Nacre retweeted
One Piece and Red Bull smashed this card out the park
Champ Cards are heavily misunderstood
Champ Cards are heavily misunderstood
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Nacre retweeted
We all know TCG goes parabolic when Opensea non-fungible tokenise a Vault right?
Fees will make sense to take for txns as all logistical constraints are removed making it an actual viable business
We already do this in TCG land when we do ‘I owe you’ transactions so it’s a no brainer for a company to do this onchain.
Gacha is just level 1
Fees will make sense to take for txns as all logistical constraints are removed making it an actual viable business
We already do this in TCG land when we do ‘I owe you’ transactions so it’s a no brainer for a company to do this onchain.
Gacha is just level 1
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Nacre retweeted
So f’ing sick 🔥
A new era of THE ONE PIECE is coming. ⚓
Experience Luffy’s East Blue adventure like never before with WIT Studio’s all-new anime adaptation.
Streaming exclusively on Netflix in February 2027. #THEONEPIECE
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Nacre retweeted
Connections and Conviction
Thank you to everyone who made this deal happen
Thank you to everyone who made this deal happen
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AI will never take over content, it’s pretty obvious
That should lead you to being convinced content like TCG has staying power during the age of AI
That should lead you to being convinced content like TCG has staying power during the age of AI
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Nacre retweeted
spent the last few hours answering questions from strangers on the internet while sitting on a plane and the thing that keeps striking me is how similar every question sounds once you strip away the context
the BB analyst making $200K wants to know if his life has meaning. the 20-year-old in a frat wants to know if he is on the right path. the guy running a $15M environmental services company cannot sleep because his leverage ratio scares him even though his covenants are fine. the first-year law student wants someone to tell him the career pivot will work out. the immigrant who got laid off wants to know he is not falling behind permanently
the details are different. the feeling underneath is identical. am I going to be okay
we pretend that money and status and titles fix this. they do not. I sit in rooms with people who control nine-figure portfolios and they are nervous about the same things as everyone else. they just have more expensive language for it. the fund manager calls it "risk management." the analyst calls it "career strategy." the 20-year-old calls it "figuring out my path." same anxiety wearing different suits
I watched a grown man worth more than most people will earn in ten lifetimes throw a tantrum in a conference room because someone questioned his assumption in a model. not his competence. not his track record. an assumption in a spreadsheet. a cell in Excel. he turned red and raised his voice because for 15 seconds he felt like he might be wrong about something and his entire identity could not absorb that possibility
that is not a professional disagreement. that is a kid on a playground who got told he is not the fastest runner
Schopenhauer wrote that humans are not rational beings who occasionally feel emotions. we are emotional beings who occasionally think rationally. the rationality is the exception. the feeling is the baseline. every framework we build in finance and in business and in life is an attempt to impose order on a brain that is fundamentally running on fear and desire and the need to be seen as competent by other people who are also running on fear and desire
the most dangerous version of this is the person who thinks they have outgrown it. the one who believes that enough success or enough money or enough status has made them rational. that person is not more rational. they are less accountable. nobody around them pushes back anymore so the irrational impulses go unchecked and get rebranded as conviction and vision and leadership
the best operators I know are the ones who understand that they are still unreasonable kids underneath everything. they lose their temper over small things. they take criticism personally even when it is constructive. they make emotional decisions and reverse-engineer a logical justification after the fact. the difference is they know they do this. they have systems to catch it. they hire people who are allowed to tell them when they are being stupid. they build in a 24-hour delay before any decision made while angry
the worst operators are the ones who think they have evolved past it. they confuse pattern recognition with wisdom. they confuse wealth with emotional maturity. they confuse the silence of the people around them with agreement when it is actually just fear
Nietzsche said that the most common form of human stupidity is forgetting what one is trying to do. I think the more common form is forgetting what one is. which is a complicated animal that learned to use spreadsheets but never stopped being afraid of the dark
none of us outgrow being unreasonable. the question is whether we build a life that accounts for it or one that pretends it does not exist
