There must be some kind of residual high from making big decisions, as I’m feel powerful as hell coming out of Montana. I’ve committed to a life path and I am ready to do some thriving. Yes I’m referencing the meme.
unbothered. moisturized. happy. in my lane. focused. flourishing
I’ve got a deal I want to shop around even though it’s ice cold out there in venture land. I believe in the team and I believe in the market sector. It’s a bit of an unusual bet but I have total confidence in the problem space such that I am ready to spend some social capital. So hit me up if you want to get in on the deal. I feel like it’s a deal that’s absolutely in my lane and even if it’s a hard time to circle anyone to anything I may as well enjoy the thrive vibe. Let’s do some magic together yeah?
In another famous meme Fox News host Bill O’Reilly exclaims that “fuck it I’ll do it live!” And I have to say that is my current energy. None of us have a fucking clue about how things are going to go. But did we do our homework? Yes. I did the work. I ran my numbers. I’m good at what I do. I’ve got experience. I’ve got as good a shot as anyone.
So I’m going to say fuck it to a lot more. I’m confident. Because like Bill I’ve got the talent and why not fuck around and find out? This isn’t specifically about the deal I want to do (though I am excited) or the fact that I’m moving to Montana but rather that it’s time to express more confidence in general. I shouldn’t undermine myself. I’m good. Some people like me. And that’s enough to have some confidence to try some stuff and experiment. If you want to come and play with me feel free to say hi.
A month or so ago a piece written by a New York marketing executive titled Vibe Shift went viral among the chattering classes. The premise is that we are on the precipice of a cultural change that is upending everything from politics to fashion. And depending on your perspective, this shift might include crumbling dystopian decay or vibrant fuck it optimism. Or in the case of web3 absolutely both.
If you believe the Citadel is a corrupt institution and moral moral crisis then the Vanity Fair piece should have been negative. It’s a surprise that it wasn’t. Not long ago we were subjected to intense narratives about the dangers of nRX neo-reactionaries and it’s infiltration of Silicon Valley. It was a real and urgent issue that the center of so much money and power might doesn’t align with the cultural values of media or academia. If you don’t speak this language the Citadel is code for the left leaning creative and cultural institutions like Hollywood, academia and media.
So why isn’t it a crisis any more that there is a new breed of influential “not quite” conservatives? If anything the right in America has shown itself to be capable of so much more than just boat parades and goofy hats. Some of these fuckers were expanding the Overton window on peaceful transitions of democratic power on January. It might actually be getting worse.
Except now the left fucking sucks too. Now I’m not justifying fascists. These Christian Nationalists are trying to roll back modernity and pluralism. Fuck them. They fuckers don’t even have a demographic majority. So it pains when I say the vibe shift is showing the left as the worst version of themselves while the right is showing a new cultural ascension.
To a lot of normal moderate people the left looks controlling, scolding, frigid, and conformist. Everything from mask politics to gender relations has started to make the left look insane. It’s entirely rational people would be seeking a vibe shift for something more welcoming.
My theory is we are about to see a massive resurgence of affection for all kinds of conservative hobby horses. Especially of vibes that used to be the province of the traditional left. Everyone is sick of being shamed while they go about living their lives. And whoever wins that vibe war will win America.
On the one hand, the discourse today is horrible. Elon Musk threatening to buy Twitter is breaking people’s fucking minds. On the other hand, it’s the height of culture to be so singularly obsessed with a topic of such little consequence. The zeitgeist is full on psychotic.
This isn’t about free speech. Fuck that. No one gives that much of a shit about corporate governance that they’d super impose a civilizational problem like free speech onto securities law. This isn’t an episode of Billions. In except that both make me want to scream “that’s not how this works, not how any of it works” into the void.
This is all an elaborate publicity stunt to feed the narcissism driven logic of markets obsessed with celebrity and personality. Because everyone knows what everyone knows, pricing discovery is a function of lurching forward a narrative for the vox popli. Except everyone is convinced they are uniquely brilliant so they can’t possibly also be manipulated by the transparent agitprop. Yeah yeah sure I’m a galaxy brain too. We’re all playing 4D chess. Everyone is winning and the markets only go up.
