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
Brantley.eth “homosexual acts are evil. Transgenderism doesn’t exist. Abortion is murder. Contraception is a perversion. So is masturbation and porn.”
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.
Twitter poll asking if Brantley termination is governance working or cancel culture.
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.
The latest example of mass hyper object cultural murmurations might be the Bored Ape Yacht Club. And not in the way you think! It was brought to my attention by Venkatesh Rao and he clicked together some signs I’d registered but not processed. It’s entirely possible someone pulled a QAnon semiotic culture jacking with everyone’s favorite NFT project and made it so we all consumed a bunch of Nazis culture.
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.
BAYC is of the most intricate hidden trolling campaigns in history created by very intelligent 4chan-related trolls who have hidden lots of nazi and alt-right innuendoes across the collection I’ve gathered enough proof to confirm it.
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.
So I think pitching is bullshit. My husband has a great analogy. He thinks an hour long pitch to an investor is like a white board coding interview. Have any of you ever done developer work that didn’t have access to StackOverflow and Google? Yeah didn’t think so. It’s a completely artificial environment. Real work is collaborative and input driven and not at all tied to your capacity to memorize and perform on the spot.
I think this is pretty revealing. We force intuitive input driven thinkers, our founders, into a situation where they have little to no feedback. They can’t get anything from us as investors for like twenty minutes. They lead an investor by the nose through a narrative but what if it’s a narrative the VC doesn’t care about. Then what you lose the deal? Fuck no.
You should anchor a conversation based on expressing interest and seeing together where the biggest vision might lay. I’ve legitimately talked to founders who can see their way into imploding corporate legal apparatus or building clean energy through on chain gaming. That is some science fiction level shit. But could they tell me that in a 12 page deck? Fuck no they would look insane. But I want to see you for who you are.
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.
You want an investor that sees you for you. I want a founder that is building with such a keen passion it’s all I can do to stop from wiring the money that day. Our incentives can align from first contact. So pitch me however you like to communicate. Plus, don’t we all die inside a little every time someone sends a Calendly link?
I used to be something of a perma-bear. I was always somewhat convinced that bad shit was just around the corner. I guess you can see that in my persistent interest in doomer culture. But as the world continues to experience “the crumbles” I’ve softened my general stance on everything is awful.
Crypto is arguably responsible for much of my stance. For all the bitching about Web3’s lack of decentralization and heady “takes” on how this has all been done before, I actaully do this think is the next wave. Do I think we are due for a lot of crashing and failures and unrealized promise? Also yes.
So when the market decided to do a January bubble bursting I was surprised at how sanguine I was. I kind of didn’t believe it was going to turn into a full blown recession rout. Now this is not to say I don’t think stuff is frothy, as I clearly do. But I think the weirding has so confused markets that who knows when contagion bubble popping is going to hit for real. I don’t think we are there yet.
And indeed I started this post in the morning and by market close stuff kinda bounced. Maybe a dead cat bounce. But who even knows is my point. I don’t think we will see a genuine correction till a real market leader like Facebook or Microsoft pulls a Worldcom or an Enron. I wouldn’t be shocked if it was Tesla but I ain’t playing that short. I think it’s more likely that “Meta” fucks itself in the transition to the metaverse or whatever and then we get a real systemic crash. Right now no one gives a single fuck if all of crypto goes to zero. We need much bigger game to drive a recession. Systemic Lehman brother shit.
Which is long way of me making an elaborate Community joke. That TV show with the Talk Soup guy. They had a plot where someone misspoke or made a bad joke and the theme at their community college dance was “Bear Down for Midterms” and no it isn’t a real phrase. My basic feeling on a recession is that the Fed will toss us a couple rate hikes to deal with inflation. But half of America is convinced the pandemic isn’t over. Congress could be talked into more stimulus since the midterms are bearing down on us and well the Democrats are going to lose. The exponential age, the end of American empire and global weirding means no one knows what is going on. The next real marker on our calendar is the midterms. So bear down for midterms. I’ll be wash trading to get some actual cost basis losses till then.
I’ve always hated when people say shit like “well that’s my truth” as it gives credence to all kinds of elaborate personal fantasies that make living in civilization almost impossible. But also perception is reality. So while it gets frustrating when people insist on their own set of facts, I can’t really blame anyone for relying on their personal feelings.
I’ve often been afraid to share my personal truths. I’m afraid I’ll be judged for my feelings. I’ve got a number of feelings that are easy to dismiss if you happen to be a fan of many traditional systems of morality.
For instance, I don’t think marriage needs to be about nuclear families. I’m perfectly fine with it being for political or financial power. I think people should start dynasties by combining resources. Which if you go back to really traditional systems of human civilization this take wouldn’t be super shocking. But it certainly sounds shocking to my family and friends that I’m all for multiple spouses. Do I think this works for most people? No, I think paired coupled monogamy is probably right for most normies. But I’m all for people trying shit that isn’t normal if it meets their life goals. Go start your empire king!
Now I’m not saying I’m living this way. Obviously I am a married white woman from the upper class. But I’d be lying if I said my marriage was all about the romance. I do want to build something with my husband!But I think it’s perfectly fine to say different people can live in truthful ways that are different from me. I’m not remotely trad. I’ve got different values than people who marry their high school sweetheart and raise kids. But explaining that makes it sounds like I’m so terminally online normies can’t ever relate. I’m conservative but not trad. Which if that is legible to you I’m glad we are friends. If it’s not then whatever. I hope it’s ok that my truths might be different than yours. Don’t worry I’m a libertarian so I won’t impose it on anyone but myself.
