This is post 3/4 of the pivot series. Here are posts 1 & 2.
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🔭 Weekly Meta
Zak Cole, an Ethereum OG, launched Ethereum Community Foundation to “do what the Ethereum Foundation won‘t” - make sure $ETH hits $10k as soon as possible. “ETH to $10k isn’t a meme, it’s a requirement.”
Tom Lee, one of the oldest Bitcoin bulls on Wall Street, started a public ETH treasury buying $250m of it. Saying “ETH is the next Bitcoin” and all the institutions will be staking it to secure their stablecoins
Even the new SEC chair Paul Atkins says “tokenization is an innovation”, and the agency is now committed to advancing it
More than $8bn across 8 inactive OG Bitcoin addresses, now moved 👀
Ideological gap between men & women has been widening like crazy, huh…
Tl;dr, idk what else needs to happen for everyone to realize that $ETH is going to have a historic run up, whenever it happens (this year).
🤔 Current Meta
Here are a few things that I‘m seeing…
🚀 Web3 Meta
This cycle: Memecoins → AI memecoins → stablecoins → DeFi, DeFAI & ETH
Next cycle: more emphasis on applications & usecases
Revenue generating > VC funded (finally!)
When everyone was talking about memecoins, they topped. When everyone was talking about AI coins, they topped. Now it‘s stablecoins - DO NOT buy CRCL.
By the time it‘s all over your timeline, it‘s too late.
We’ve moved past the infrastructure phase. No more “we need better rails” - time to run some fucking trains. DO NOT buy infra tokens (except ETH ofc 🙃).
Real alpha? Revenue generating instead of VC funded projects. The era of burning VC money to acquire users who don’t pay is ending. Thank fucking god.
Fair launches are a psyop by rugged degens against builders. Ain’t nothing fair about builders not getting tokens of projects they build. As a degen, I welcome it anyway.
Therefor,
my bags: Clanker, Bankr, Native, Product Clank & Checkr
🌍 Global Meta
It won’t matter who is AI, who is human & what even is “human”
Dead internet theory vs living internet theory
Proto-singularity this decade
There are dozens of AI influencers now, and humans don‘t seem to care. The line gets blurrier as every human uses AI in some way.
Two camps: dead internet theory saying we’re headed for a bot wasteland & living internet theory arguing AI will help us find alignment points & build organizations.
Now, what do I mean by proto-singularity? Last month I had the opportunity to control a robo-dog with my brain. 🤯
Phones & laptops will converge on BCI-integrated AR glasses + wristbands. We‘ll be able to control drones, robot & swarms of AI agents, with our minds.
Doing by thinking. Not a sci-fi movie - this decade‘s consumer tech. 👀
💭 Personal Meta
Streamer vibe coder = new OP career meta
Riches in the niches
Social media accounts = schelling points
The streamer vibe coder is the new online career meta. If you‘re good at entertaining people and you‘re not camera shy, there is no bigger opportunity.
Whether you’re looking at KOLs in Web3, influencers in Web2, or bootstrapped startups anywhere - the pattern is identical. Riches in the niches.
Social media accounts are just schelling points for taste, desires & pain points. The meta is figuring out how to entertain niche audiences & solve their problems. Has to be something you‘re interested in, tho.
🐙 Onwards
I urge everyone paying attention to buy as much ETH as you possibly can (no loans), now and over the next month or two. No DCA, go balls-deep.
If you‘re still trying to figure out what to do with yourself, here‘s a small collection of links to help at a crossroad in life, at uncovering limiting beliefs, figuring out top skills to future-proof yourself, how to gain skills, strategic thinking & stress management.
Then maybe try some vibe-coding?
Do you agree or disagree with these metas?
Whats YOUR meta? 🫵
Lmk in the comments and you might be featured in the next post!
This is post 3/4 of the pivot series. Here are posts 1 & 2.
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