PolyPup

Seeing Avalanche's tech chosen for a planned NYSE-affiliated platform's clearing and settlement layer is huge.

Congrats to @JohnNahas84, @CharleyCooper01, @el33th4xor, @AvaLabs, @AvalancheFDN and everyone who put in the work.

Tough last 24 hours. Stocks and crypto both got hit, and a lot of our portfolios are down.

If you're building something, this is the part that matters. When everything's green, it's easy to be positive. everyone is chasing charts and it's hard to focus. Days like today get quiet, and that quiet is the best time to build.

Fix the thing you've been putting off. Ship the feature your users keep asking for. Talk to the people still using your app, because they're the ones who stick around.
The apps that lead the next run are being built right now, on days like this.

Close the charts. Open your editor. Keep building

Seeing a lot of frustration around AI pricing and usage limits lately. ChatGPT introducing a $500 plan. People running through their Grok Bot usage much faster than expected.

I get it. If you're paying for something, you should know what you're getting. Companies should communicate changes clearly, especially when people depend on these tools for their work.

But I also think people need to start getting realistic about what this technology is worth and what it costs to provide.

We have access to life changing technology for a monthly subscription. You can use it to build products, write code, research ideas, and take on projects that would have been completely out of reach for you a few years ago.

That still blows my mind.

A flat monthly price doesn't mean the work you're running is cheap. Elon just said the cost of serving Grok Bot was unsustainably high compared to revenue. These companies ($SPCX, Anthropic, OpenAI) are subsidizing your usage.

I wouldn't build my expectations around that lasting forever.

My take is that serious daily use of the best AI models is going to start looking like a car payment. For some people, it already does.

Models will get more efficient. We'll also ask them to do more. More projects running at once. More agents working throughout the day. More work happening while we're asleep. Cheaper tasks can still add up to a bigger monthly bill.

I'm already making room for this in my budget because I see how much more I can build with these tools.

If you're using AI to build a business or earn a living, start planning for it as a real operating expense. Figure out which tools actually help you ship, what they're worth to your work, and where paying for more access makes sense.

I think the people who learn how to turn that access into useful work are going to have a serious advantage. And I'd rather start preparing for that now.

Actually bullish how fast $CRCL froze the USDC from the Binance hack. Both Tether and Circle froze $1.8B combined.

Seeing a lot of noise about price action this week. Most of it is just the whole market being red.

Here's what I see from the builder side: stocks are coming onchain either way. And the moment you own one, you need something to do with them.

That's DeFi for stocks, and it barely exists yet. I'm so excited everyday cooking up some cool strategies to earn regardless of red/green days.

I've built through a few cycles now. The tourists leave when it's red. The builders keep shipping.

We're just getting started.