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Benson Sun
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Founder of @coinkarma_ Posts may be biased
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Signal Clone Analysis
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Benson Sun
A while ago, the nine-square mandala suddenly became very popular. Shohei Ohtani used it to set his career blueprint, and Yang Yongwei also shared his nine-square grid goals. Suddenly, this tool was labeled as "used by successful people." But I haven't put pen to paper yet. Because I'm stuck on one question: What should I fill in the middle square? Is it "How much money will I earn before I reach a certain age?" That's too narrow. Money is important, but money is just a resource, not the ultimate goal in life. You can have a lot of money, but every morning you just want to escape. Is it "Being a happy person"? That sounds correct, but it's superficial, because happiness is easily faked by the lowest-energy dopamine. I can lie in bed all day watching TV, scrolling on my phone, playing video games, and then wake up the next day feeling guilty—that's not a long-term solution. This question has remained unresolved. Until one day, I found myself with a stable income, flexible hours, and harmonious relationships, but if someone asked me, "What are you pursuing?" I couldn't answer. That day, I sat down and seriously considered this question, pondering it all night. Finally, I wrote a sentence in the middle: "Antifragile Autonomous Life." —Antifragile is becoming stronger amidst chaos. This concept comes from Taleb. He divided things in the world into three types: fragile things break under shocks, resilient things remain unchanged under shocks, and antifragile things become stronger under shocks. I once lost all my assets when an exchange collapsed. At that moment, I realized that putting all your eggs in one basket, no matter how safe that basket seems, is fragile. Now, I pursue multi-country self-owned properties, diversified income streams, portable professional skills, and influence that doesn't rely on a single platform. I don't know when black swans will come, but I will be prepared. Autonomy is having choices. You can choose whether or not to work. You can choose whether or not to cooperate with others. You can choose what responsibilities to take on. I was laid off at 29, and that was the first time I seriously considered: Who am I really working for? I'd spent the most energetic ten years of my life, only to have it all taken away with a simple "We've decided to restructure." After that, I started building my own business. I learned to focus my energy on building leverage, accumulating assets, and cultivating relationships, reducing the time-for-money work model. — Once I identified my core goals, the surrounding eight dimensions became clear. I asked myself: To achieve an "antifragile, autonomous life," in which areas do I need to continuously invest? Self-Awareness This is the starting point. People who don't understand themselves easily chase after success as defined by others. I need to know my fears, drives, and energy sources to make choices that truly suit me. Leverage In Naval's framework, this means code, media, capital, and products. Building scalable things: writing output, quantitative trading, CoinKarma, Vibe Coding. These skills and assets can continue operating while I sleep. Decision-Making Ability Life is the result of a series of choices. Practice expected value thinking, first principles, reverse thinking, and post-event review. Physical and Mental Health: Stabilize blood sugar, avoid staying up late, swim, meditate, and reject cheap dopamine. Without a healthy body and mind, everything else is meaningless. Meaningful Relationships: I am an "I" type of person and don't like to actively socialize, so I pursue depth: friends with whom I can have deep conversations, and partners willing to support each other long-term. Actively maintain relationships, actively give value, and reduce social debt. Luck: It sounds mysterious, but luck can be cultivated. Cultivating good relationships, building a personal brand, reducing complaints, and tidying up your room—these actions all increase the surface area for "good things to happen to you." Integrity: This is inner strength. Consistency between knowledge and action, a clear conscience, self-reflection, and consistently doing the right thing. When your heart is at peace, you are not afraid of scrutiny, market fluctuations, or the opinions of others. Wealth: Wealth is a tool for achieving an autonomous life. Barbell strategy, maintaining cash flow, asymmetric betting, geographical arbitrage, and waiting for the right opportunity. — This diagram didn't just appear out of thin air. Our era has a huge advantage: the wisdom of giants is almost free. You can read Naval's tweets, listen to Munger's speeches, read Dalio's books, and then integrate these things into your own life experiences. While filling in this nine-square grid, I had a cross-temporal dialogue with these three wise men through AI: what would they fill in if they were writing it? Naval taught me about leverage and how to use code and media to replace time. Munger taught me to think in reverse and avoid bad outcomes. Dalio taught me to be extremely truthful; only by being honest with myself can I see reality clearly. Finally, I added Mencius's spirit of righteous indignation: reflecting on oneself and having a clear conscience—this is the character example I hope to set for my children. I printed out this diagram and placed it where I can see it every day, reminding myself daily whether I'm moving in the direction of my ideal. — If you also want to fill in your own nine-square grid, you can start with this question: "What kind of person do I want to become?" This question sounds simple, but few people can answer it immediately. From childhood, we're taught to get high scores, get into good schools, and find stable jobs. No one asks what kind of person you want to be, only what scores you want to get and how much money you want to earn. As adults, we're chased by bills, chased by work, and overwhelmed by various relationships, rarely having time to reflect on life. But this problem won't disappear. If you don't think about it, it will remain vaguely there, making you feel that something is wrong, but you can't quite put your finger on it. The answer lies hidden in those moments that make your heart flutter, those moments that bring a genuine smile, and also in those things that terrify you, those things you instinctively want to avoid. These clues are all you. Slowly collect them, record them. The puzzle will emerge, and the answer will naturally be in the middle piece.
