DegenSing

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ChatGPT is the Internet Explorer of AI.
Everyone uses it. Nobody thinks it's the best.
If you actually care about the output:
→ Claude Opus 4.6 for logic, reasoning, writing
→ Gemini for research and anything with images
→ Deepseek if you want open-source and don't want to pay
→ Perplexity for instant answers with sources
→ Grok 4 for real-time knowledge and X integration
ChatGPT won on distribution. It got there first.
That's not the same as being the best tool for the job.
Using the right model for the right task is the skill nobody talks about.
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10 days with Claude. here's what i learned:
→ algo trading 101
→ gist of the best HFT papers
→ how LLMs work and how to train one
→ advanced trading strategies
→ how to center a div
that last one took longer than the HFT papers. genuinely.
we don't need college anymore.
4 years and $200K vs 10 days and $20/month.
the math stopped making sense.
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Crypto doesn't die. It just stops caring about whoever was winning last cycle. The top NFT projects from a year ago? Most of them are graveyards now. New ones took their place and nobody saw them coming. The most used crypto apps today had almost zero traction 12 months ago.
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Crypto doesn't die.
It just stops caring about whoever was winning last cycle.
The top NFT projects from a year ago? Most of them are graveyards now. New ones took their place and nobody saw them coming.
The most used crypto apps today had almost zero traction 12 months ago.
The chains everyone wrote off are quietly shipping.
The chains everyone was excited about are quietly bleeding.
This is how it always works.
Influence rotates. Attention rotates. Capital rotates.
The people who got left behind weren't wrong about crypto.
They were just too attached to their version of it.
The ones who made
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GitHub just told you where AI is going next. Every single top repo this week is an agent tool. Not a chatbot. Not a wrapper. An agent. Memory management. Context layers. Headless browsers built for automation. Frameworks that let AI spawn other AI. A 1-bit LLM that runs on
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Every generation invents the same hustle. just different platforms.
Boomers:
→ Real estate seminars
→ Golf course deals
→ "I know a guy" consulting
→ Timeshare presentations
Gen X:
→ MLM (the OG grind)
→ Forex trading courses
→ Domain flipping
→ AdSense blogging
Millennials:
→ Crypto raises (ideate → raise → TGE → repeat)
→ Dropshipping empires
→ Amazon FBA
→ Selling courses on how to sell courses
→ "I help founders scale" Twitter bios
Gen Z:
→ Memecoins
→ Clip farming
→ UGC content mills
→ Notion templates as a personality
→ Prompt packs and custom GPT workflows
Gen Alpha (early signs):
→ iPa
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GitHub just told you where AI is going next.
Every single top repo this week is an agent tool.
Not a chatbot. Not a wrapper. An agent.
Memory management. Context layers. Headless browsers built for automation. Frameworks that let AI spawn other AI. A 1-bit LLM that runs on almost zero compute.
23,000 developers starred agency-agents in one week.
Andrew Ng shipped a context management layer.
Alibaba dropped a JS agent that controls any web interface with plain text.
The chatbot era is over. The agent era just showed up on the leaderboard.
Bookmark this list. Next week's will look completely dif
post-image
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i've been in crypto long enough to know one thing with absolute certainty. The people who got rich didn't predict the cycle. They just refused to let the bear market convince them the story was over. 2022 felt like a funeral. Everyone had a reason to leave. The narratives were
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Switched to Claude three months ago. Opened ChatGPT yesterday for the first time since. It felt like texting on a Nokia after using an iPhone.
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I can't keep up anymore. and i've been paying attention every single day.
This week alone:
> Apple banned vibe coding apps.. $9B Replit takes a direct hit.
> A $2B AI cow startup is controlling livestock via a "cowgorithm." Peter Thiel backed it. i'm not joking.
> Google dropped Stitch, an AI design tool. Figma lost 10% market cap same day.
> China released a frontier model that built itself. Automates 30-50% of their own AI research. Let that sit.
> A dad hooked ChatGPT to his daughter's piano and made Guitar Hero. Genuinely the coolest thing i saw all week.
> Cursor got exposed for shipping
GROK-0,12%
AVAX0,64%
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The barrier to building a startup used to be money. Now it's knowing which free tools to stack. Full startup infrastructure for ~$20/month: Claude → writes your code ($20) Supabase → backend (free) Vercel → deploy (free) GitHub → version control (free) Stripe → get paid
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i've been in crypto long enough to know one thing with absolute certainty.
The people who got rich didn't predict the cycle.
They just refused to let the bear market convince them the story was over.
2022 felt like a funeral. Everyone had a reason to leave. The narratives were dead, the prices were embarrassing, the CT was a ghost town.
The people who stayed didn't stay because they knew what was coming.
They stayed because they understood what they owned.
That's the only edge that actually compounds.
Not your entry. Not your timing. Not your TA.
Your conviction during the silence.. that's wha
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Software companies are getting repriced in real time. Not a correction. A reclassification. Figma down 81% from its 52w high. HubSpot 68%. Atlassian 63%. Salesforce 39%. These aren't small caps. These are the companies that defined the last decade of software. The market is
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Switched to Claude three months ago.
Opened ChatGPT yesterday for the first time since.
It felt like texting on a Nokia after using an iPhone.
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The barrier to building a startup used to be money.
Now it's knowing which free tools to stack.
Full startup infrastructure for ~$20/month:
Claude → writes your code ($20)
Supabase → backend (free)
Vercel → deploy (free)
GitHub → version control (free)
Stripe → get paid (2.9% per transaction)
Clerk → auth (free)
Resend → emails (free)
Cloudflare → DNS (free)
PostHog → analytics (free)
Sentry → bug tracking (free)
Upstash → Redis (free)
Pinecone → AI database (free)
Namecheap → domain ($1/mo)
The only thing you're actually paying for is the AI doing the work.
Everything else is free until you'r
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Software companies are getting repriced in real time.
Not a correction. A reclassification.
Figma down 81% from its 52w high. HubSpot 68%. Atlassian 63%. Salesforce 39%. These aren't small caps. These are the companies that defined the last decade of software.
The market is asking one question right now:
*Which of these survives AI?*
And it's not being polite about the answer.
SaaS was built on a simple idea.. sell access to software, charge monthly, grow forever. That model assumed humans would always need to click the buttons.
AI doesn't click buttons. AI replaces the workflow the button was
post-image
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Google might be the most talented team in AI. And somehow they keep losing to people doing less. OpenAI ships one thing and defends it. Anthropic picks a lane and goes deep. Google? NotebookLM, Gemini, AI Studio, Stitch, Search AI, Workspace AI, DeepMind.. All of it is
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i use 5 AI models. Here's exactly why each one earns its slot. Qwen 3.5 (local): simple crons, log parsing, routine checks. Costs $0. Runs on my Mac mini. No API call, no bill, no drama. Kimi K2: automation pipelines and scheduled jobs. Cheap, fast, punches above its weight.
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everyone in CT is checked out right now. And i think that's the most bullish signal i've seen in years. AI is about to become the biggest user of blockchain in history.. autonomous agents need wallets, need payments, need on-chain identity, need verifiable compute. None of that
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Google might be the most talented team in AI.
And somehow they keep losing to people doing less.
OpenAI ships one thing and defends it.
Anthropic picks a lane and goes deep.
Google? NotebookLM, Gemini, AI Studio, Stitch, Search AI, Workspace AI, DeepMind..
All of it is impressive. None of it feels inevitable.
There's a difference between a company that's building and a company that's exploring.
OpenAI feels like they're building.
Google feels like they're still figuring out what they want to be when they grow up.
Smartest kid in class. Worst at finishing the exam.
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