Contributor @ThePolliCo Father | Husband | Builder | Investor Success = 80% grit 15% talent 5% luck
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Joined August 2013
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These are the books I've enjoyed reading / listening to. I'm happy to share them and hope they serve others well also. (see comments).
·.★·.·´¯`·.·★ 🅶🅼 . 🅶🅽 ★·.·´¯`·.·★.·
Very interesting take.
As someone who has personally spent $500k / mo+ on Google Ads for years, I can tell you with certainty:
This revenue growth in Search is artificial & extremely unhealthy for Google’s business long term
Search volumes are declining as legacy search is being increasingly cannibalized by non-monetized LLM queries
Google’s response?
Manufacture revenue growth via short-sighted, highly extractive, customer-hostile tactics. I.e. charge advertisers more for lower quality clicks, including clicks they do not want and explicitly did not approve Google to charge them for
A few examples to illustrate:
For all of its history until recently, Google operated on a 2nd price auction model
I.e. if you bid $5 CPC and the next highest bidder bids $1 CPC, Google charged you $1.01 for the click (one penny more than the 2nd highest bidder) rather than the $5 you bid
This was a genius move by Google early on as it incentivizes advertisers to input their true maximum willingness to pay rather than trying to play the game of bidding low and constantly adjusting to try to stay just ahead of the next highest bidder while still not paying too much
However recently, Google silently deprecated the 2nd price auction and began charging advertisers as much as their bid and budget caps allow, regardless of what anyone else is bidding
It’s a short-sighted cash grab at the expense of the long term health of the advertiser ecosystem
Making thing worse, Google also recently nerfed keyword targeting precision
Google previously had precise keyword targeting settings that allowed advertisers pick individual search phrases to bid on, defined down to the character w/ exact match or phrase match targeting
This was one of the core features that made search advertising magic, enabling advertisers to run extremely precise campaigns based on exactly what their target customer typed
But now, even if you bid on a specific term or phrase using the strictest exact
-match targeting settings, Google will show your ad across 1000’s of unrelated keywords, labeling them as as “exact match (close variant)”
The definition of “close variant” means whatever they want it to and changes constantly. The result is advertisers get billed for clicks that are totally irrelevant to their business and that their targeting settings explicitly forbid Google from targeting. Google does it anyway and there’s no ability to turn this off
So now exact match is broad match, and broad match is just meaningless spam
This is all very bad for advertisers, but for Google, it allows them to show your ad and bill you for clicks across 1000x more searches that were previously going unmonetized (mainly because they’re garbage queries no one wants)
This is how you grow revenue atop declining search volumes
Lastly, and perhaps most egregiously, Google quietly stopped respecting budget caps by a factor of 2x. For example campaigns we’ve been running for years with $1000 daily budget caps suddenly began spending $2000+ per day
And the extra spend is entirely on the garbage keywords Google arbitrarily throws in as “exact match (close variants)” which have no value to our business, but can’t be turned off
Google offers no refunds nor any recourse for overspend or spend on keywords you explicitly did not target
These are not the actions of a healthy business. These are the actions of company whose core business is in decline but desperately needs to pump quarterly earnings so Wall Street will continue to fund insane capex while hopefully looking through their rapidly deteriorating negative free cash flow
Google operated a benevolent monopoly for the better part of 25 yrs
Meaning the value Google captured from Search was but a small fraction of the value it created, and that spread produced a potential energy that justified expectations of high earnings growth far, far into the future
This is now no longer the case
At the alter of AI capex, Google is sacrificing the golden goose
This is a WOW number.
But with 1000 local opposition groups to build data centers across 49 states, how many of these won’t actually break group?
The U.S. has 2,441 proposed data-center projects scheduled to break ground between 2026 and 2028, representing as much as $2.48 trillion in planned investment. That pipeline is roughly 5 times the cost of building the original Interstate Highway System (inflation-adjusted) —except this infrastructure doesn’t move cars; it moves intelligence.
This is LIT !!!!
