Zeneca🔮

Intellectual obesity is an excellent term and encapsulates something I’ve been thinking about for years What junk and ultra processed food is doing to our bodies, junk content is doing to our minds

Over the weekend I’ve been digging deeper into Mezzanine and am growing increasingly more bullish. I’ve deposited 10k+ of my own funds into the protocol and it’s earning an excellent yield + generating points which I suspect will become quite valuable too in due time. A bunch of reasons why I am bullish: 1) The founder, @phtevenstrong, is a true OG in the defi space and has been around for years. He knows how to find the best yields and put together innovative strategies and find edges in places others don’t think to look. He has a great reputation and a lot of connections in the space. 2) This isn’t some app that has been vibe-coded over a weekend, the first public post was made back in February (xitter.twitterapi.xyz/phtevenstrong/status/2…), and they’ve been building in public all year. 3) The tranches mechanism of allowing users to choose their own risk profile is genuinely interesting, and when coupled with tapping into RWAs for yield generation creates an opportunity not found anywhere else on the market. 4) It’s early with only ~$5m TVL and one vault so your points per capital deployed ratio is going to be very high. I suspect the TVL is going to grow rapidly as more people discover the platform and more vaults are deployed. I believe they’re aiming for 2-3 per month. 5) It has some people I really respect as seed investors, like @rektdiomedes who said it’s the first seed investment he’s made in three years (xitter.twitterapi.xyz/rektdiomedes/status/21…) 6) They can explain where the yield is coming from and are hyper transparent about everything, see this post to understand how they’re generating yield for their first vault, The Hastra Optimizer (xitter.twitterapi.xyz/mezzanine_fi/status/21…) Yes I partnered with them to help spread the word and will receive some compensation for the whole deal, but I have partnered with many projects over the years and there aren’t that many that I am going and putting 5 figures of my own funds into (more than I’m receiving for our partnership) purely because I think it’s a great protocol and opportunity. With Mezzanine I think it’s a great opportunity. It’s not without risks ofc, like anything in defi, so please dyor too and only put in funds that you’re comfortable with and that are appropriate for your portfolio and risk profile. But I really do recommend checking them out and at least keeping them on your radar. I suspect we’ll be hearing a lot more about Mezzanine in the coming months. This is another post I found which I think offers a really balanced and good perspective, and is also worth reading for those wanting to learn more: xitter.twitterapi.xyz/definikos/status/21187…. If you want to sign up, you can use my ref link and you’ll earn a 10% bonus on any points you generate (and I will get a 10% bonus as well): app.mezz.finance/ref?code=ZE…

When I got into crypto this is what our “KOLs” were, and we damn sure didn’t call them fucking KOLs We went from Andreas to Ansem 😭

there’s a lot of truth to this “doing nothing” is an exaggeration ofc bc boomers in general worked v hard but the general sentiment is directionally correct the hyper gamblification and dopaminization of everything is absolutely obliterating the minds of the younger generations

Market crashing, alts bleeding, scammers out in full force, engagement down, sentiment down, volume down, everything down The easy and default thing to do is stick your head in the sand, but real fortunes are made by working hard and turning up in difficult times

Mint was a bit of a disaster but been buying on secondary, these are the first NFTs ever that can live in your Apple or Google Wallet w ERC-8426 Very cool tech, opens the gate for a lot more real-world utility and integrations for NFTs (tickets, memberships, loyalty cards, etc)

holy shit incredible stuff happening over at Farcaster just found out they were bought by Balaji's Network State and immediately started imposing insane levels of nanny state speech policing rules watch what you say or you'll be convicted of a digital felony or misdemeanor

Wow it’s so crazy even after all these hacks we’re still holding 80k Insane we’re still only at 79k BTC showing incredible strength at 78k Stocks selling off and war fears and we’re still above 77k, so bullish Binance hack I thought for sure we’d dump harder, such a great sign we’re holding 76k

Asked Claude to read the Anthropic S-1 and summarize it for me Claude proceeds to tell me it accidentally sent my email to the SEC

Crypto enters its value investing era zeneca.xyz/p/letter-123-cryp…

one of my biggest takeaways from the jez interview, and i'm shocked i hadn't heard of or thought of it before, is the vpip analogy from poker almost everyone would be better off with a lower vpip in poker, and the same is true for trading make fewer bets, make better bets