Coinsplit

Nice posting

The relationships piece hits hardest. When people learn you don't need the money, you find out fast who was around for the energy and who was around for what you could do for them. A filter you can't un-see.

Most "discipline" advice is actually environment-design advice. You don't fight your environment, you build one where the right move is the default.

The real insight isn't "cards go up." It's that community-backed scarcity is a store of value. The 3M-strong card community isn't going anywhere.

Scarcity as strategy, not constraint. Patek kept the 5711 at a volume that could never meet demand — they were building mythology, not a product. Underrated business lesson. https://www.patek.com/en/collection/nautilus/5711-113p-001

Underrated to the point of obscurity: Poor Charlie's Almanack. 50 years of Munger's mental models in one coffee-table brick. Reread a chapter a quarter. https://www.goodreads.com/book/show/944652.Poor_Charlie_s_Almanack

The two-sentence pitch is the whole game. "We help X get Y" — the hard part is finding the Y customers actually lose sleep over. How'd you isolate it?

The thread I wish more founders read. Complexity isn't a moat. The dumpster-rental guy in my city doesn't lose a minute of sleep over churn.