@maniscripts

tech, vc, energy. views are my own

Ams
Joined December 2024
to symbiotic nature of intensity, directionality and consistency - reactions are the result of energetic collisions of atoms/molecules collisions must be energetic enough and at the proper orientation to break the stable electron configuration of the reactants
3
333
can’t stop thinking about this
44
1,443
53
12,102
341,081
just like saving and investing, donating is a habit good to cultivate
121
just because something wins the popularity contest now… doesn’t mean it will not have to go through the stages of a hype cycle doesn’t mean it will emerge a victor as it ages
2
211
traditional industries have a lot to benefit from blockchain infrastructure as long as the tech works so well…they do not realize its blockchain infrastructure
3
150
the prime hypothesis of utility in prediction markets is rooted in them acting as an information gauge and an hedge instrument heavy retail participation means that all available information gets aggregated but that does not necessarily mean it is all relevant information prediction markets may capture overconfident market consensus with speed - moat for institutions as a time signal this speed however is subject to alpha decay risk
1
121
Are prediction markets doomed to retail captivity? it is supremely evident that unlocking liquidity is key for prediction markets. however, "growing liquidity" institutionally isn't inevitable - it requires either more retail (which institutions can't rely on) or more institutions (circular dependency) this brings the key question “Will prediction markets gain sufficient institutional traction to pump extensive liquidity into the system”
90
idk…all these things stop seeming hard when you just truly operate from curiorisity and a pure love of what you are doing “you are once both the quiet and confusion of my heart” kinda energy
Underrated life lesson: If you want the growth, you have to embrace the cost of entry to achieve it. The loneliness. The imposter syndrome. The uncertainty. The failure. The one who pays the cost of entry with pride is the one who will eventually win.
191
the way map art makes my on the spectrum waves crash into the deep end
1
161
In addition to reviewing every book in the western and eastern literary canon, I will be reviewing every single work of art produced to date, starting with these paleolithic cave drawings. Review coming soon
14
17
2
825
20,020
the constant urge to follow your excitement
1
148
there will be waves when the urge to reinvent is so strong and undeniable however there is a tension between reinvention and authenticity I figure most people spend a large portion of their lives trying to figure that balance out
1
2
305
the raft of medusa is Thiel coded
1
5
593
time to bring in metal future options @kalshi
JUST IN: KALSHI STARTED ONCHAIN AS A CRYPTO COMPANY “Kalshi started onchain at YC. it was crypto-first but… it was illegal… so we brought it offchain… and went through a 3 year long process of legalizing it” — @mansourtarek_ xitter.cf/seth_/status/196620876…
2
259
In prediction markets, regulation and liquidity are the two killer forces shaping everything: survival, structure, and optionality
Kalshi Vs Polymarket @Kalshi just flipped @Polymarket for weekly volumes two weeks in a row and is now doing a majority of Prediction Market volumes a) Potential Reasons Kalshi is pulling ahead: - the @j0hnwang effect - Robinhood integration - Sports season has begun in the US which drives a lot of volumes b) What can Polymarket do: - Focus on more partnerships and integrations - Strategic Marketing to capture a greater share of sports volumes - More hires and acquisitions
3
238
“Before you begin, learn how to finish.”
714
12,186
1,235
79,203
20,339,305
uncapped downside for consumption and uncapped upside for creation
You’re unable to view this Post because this account owner limits who can view their Posts. Learn more
2
223
teach kids to have audacity at a young age…. wouldn’t be against overhauling the current schooling system or tutoring systems afterschool to make this happen and no, I don’t think this can be done via an AI courses personalization SaaS this is fundamental in person change that needs to occur to teach them 1. translating statistics, risk to reward and ROI on life aspects 2. thinking to build a convex life 3. maxxing on attention economics 4. philosophy 5. some traditional pseudo code writing I don’t need to prove a market for this exists…it does and will continue to the thinking behind implementing this is still small…to make a radical change requires capital on physical locations, reg moat and the best of best inaccessible tutors incentivized in a creative high roi for them manner @DStrachman
Been reading the quotes from this tweet since and almost all of them remind me of this...
1
3
1,235
why forecasts kill long term investments and what the alternative is…. prediction reduces the future to a single point scenarios let you account for ranges, shifts, and discontinuities predictions focus on forecasting while scenarios focus on plausibility
1
4
411