The Lads take it to the @token2049 stage in the latest episode 🇸🇬 One year since 10/10. We pulled up last October's chart and went through what actually changed 🫡 In Ep #104# we cover: 🟡 @TaikiMaeda2 Names His zcash:native Stop Loss 👋 Why @JustinCBram Sold 100% Of His ethereum:native 🤖 The AI Coin Nobody Can Buy 🦀 @gametheorizing On Everything Becomes Crab 🍝 Pasta of the Week & More! Full links below! 👇

I'm not sure if @naval and I are as directly at odds on this. ->There is the single-player game. Everyone can learn to self-develop, enhance their talents, and be an ideal version of themselves. ->Then there is the adversarial, more brutal efficiency game of societal impact. You can't just move at your own pace there. In this game, the brutal truth is without a natural headstart in a category you will never be able to reach your society's frontier.

I'm not sure if @naval and I are as directly at odds on this. ->There is the single-player game. Everyone can learn to self-develop, enhance their talents, and be an ideal version of themselves. ->Then there is the adversarial, more brutal efficiency game of societal impact. You can't just move at your own pace there. In this game, the brutal truth is without a natural headstart in a category you will never be able to reach your society's frontier.

E188: Jordi Alexander: Human 2.0, Why there is no retirement number and why you can't just "Bitcoin and chill" anymore @gametheorizing is the founder of @SeliniCapital, an ex-poker pro, and a trader who's been in the room with the people building AI. It's his third sit-down with us. We talk AI, wealth, health, and why he thinks chasing a finish line is the wrong game. Timestamps: 00:00 - Intro 03:23 - How Do You Not Break The Health Streak? 05:56 - Who Are You? 09:24 - When Did You Know You'd Made It? 12:15 - How to Get Into The 10,000 Most influential People Circle 14:23 - Are Billionaires Actually Special? 18:55 - Early Or Just Wrong On AGI? 24:00 - Sponsors: @variational_io , @Bitwise 24:57 - How To Stay Sane when You know and Think too Much? 29:10 - When Did Your Intuition Cost You? 31:30 - The Skill AI Can't Replace 41:25 - Are Book Smarts Dead? 43:03 - When To Stop Grinding And Recharge 47:17 - How Do You Protect Your Peace Of Mind? 51:03 - $10M, $20M or $30M? There is no Retirement number! 54:45 - Sponsor: @KASTxyz 55:38 - What About People Stuck In Survival Mode? 1:01:13 - Are Peptides and Health Shortcuts Worth It? 1:06:52 - 50K for A Coffee: Has Your Hourly Rate Changed? 1:09:41 - Where Is The Puck Going in 2026 and beyond? 1:16:07 - The winning crypto platforms and projects of the future 1:20:18 - zcash:native, the most assymetric venture bet since $ETH in 2014? 1:23:19 - Why $ 5-10K per zcash:native isn't crazy this cycle 1:24:50 - What's In Your Portfolio? 1:25:50 - Why Nobody Teaches Allocation 1:29:08 - Sponsors: @JupiterExchange , @ethena 1:29:48 - How Wealth Can Turns Into Unhappiness 1:34:56 - When Does More Money Stop Mattering? 1:36:07 - Why Spend Millions To Impress Strangers? 1:42:47 - Health Inequality Vs Wealth Inequality 1:44:10 - What To Do When Your Mental Health Spirals Down? 1:49:16 - Can Normal People Access Psychedelic Therapy? 1:51:15 - The One Thing To Remember fro this Conversation

. @gametheorizing argues retirement is a 20th century dream that quietly kills you "Don't think of retiring on like a beach. This is maybe like a 20th century dream. And it's not even that nice. When you talk to retired people, they start immediately decomposing once they stop being productive" "I think our DNA is wired, or if it sees that you are unproductive, you're not really doing anything, it'll just start to switch off and you'll die faster" "The solution, especially nowadays, is stop imagining the beach. Just accept that the ball is going to keep moving. Just don't imagine that there'll come a point in your life at which you're like, okay, I'm done" Podcast out this week! @SeliniCapital

This week, I'm releasing a 2-hour conversation with @gametheorizing - Founder & CIO at @SeliniCapital. Jordi is a former poker pro who built one of crypto's sharpest trading firms. He reached his financial goals years ago, got into the rooms he always wanted to be in, and now says the finish line itself is a myth. It's his third time on When Shift Happens, and his thinking has moved a lot since our last episode a year ago. His thesis: stop chasing targets like a net worth, a body fat number or a retirement date, and start managing a moving "puck". We talk about: - Why the beach retirement is a 20th century dream that makes people decay - What 15-minute one-on-ones with Sam Altman taught him about how the elite really think - What he learned talking to Naval about $ZEC and its long-term holders - How the puck moved from exits in the millions to seed rounds in the billions - Why doers are in a golden era that ends in a few years - Why taste and judgment are the last human edge over AI - What "human 2.0" means and the new inequality it creates - Why "just buy Bitcoin" now only works in some scenarios, with quantum as the tail risk - Why he tells his successful friends to spend more, not less And much more... Podcast out this week!

