At a dearth of builder energy. Pretty much at a lost for new ideas. 

A few ones I've been playing around with -
1. Podcast protocol that prints 'listen receipts' on chain
2. Track your stock mentions in podcasts to generate alpha

stocks

Innoviz analysis. Part 1 is about understanding the automotive market in general and why lidar is an inevitability, much like ADAS, mapping and AEB.

If you don't want to miss part 2, you should subscribe :-)

Innoviz analysis. Part 1 is about understanding the automotive market in general and why lidar is an inevitability, much like ADAS, mapping and AEB.

If you don't want to miss part 2, you should subscribe :-)

https://substack.com/home/post/p-153672297?source=queue

Mechanism Design

An on chain dispute resolution mechanism where the oracle is an AI agent.

Stupid or smart?

icebreaker

Hey, @j4ck.eth @jrrtoken.eth @julien51.eth I would like to meet exceptional people on /icebreaker. Can you endorse me on Icebreaker so I can start making connections? 🙏

CEO at Google • co-founder & rectangle mover at /icebreaker • icbk.me/j4ck.fc • /j4ck • /swagcaster • DJ sixsix • MMTF

Unlock Protocol founder.
Previously founder at Superfeedr (RSS push API) acquired by Medium!

https://ouvre-boite.com

SVP, Web3 Brand Strategy @ Publicis Media

Degen, Innovator, Connector & Conjurer of Cool Experiences  

http://oncyber.io/portalhub

Founders

Done is better than perfect.

That's one I really struggle with. Even though it's very very very true.

$ROST reports today after the close. 
After Target and TJ Maxx great results the expectations are high. 

Doesn’t matter though. This company is a long term boring compounder in the best way. Hold and don’t sweat it.

Podcasts

CEO of $TOST addressing this very eloquently on 20VC. Excellent episode

I bought Palo Alto Networks in February this year. Thoughts on the quarter and future prospects of $PANW.

I bought Palo Alto Networks in February this year. Thoughts on the quarter and future prospects of $PANW.

https://open.substack.com/pub/thereservist/p/palo-alto-networks-assessing-future?r=h9u3&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

Why is common sense sooooooooo uncommon?!

Nike down big
Starbucks down big
Chegg down huge

At what point do any of these get interesting…?

New FC playground? Where do I sign?

I got my Moxie Pass! Mint yours to be eligible for upcoming airdrops, grants, Fan Tokens and more! cc @betashop.eth @airstack

chef at moxie.xyz - the ecosystem for creators on Base. Launch & own Creator Coins. 🔜 Creator Agents with skills to help creators earn, trade & grow!

The official account for Airstack, developer of @moxie-protocol. airstack.xyz. On a mission to grow the Farcaster GDP.

New FC playground? Where do I sign?

I got my Moxie Pass! Mint yours to be eligible for upcoming airdrops, grants, Fan Tokens and more! cc @betashop.eth @airstack.eth

I used to try to optimize and be great at every part of what needed to be done.

You‘re better off just spending time on the most important thing and being fast/accepting being average on everything else

The fact that this is soooo true doesn't make it any easier to do on a daily basis.

$INVZ is a contrarian bet that I think can make a 2-4x over the next 12 months. High risk and definitely not for the faint of heart. 

Will write up a long thesis at some point. Do you have contrarian long bets that have outsized risk rewards?

Memes

Dude. You can't hit the sun with a pistol.

You need at least a gun 3 times bigger.

finance

“When we’re at all time highs is when things are most dangerous”

I’m seeing this statement/meta everywhere. It feels truthful and scary. 

But…How many times was this said and we went on to new all time highs?

Every. Single. Time. 

Is this time different?

I keep wondering about this when it comes to the big four.

It feels like the right time to sell based on market sentiment and valuation.

But when has it ever been the right time not to be in the big four?

Never.

📈 Investing at The Reservist 
💎 Tokenomics & Protocols: http://designingtokenomics.com
🎵 Music 🤝 web3
🎧 Host Ethereum Audible podcast


yehoshzl

@yehoshzl