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Everyone is waiting for confirmation. That’s usually when it’s already too late. In this video, VirtualBacon and The House Of Crypto explain why Bitcoin repriced early, why liquidity never truly left, and why this quiet phase is often where the real opportunity forms. If you’re waiting to feel comfortable,...

71,565 次观看 • 8 个月前 •via X (Twitter)

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Marc Andreessen explains why the “curse of the entrepreneur” is being too early “My experience is the great founders almost always feel like they’re too late, and you’re almost always too early.” The reason is because the idea seems obvious to the founder: “You’ve got some idea in your head, and as far as you’re concerned, the world should already work this way, which is why you’re pursuing it. And so it’s a little inexplicable as to why it hasn’t happened to it… It must be just about to happen and I must be too late.” This is how Marc felt at Netscape when he co-authored the first widely used web browser. But in reality, Marc explains, founders are almost always too early: “We almost never see a qualified founder fail because they were too late to market. It’s almost always because they’re too early to market. And I don’t say that critically. When we screw up investments, I think that’s often the reason as well.” It usually turns out that the world just wasn’t ready yet. Marc points out that when Apple launched the Newton in 1989, it was basically the same thing as the iPad. The world just wasn’t ready yet, and the required technologies weren’t in place (e.g. mobile broadband, high-resolution screens, battery technology, etc.). “It convinced people for 20 years that tablet computing would never work. And then they did it again with the iPad, and it worked. I think that’s the permanent curse of the entrepreneur.” In a previous YC talk, Marc told founders that if what you’re working on was the hot thing 3-4 years ago, you’re probably right on time because the infrastructure and consumer behavior has now caught up. Video source: Y Combinator (2016)

Startup Archive

226,931 次观看 • 1 年前

🚨 DUMP BELOW $80,000 WILL BE BRUTAL I’ve been trading Bitcoin for more than 10 years. I have NEVER seen this much long-side liquidity stacked around one Bitcoin level. More than $3.2 BILLION in longs gets wiped if Bitcoin loses $80,000. Read that again. $3.2 BILLION. And once those liquidations start, they create MORE selling. Longs get liquidated → price drops → more longs get liquidated → price drops again. That’s how the cascade begins. Everyone who spent the last few months telling you: “The Bitcoin cycle bottom is already in.” is about to find out why leverage near the end of a bear cycle is so dangerous. But here’s the part most people will get completely wrong: THE DUMP IS NOT THE SIGNAL TO PANIC. It’s the signal I’ve been waiting for. Because real market-cycle bottoms don’t form when everyone feels comfortable. They form when leverage gets destroyed. When bulls give up. When forced sellers have no choice left. When buying Bitcoin feels like the WORST possible decision. That is exactly where I want to be buying. If $80K breaks and this liquidity gets flushed, the move could be violent. But once that leverage is gone, one of the biggest obstacles to the next bull run disappears with it. Panic → liquidation cascade → capitulation → market-cycle bottom → new bull run Most people will sell the pain. I’m waiting to buy it. Keep in mind: I was one of the few who publicly called the $17K Bitcoin bottom in 2022 and the $126K top in 2025. When the bottom comes, my followers will see it first. Turn notifications on. You won’t get a second warning.

Mull Ⓜ️

120,248 次观看 • 20 天前

Marc Andreessen explains why the “curse of the entrepreneur” is being too early “My experience is the great founders almost always feel like they’re too late, and you’re almost always too early.” The reason is because the idea seems obvious to the founder: “You’ve got some idea in your head, and as far as you’re concerned, the world should already work this way, which is why you’re pursuing it. And so it’s a little inexplicable as to why it hasn’t happened to it… It must be just about to happen and I must be too late.” This is how Marc felt at Netscape when he co-authored the first widely used web browser. But in reality, Marc explains, founders are almost always too early: “We almost never see a qualified founder fail because they were too late to market. It’s almost always because they’re too early to market. And I don’t say that critically. When we screw up investments, I think that’s often the reason as well.” It usually turns out that the world just wasn’t ready yet. Marc points out that when Apple launched the Newton in 1989, it was basically the same thing as the iPad. The world just wasn’t ready yet, and the required technologies weren’t in place (e.g. mobile broadband, high-resolution screens, battery technology, etc.). “It convinced people for 20 years that tablet computing would never work. And then they did it again with the iPad, and it worked. I think that’s the permanent curse of the entrepreneur.” In a previous YC talk, Marc told founders that if what you’re working on was the hot thing 3-4 years ago, you’re probably right on time because the infrastructure and consumer behavior has now caught up. Source: Y Combinator (Oct 2016)

Startup Archive

36,214 次观看 • 4 个月前