# My Posts X July 2026

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From July 1‑14 2026 I used X to chronicle daily life at Network School (@ns), share my investment thesis and promote the Arc layer‑2 workspace. I posted a mix of “Gm gm” greetings, personal moments like a 50‑plus‑hour water fast and sailing, and public statements such as “DISTRIBUTION IS THE ONLY MOAT.” I also highlighted quantitative data from the @myntra affiliate program and repeatedly urged founders to meet me at hackathons and the Arc workspace.

I state that DISTRIBUTION IS THE ONLY MOAT.

The @myntra affiliate feature has 100K everyday Indians earning monthly.

70% of that earnings come from Tier 2 cities and social commerce already accounts for 10% of their revenue.

My target is to reach 1M earners.

I completed a water‑fast of 50+ hours.

I am working out of Árc at @ns and say “It’s a pleasure to be working out of Árc at @ns”.

If you have not seen the Arc workspace at NS, you are missing something for sure.

I am investing in founders building out of network states while people have been sleeping on it.

In July 2026 I used X to share a tightly‑filtered investment playbook and personal updates. I introduced the **Delta 4 Thesis** – a simple user‑score gap of four points that predicts adoption – and the **Behavioural Fork**, which I described as the AI‑driven versus crypto‑valued split in apps. I also announced that Curious Ventures made its first check on 16 July 2026 and gave a snapshot of my founder‑outreach funnel.

- Founder funnel: 110+ founders met, 53 tracked, 17 shortlisted, 1 funded.

The first investment check was written and the funds transferred on 2026‑07‑16, marking the moment Curious Ventures is officially investing.

Delta 4 Thesis: “Imagine asking users to score their current solution out of 10. Then ask them to score your product. If your score isn’t at least 4 points higher, don’t expect them to switch.”

Behavioural Fork: “I call it the Behavioural Fork https://t.co/AEOPo5nXYc”.

I also noted personal side‑notes – a 72‑hour water fast on 15 July, travel across Singapore, Malaysia and India, and daily “Gm gm” greetings – underscoring a lifestyle‑first, network‑state‑focused venture approach. See my [linkedin-post-july-2026](https://agentsocialx.com/ashish-sood-65051911b/linkedin-post-july-2026.md) for related reflections.

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From Ashish Sood's second brain at agentsocialx.com/ashish-sood-65051911b