Nick Tomaino (@NTmoney)

1confirmation has invested in every Polymarket round ever and we keep doubling down. We are a seed stage fund and investing late stage is not our mandate. Here’s why we broke our rules: - There’s a 100+ year history of people wanting skin in the game on things like politics and culture and the time to accelerate that is now in an AI world where the biggest problem young people have is knowing what’s true. Everyone is becoming a trader/investor, and a product that converts that energy into better information and more truth is truly unique. - Polymarket is much more than sports and global. In the U.S. right now sports is all the rage. A better sportsbook is fine but it’s not the most enduring aspect of a prediction market business. Better information and more truth on politics, geopolitics and culture is the why and most young people you talk to IRL know that Polymarket is in a class of its own on this front even though that discourse here can get lost. - The business is leveling up. I’ve seen a lot over the past 6 years and it’s far from perfect but the exec team in place now is exceptional, the US product is best in class and the revenue is making new highs. I have not loved the messaging about a token at times bc it’s always best to underpromise and overdeliver by quietly delivering value to users. But the idea that a token is dead is foolish. - Shayne has a will to win like none other and is the most direct and transparent person I know. He’s just himself and authenticity wins. Posting here for transparency. Talk soon.

We got the first ever Speed game worn jersey photomatched by @MeiGray. They’ve been doing it for ~30 years and when they say it’s legit it’s legit Game worn jerseys are the perfect collectible to be community owned onchain. When it’s owned by one rich guy not enough people have skin in the game Coming soon on more game worn jerseys

How to avoid turning into an NPC: - Recognize the goal of those in power is to turn us all into in NPCs - Interpret literally and react less, seek to understand more and stay curious -Recognize AI is primarily a tool for the machine to turn us all into NPCs - Understand countersignals. The more a narrative is shilled, the less true it is. We all naturally like what other people like so this is hard - Crypto is a good test ground to study these ideas. A pattern that has proven true over past 15 yrs is if you only invest in narratives that are shilled loudly you lose money. That is a sign they are trying to suck you in and dump on you. To make money you must find communities of quiet believers when the narrative is unpopular and build - Be yourself and maintain individuality but also try to see the big picture