to everything else. Avoid debt, jail, addiction, disgrace, shortcuts, and media. Relax. Victory is assured.
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First saw @0xIntuition as UX personalization for wallets and Amazon or Google reviews. But durable memory is leverage. With AI, an immutable registry isn’t just about blockchains anymore it’s about connecting markets and people. The real opportunity is much larger than it seems
At @finalitycap, we think “Plaid for AI memory” is a massive opportunity. Imagine every app or AI model instantly knowing your context, preferences, interests, and history This is huge for UX + costs 🧵👇 Props to @binji_x @nikunj @ashleymayer @levie for sparking great ideas: xitter.cf/binji_x/status/1929147… xitter.cf/nikunj/status/19275128… xitter.cf/ashleymayer/status/192… xitter.cf/levie/status/192852464…
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Blockchains gave us immutable ledgers. @0xIntuition gives us immutable memory. Together they become antifragile intelligence.
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total reindustrialization victory. pmarca just articulated the single most important mission of our generation in less than 3 minutes. he sees what we see. the future isn't another LLM. it's about intelligence for atoms and rebuilding the industrial world.
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funds and companies are buying btc and eth because they know GTA 6 will integrate cryptocurrency
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The next phase of AI won’t be defined solely by scale or model architecture - but by the quality of its context. Short summary on why @0xIntuition matters in the data space and where it's at medium.com/@chemerjs/ai-cont…
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