idk plus i dont think its slowing down from here i mean nothing is slowing down && tbh this will be my first proper bull market yet lets see how it goes i hope it favors me goodly (generational wealth) and yea i remain a delusional optimist

the easiest $$ I’ve ever made in crypto, here’s exactly how i did it. creators can launch their own token on Wonk and earn fees from its activity: - Go to - Connect your wallet - Create your token - Add a name, ticker & description - Pair it with $WONK - Set a 1% buy/sell tax - Add your creator wallet for fees - Launch thats all. i just launched $STB CA: drop your token below if you launch one.

David Hoffman selling his ETH months ago is looking increasingly interesting in hindsight. back in May, he made one of the harder calls you can make as someone whose entire career, business and identity are tied to Ethereum: he sold his ETH. his reasoning was nuanced. he wasn’t bearish on Ethereum the network. he questioned whether ETH could still receive the structural rerating required for the ETH is money thesis to fully play out. since then, the capital he disclosed rotating into VVV, NEAR, ZEC, HYPE and LIT has, in several cases, dramatically outperformed ETH. LIT and ZEC have been the obvious standouts, with NEAR and HYPE also doing well. VVV is the important counterexample. i think there’s a bigger lesson here: do not marry an asset. you can respect Ethereum, be bullish on Ethereum, believe it will remain one of the most important networks in crypto and still decide that ETH isn’t where you want the majority of your capital. at the end of the day, we’re here to build wealth. for me, ETH has been an incredible asset and an incredible network. im still bullish. but personally, i struggle to see a world where ETH meaningfully clears $6–7k this cycle. maybe im being completely delusional. maybe $5k ends up being the ceiling. either way, i’d rather allocate conviction toward asymmetric opportunities than hold something purely because i’ve spent years believing in it. my current conviction basket: $DRV → the Hyperliquid of options. $ZEC. $HYPE. $LIT. $SOL → still one of my highest-conviction assets, even at these levels. i think we’re still incredibly early in this bull market. the hardest part isn’t finding something you believe in. if not knowing when your thesis has changed, when the opportunity has moved elsewhere, and having the conviction to move with it.

Zyphra's @BerenMillidge was on the @dwarkesh_sp Podcast discussing reinforcement learning, AI progress from data and architecture innovations, and their predictions for recursive self improvement with @johnschulman2 and @oneill_c.