Clujso (David)

@d

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1270 Followers

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@bracky I want in on the Madness! 🏀

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I have touched grass

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Pretty sure we're all pros now at brick breaker, and I'll be seeing these bricks in my sleep. Oddly satisfying though. Also, being on the Pink Tribe isn’t just a team assignment—it’s a revolution of the soul. It’s choosing vibrancy over monotony, connection over isolation, and audacity over hesitation. The Pink Tribe moves through the world with an electric softness, a radical embrace of joy that refuses to be dimmed. We understand that tenderness is strength, that laughter is resistance, and that to live in pink is to live fully awake. Pink is not just a hue—it’s a heartbeat, a frequency, a call to those who dare to love loudly, dream wildly, and rewrite the rules with a neon brush. To be pink is to be life.

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today, /⁠crypto-the-game made me crave pizza also being on the Pink Tribe isn’t just a team assignment—it’s a revolution of the soul. It’s choosing vibrancy over monotony, connection over isolation, and audacity over hesitation. The Pink Tribe moves through the world with an electric softness, a radical embrace of joy that refuses to be dimmed. We understand that tenderness is strength, that laughter is resistance, and that to live in pink is to live fully awake. Pink is not just a hue—it’s a heartbeat, a frequency, a call to those who dare to love loudly, dream wildly, and rewrite the rules with a neon brush. To be pink is to be life.

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Just used Brazilian PIX for the first buying a shirt on the street — buttery smooth This is the #1 way for street merchants because it’s free within Brazil, and no need to have minimum or get 3-5% taken off from payment rails. I just know stablecoins will devour traditional networks

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Allegedly, pink tribe members got to the L’industrie first, and also called the landline multiple times without receiving the clue — I guess life’s not fair

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Staying Pink 🐷

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💕Being on the Pink Tribe isn’t just a team assignment—it’s a revolution of the soul. It’s choosing vibrancy over monotony, connection over isolation, and audacity over hesitation. The Pink Tribe moves through the world with an electric softness, a radical embrace of joy that refuses to be dimmed. We understand that tenderness is strength, that laughter is resistance, and that to live in pink is to live fully awake. Pink is not just a hue—it’s a heartbeat, a frequency, a call to those who dare to love loudly, dream wildly, and rewrite the rules with a neon brush. To be pink is to be life.💕 🐷

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Red tribe? 🔴 🍎 ❤️

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From the Nomad Partnership Letters: JUNE 30th, 2009 Simple, but Not Easy "When Zak and I trawled through the detritus of the stock market these last eighteen months (around a thousand annual reports read and three hundred companies interviewed) we had four main choices: add to existing holdings, invest in new firms, invest in growth businesses, invest in cigar butts." What strikes me: 1000 annual reports, let that sink in. The road to great investments is simple, but not easy.

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Last week I attended the @worldcoin Build Demo Day rehersal. Build is an accelerator program for World mini app builders. There’s ONLY 141 miniapps serving MILLIONS of DAUs in the World App There were 12 teams presenting their pitches, ranging from clicker games, step tracker apps, to DeFi yield apps and offramps. The program was organized by Worldcoin, Blockchain Capital, Variant, FWB, Bain Capital Crypto and Alchemy The official demo day is coming in May Click for an early glimpse of a global trend:

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A leader should be able to do everyone else’s job poorly. Emphasis on poorly, this is in case they have to, or to ask the hard questions If they can do the job better, then it was not a good hire

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Starting my investing journey, I was afraid to pass on a founder, for many reasons. You might have FOMO, or you might just feel careful about the founder’s feelings. After all, they are spending order of magnitude more time and thinking on it than you. I’ve come to the conclusion that there’s different types of passing: 1/ ‘Soft’ pass: It’s when the investor doesn’t necessarily mention that they will pass, but the founder never reaches out to ask the investor’s position. This is ok. It mostly happens when the founder is not able to gather around enough fundraising traction, and investors expect founders to come back with a better respond and assess again. wrong, and being reminded that you might be wrong and change it.

