Getting early YC vibes from @colosseum

People on the internet love to speak in extremes, but one of the biggest 🚩 to me is when someone constantly makes grandiose claims. A marketing faux pas that sounds good in the moment but when compounded over time and never delivered on properly (which is almost always the case) just erodes trust and legitimacy for anyone who matters. “We’ll be the best in the world.” “HUGE NEWS COMING” “The timeline won’t survive this one.” “Nobody can do this better than us.” “The game is about to change forever.” “We’re about to disrupt an entire industry.” Point being: there’s a fine line between confident messaging (important!) and unrealistic arrogance. When you lean too far into the hype, the final product almost always feels like a letdown because nothing can live up to the expectation you created. It might still work on people who fall for hype lol but anyone with even a little skepticism or objectivity can see right through it from day 1.

Liquid internet markets. (cc @voteforpedrito)

For 10 years when I lived in Silicon Valley, I wore the same dark blue hoodie to every sales meeting and VC pitch, even when it was 90 degrees outside I called it "magic hoodie" This hoodie was like a physical manifestation of my entrepreneurial identity, it kept me grounded I eventually lost it and was devastated, especially when I found out that it was no longer being made Unbeknownst to me, my wife spent months searching for an identical one, and gifted it to me on my birthday a few years ago I still wear it sometimes :)

Internet Capital Markets

No one: Absolutely no one: Not a single soul on earth: @vibhu: Internet Capital Markets

Morning. On today’s stream: – OpenAI’s Product Roadmap – WSJ reports struggles with OpenAI Project Stargate – Are VCs quietly reducing market volatility? – @aeyakovenko (Solana) – @levie (Box) – @neilparikh (Slingshot AI) – @jansramek (California Forever) – @natpmanning (LGND AI) – @chriswandrew (Scrunch AI) See you all on the stream.

Decentralized trading platforms are simply eating marketshare from their centralized counterparts. Watch this story play out in every financial segment over the next 10 years. Internet capital markets = capital markets.

It's time to build.

Jito BAM x Drift 💥 @jito_sol team has been cracking on BAM, which will finally bring CEX-level perps performance on Solana Proud to be the perps launch partner for BAM, and thrilled to see Drift traders be the first ones to tap into it Only on Solana do you see this level of collaboration across teams to refine market microstructure and push performance ceilings.