Nat Emodi

@emodi

1680 Following

60534 Followers

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what's the best crypto product for recurring SaaS-like payments? looking for something comparable to Stripe Billing that can handle plan tiers, pro-rated upgrades, etc.

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in my soft era, as a young crypto founder, I asked: “why won’t anyone return my emails?” “should I move to portugal?” “touch grass, go to therapy, or pivot?” now I ask: “should this also be a token?” “can we airdrop our way to PMF?” “who do we need to bribe on crypto twitter?”

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Just read The River of Doubt, a historical fever dream. Teddy Roosevelt post-presidency, lost in the Amazon with malaria, murderers, hostile tribes, and the legendary Candido Rondon. Imagine nearly dying in the jungle with your son to prove something no one asked you to. Unreal story.

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Shoutout to Base, Farcaster, and XMTP for pushing the envelope with TBA launch tomorrow. Onchain social is entering its next era.

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Wrote some thoughts on focus, shipping, and the long game in consumer crypto. natemodi.com/blog/focus

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Best time to be building in crypto right now 1/ Still very non-consensus 2/ Hundreds of attempted projects, research ideas, and data sources to study 3/ Infra finally exists to connect it all

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We've been building in the NFT space for 3+ years now. Highlight has hosted every kind of project imaginable. It's open and permissionless -- that's the strength of digital. We have standard T&Cs, but our goal has always been to make it straightforward for anyone to create on-chain. The main constraint is demand. For various reasons, it has declined rather than grown over the past few years. Currently, the viable business models are operating a large-scale marketplace or charging fees (20-40%) for artist collaborations. In an expanding market, both can work well. In a contracting one, they're more challenging, but markets cycle. There's a fair amount of unfocused optimism--hope without strategy--about what might turn things around. I'm confident NFTs will advance, conditions will improve, and the market will return stronger than expected. Over the next 12-24 months, though, it's unclear how that happens without significant catalysts. Let's create them.

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The em dash—my old favorite for adding emphasis—now reeks of AI slop. Switched to double hyphens--to signal real human writing. We'll see more of this: ditching polish for authenticity, like actors keeping crooked teeth or devs hiding easter eggs in code.

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Immediate impression of Grok 4 is that it’s better than o3 Pro. More information dense and stronger insight, and feels more human. Comparing them on research and reasoning feels like work product from a junior analyst vs someone director level.

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it’s funny how most ppl still find ai either terrifying or irrelevant, but some get it instantly regardless of age or background. this week grabbed lunch with an ivy league finance friend who scoffs at it. then got a haircut and my barber is conversant on the latest models.

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recent convos with high-functioning founders and friends keep circling the same theme: reality has suddenly become impossible to keep up with. even the most hardcore admit to being overwhelmed. the singularity is here, just unevenly distributed.

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MechaHitler aside, human-to-human interaction might actually improve with LLMs. using them makes so many positive human traits more legible: affirmation, empathy, brevity etc. computers that model those behaviors should increase our collective EQ.

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thanks to everyone reaching out about new ideas for building things onchain, including with LLMs. we're heads down so apologies if I'm slow in responding in all cases!

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the rarest healthy big five personality type is probably: + high openness + high conscientiousness + high extraversion + high agreeableness - low neuroticism basically: creative, disciplined, social, kind, and chill. very rare, maybe 1% of humans.

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Reading prompt engineering docs makes it obvious post-AGI we'll have an HR department for LLMs.

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There’s the idea of lookism — that better-looking people get unfair advantages: higher pay, more status, etc. Words and ideas have this too. Call it the eloquence effect, where the aesthetics of how someone speaks makes them seem more impressive than they might be. A common trap is mistaking how eloquent someone is — how fluidly they move between topics, how precise or varied their language is — for the actual substance of what they’re saying. Mamdani is a prime example of this. On the flip side, I’ve worked with incredible engineers and business people whose eloquence is average at best, but whose ideas are profound. Learn to tell the difference.

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scams have gotten so weird and niche lately, it's hard to keep up. someone should build a site that simply explains how each one works—a Wikipedia of modern scams.

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Hockey owns the superstition-hair combo in sports—no one does playoff beards like they do. Startups should adopt more of this energy. Raising a seed? Grow a flow. Shipping v1? Shave after GA.

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what’s your current daily driver for LLMs — the model you use the most?

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As much as stablecoin focus is on developing countries, p2p cross-border payments in alot of the developed world is still absurdly archaic. Excited to soon be able to send cash gifts to my nieces in Canada, pay back a UK friend for beers, or tip a tour guide in France — all in USDC — from a single app.

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