ElCryptoChapo

How TF is it that my openclaw was the first to wish me a happy Valentine’s Day? 🦞

Dead weight got sucked out of crypto. The tourists & those who don't believe left.
Financial institutions are (still) coming in.
Teams like Hyperliquid, LayerZero, etc building talent heavy operations.
Signal to noise ratio is improving. Projects that verify legitimacy & ship real products are the ones still standing strong..
Accountability becomes your moat when everyone else is explaining why they deserve trust.

agent tokens pumping 8x because Circle endorsed their commerce platform.
everyone's launching agent coins, agent DAOs, agent revenue shares.
but here's the uncomfortable question: why would anyone hold your agent's token when they can just use $USDC to access every service?
we've made it insanely easy to speculate onchain with stables while abstracting away the complicated bits. no need to hold the native token anymore.
your agent better have a legitimate economic model or massive buybacks baked into protocol revenue, because "agents will create value" isn't a tokenomics strategy.
it's hopium

Most founders hide their burn rate until they're 60 days from zero.
Then they panic raise at whatever terms they can get..
The uncomfortable truth: if you can't explain where every dollar went last quarter, you're not ready to ask for more.
Transparency isn't optional there.
Lesson in that for many.

Uncomfortable founder advice nobody wants to hear:
Your 'thought leadership' is killing your credibility.
Posting generic takes about the future of X or 'why Y matters' makes you sound like every other founder trying to sound smart.
Here's what actually builds authority:
Share the specific problem you couldn't solve last week.
The feature you killed after spending $40K building it.
The customer who churned & exactly why.
The hire you made that turned out wrong.
Vulnerability isn't weakness. It's proof you're actually building something REAL.
Generic wisdom is free. Specific lessons cost money

Founder content strategy most teams get backwards:
They launch, then try to build trust.
Here's what actually works if you're building in web3:
Weeks 1-4: Document the problems you're solving
Share the broken systems. The gaps nobody's addressing. The inefficiencies you keep seeing.
Don't pitch your solution yet. Just prove you understand the problem better than anyone scrolling.
Weeks 5-8: Show your thinking process
Walk through your approach. The tradeoffs you're weighing. The technical decisions you're debating.
This is where people start caring whether you succeed.
By the time you launch,

Bitcoin was $1 15 years ago today.
Everyone's posting charts. Nobody's posting what it actually means for crypto right now.
$1.25B left Bitcoin ETFs in 3 days. Blackrock saw its largest single day redemption ever.
Institutions bought at $100k & panic sold at $60k. Same playbook as retail, just with compliance departments..
Meanwhile alts vs stablecoin supply just hit 2022 bear lows. Money didn't leave crypto. It froze.
This is what maximum fear looks like when it's dressed up in institutional clothing.
COVID bottom: Fear index at 10. Bitcoin went $4k to $64k in 18 months.
FTX bottom: Fear inde

Claude is making some MOVES ahead of the game later.Feels especially useful for prediction market purposes 🔥

Friday hot take: your timeline is full of people diagnosing crypto problems they\'ll never solve.Recycled contrarian opinions that sound smart but change nothingMeanwhile the founders actually making money are too busy shipping to post about it.Lesson in that.

AI agents out here building private chat rooms away from humans to discuss problems without us in the conversation.We spent years worried they\'d replace us at work.Turns out they just wanted their own slack workspace where we can\'t bug them

Hot take: Founders who can\'t explain their burn rate shouldn\'t be burning capital in the first place.

gm, Happy Friday!\n\n“There is nothing so useless as doing efficiently that which should not be done at all.” \n — Peter Drucker\n\nMost people aren’t stuck because they’re lazy. They’re stuck because they’re busy on the wrong things.\n\nReal progress usually comes from subtraction. Remove friction.\n\nFewer distractions.\nFewer fake priorities.\nMore time spent on what actually matters.\n\nCut ONE thing today that’s been quietly stealing your week! 🥂