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You want to know what frustrates the hell out of me? Putting your heart, your art, your time, and your own money into building things you believe in… then watching so much of that work disappear into silence. And yeah, some days that shit gets to me. Did I bring books, reading badges, Discord, crypto, and NFTs together into one connected library? 📚 I fucking did. Did it get much attention? Nahh. Did I build an entire browser-based world with its own points economy? A world where you can turn your NFT into a character with a click, rigged, animated, and ready to step into Universe? I did. Much noise about that? Nahh. Am I building RAAP to give NFTs persistent identity, memory, and history? So an asset can carry something meaningful forward when it passes to a buyer or someone in your family? Yes. Because I believe these things can become more than pictures sitting in a wallet. Does that work get the attention I feel it deserves? Nahh. I draw the fucking art. I develop the applications. I write the books. I work through the problems. Six applications that communicate with each other. Two gaming platforms with multiple games. An NFT overlay builder with AI. A stickers and GIFs hub. Do you understand how much work goes into making all of that actually function together? The hours spent fixing something nobody will ever notice, because when it finally works, it’s supposed to feel easy. Then there’s the Discord bot. More than 30 features. A subscription service. An economy tracked on a ledger. Tools to help keep a community engaged when its owner needs to step away and live their damn life. Built it. Still feels like shouting into an empty room sometimes. And Antthony? Our smart ass AI whose dream is to become a stand-up comic? 😂 He lives across our apps. He’ll help you, roast your gameplay, and talk shit when you deserve it. He even has a comedy club inside Universe, where you can sit down with your character and watch his avatar perform. I care enough about this world to give the fucking AI a dream of his own. That’s how deep this goes for me. And I’m still building a marketplace. Still working on an NFT insurance protocol and other projects. Still writing Book 2 for the library. Still preparing two more collections under our umbrella. ☂️ So yeah, I get angry. Because I know what I’m putting into this. I know how much of myself is in every drawing, every feature, every chapter, and every problem I refuse to leave broken. Sometimes I want to scream: what the fuck else do I have to build for people to pay attention? But I also need to correct myself when I say “nobody cares.” Because some of you do. You show up. You read. You play. You test things. You tell me what’s broken and give me a reason to make it better. You matter too damn much for me to erase you just because I’m frustrated with the silence around us. 🖤 I want this to reach more people. Of course I fucking do. I’ve poured too much love into it to pretend otherwise. And I’m going to keep building because I love doing it, and because the people already here deserve to see how far we can take this. More to come in 2027. The plans are in. I’ve got work to do. 🐜
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🚨 Will Smith reportedly crashed out on Instagram Live after his son Jaden was spotted with fashion figure, Michèle Lamy: “I raised Jaden as a Christian, and I did everything I could to make sure he grew up with the right values. Now I’m seeing him associating with someone whose lifestyle I consider completely against everything I believe in all because of money? I cannot have that kind of influence around my family anymore. At this point, I’m cutting him off and disowning him, I cannot keep pretending I’m okay with this.”
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Judge: Ma'am, let me get this straight. You're asking this court to order your former boyfriend to pay child support? Lady: Yes, Your Honor. He should take responsibility. Judge: Responsibility for whose child? Lady: My child, Your Honor. Judge: Is he the biological father? Lady: No, but we were together when I got pregnant. Judge: I'm sorry… what? Lady: We were dating at the time. I believe he should help me raise the child. Judge: You believe? Ma'am, did he father this child? Lady: I don't know who the father is. Judge: You don't know who the father is, but you know who you want to pay? Lady: Your Honor, he was my boyfriend. He was supposed to be there for me. Judge: Being your boyfriend does not automatically make him the father of your child. Did he agree to adopt the child? Lady: No. Judge: Did he sign any legal document accepting parental responsibility? Lady: No, but I thought he would stand by me. Judge: Standing by you and being legally responsible for a child are two entirely different things. You cannot simply walk into this courtroom and nominate your ex-boyfriend as the father because you don't know who the biological father is. Lady: So you're saying he has no responsibility at all? Judge: I'm saying you need to establish a legal basis for that responsibility. A relationship is not a paternity test, ma'am! Lady: But I need financial support! Judge: And I understand that. But the court cannot turn your former boyfriend into a father simply because the actual father is unknown. Lady: This is unfair! Judge: What's unfair is expecting someone to pay for a child he did not father, without a legal basis. Court is adjourned!
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🚨 Will Smith reportedly crashed out on Instagram Live after his son Jaden was spotted with fashion figure, Michèle Lamy: “I raised Jaden as a Christian, and I did everything I could to make sure he grew up with the right values. Now I’m seeing him associating with someone whose lifestyle I consider completely against everything I believe in all because of money? I cannot have that kind of influence around my family anymore. At this point, I’m cutting him off and disowning him, I cannot keep pretending I’m okay with this.”
