“They all make the same mistake. They make more money and they buy slightly nicer versions of the same shit.” – Sam Zell (quoted by David Senra)

“When it comes to emerging technologies, progress on the policy front is often slow and incremental…until, suddenly, it isn’t. Years of education, debate, and refinement can accumulate quietly in the background, and then surface all at once when a political or institutional window opens. Almost overnight, stablecoins went from suspect to legitimate in the eyes of finance, technology, and government … Building new technological systems is a long game, and this is what the long game looks like in practice: prolonged periods of groundwork followed by sharp inflection points.” – Chris Dixon on crypto and the GENIUS Act (20260210)

The experience and payoff is similar to convex position (i.e., long volatility).

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“Comb-over beret” (バーコード) exemplifying the power of gradualness

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