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Link in the first comment 👇
the key here is "jury of Californian" , hmmmm
We can't wait to make our case in court where both the truth and the law are on our side. This lawsuit has always been a baseless and jealous bid to derail a competitor. We'll also finally have the chance to question Mr. Musk under oath before a jury of Californians about this attempt to undermine our work to ensure that artificial general intelligence benefits all of humanity.
KnownUnknown retweeted
Automation changes staking from a choice into a system — @elay99.
Instead of manual delegation decisions, capital can automatically flow toward the infrastructure delivering the best performance.
That’s where staking infrastructure is heading 🌋
Read why Staking Is Capital Allocation and @lavanetxyz Shows Why That Matters:
polli.co/blockchain/lava-sta…
Most foundation staking is static.
It’s assigned, rarely updated, and loosely tied to performance.
𝐓𝐡𝐚𝐭 𝐦𝐨𝐝𝐞𝐥 𝐢𝐬 𝐛𝐫𝐨𝐤𝐞𝐧.
@LavaNetXYZ and @ThePolliCo are building the new standard: performance-driven capital allocation.
"When capital responds to real performance signals,
it starts behaving like a market."
By using Polli to execute their governance, the Lava Foundation turns its treasury into an active allocation layer that:
🔹 Reinforces high-performing infra
🔹 Routes weight toward quality
🔹 Turns delegation into a market incentive for excellence
Capital stops being a subsidy.
It becomes a coordination mechanism.
This is what staking needs to become.
for the $ATOM haters, nothing to see here
Fidelity lists Cosmos SDK in its blockchain stack - Top-10 global asset manager treating the @cosmos stack as core infrastructure (alongside the others).
▫️ Exact line from the @DigitalAssets Job posting:
“Architect and oversee the development of blockchain-based systems and smart contracts across EVM, Solana, and Cosmos SDK platforms.”
▫️ What they’re actually building: Fidelity Digital Asset Management’s production investment platform - smart contracts, blockchain data pipelines, quant/trading/risk integration for retail + institutional clients.
Stack keeps winning...
builtinboston.com/job/smart-…
Yes, it's going to be a while before any of this routes through the Hub or has value accrual back to $ATOM holders (if ever) - but this is a start. I'm not in a rush but YMMV.
NFA. DYOR.
🫡
LOL, I said this at @EFDevcon '25
Almost 40M in 4 days, that is a HUGE win for the
@lavanetxyz network
Update: Since our last post, on Jan 9th the amount of $LAVA tokens delegated to inactive validators has dropped from over 85M to ~48M!
That's a huge win for the network. These tokens are now actively securing the network and earning yield.
If your stake is still idle, it's time to fix that. Polli makes it easy.
👉 Get started here: onboarding.lava.polli.co/
#LavaNetwork $LAVA
KnownUnknown retweeted
This is a silent but critical issue.
Inactive validators don’t just hurt yield they weaken network security and decentralization.
If you’re staking $LAVA, a quick check (or using an optimizer like Polli) can make a real difference for both you and the ecosystem.
KnownUnknown retweeted
Now down below $80M
LFG!!!
Over 85M $LAVA tokens are delegated to inactive Validators.
Meaning these 85M LAVA tokens are:
- NOT earning rewards
- NOT securing the network.
Polli is a non-custodial staking optimizer and a core contributor to the Lava Network.
We work directly with the Lava Foundation to help keep the ecosystem healthy, performant, and decentralized.
If you’re staking $LAVA and haven’t checked recently, it’s worth a quick review.
👉 Optimize your rewards here: onboarding.lava.polli.co
KnownUnknown retweeted
Breakpoint Day 2 is here, and the pulls from yesterday are already insane!
@TheNewFace_io hit a PSA Dark Charizard from our Collectibles gacha machine on Day 1. More than $120K in prizes are loaded inside, from Repackz promo codes to graded slabs, apparel, and many more rare surprises. 👀
Find us at the Internet Capital Supermarket hosted by @solana @solanaspaces and take your shot. The team is here all week, so come say hi and see what you can pull!
This is pretty cool.
Not so much the time/cost saving of making passport pics. But the fact that you can generate them and with some additional prompt design can introduce unique features to fool CV/FR. Preserving one’s identity is a major and growing currency.