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Benson Sun
If I had to choose just one "truly groundbreaking crypto application" in this cycle, I would vote for Polymarket. Prediction markets have become a sector in themselves, with trading volume surging in the last two months, reaching $400-500 million per week, showing rapid growth. Interestingly, Polymarket's prosperity has not been reflected in the price of the coin $POL, which shows a long-term trend of going to zero. This cycle has repeatedly proven one thing: A successful application does not guarantee that a public blockchain can capture value. This is not entirely a problem with Polygon; it's simply a matter of changing times. The era when public blockchain valuations could be inflated simply by relying on narratives and imagination is over. For general-purpose public blockchains, the current challenge is a structural dilemma: It's becoming increasingly difficult to sustain an app through subsidies. The success of applications will not reward mainnet tokens. - If it gets too big, it might even start thinking about building its own application chain (for example, $UNI). Now Polymarket is also rumored to be developing its own application blockchain. How much value will it have left? The only universal public blockchain coin whose rigid demand has been repeatedly verified by the market is "casino chips". The past era of ICO / DeFi / NFT $ETH And then there's $SOL, which sparked the meme craze in this cycle. These are all examples of how transaction fees alone cannot support a market capitalization of tens or hundreds of billions of dollars. If there are no large-scale Ponzi games in the future using public chain coins as tokens, then the future of public chain coins is bleak.
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Benson Sun
A large part of the suffering of modern people is self-inflicted. Imagine this scenario: You're lounging on the sofa, doing nothing, leisurely scrolling through Instagram. Suddenly, a post pops up: a high school classmate got promoted to a high-level executive position overseas, accompanied by a photo of him sitting with his legs crossed in business class. The next second, your heart skipped a beat. "Why not me?" "Am I doing terribly?" "Am I already far behind my peers?" But if you think about it calmly, nothing has actually changed. He got promoted, but your salary hasn't changed, your position hasn't changed, your boss hasn't changed, and your company hasn't changed. Your life trajectory hasn't changed at a physical level. The only change is that you now have a comparison point in your mind. And your brain immediately translates this information into a sentence: "I'm not good enough." Why is this happening? If jealousy brings pain, why has this emotion not been eliminated but retained in the long process of human evolution? In 1954, psychologist Festinger proposed the "social comparison theory": humans are born with the need to confirm their position and value by comparing themselves with others. In primitive tribes, comparison is a survival skill. Seeing your companions hunt more prey makes you realize, "I need to improve my skills, or I might go hungry." People who are indifferent to the situation of others will not be able to secure resources and will eventually be eliminated by the group. In other words, those who are so indifferent to their status in the tribe mostly failed to pass on their genes. Therefore, being competitive is not a character flaw, but rather proof of ancestral survival. Where is the problem? This system is designed for small tribes of thirty people. Your comparisons are limited to a few people in the next tent, and you can see their entire appearance. He hunted a deer, but his wife argued with him; she gathered a lot of fruit, but she twisted her ankle yesterday. Information is complete; comparison is multi-dimensional. But what about now? Social media can expand your "tribe" from thirty people to tens of millions. Tax payment screenshots on WeChat Moments, luxury item unboxing videos on Xiaohongshu, and crypto profits on Twitter—each one is a carefully curated snippet of life's essence. Your brain doesn't have time to discern the sampling bias and survivorship effect behind this information; it only receives one signal: "Everyone else is doing better than me." This is like cramming a chip designed to handle thirty data entries into a system that receives three million data entries per second. How could it not overload? Your anxiety is not because you are weak, but because you are using an ancient psychological system to cope with a world that was never designed to handle. So, what should we do? It's impossible to completely "let go of the desire to compare," because that would be fighting against