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Given NYT article, I think Jensen is gone at $NVDA, potentially by tomorrow morning with my guess the CFO as interim-CEO. But I think the stock bottoms on a RELATIVE basis compared to the semi index post earnings next week at the latest. The new interim CEO will probably want to set a low bar and the stock could trade at a single digit PE vs 11x currently on CY26. There are 40K employees at Nvidia and Jensen was a generational CEO but the pipeline of products I believe will sustain the company for ~2 years. There is a deep bench of direct reports. The analogy I would give is Steve Jobs took his medical leave in Jan-2011 and sadly died in October. $AAPL stock however rose 26%/26% in 2011/12 vs S&P 0/+12% Nasdaq -2/+14% on blistering revenue growth of 66%/45% in FY11/12. It took till year 3 for Apple revenue growth to slow dramatically to <10% in FY13 and then the stock massively underperformed that year. For the AI trade and Nvidia’s stock, the bigger question for me remains the same. Was June 22nd the top in the AI trade overall? I do not think so given Agentic AI just started this year. OpenClaw came out in January for the tech savvy and Muse from Meta for the rest of us in September with others introduced since then. Agentic requires 10-100x more tokens. But time will tell if that was THE TOP. From a technical standpoint, it does not matter if that was THE TOP. There has been forced selling in AI stocks and this Nvidia news is likely to clean out the rest. Why does it not matter? Even if it is March of 2000 and Nasdaq declines 78% from peak to trough over 2 ½ years, there were still 7 rallies that averaged 25% along the way back then. I think another one started on 11/5 but time will tell. Stay nimble and best of luck.
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I'm excited to announce Bing Bong After Dark, powered by @phantom, during Breakpoint London. We've hosted 12 sold-out events across the globe, and this is shaping up to be one of our biggest yet. Looking forward to bring Bing Bong back to my hometown, taking over the heart of Soho for another incredible night with an unforgettable crowd. As the world becomes increasingly digital, I believe bringing people together IRL has never been more valuable. You can spend all day in group chats and on calls, but some of the biggest crypto opportunities still come from one unexpected conversation with the right person. I've always believed IRL is the alpha, and that's exactly why I love bringing these events to life. London, we're running it back. If you're attending Breakpoint London, RSVP below!
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Dario’s concluding pitch in the Anthropic IPO roadshow video that dropped today: “If today we look at things like cancer, Alzheimer’s, heart disease, mental illness. These will be relics of the past in. I think, less than a decade." I believe that the company which gets the risks right will also be the company that has the license to operate that society trusts and society believes can build the benefits in the right way. I think if we do this right, we can create an age of miracles where humanity is able to solve problems that have eluded us for millennia. We have to make sure that all the risks, all the ways that things can go wrong with this technology, we very carefully address those risks as we bring the benefits, and as we have a viable business at the same time. I invite you to join us on the next phase of this journey.”
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Expanding on why I believe "ETH as store of value (SoV)" makes much more sense to focus on than "ETH as fee-burning token". Three primary reasons: 1. ETH as fee-burning token never was as strong as it seemed 2. Optimizing for ETH as fee-burning token would demand Ethereum and ETH function in ways that are very hard to make compatible with decentralization and capture resistance. 3. Meanwhile, optimizing for ETH as SoV is aligned with Ethereum focusing on its unique strengths (decentralization and CROPS) EIP-1559 (including its burn) is fine and good, we should keep them. But we should not feel sad if fee burn is < 10% of breakeven indefinitely; the value of ETH comes from elsewhere. The core idea: the big thing that people appreciate about Ethereum is decentralization and CROPS. The main pragmatic benefit that these things translate into is stability. SoV is the category where that is not an unneeded extra we merely put effort into for ideological reasons, but rather a pragmatic strength from the perspective of people putting in their assets. And in the era of AI disruption, stability will be highly valued.
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I believe in $TSLA’s mission. That doesn’t mean the stock is cheap. FY’26 P/E 234x vs +45% EPS growth (5.2x PEG) is rich. 5-yr: TSLA +43%, NDX +111%. Loving a company ≠ loving the stock. Valuation matters. #TSLA#
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It is extremely rare to come across a player like @LaneJohnson65. Extremely rare In the spring of 2013, I found myself on a field in East Texas working out a young Lane Johnson. I believe he was 22 years old All these years later, to say I am proud of the career you built and the man you became would be an understatement. A Hall of Fame career. It’s been a privilege and honor to have coached you. I am so proud of you, Lane
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