I am a prolific shit poster. I am a haver of takes. I am a full fledged member of the discourse. But Jesus Christ I never thought I’d see the day where the galaxy brains are feeling good about having nuclear war takes. Literally the hottest of takes.
I am in a preparedness Discord with a number of very level headed people. There are people that I would trust to help me think through surviving a disaster. But none of us are foreign policy experts or plugged into the state department. Nevertheless we are speculating on the possibility that Ukraine’s invasion by Russia could take us there. But we are just speculating!
Now I’m not a Bluecheck media personality on Twitter but I do know what it’s like to have an influential opinion. I’ve got a small platform and I try to use my voice responsibly. Or at least make clear when I’m shitposting. Because people will take you seriously. So you have to occasionally do a double take on your takes.
It doesn’t feel like most people are being particularly careful today. There are a few voices that have got things right in the past that are working though thought experiments. That’s valuable. But the bulk of folks are engaging in some terrible information hygiene. Opinions are being had. But also propaganda is being circulated and disinformation warfare is being waged. So far the West is being clearly won by the scrappy Ukrainian narrative. But who knows what will stick. So he careful out there. We are literally at war. Don’t rush to conclusions or to share shit that looks too good to be true. You don’t want to end up pushing an agenda that isn’t your own.
My scheduled was packed today. I took several pitches. I spoke with an internet friend about some mutual interests. I did some travel arrangements for a real estate transaction I’m hoping will go my way.
I really felt the need to be busy today. For once I didn’t want to be too immersed in the zeitgeist. I somewhat dreaded checking Twitter. I actually listened to a whole podcast and went for an hour long walk in the freezing winter cold. I spent some time organizing my calendar for next week.
I’m rarely this task oriented. I generally need spaces that are open where I can lay down and soak up the current moment. I’m usually calmed by the drumbeat of information. I thrive on input.
But I couldn’t bring myself to be online. The Russian invasion of the Ukraine is too unsettling. The implications it has for a changing world order. The instability it represents. The second and third order impacts my mind can only grasp out but not fully see.
So I’m going to order some takeout. Maybe something fried. And I’ll watch Netflix. And I’m pretend that I’m comfortable in this consumption mediated disassociation. And I’m going to assume that it’s normal. Because my life is absolutely fine but I’m bearing witness to a tragedy being played live online.
Being sick gave me an investing process. I have ankylosing spondylitis which is an inflammatory condition of the spine. It’s well controlled but still affects my day to day routines. It means I spend a lot of time in bed on my phone online. And this is how I generate alpha.
I spend my entire day on Twitter, in Discord, in DAO governance chats, in news RSS feeds and on Reddit. I’m extremely online. Terminally so. Like a LOT. I’m talking twelve hours a day. Which has turned out to be great for deal flow and diligence.
Being extremely online gives you some significant tactical advantages as an investor.
Persistent read of zeitgeist
Always online intaking discourse that will move market sentiments
Omnipresent availability to founders and ready to interact
Being online and intaking discourse gives me additional time and analysis with emerging trends, personalities and opportunities. By the time something has gained traction I’ve already made a move. I can move fast and confidently ahead of others because I’ve just had more time with the materials.
In somewhat bleaker terms I already live in the metaverse. Having a disability gave me early access to new ways of living online by forcing me to live a lot of my life virtually. If I wanted to socialize I had to do it in bed. I had experience with this before the pandemic. And I’m already been living where the rest of the world will be migrating now. You are gentrifying my neighborhood.
It’s ok if someone hates me. It’s ok if someone thinks I’m bitchy, stupid, obnoxious and self serving. Hell I’m ok if people think I’m a lesser human being. Which judging by Twitter could be a multitude of reasons ranging from “I’m a woman” to “I’ve got bad taste in tv.”
