Dovey "Rug the fiat" Wan (hiring) (@DoveyWan)

The whole Jensen thing feel too well coordinated and targeted. If I have to guess this is the most bipartisan agenda can be aligned by China hawks from both sides, and considering TSMC is a highly Huang aligned (Morris once invited Jensen to take over TSMC back in 2013 and the personal bonds are extraordinarily strong btwn the two) and most critical manufacturing chokepoint for semis. so Jensen is unusually embedded across both sides of the China-Taiwan-US AI stack. the preferred endgame for Washington its a CEO with less personal exposure to China/TW, fewer cross-strait ties that can be politically weaponized, and more predictable alignment with US culture and deep state not saying the underlying allegations were totally manufactured. the scandal can be real while the political uptake is still remarkably coordinated. America politician can call itself post racial, but power is never post tribal. Nothing can close the gaps across the American establishment faster than someone who can be framed as "not one of us"

Thanks to @jennyukim_bnb for the great conversation as part of @binance square's special editorial series! The past 15 years of crypto have been about banking the unbanked; the next chapter is about brokering the unbrokered In this AI era, building is exponentially easier, but winning is exponentially harder. We're always looking for founders "weird" enough to build the next layer of global econ's infra and win from the marginal frontier

Have been thru so many "existential threat" moments in crypto, every time the ride is getting less existential - First shock: Mt Gox. I was so stunned didnt even feel it. My net worth in crypto wasnt huge in absolute terms, still massive for a fresh grad - Second grill: the Bitfinex hack. Thought it was the end. Instead, the redemption token + creditor unity became an epic kind of birth story for Tether - Post-ICO annihilation: the worst pain. Net worth down bad. Learned the hard lesson on alts, and started Primitive Ventures deep in the 2018 bear - March 2020: the most intense. If BitMEX hadn’t unplugged, we might’ve been cooked as an industry. But mentally it hurt less because the 2018- 2019 grind and later global Covid escape exp trained my brain for the new baseline of chaos - 2022 FTX collapse: insane, cinematic. We pulled funds when we started smelling smoke around SBF so dodged that bullet. and it reinforced a lesson I keep re-learning: founders leak signal constantly if you know how to read behavior Every cycle leaves scar tissue. And in crypto, scar tissue becomes anti fragility: better priors, faster reflexes, cleaner counterparty rules. Crypto people have front run a lot of the big socioeconomic shifts: fighting bot farms before “AI” was mainstream; demanding data sovereignty before prompt injection and narrative manipulation by llms. become opsec paranoid and off the grid knowing the future of surveillance state. We also got a high potent dose of human incentive loopholes and behavioral bias injected into our vein so that we learned the hard way early There's no compression algorithm for experience. Time is the only leverage nobody can liquidate. See you on the other side of this one, fellow life soldiers.

. @opinionlabsxyz flips @Polymarket for the first time? 🤯 Polymarket won the 2024 Election cycle, what's the growth catalyst Opinion lab is aiming for this year? @ForrestOLAB hinted on a lot of korean side development (even esports betting is huge there) and the "new game" 🤔 last time we met, gonna keep a close eye on it

GM I skip all parties after 9pm during token2049 as sleep is the only thing I can’t compromise on. Go to sleep by 11pm as usual In a super tight schedule, prioritize sleep > exercise > eating; try to schedule walking meeting to compensate for exercise, and simply don’t eat (fasting) if the food if bad