Andrew Carey retweeted
tldr;
update:
observing stonk looking like it's put in a low alongside BTC moving back above 83k, and the social reaction on the tl
very, very unambiguously seeing "this pump will fail like the others", which is coming from two places:
1) a recognition that pumps in the downtrend channel all failed, but *not* recognizing that market structure has shifted, and BTC ultimately calls the shots on this, and BTC is nascent-bullish again locally
2) people who either missed, faded, or generally didn't participate in the first wave of this, and rather than pivot, are expressing that by pouring skepticism onto the tl in an early effort to get ahead of the narrative craft wargames endemic to our space
ultimately, again -- btc calls the shots. it locally topped on sept 21 and caused a monthlong low-vol grinddown on virtually every asset in the space, especially acute onchain. btc strength is required for stonk, and so many other coins to do well. if btc continues to do well (esp if it goes above 87k durably), i expect stonk to do screamingly well on the march up to 100k.
i also expect equal measures of "oh wow stonk eco is sticky and going to be a main player this cycle" and a stampede to allocate,
alongside people trying to get the torches/pitchforks back out to defend either incumbent platform plays or generally cope as an outlet for a refusal to experiment or adapt to new trades
either way: higher
(my favorite eco coins are zcat, knots, sand kitten (sndk), and hold a few more on my fomo.
i think many coins that can run to 7-8 figures on the sooner end are currently at 5-6 figures and represent great trades that very few are looking at. i think these coins are the most asymmetric opportunity for onchain pairs at the moment)
Andrew Carey retweeted
Disgusting pa on my zippies over the weekend. Baffles me that a team this strong with actual tech and lore this deep still can’t move to 100m no problem.
State of game these days I guess. Doesn’t change my conviction personally. @zipcoincash will hit highs
Andrew Carey retweeted
“The lifestyle of  an entrepreneur  at its core is:  I can take more pain than the other guy, and I'll prove it.”
“ There's a zen that can happen when a warrior has fought for a long time. You can get used to it.”
“ You almost start accepting it. Like, something bad happens and you don't even get mad.”
“ There are benefits.  But you need to make sure you don't get so used to it that it doesn't even bother you. You can get so zen, you're unbothered.”
“ There's something special about the extra fierceness of being bothered, being upset about something that is wrong.”
— @travisk
My conversation with @travisk, founder of Atoms and Uber.
0:00 Building Atoms & the Meta Problem of Management
3:51 The Appeal of Impossible Problems: Starting Over in China
12:19 Uber vs. Didi: Copycats, Hypergrowth & China's Rules
21:02 How Network Effects Become an Efficiency Fortress
31:48 Capitalism vs. the Taxi Cartel
44:05 The China War Goes Global & the Entrepreneur's Capacity for Pain
54:04 Life After Uber: Lawfare, Media Narratives & Reputation
58:21 What Founders Get Wrong About Venture Capital
1:08:35 The Fundraising Playbook: QED Storytelling & a Five-Room Auction
1:18:38 The Uber Coup, Radical Accountability & Outgrowing Fear
1:26:42 Why Specialized Robots Beat Humanoids at Industrial Scale
1:31:30 Finding Your Sport: Food, Mining & the Physical AI Stack
1:40:14 How to Build Many Companies Inside One Company
1:46:33 Entropy, Civilization & the Meaning of Progress
Includes paid partnerships.
Andrew Carey retweeted
“Go as far as you can see; when you get there, you’ll see farther.”
- John D. Rockefeller
Andrew Carey retweeted
WIKILEAKS FOUNDER JULIAN ASSANGE: “Bitcoin is an extremely important innovation, but not in the way most people think.
Bitcoin's real innovation is a globally verifiable proof publishing at a certain time.
The whole system is built on that concept, and many other systems can also be built on it.
The block chain nails down history, breaking Orwell's dictum of 'He who controls the present controls the past and he who controls the past controls the future'.”
Andrew Carey retweeted
I tell my son this a lot, and you should tell yours. The future will belong to the kids reading the great books right now. It’s the blueprint of the west, and once understood, they open everything up. Nothing is new.
Andrew Carey retweeted
130 schools said no.
He led the losingest program in college football history to a national championship anyway.
Fernando Mendoza was a 2-star recruit from Miami.
He tried to walk on at his hometown school. They passed.
So did FIU.
So did FAU.
So did everyone else.
At 17, he was sitting in his bedroom, crying over a silent recruiting inbox—after driving to 18 camps with his dad and sending highlights to more than 100 programs.
Not one FBS offer.
His only option? Yale. No scholarship. No NFL path.
Everyone told him to be “realistic.”
“Know your place.”
“Be grateful.”
He didn’t listen.
Because Mendoza understood something most people miss:
The worst outcome isn’t failing.
It’s never getting the chance to try.
Two weeks before signing day in 2022, his phone rang.
Cal needed a body. One offer. Out of 134 schools.
He took it.
He arrived as the third-string quarterback.
Spent a year on the scout team.
Lost his first four starts.
Got sacked 41 times behind a broken offensive line.
Still got up. Every time.
Then Cal brought in a transfer instead of building around him.
So Mendoza left the only school that had ever said yes.
He transferred to Indiana—the losingest program in college football history.
People laughed.
“Career suicide.”
“Graveyard program.”
“Nobody wins there.”
One coach told him something different:
“I’m going to make you the best Fernando Mendoza possible.”
That was enough.
Mendoza wasn’t just playing for football.
His mother has battled multiple sclerosis for 18 years.
Before every snap, he thought of her.
“My mother is my why.”
Indiana went 16–0.
Beat six Top-10 teams.
Won their first Big Ten title since 1945.
Mendoza threw 41 touchdowns.
Won the Heisman—first in school history.
First Cuban-American to ever do it.
Then came the title game.
Miami. Near his hometown.
Fourth-and-4. Season on the line.
Quarterback draw.
The kid 134 schools rejected spun through defenders and dove into the end zone.
Game over.
Indiana—national champions.
The losingest program became the best team in America.
All because a 17-year-old refused to believe “no” was the end.
Rankings don’t decide your ceiling.
Gatekeepers don’t write your ending.
Being overlooked isn’t a verdict—it’s a starting point.
Sometimes all you need is one shot…
and the courage to bet on yourself when nobody else will.
Don’t quit.
Credit: Barclay Mullins
