
Slow thoughts on fast money. Asking the second question when most stop at the first. Building @Northstarlabs_
Mandalorian space, Outer Rim
Joined April 2022
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Too many people in Web3 lie on their resumes.
It might get you through the door, but it never gets you far.
Let鈥檚 talk about how this really affects teams, how founders can spot it and why honesty is your biggest long term edge. 馃У
CT will spend an hour telling you never to trust a bank.
then paste its private key into a telegram bot to buy a memecoin a few seconds faster.
this morning 9,408 SOL got drained from wallets that had used one of those bots.
we didn't kill the middleman. we hired a faster one and handed it the keys.
be honest. would you still use the bot if it was ten seconds slower?
dear shareholders,
another record quarter.
35 million monthly users. 88.5% of them lost money. revenue went up anyway.
highlights.
we shipped 100x leverage to people who asked for a stop loss.
we launched a leaderboard so the winning 11.5% can inspire everyone else.
our support bot now tells you it's a long term game in every language.
risks.
users might log off and touch grass. management is monitoring this closely.
outlook.
we don't need you to win. we need you to come back tomorrow.
thank you for your continued liquidity.
everyone in crypto says they're here for freedom.
ask what freedom means and you get the first answer. no boss, no alarm, no commute.
fair. that's the obvious one.
but sit with it a little longer and a second question shows up. if nobody owns your time now, why does it still feel owned?
you quit the boss who wanted you at 9 and found one that wants you at 3am. it doesn't pay a salary, it doesn't give weekends, and it never says good job.
it's the chart. the group chat. the fear that the one hour you look away is the hour it all happens.
that's the part nobody warns you about. you can leave a job in a day, but leaving the need to be watching takes years.
so maybe freedom was never the absence of a boss. maybe it's having nothing you can't walk away from.
not money you can't stop counting. not a position you can't stop checking. not an identity that falls apart on a red day.
the test is simple. close the app on a busy day and notice what happens in your chest.
if it's quiet, you're free.
if it panics, you just changed bosses.
$ADA 's treasury is being asked to become a copper trader
22 million ADA
about $5 million
for metal sitting in a US warehouse
only about two thirds of that buys copper
the rest goes to fees and running it
so copper needs to rise around 49% just to break even
oh and the copper tokens launch on ethereum first
i'm not against the copper
i'm against what it says
a chain's treasury is the one pile of money meant to bet on the chain
when a commodity trade makes it to a real vote
the builder pipeline is telling you something
so cardano people i'm asking for real
is your chain short on copper
or short on things worth building
AI made everyone faster this year
so why isn't anyone richer
Apollo's chief economist just put out the charts
revenue per worker and margins are climbing for the seven tech giants
for the other 493 companies in the S&P they're flat
the obvious answer is that it's early
the gains take time
but sit with it for a second
if millions of people really are working faster
that time went somewhere
i think it went into more work
you answer emails faster so you get more emails
you ship faster so the deadline moves up
the report that took a day now takes an hour
so now you write six
the gain didn't disappear
it got passed up the chain as expectations
and the only companies booking it as profit are the ones selling the tool
crypto ran this experiment already
every cycle the volume charts went up
and the people grinding hardest were rarely the ones getting paid
speed isn't leverage
leverage is when the hour you saved stays yours
so for everyone using AI every day
what did you actually get back
more time
or just more tasks
now hiring
head of AI at a crypto project
about us
we were a metaverse in 2022
a gaming chain in 2024
and since last month we're AI
the role
put the word AI on everything we already shipped
responsibilities
rename the roadmap
rename the token
rename the discord channel nobody posts in
requirements
can say agentic with a straight face
has never been asked what the model actually does
comfortable explaining why the chatbot needs its own token
nice to have
a demo that only works when the founder is presenting
compensation
tokens that unlock after the next narrative
we are an equal opportunity employer
cron jobs are welcome to apply
nobody talks about how lonely crypto got
i noticed it a few weekends ago. the week ended flat. i'd been grinding for days and there was nobody to tell about it
in the NFT days i had a group chat that never slept. we argued about art at 3am. we roasted rival projects. when one of us got wrecked the others showed up
now it's me and a chart
most of us went solo without ever deciding to. memecoins don't need friends. you buy alone and you sell alone and you post the win alone
here's what that does to you
when nobody sees your effort the only proof you're doing ok becomes your PnL. so a red week stops feeling like a red week. it feels like a verdict on you
and you start taking bigger swings just to have something worth saying out loud
i don't think we miss the jpegs
we miss having witnesses
so this weekend i'm doing something small. messaging three people i used to grind with. not to swap alpha. to ask how they're actually doing
a room of three honest people beats a timeline of three thousand strangers
