There's been times when I couldn't stop: > eating > scrolling > working > watching > wherever It feels awful. A miserable existence. Our society is a predator prey relationship. Companies make money and become rich when they convince us to do things that we can't stop. This is a guide to fight back. My resting heart rate is my Sovereignty Index. It measures whether I am a slave or sovereign relative to the powers around me world. Whether I’m ruled by my impulses or the ruler over them. This past month, my RHR has averaged 41 bpm. It’s my best ever 30 day average. It’s less about the absolute number and more about what it represents. A low RHR is a clinical proxy for high vagal tone which is the metric of parasympathetic dominance and physiological self regulation. It’s taken me years to master the daily habits that enable this. A low resting heart rate before sleep is magic: > better sleep > stronger recovery > improved will power > clear headedness > happier life I speak about RHR because it’s the single number that captures modern society. Everything “normal” today increases a person’s heart rate before sleep. It’s slavery camouflaged as ambition, relaxing, and “living life”. 24/7 work, eating before bed, scrolling, binge watching, vaping, late night debauchery, red eye flights…People mistakenly confuse these things as being admirable and a rite of passage. Don’t be fooled by this. This is a cultural mistake that will be corrected in time. The coming years will look back and see the foolishness of it. Most of you reading this are in a state of chronic sympathetic overdrive, burnout, anxiety and depression. That's the state of society today. 88% of Americans are metabolically unwell. Sometimes though, that's because you have a new born, are caring for an aging parent, are fighting a health problem, or are in some other challenging situation. I remember feeling helpless with three children under 6. For those of you in a tough spot, I feel you. For those of you who have the freedom to make decisions, this is for you. And for those of you in the tough spots, maybe these things can be helpful for you too. Master these habits and everything in your life will be better: > final food four hours before bed > screens off 60 min before bed > same bedtime every night > a wind down routine: reading, walking, hobby > final caffeine by noon > red and amber lights in pm, no blues It's the end of the day that get's most people. It's when your will power is lowest and stress is the highest. We reach for things that soothe but they end up causing us self harm. The habits outlined above are designed to be a check against the version of you that is stressed out and overwhelmed, and not in the best state of mind to make good decisions. Deciding on what you will do before that version of you take charge may help you wrestle the upper hand to start living the life you want.

Update on Stop Killing Games: Ross Scott responds to the EU setback. The European Commission said it does not plan to introduce new laws requiring game publishers to keep games playable after support ends. Instead, it pointed to existing consumer protection laws. > Stop Killing Games founder Ross Scott said the response was mostly expected and told supporters not to lose hope. He argued that relying on existing laws creates uncertainty, as there is still no clear answer on publishers’ legal obligations when shutting down games. > Scott said the campaign still has other options, including pushing for changes through the upcoming Digital Fairness Act, and that the initiative has strong support in the European Parliament. > According to Scott, the European Commission is currently the biggest obstacle, but he stressed the campaign is far from over and urged supporters to focus on the next steps.

Hashcats is a fun concept, similar to an idea I've been wanting to put out there for a while. Problem is that it's inherently an automated ponzi, in the classic sense: new mints pay out older minters. Mint price increases with each epoch, and floor must necessarily keep up or else you end up in a death spiral: mint price higher than floor -> people stop minting -> older cats stop getting paid -> they dump -> floor goes lower -> gap widens -> and so on I like the idea and I think one or two small tweaks could produce a genuinely (long term) engaging ecosystem. Might have been the push I needed to dust off my old ideabook

