In early November 2025 I posted a series of X replies (Nov 1‑5) that capture the pain of stable‑coin “ticker fatigue”, founder evaluation insights, weekly Monad shipping updates, community‑driven tools, a critique of legacy systems, and a Bitcoin IPO‑style analogy.
a great founder and a terrible founder look so alike at early stages, it is hard to tell the difference unless you see them work over a period of time
mid founders are easy to spot
Legacy media, legacy finance, legacy governance
All of these are such entrenched nexuses, the only way is ALL of them to go at once
stick to one thing for a really long time (20 years) - one mission or - one product or - one narrow user segment
bitcoin isn’t dying, it’s having its ipo. what looks like boring sideways price action is actually a silent liquidity event, a methodical exit by the earliest believers who mined or bought when everyone laughed at them.
Decisions derived from these posts include focusing on unified multi‑chain stable‑coin handling, prioritising long‑term founder observation (20‑year mission), maintaining a weekly shipping cadence for Monad (Weeks 23 and 20 updates), and deploying community‑driven tools like Recognizer and Monad Cards to improve airdrop fairness.
- Week 23 (Monad): UI V2 enhancements, community call, mainnet prep.
- Week 20 (Monad): on‑chain raffles, sharper chat, new trait concepts, GTD whitelist.
- DeltaV 2025‑11‑01 activity: 1 podcast, 1 Twitter Spaces, 5 founder calls, Angel investor profiles added, multiple bug fixes and live testing.
- Bitcoin commentary: “80% drawdowns and 100x rallies” epoch ending; distribution phase frustrating.