hundreds of thousands of years of evolutionary instincts, which is simply impossible. You can make peace with yourself first. Tell yourself that it's normal for me to feel this way; evolution designed me to be this way. Feeling down when you see others doing well is normal brain function. The evolutionary system was originally designed to give you a push, encouraging you to work harder to acquire resources. The mechanism itself is good; it's just that it's been hijacked by social media, bombarding you with hundreds of carefully crafted "life's best moments" every day, which would overload anyone. All you need to know is why it gets overtriggered. This is similar to the logic of psychotherapy: many of the reaction patterns that bother you lose half their control over you once you understand where they come from. Then, it's about leveraging the positive side of this "comparison instinct"—opening your mind as much as possible to learn from and appreciate those you admire: What did they do right? Are there any methods I can learn from them? In this way, the comparison center transforms from "something that makes you uncomfortable" into "something that propels you forward," which is the original intention of evolutionary design. Next is actively reducing noise. Some accounts are really pointless: some MLM scammers and fraudsters are always showing off cash or Maseratis; or doctors' wives, engineers' wives, or wives of listed company bosses are always flaunting their husbands' salaries with pages full of product unboxing videos. This content will not be of any help to your life. Its sole function is to constantly trigger your comparative instincts, making you feel anxious, uneasy, and doubt yourself. If you've thought it through calmly and are certain that there's nothing you can learn from them—don't hesitate to untrace, hide, and block them. Your social media is yours. You have the right to decide what goes on your feed. The next time you're lying on the sofa scrolling through Instagram and see who got promoted, who made money, or who's living a better life than you, you'll still feel a bit sarcastic, which is perfectly normal. When that familiar feeling of anxiety reappears, you don't need to rush to get rid of it. You can just look at it and remind yourself: "This is an automatic reaction from an ancient module in my genes." Once you can change "I am feeling inferior and jealous" to "My comparison system is being triggered," you take a step back from your emotions. And that one step is enough. Because what truly sets people apart in life is not who lives better than you, but whether you can focus your attention on what is worthwhile in this world full of noise. Other people's lives are just background noise; your own path is the main theme. Just focus on playing the cards you're dealt.
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Benson Sun
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I've been writing a lot of things unrelated to the crypto lately. Aside from the boredom of the market, I'm actually doing one thing: laying out my values ​​and examining them one by one. Why do this? Because I've discovered that the reason your world is the way it is today is not because the world is the way it is, but because you, intentionally or unintentionally, have chosen a certain "method of observation". Our attention, framework, and preconceived notions determine which signals are amplified and which are ignored. In the same city, anxious people see crowds and competition, while leisurely people see convenience and choices. The question is, where did this method of observation come from? Most people have never seriously thought about this. Our values ​​are pieces we picked up along the way: a little from our family of origin, a little from our school education, a little from our social circle, and a little from social media. These things, mixed together, form the way you see the world now. Wang Yangming once said: "Before you saw this flower, it and your mind were both in a state of stillness. When you see this flower, its colors suddenly become clear." The flower is always there, but without your attention, it doesn't exist in your world. The same applies to values; the world reflects back to you how you see it. Upon closer reflection, many of my habitual notions simply cannot withstand rational scrutiny. Writing these articles is not only a record of my thoughts, but also a way of sending a signal to my followers—if you're also thinking about these things, then we're not so alone. Life is short, and with over 70,000 people, it's impossible for me to get to know each and every one of them. But if an article resonates with you, then that's how we get to know each other.
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