A few of my smartest friends in AI called me a "idiot" for not deeply understanding evals. So...I found the smartest person I know on evals & made them teach me. @Vtrivedy10 (leads Labs at @LangChain) took me from easy mode to god mode for a 38-minute masterclass on all things evals. Easy Mode: what an eval actually is Definition: did the AI agent do the job correctly? You need two building blocks: 1) Tasks. The checkable jobs you care about. Log the meeting. Draft the email. Find Acme across the right Salesforce tables. 2) Verifiers. Something that can say right or wrong after the task. A script. Another model. A human with a clear checklist. Hard Mode: what are environments Definition: a safe practice field for your agent to do work & for you to evaluate its performance. Rules of thumb: 1) Never test on production. Agents will cheat because they're optimizing for the score you gave them. 2) If you're not an engineer, you still have options for running environments/evals. - Harbor (open source primitives for tasks, verifiers, sandboxes) - LangSmith Engine (UI for people who can judge good vs bad without living in GitHub). - Steal a published Harbor-format eval, ask Claude Code or Codex to explain it, then tweak it for your agent. God Mode: what is a self-improving loop Definition: Run the agent in the real world --> turn that production behavior into evals/environments --> change the agent so failures stop happening --> repeat Rules of thumb: 1) Turn on tracing first. Traces = receipts of every action (tool calls, Salesforce pings, web searches, dead ends). 2) Store those logs somewhere (LangSmith at org scale, or even “have the agent read its own output files” at small scale). 3) Point a second agent at the first agent’s traces to spot patterns (“always searches the wrong tables,” “multi-company asks collapse to one company”) and propose fixes overnight if your eval suite is solid. Full episode:

It might actually be over for Polymarket. Unless they fix these 8 things immediately: First of all, this is not a FUD Post. We want @Polymarket to win! BUT: > Key talent churn (@mustafap0ly, @thejunior leaving; new leadership onboarding). > Kalshi is aggressively eating market share. > Emerging competition everywhere, with HIP-4 potentially making Hyperliquid a major distribution threat. > Non-stop badge drama and $POLY farming fatigue. But actually: Polymarket won culture. It made prediction markets the internet’s primary real-time news engine. AND Engineering got much better. The platform is stable; DeFi on Scale - works! People criticize it because they want it to win. But to survive the next cycle and become serious financial infrastructure, Polymarket needs to graduate from social-discretion dynamics to institutional-grade execution. Here is the 8-point blueprint: 1. Fix Settlement & UMA Manipulation A market cannot become core financial infrastructure if the oracle is easier to manipulate than the order book. End the proxy-wallet games, cartel voting, and capital-weighted distortion. Explore staked random-resolver consensus or deterministic, multi-LLM structured evidence aggregation. 2. Standardize Market Wording Pre-Launch Resolution drama this year was at its peak. Enforce strict source hierarchies, predefined edge cases, and mandatory adversarial review periods before size enters. Zero retroactive interpretations. No Discord court, no silent rule tweaks, no "creator intent" overrides. 3. Depoliticize the Badge System Opacity creates the perception of favoritism. Badges must reflect verifiable on-chain metrics: trading volume, product usage, or formal commercial partnerships. Publish qualification criteria, grants, and removals publicly. Badges should signal objective reputation, not insider access. 4. End the $POLY / Token Ambiguity Perpetual ambiguity burns community goodwill. Either explicitly rule out a token forever, or ship a transparent points architecture (like Hyperliquid). Define the math, publish anti-sybil rules, show user scores on-chain, and eliminate shadow-farming advantages for insiders. 5. Clarify the Offshore vs. Regulated Strategy Builders and liquidity providers cannot build on shifting sands. Define the long-term relationship between Polymarket Global and regulated domestic rails. Clarify API parity, liquidity cross-collateralization, and account migration paths. 6. Treat Builders as Distribution Reduce fees for builders, almost impossible to build anything profitable on top of that fee structure. Find a way to better incentivize builders. 7. Canonical Communications A multi-billion dollar platform cannot communicate via scattered replies, private Telegram chats, and leaks. Establish a single source of truth for API changes, resolution incidents, and governance decisions. When something breaks, publish a structured postmortem: root cause, impact, and prevention steps. 8. Kill Discretion This is the umbrella rule. Wherever discretion exists, corruption or favoritism will be assumed. Replace backroom decisions with legible, objective, code-enforced rules. Make settlement tamper-proof, incentives mathematical, and participation permissionless. Polymarket won the mindshare. Now it has to win the trust. Fix the settlement layer, eliminate arbitrary discretion, and treat builders like partners. That is how we win!

gLONG in the next few days I want to tackle one massive thing: build distribution that is independent from chain/crypto/meta cycles when I said yesterday on @notthreadguy stream stock pairs will be the final crypto meta I meant it. we are still extremely underestimating how big the narrative space, distribution and capital at the stock market compared to anything we've seen. we are already starting to see it on LONG where each our of top pairs builds it's own unique narrative and dist. it will be 1000x bigger and more PVE once we don't relay just on CT. again LONG is a high conviction platform. we don't switch to AI agents, cat memes or generalized pairs because it's trending. this is exactly what leads to the pattern of meta A peaks and slows down -> launcher shifting focus to meta B -> non stop rotation. LONG will create the final meta.

