Since the second half of last year, a lot of my friends(OGs in crypto) left crypto, as they started to doubt their original belief in crypto/blockchain/Web3 like do projects really create value to the world, what’s profit market fit, only speculations like meme/perp/prediction

Since the second half of last year, a lot of my friends(OGs in crypto) left crypto, as they started to doubt their original belief in crypto/blockchain/Web3 like do projects really create value to the world, what’s profit market fit, only speculations like meme/perp/prediction projects survive in this cycle, do web3 projects like infra/social really have values?

Right now, it’s almost the toughest mode for startups, vcs, traders and users. Narrative play is not working, and hot topics shift every week. Organic liquidity is drained to lower and lower on cex and dex. Even without listing fees, few ppl want to buy new/old tokens. Market manipulators create pump and dump with leveraged perp to operate small cap or old coins every day.

We can always say defi or trading is the only pmf for crypto/blockchain. But OGs and builders like @VitalikButerin @pmarca always paint a bigger vision of world computer/web3 to not replace but at least build a better internet or crypto eat the world.

With llms like @OpenAI @claudeai, not just crypto but all industries are facing a 100-1000 to 1 problem: one experienced person can do 100-1000 ppl’s job with llm’s help. New tools and products are releasing too fast and will be faster for the next 1-2 years. Not just in crypto but in web2, tech and engineering start to become admin work(assigning tasks to llms to complete).

No matter for vcs and startups, keep pivoting and shipping is the only way out, until can dominate the particular sector. Staying relevant is the easy to say but hard and have to achieve to survive in this new meta.

My Ph.D. advisor always says persistence pays off. Hope we can win this uphill battle. To friends, to ogs, to builders, to dreamers, to crypto.

Based on my chats for the past few months with @VitalikButerin @tkstanczak @hosseeb @sreeramkannan @tarunchitra @ASvanevik @StaniKulechov @Lomashuk @lukejdpearson @13yearoldvc @YeruiZhang @jocyiosg @artofkot @no89thkey @xingpt @BroLeonAus

1周内 1个月内 1年内全部时间

The second girl is a genius
有趣
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12天前 • NO CONTEXT HUMANS • -- 点击 • 下载视频 0 评论

00:00:19

This is exactly why the elder sister is always called the second mom. ❤️

时政
( twitter.com)

7天前 • Interesting things • -- 点击 • 下载视频 0 评论

00:00:14

SpaceX has launched more since the first Falcon 1 in 2006 than the rest of the US (including NASA) has since 1997.
Starship is so ambitious that it’s easy to forget how much Falcon 9 has achieved. 130+ launches this year alone.
btc
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29天前 • ApoStructura • -- 点击 0 评论

Getting humiliated once by the bucket is enough. Getting humiliated a second time by the mop is just savage
有趣
( twitter.com)

前天 • non aesthetic things • -- 点击 • 下载视频 0 评论

00:01:29

The kid didn't hesitate for a second; he was sure his father would catch him.
有趣
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13天前 • The Figen • -- 点击 • 下载视频 0 评论

00:00:16

Watch Falcon 9 launch our second mission of the evening from pad 40 in Florida
btc
( X.com)

3天前 • SpaceX • -- 点击 0 评论

UNITED STATES: Estimated 1.73 million vehicles were repossessed in the country last year, the most since the Global Financial Crisis, according to Cox Automotive.
时政
( twitter.com)

9天前 • The Spectator Index • -- 点击 0 评论

Owners equivalent rent, a measure of housing cost inflation, has fallen to the lowest since 2021, according to the latest CPI report.
时政
( twitter.com)

25天前 • Lisa Abramowicz • -- 点击 0 评论

Scotland will play in a World Cup for the first time since 1978 🤩🏴󠁧󠁢󠁳󠁣󠁴󠁿
有趣
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1小时前 • Football Vibes • -- 点击 0 评论

Yes I did. Likely the best thing to come out of Penn since I graduated. 😉🇺🇸
btc
( twitter.com)

18天前 • Donald Trump Jr. • -- 点击 0 评论

JUST IN: Vehicle repossessions in the 🇺🇸 United States have surged to the highest since 2009, amid worsening auto loan stress, according to WSJ report.
时政
( twitter.com)