I am alright with you not being alright with me. My existence is not threatened by your philosophy or personal preferences. My existence is only threatened if you literally threaten me. Call me evil if you like. I’m not offended. Until you take an action against me it’s alright that we disagree. Even if the disagreements are existential.
It’s quite possible this is wrong. I’m open to debate on what constitutes harm. In fact, my entire philosophy centers on that debate being fine. I can take it. I actually pay someone to cuss me out for being stupid and then I pay again to spend time in a group where we regularly tell each other how much the group members anger us. It’s called therapy.
So take that as context when I say I wasn’t particularly personally hurt by Brantly Milligan, aka Brantly.eth aka one of the ENS Foundation cofounders, suggesting women who use contraception are perverts. I’d probably be a lot more hurt if I was a gay trans woman who had an abortion though. But I figure that demo might be used to being called evil by Catholics at this point. Like maybe it’s more of an annoyance than existential threat if you are wealthy and privileged enough to be working in crypto. We aren’t really a population that is hurting
The Ethereum community is experiencing this speech with a lot of pain, hurt and anger. Brantley was voted out of his contract with True Names Limited the foundation that manages ENS Domains. But he remains one of the largest holders of tokens and will obviously have plenty of influence over the future of the platform. The debate has become one of cancel culture versus DAO governance working as intended. But the split on that is not clean and it’s not always clear where people will fall. An informal poll on my timeline is pretty evenly split.
I’m tempted to assign him my tokens as a delegate to be honest. Though I won’t because I think he’s unprofessional. But I want to because I don’t love how any of it played out. Brantly doubled down on telling folks to fuck off compounding the feeling of being hurt. That’s unprofessional and not the kind of behavior I’d expect out of my management team. But I also don’t know that simply holding unpleasant or intolerant beliefs is enough. And it shouldn’t be in a decentralized system. I respect that the right voting and governance may have happened here but I’d argue we all want more control spread out over more people for exactly these scenarios.
I think Brantly basically Shrekli’d himself by doubling down on asshole antisocial shit and the DAO equivalent of the Feds coming for you happened. You can’t attract negative attention and be shocked when bad shit happens to you. But I don’t think being a retrograde weirdo is enough on it’s own to get you booted from an ecosystem.
The entire reason I’m walking you through this sensitive topic today is that I am committing my year to self love. And you might think how does self love and DAO governance overlap. But I really do feel empathy to everyone involved in ENS and the ethereum ecosystem right now. The pain of feeling like you are not seen and loved for who you are is primal shit. This is core human nature “do I belong” to my tribe stuff.
If you don’t love yourself than you are going to have a reactive stance to something that questions your morality and worth. And I’m guessing a lot of people are reactive judging by the uproar. But the thing about self love is that you just won’t be as hurt by assholes being assholes. Because you’ve taken care of yourself first. So whatever the right and just outcome of this ENS governance issue, I think it’s important we all check in on ourselves and why we reacted in the first place. Only then can we get on with the business of design the future and it’s technology.
I’m excited to be hitting my first year two posting milestone today. Four hundred straight days of writing is the kind of habit that has got clear staying power. It’s funny that today I celebrate the power of creation when my topic for the day is consumption.
Pandemic living cut down a lot of consumption for me. Travel, dining out, cosmetics and fashion used to be huge parts of my life. Style played a prominent part in my career. I loved being a part of a creative profession. People made things. We worked on items that existed in the physical world meant to be appreciated in the here and now. But we also made things to be consumed. We created in service of consumption.
I love the intersection of art and commerce. It’s really where humanity tells on itself. Just raw unadulterated power dynamics on display. But also sometimes consumption means wanting to be seen and liked by someone else for sharing in-group affinities. I get it. I pride myself on knowing a bunch of ephemera so I can wow just about anyone at a cocktail party. Being included is a powerful safety drive and I think it’s nice to cultivate it for each other.
So I guess I’ve missed I missed some of that. Being at home I’ve done so little to engage with the current moment’s aesthetics except as they manifest inside internet culture. I’m up on all the zeitgeist in the chattering classes but I’m not hip to what’s being bought.