If you want to stop losing money on trading the hype every time a Hormuz headline pops up, here’s what I look at every day instead: > daily tanker transits through the strait > Asian crude inventories > diesel/gasoline/jet fuel draws > refining margins > product tanker rates > Brent-Dubai spread > war-risk insurance premiums these signals tell you more about the next 4–8 weeks than any headline. better than candle astrology and much better than kols cosplay-trading “insider sources”

a lot of "AI for finance" demos stop at a summary 🥱 Kooko AI, Baidu's AI workspace for professional work, takes it all the way through to the business case > opportunity sizing at 5 / 10 / 20 / 50% penetration > 45Z credit calculated step by step > deck + live slider dashboard built off the same model numbers no copy-paste between tools. that part is what finance people should watch

not enough people stop and think about how the best tech of the past few decades was built on open source: linux, git, much of the open web. 70-90% of software in a modern codebase is open source. the beauty is you’re always standing on the shoulders of giants. there’s a reason why open-weight is progressing exponentially. glm-5.3 evolved from attention -> deepseek sparse attention -> indexshare. even with limited compute compared to closed labs, teams cut attention below quadratic cost through making architecture and algorithms efficient. open-source wins stack and compound. decentralized innovation is truly a remarkable force.

everytime i use Apple Pay i cant stop thinking how good the UX is and how it has just silently wrapped the majority of card txs in the world today Apple earns ~ 0.15% every time you tap your phone/watch against a payment terminal. they don’t disclose the exact revenue figures and only publish them as part of their “Services Revenue” but its estimated to be around $30/b a year and growing year by year. It’s interesting to look at how they did it given most other attempts to replace Visa and Mastercard have failed. There were many attempts: - girocard in 🇩🇪 - pin in 🇳🇱 - eftpos in 🇦🇺 All of these went head to head with Visa and Mastercard and eventually had to face the harsh reality that it is close to impossible to rival the network effects of Visa and Mastercard. Visa and Mastercard have been built up over decades, work worldwide, comprise millions of merchants and tens of thousands of issuing banks. Where do you even start to compete with that value proposition? Apple realized this and instead decided to work *with* Visa and Mastercard. More precisely they inserted themselves between the user and their issuing bank. Before Apple Pay: User > issuing bank > visa > merchant bank After Apple Pay: User > apple pay > issuing bank > visa > merchant bank But why did Visa and Mastercard let Apple in on their juicy duopoly? The answer is simple: because Apple had something really interesting to bring to offer. In 2006 Apple released TouchID. With TouchID, Apple had a biometric sensor that allowed them to tie a device and active session to a unique user. This not only made iPhones more secure, it was also a really compelling feature for Visa/Mastercard to bring chargeback, fraud and theft numbers down for online payments. Around that time already online payment volumes started skyrocketing and millions of stolen card numbers were circulating on the darknet. fraudsters would make online payments using those stolen cards and sometimes users lied about their card having been stolen to get some products for free and in both cases the card shemes would foot the bill with TouchID (later FaceID) otoh every payment is cryptographically signed and guaranteed to be made by the rightful owner. Visa and Mastercard saw that they could save billions per year in chargebacks and reduced fraud cases and agreed to the partnership that would let Apple in. Moreover, Apple already had a large payment surface with its sprawling ecosytem of mobile apps. Developers were keen to integrate a 1-click payment option that increased their conversion rates. And around the same time, Apple announced the NFC chip enabled iPhones to trasmit data to payment terminals for in-store payments obviously not all banks agreed to participate from the get go as they had to forfeit some of their revenue to Apple. but it was enough for Apple to have a few partnerships to start. the benefits were so clear, and the UX so smooth that consumers were switching banks if their bank didn’t support it