Jordi Alexander (@gametheorizing) returns to TOKEN2049 Singapore. The Founder of @SeliniCapital, a market-making and venture firm built on the foundations of game theory from a former professional poker career. Expect a read on cycles and liquidity that cuts through the noise. Tickets:

I find that top performance is a dance of periods of focus, interspersed with periods of inspiration maxxing. Fill your inspiration power bar up- even if it takes some chaos sprinkling- then get the fuck off the grid and lock in. This I’ve known for a long time. What I’ve gotten better at now is recognizing the right time to switch modes. Awareness of when you are slowing and need a kick, and when you are overstimulated and need to just get output out. Do this deliberately and conciously and you’ll unlock a whole new level of yourself.

Thought BTC was just a crappy leveraged Nasdaq: So then why is Orange relentless while tech stocks are hurting this week..? USD debasement narrative is back on the table! Last time 30 year bond bids disappeared? Check the date of my tweet below, and BTC runup afterwards 🤔

For the past 3 years my elite friends that are either working in AI or living in San Francisco have been telling me adamantly we are 1-2 years from AGI/ASI singularity and absolutely everything is about to change. Meanwhile my intuition has been that no we’re not close to anything like humans not needed for intelligence. Like nowhere near I dont even see any whites on the eyes of this digital high IQ terminator, this dude is far on the horizon with the little mountains over there. Stark division of opinions throughout. My intuition Ive learned to train and listen to it, its my most powerful weapon. But I am a humble weaponholder, I recognize the achievements and abilities of these friends, in some cases of the most elite of them, far outweighs what I have achieved. If my opinion clashes so much with people of this caliber I also sit my ass down and listen. Its been enough time now that we’ve gone through their initial timelines. And somehow it feels like we have both been right? Clearly something revolutionary is going on, the digital/software world is being terraformed in front of our eyes and taking huge swaths of the economy with it. But I have been, so far, clearly correct. These things are still closer to a tool rather than replacing the tool holder. I still dont see it on the horizon. I dont know if its what Ilya S says that the data is gonna be the constraint. That feels right to me. There are only so many non linear intelligence vectors to train upon. There are still humans finding new ideas and innovating above and beyond what is available to train on online. I like to believe I am one of them and I dont feel like I am anywhere near saturation or that it will happen anytime in my lifetime. Yan LC has his belief that LLMs are capped which was well articulated, now though combined with world models I don’t know if thats the constraint. Data might be the boundary that will saturate first and the innovation needed for the next stage might be creating useful artificial data, much like for a long time financial model training has involved creating fake training data that has the attributes needed to program alpha. Ultimately this is all a pursuit for more alpha. Its a bit unnerving that even though I have been correct that the timelines on us being replaceable meat boxes arent correct, its impossible for me disprove the notion that its at the next corner we are about to reach. I feel like we will just keep going one block down the street at a time with baited breath because clearly something is getting closer though holding your breath for how long its actually gonna take is gonna asfixiate us. So lets take a breath. Theres a lot of trauma under the surface from the rate of change accelerating. Every single one of us feels it. The fascia are being pulled and we are emotionally masking it under our skin. We know something is under way. But those of us with strong awareness and with the lights switched on aren’t going to stop being needed anytime soon- I don’t care how many Elons, Darios, and Leopolds say otherwise.

The Polish people are one of the few reasons for optimism for Europe. Hard working, diligent, with good morals and more centrist social policies. A real contrast to the old Europe which has been decaying for many years now, collapsing under the lazy weight of its old success.

Ive said it to people around me for months, but the health impact of different types od light is the next thing the world will wake up to. Very underrated right now. Bit of sunlight on body, bunch of red light spectrums, blue in places like mouthguards for microbiome effects, Im reading up on new research on green light, and I stay the hell away from those disgusting bright fluorescents at night in the streets in some cities (Singapore needs to catch up here). Soft yellow light on the street is super underrated, loved seeing it in Switzerland.

I only QT here bc Ive heard completely different from multiple sources and many including me would normally take this Cobie statement at face value. Believe it would be fair to the Hype community to get some clarity on the plan for value accrual of XYZ given how key it is..