if you're grinding alone right now and it feels heavier than the market explains
that might be why
the AI agent revolution is finally here
the agents are farming airdrops
we were told agents would run companies
trade while we sleep
do our taxes
this week my feed is full of tutorials teaching your agent to paste a mint link into a wallet for a $7 NFT
three years of humans pretending to be fifty wallets for an airdrop
and the first real job we gave the machines was the same one
so did the agents get smarter
or did farming just get a new costume
a luxury brand partnering with a memecoin trader isn't a win for crypto
luxury has always partnered with whoever just got rich
oil money
tech money
athlete money
now it's memecoin money
the brand isn't betting on the industry
it's betting on one wallet staying full
a win for the industry is the day that counter takes your stablecoins and nobody films it
so what is CT really cheering
the tech
or the bag
the most famous crypto fund just took crypto off its door
a16z crypto is now @a16zfrontier
@chrismd10 says they aren't stepping back. i believe him. the money is still there
but look at who gets to do this
a fund can rename itself in one post
the LPs get an email. the portfolio stays the same. nothing is lost
you can't
you spent years telling your family this was the future
your bags have tickers not mandates
your CV says crypto in big letters
that's the part nobody posted yesterday
capital gets to be loyal to an outcome
people end up loyal to a word
and the word is what you're left holding when the smart money moves on to the next one
i'm not saying leave
i'm still here
i'm saying know what you're actually loyal to
the tech
the money
or the tribe name in your bio
because a16z just told you which one they picked
most people don't quit crypto on their worst day
they quit on a boring tuesday when nothing even happened
i almost did. no liquidation. no rug. just another flat week of opening the app all day and closing it with the same knot in my stomach
the red days never broke me
the red days had a story. you lose and you get angry and anger keeps you showing up
what breaks people is the slow leak
months of grinding with nothing to point at. friends asking how the crypto thing is going. a timeline full of guys saying never give up while you're quietly running out of reasons
so you start reading tiredness as a signal
i'm exhausted so this must be wrong
but tired and wrong are two different things. one needs sleep. the other needs a decision
and almost nobody makes a good decision from the bottom of a quiet month
so now i have one rule
i'm not allowed to quit during a flat or red stretch. if i still want out i write down why and pick a date 30 days away. then i decide with a clear head
most of the time that note reads like someone else wrote it
the market doesn't need you motivated every day
it needs you to not make your biggest call on your most tired one
every crypto success story is the same three photos
the car
the watch
the window seat on someone else's jet
the real wins never get posted
your mom quit her second job
the loan is gone
you slept through a red week
those don't trend because they don't make anyone feel behind
and making you feel behind is the product
so when yours hits
are you posting the car
or the quiet one
everyone wants the before and after
nobody wants the middle
the middle is month eight. you're better than when you started but not good enough for anyone to notice. the money hasn't shown up. the followers haven't shown up. and every day someone who started after you posts their win
this is where most people quit. not at the start when it's exciting. not at the end when it's working. in the quiet middle where effort and results feel completely disconnected
here's what i wish someone told me earlier
the middle isn't a waiting room. it's where the actual skill gets built. every boring rep you do when nobody is watching compounds into something you can't see yet. real growth stays invisible for a long time and then suddenly looks obvious
the people you envy didn't skip the middle
you just weren't watching when they were in it
so if you're there right now feeling like nothing is working
that feeling is the toll
everyone who made it paid it
keep going
tonight a bunch of CT accounts posted the same memecoin launch
almost word for word
same thursday 7pm UTC
same drop your solana address for a free airdrop
same many people will retire from this launch
when ten strangers promise you the same retirement in the same sentence
you're not early
you're the reply count
a lot of us aren't waiting for altseason
we're waiting for permission to start living
i know because i did it. for a whole year one sentence ran in my head. when the bags run i'll quit the job. when the bags run i'll move out. when the bags run i'll take the thing i'm building seriously
the bags didn't run. the year went anyway
what's going on underneath is quieter than greed. hope feels like progress. holding a bag and waiting for the cycle gives you the feeling of being on the way somewhere without ever making a decision. the market becomes the reason you haven't changed yet. and as long as the season is coming you never have to find out what you'd do without it
so the market ends up holding more than your money
it's holding your calendar
altseason is weather. it can be great weather. nobody sane builds a life on a forecast
try this tonight. write down every plan you've parked until the pump. then go line by line and ask if it really needs the money or just needs you to stop waiting
most of that list won't need the money
if the season comes it'll find you already moving
if it doesn't you'll still have the year