Maybe this is what happens when you haven’t been on Instagram since Trump got elected. I’ve got no idea where to shop anymore. My instincts remain but the specifics of the moment were a blank. So you want to know what I bought? Hand to fucking God I bought some of Kim Kardashian’s loungewear. Because why not go right into the Kierkegaardian soul sickness. If I’m starting my fresh might as well go right to the common denominator.
Maybe three years ago William Gibson was promoting his new book. It was the last event I attended in a pre-pandemic world so it stands out to me. He gave an interview where he mentioned reading a novel by Hari Kunzru called “Red Pilled” and that he found the plot as a plausible near future.
I immediately bought a copy as I’m heavily influenced by the prescient near future work of @GreatDismal. The book was about a member of the blue check media class slowly going stark raving mad because of an elaborate right wing alt-reich troll farming operation. It was uncomfortably clear on the kind of elaborate cultural war tactics that goes into pilling normies. Dank memes and slowly you are accepting the aesthetics and touchstones of former Reich minutiae or Nordic runes or pick your mythical volk white mythology. Memes are dangerous gateway ideology kids.
I didn’t really think anything of it at the time. Then I lived through the pandemic becoming an elaborate death cult ritual with totemic significance for both warring sides. I realized we are in the middle of a massive meme war for the soul of internet culture and most of us don’t know we are victims yet.
Walk down one wrong hobby hole on Reddit and suddenly you have become friends with folks with more than passing fascinations with authoritarian culture. Honestly it’s freaky as shit and I’m absolutely socially friendly with people who don’t think I’m a fully autonomous sovereign individual. And yes I mean both socialist Soviet apologist Tankies and TradCath beach fascists.
If even a fraction of the wild associative leaps are premeditated it would be a kind of aesthetic scandal on par with the country electing a reality show host. A couple nRX message-board fascists cosplaying as Zombie Nazis grift 4 billion dollars in market place from venture capitalists and gullible celebrities. What a collective failure to repudiate literal Nazis! Lol. Maybe this means our unconscious might think some of this is right? Oh god maybe we did read a human biodiversity essay that made a convincing point. We seem to be a lot closer to black pilled. Fuck. Is this psychological warfare?
Honestly I hate this fantasy so much I hope it ends up being the largest milkshake ducking in history. Except at the end a whole bunch of us end up simping for the technical value of a bunch of Hitler memes. Fuck I’d die if this is how we all got pilled on antique fascist aesthetics. I’d love it even more if Peter Thiel were involved so the left wing conspiracy types could build their own QAnon metaverse. Already we’ve been warned about meme magic and the spiritual traditionalism that is animating a global new right. And I’ve got to be honest some of the threads going around have some elaborate research and narrative work. It’s propaganda level and designed to be compelling and confusing.
I honestly have no idea who is playing who in this saga. I’m think @vgr is probably right that even the terminally online struggle to make sensible or legible this level of signaling. So we brush it off. But it’s going to be an inception vector. So be careful when you react to an event. You might be primed to respond to their propaganda and not even know it.
So if you want to pitch me just hop on over to a Telegram chat or my Twitter DMs. Let’s talk and learn and share and then I can really see your passion and vision and we can both avoid canned performative shit.
Well since then my Twitter DMs have been filled with amazing chats with founders of companies as diverse as consumer products, marketplaces and web3 games. The stuff people are cooking up in crypto is wild. Thought not enough SaaS tool pitches though so clearly I’ve got to get more mindshare there. Note to self to impress Jason Lemkin or something.
I’ve taken a dozen pitches now through direct messages and chats. It’s worked amazingly well. Maybe I owe a drink to Sam Lessin as he came out strongly against Calendly right after I wrote this post.
So pitch me however you like to communicate. Plus, don’t we all die inside a little every time someone sends a Calendly link?
So I’ve got to say I hope I became known as the slide into her DMs VC as this has been a lot more fun than trying to play calendar sync with dozens of people. That game sucks.