thanks for the questions today. you are all going to be fine. even the ones who do not feel like it right now
the BB analyst making $200K wants to know if his life has meaning. the 20-year-old in a frat wants to know if he is on the right path. the guy running a $15M environmental services company cannot sleep because his leverage ratio scares him even though his covenants are fine. the first-year law student wants someone to tell him the career pivot will work out. the immigrant who got laid off wants to know he is not falling behind permanently
the details are different. the feeling underneath is identical. am I going to be okay
we pretend that money and status and titles fix this. they do not. I sit in rooms with people who control nine-figure portfolios and they are nervous about the same things as everyone else. they just have more expensive language for it. the fund manager calls it "risk management." the analyst calls it "career strategy." the 20-year-old calls it "figuring out my path." same anxiety wearing different suits
I watched a grown man worth more than most people will earn in ten lifetimes throw a tantrum in a conference room because someone questioned his assumption in a model. not his competence. not his track record. an assumption in a spreadsheet. a cell in Excel. he turned red and raised his voice because for 15 seconds he felt like he might be wrong about something and his entire identity could not absorb that possibility
that is not a professional disagreement. that is a kid on a playground who got told he is not the fastest runner
Schopenhauer wrote that humans are not rational beings who occasionally feel emotions. we are emotional beings who occasionally think rationally. the rationality is the exception. the feeling is the baseline. every framework we build in finance and in business and in life is an attempt to impose order on a brain that is fundamentally running on fear and desire and the need to be seen as competent by other people who are also running on fear and desire
the most dangerous version of this is the person who thinks they have outgrown it. the one who believes that enough success or enough money or enough status has made them rational. that person is not more rational. they are less accountable. nobody around them pushes back anymore so the irrational impulses go unchecked and get rebranded as conviction and vision and leadership
the best operators I know are the ones who understand that they are still unreasonable kids underneath everything. they lose their temper over small things. they take criticism personally even when it is constructive. they make emotional decisions and reverse-engineer a logical justification after the fact. the difference is they know they do this. they have systems to catch it. they hire people who are allowed to tell them when they are being stupid. they build in a 24-hour delay before any decision made while angry
the worst operators are the ones who think they have evolved past it. they confuse pattern recognition with wisdom. they confuse wealth with emotional maturity. they confuse the silence of the people around them with agreement when it is actually just fear
Nietzsche said that the most common form of human stupidity is forgetting what one is trying to do. I think the more common form is forgetting what one is. which is a complicated animal that learned to use spreadsheets but never stopped being afraid of the dark
none of us outgrow being unreasonable. the question is whether we build a life that accounts for it or one that pretends it does not exist
thanks for the questions today. you are all going to be fine. even the ones who do not feel like it right now
bored on a flight. AMA
PE, M&A, deal structuring, operational stuff, Mittelstand, AI in boring industries, tax structures that make your accountant nervous, how to not get fcked when selling your company, game theory applied to literally anything, European vs American business culture, why your restaurant is bad, or whatever else you want to know
no topic off limits besides to my person.
ask
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Nacre retweeted
win heroes until world launches!
🎟️ World's Eve Raffle: How It Works
5 Genesis Hero NFTs are up for grabs each week until OCH World launches!
Earn Raffle Tickets from your World Dungeon runs - but you don't have to enter them right away.
Strategizing around timing is key to maximizing your chances.
Here's how it works 🧵
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Nacre retweeted
grew up eating nasi lemak and msian foodd (had a KL arc) and can confirm its the 🐐
still one of my fave cuisines
still one of my fave cuisines
To show my support to @virtuals_io
I went and ate Malaysian food
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Nacre retweeted
Yep this starts the next bull market Q3 this year
60+ years of licensed collectibles go fully onchain 🤝
@PaniniAmerica named OpenSea as their exclusive marketplace.
Starting March 30, Panini collectors can bridge digital cards to self-custody wallets and trade directly on OS, keeping transaction history and verified status.
Ownership, your way.
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Nacre retweeted
I’ll be heading to Singapore in the next week, if anyone wants some Luffys lmk can do cash deals
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