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Claude 3.7 Sonnet marks a milestone in efficiencies for founders. There’s literally no excuse for not shipping a polished, beautiful frontend user experience. All the hours it took to polish all the tiny details that go beyond the core features have now shrunk 10-100x. Founders out there that are not pushing these models out to their engineers will be at a complete speed disadvantage. The era of efficiencies is here. Soon, a team of 3 will be able to ship anything. Just watch the demo. https://www.anthropic.com/news/claude-3-7-sonnet?campaignId=12703049&content=Dec2024EOYShips&medium=email&messageTypeId=140367&source=i_email

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The Nomad partnership investment returns boils down to a single business model: “In the office we have a whiteboard with the few business models we know work and understand. Cotsco is the best example of one of them: scale efficiencies shared. Most companies pursue scale, but few share them. It’s the sharing that makes it so powerful. We often ask companies what they would do with windfall profits, most spend it on something or return cash to shareholders. Almost no one replies give it back to customers” Drawing parallels: In crypto, protocols/products that share their scale network efficiencies with users, returning back the value to them to achieve longer term growth and retention, will win. This is the magic of crypto. It’s never been easier to “share” the efficiencies with users through tokens

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Kaito is rewriting growth models for crypto companies. Kaito is not even a mass consumer product, yet they achieved mass appeal. How? Looking at their current FDV might be an easy way to say: “Yeah their airdrop was going to be big.” Truth is, we never knew how big it was going to be, and there’s the magic. We are all dominated by the human psyche, in the end, random incentives work for all animals (specially us). The mechanic? Simple 1/ Yaps. “We will be listening on social media those users who engage in meaningful crypto conversations.” This could apply to other types of conversations. The magic is that this analysis is non-deterministic, and the more you yap, the more one of these tweets can count as a yap. 2/ Get users to connect their X account, connect a wallet and signup to your product.

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One piece of advice I come back to from @yekim.eth was: “Take the founder call, and use their product at least for 5 minutes.” It's so simple, yet it's well beyond what most VCs do. A lot don’t even take calls just because they don’t look good on paper, or in this case, on decks. Most of them don’t even use the product.

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Now I get why Nick and Zak from the Nomad Partnership had a shared obsession with the Art and Zen of Motorcycle Maintenance. I’m about halfway into it, and here’s some thoughts: The book is tragic, yet beautiful. Robert chats about Phaedrus, his previous self. Robert (Phaedrus) was a professor, who suffered tragic mental health issues which resulted in electric neurological treatments that cured him, but at the cost of splitting his personality. It essentially erased his previous self. The book chats about his travels with his kid to places his previous self would be at, and chatting with people he used to be with. It’s reads like fiction, but it’s not. If you enjoy the series Severance, it’s a similar concept.

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Most VCs have a “core thesis”, a set of trends they follow, sectors, and products they like to invest in. Their “bread and butter.” Somewhere along the journey, the opportunity to invest into a company outside this scope may arise, it’s a test: - Will you dismiss the opportunity? - If you dismissed it, was it solely because it’s outside your scope, or is it truly outside your circle of competence? - If you pursued it, was it because of external factors, or intrinsic curiosity to learn more about it and truly understand it? Navigating within your circle of competence is hard, because moments like this test the boundaries. Are you going out of your circle of competence? Or are you expanding it? Great investors that pass the test of time are always expanding, and “moving” their circle of competence to new territories. Make sure you do it, but be careful.

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I tried out @tribedotrun. Here’s my notes on the user experience: - It’s the rebirth of the gated chat + token pioneered by friend tech - The retro design on desktop is nostalgic, easy to understand as a web3 user, but far too complex for a web2 user. Needs more design iterations to get to that point - My first task as a user was: “How do I join the tribes, which are the best ones? The most active ones?” - There’s no feature or easy way to find out, so I browsed through the top ones until I found one which looked interested and kind of active, it was @imran's for me. I decided to join and pay the price, it was a hefty 1.6 SOL to join. Topping up the wallet was fast and easy, as well as transacting within the app - I think it’d be a good idea to give users a “preview” of the tribe before paying up the hefty prices, and also emphasize that you can always sell back your membership, in my case, for 1.15 SOL.

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