NOTES ON LIFE, CRYPTO, & MARKETS

Summary from the TLDR Crypto newsletter

A 3-month social media break revealed dopamine withdrawal after 6 years of posting, coinciding with crypto's identity crisis as it shifts from a standalone industry to enabling technology for AI, consumer, art, and finance. The author's current long positions include HYPE, BTC, HOOD, ETH, EUL, and PRIME, with particular focus on the AI x crypto intersection as the most compelling opportunity. Attention span has emerged as the biggest edge in creating life outcomes since most talented people can no longer focus for extended periods, while status signals are becoming diluted through Stanford dropouts and two-week tech employees claiming "ex-" status, creating an environment where incubators outnumber credible founders and people build social media distribution as a hedge against an uncertain AI-driven future.