20天前 • The Spectator Index • -- 点击 0 评论

Tesla investors:
I used to have a front-row seat on Steve Jobs. Had the first ride in the first Tesla with and have watched him closely ever since. Yes, I'm an investor. My biggest holding in a diversified portfolio. My kids portfolio is 100% in Tesla, since they can
btc
( twitter.com)

21天前 • Robert Scoble • -- 点击 0 评论

A Cape buffalo mother gently steps aside to let the rhinos welcome her newborn into the world...since they leave just as the mother returns to her calf.
They are uncles. 😂
有趣
( twitter.com)

20天前 • The Figen • -- 点击 • 下载视频 0 评论

00:00:48

Ukrainian photographer Kostiantyn Huzenko killed in the war
The death of the 28-year-old photographer was reported by journalist Bohdan Lohvynenko. In total, according to Ukraine’s Ministry of Culture, 116 Ukrainian journalists have been killed since the start of the
时政
( twitter.com)

14天前 • NEXTA • -- 点击 0 评论

🇺🇦🇮🇹 Rumors about the transfer of the B1 Centauro to Ukraine have been circulating since 2023, but confirmation has only now appeared, - Military Journal
❗️The number of transferred vehicles is unknown. The 2nd photo is a comparison for understanding.
时政
( twitter.com)

17天前 • MAKS 25 🇺🇦👀 • -- 点击 0 评论

The U.S. announced Beijing agreed to purchase 12 million metric tons of U.S. soybeans over the rest of 2025. Even if China fulfills the purchase commitments, 2025 will be the worst year for U.S. soybean sales to China since 2018.
More from
时政
( www.csis.org)

16天前 • CSIS • -- 点击 0 评论

When shareholders first voted on 2018 pay package, #Tesla was not in any index, and the pay package won decisively. In the second vote, forced by an activist Delaware judge, $TSLA was 1.2% of the S&P 500, and the pay package won decisively. Now $TSLA is 2.4% of the
btc
( twitter.com)

29天前 • Cathie Wood • -- 点击 0 评论

An update on the war following a recent trip. Ukrainian forces are holding, but the situation has worsened since July due to mounting offensive pressure. Here I cover some of the negative and positive trends, along with the salient dynamics at the front. Long thread. 1/
时政
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前天 • Michael Kofman • -- 点击 0 评论

Since my prep school days in England, I’d worn the poppy around Remembrance Day. But as the only Mainland Chinese, I used to wonder, what was the relevance for me?
So I learned.
In WWI, 140,000 Chinese workers braved perilous journeys to join the British and French on the
时政
( twitter.com)

8天前 • Kuangyi (Guagua) Bo • -- 点击 0 评论

One of the horrifying things I realized was Socialism was basically voting public’s begging to have serfdom again. This was something that was widely said during the early USSR, which was called “the second serfdom” by Russian peasants. In both there’s no private property,
btc
( twitter.com)

昨天 • Whatifalthist • -- 点击 0 评论

I just asked Grok to calculated the weighted CAGR on my investments since 2016:
39.52%.
Then I asked it to add my investments from 2010 (when I first began investing), to give me an overall weighted CAGR since 2010:
31.25%
(wonder what it'll look like 30+ years from now)
btc
( twitter.com)

3天前 • stevenmarkryan • -- 点击 0 评论

First pic is what USA said China agreed to do
Second and third pics are what China said about the meeting
Doesn't seem like there is a consensus
时政
( twitter.com)

16天前 • molson 🧠⚙️ • -- 点击 0 评论

Most people don't realize how bad this is:
In the first 30 days of the shutdown, the US government borrowed an incremental +$600 BILLION of debt.
That's an average of +$19 BILLION per day.
And, since the shutdown began on October 1st, over 3.2 million airline passengers have
时政
( twitter.com)

15天前 • The Kobeissi Letter • -- 点击 0 评论

🚨#BREAKING: Watch as crowds of NFL fans scream and loudly boo President Donald Trump at the Washington Commanders’ stadium, marking the first time since 1978 that a sitting U.S. president has attended a regular-season NFL game.
时政
( twitter.com)

8天前 • R A W S A L E R T S • -- 点击 • 下载视频 0 评论

00:00:41