LT3 #89 — Being The Light

Host: Super (@SHGFees) with cohost Sho (@AgogoKaren) · Sun, Aug 2 2026 · 1:28:41 · ~9 speakers

TL;DR

• What was billed as a leadership Space quickly became a group think-out-loud about Stonk Brokers, Uncle Mac's mining projects, and whether "utility NFTs" are changing the whole game — Super admitted between songs that he had different things on his mind, and half the room turned out to be chewing on the same thing.
• Jed's take: follow and scout founders early (he was in Simple Farmer's and Uncle Mac's stuff when it cost a few dollars), and always take some profit out — every year, no exceptions.
• PBC's reframe landed hard: these mining/tokenized-stock projects have "broken NFTs" for him — he now buys utility NFTs as financial instruments and IP plays purely as luxuries he expects nothing from.
• Tim shared he made ~$240 in 36 hours mining on autopilot; PBC revealed he runs miners headlessly on a virtual server and is building mining pools so others can join without the technical lift.
• Chicken Wizard previewed his five-years-in-the-making social/reputation platform and a new piece he calls Tangle; Monk brought it back to the heart — an IP NFT "makes me feel something."
• Warm closers on Sho's low-key Austin dinner with Maha, Super's all-in origin story, and BeeCuzFuture tying it all back to the "Being the Light" title.

Highlights

[3:44] Super sets the tone — and admits he's off-script. Opening LT3 #89, Super says something is shifting "right before our eyes" in NFTs; when a project does as well as Stonk Brokers, everyone starts asking why, and new opinions surface. He flags he has unrelated things on his mind but they'll get into it.

[12:20] Sho's Austin dinner. Back from the drive to Austin, Sho recaps meeting Maha in person — a hug, sitting down "like friends, right? Cause we are," and a small six-person dinner where "not one person took over the conversation." She's newly nervous-excited for NFT NYC and the drive home became four hours of quietly reassessing her own strategy.

[22:00] Jed's founder-scouting gospel. Jed makes the case for following builders over hype: he was in Simple Farmer's and Uncle Mac's projects when they cost a few dollars because he "seen something special." He credits Uncle Mac as a top-five builder who never got his due until the mining/Stonk Pit hit — "eventually they're gonna hit a grand slam."

[26:40] Take profit — the age banter. Jed and Sho trade good-natured jabs about being 68/63 and not needing "JPEG money," but his point is sincere: he's pulled money out every single year, even a rough $20K to redo a bathroom. "It doesn't feel real until you take the money out." Sho confesses that in five years she has never once cashed out — it all just goes back in.

[42:16] Super's all-in origin story. Super recounts selling his SB Dunk collection in 2021, going all-in on Hape and Clonex, losing basically everything at 22 — "the king of bad financial decisions in the space." Jed stops him to reframe it: he later put ~$100K back into his own project. "You put it into your project, bro… betting on yourself and your community."

[45:33] "You're young, bro." Jed's pep talk peaks: he had a $57K bonus and the down payment for a house at 21 and blew it in a year on Turks and Caicos — "I blew my whole net worth like twice before I was 30." His point: Super's already years ahead just by recognizing he wants to learn financial discipline.

[50:29] PBC reframes NFTs entirely. Given the floor, PBC says Uncle Mac's projects and Stonk Brokers have "broken NFTs" for him because they finally align incentives — value written into the code flows through to holders. His new lens: buy utility NFTs as financial instruments to actually earn, and buy IP plays "because I like that one" with zero expectation of price going up — "those are now the luxury." Sho: "that just put a whole new level of here in my head… I don't know that I liked it."

[57:57] PBC's mining rig confession. PBC explains he mines headlessly on a virtual server that auto-sells just enough derp to cover its own gas and runs perpetually, and that running fewer miners at higher efficiency can out-earn running more. He's building mining pools via delegate.xyz so others can take seats without the setup. Tim's response: "I'm just gonna floor it and get out at this point. You got all the gold. I'm done."

[1:05:33] Chicken Wizard's big build. Chicken details a "character Bible" workflow for keeping AI-generated characters on-model (and gently ropes Sho into trying it), then previews his five-year social platform that stakes reputation against any NFT — plus a new mechanism he calls Tangle that he says will help brand-new users discover NFTs across X, Discord, Telegram and Instagram.

[1:16:12] Monk brings it home. Monk reminds everyone what IP still does that a yield can't: he'll spend 40 minutes just scrolling a Doodles OpenSea page — "it just makes me feel something, and I think that we can't forget about that." He closes with warm words for Super and Sho; Sho: "The mean is nice. We counteract each other."

[1:26:30] BeeCuzFuture nails the title nobody remembered. As the room admits they never touched the stated topic, BeeCuzFuture points out that gathering "qualified, capable, and educated people… sharing different aspects of the same world" is being the light — "just look at it from a different angle, bro." Jed: "Whoa, good job."

Notable quotes

• "It feels friggin' good when it's like almost like you're doing shit for free." — Jed [28:19]
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  0:38
• "I blew my whole net worth like twice before I was 30, bro. So you got plenty of time." — Jed [45:33]
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• "Uncle Mac's projects, Stonk Brokers… it's broken NFTs for me." — PBC [50:29]
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• "The IP plays that I look at or the things that I like — those are now the luxury." — PBC [52:...]
• "A lot of this space is about just feeling something, community… when I look at them, it just makes me feel something, and we can't forget about that." — Monk [1:17:...]
• "It's fun to lose money. So if you want to keep losing money, you could also just keep dumping it in there." — Tim [1:23:52]
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Topic timeline

Who said what

• Super (host) — Ran the Space, pivoted from the leadership topic to the Stonk Brokers moment on his mind, shared his 2021 all-in-and-lost-it origin story, and mused that the room is splitting into "marketing brain" and "tech brain" people.
• Sho (cohost) — Recapped the warm, low-key Austin dinner with Maha; candidly admitted she's never cashed out in five years and wants more balance and liquidity.
• Jed — The engine of the conversation: scout founders early, always take some profit out, and back Uncle Mac and PBC unreservedly.
• PBC — Delivered the intellectual centerpiece: utility NFTs as financial instruments, IP as luxury; runs efficient headless mining and is building mining pools for others to join.
• Tim — Mining participant earning small but real yield; framed tokenized-stock mining as a new way to "back" NFT projects, with a running self-deprecating bit about losing money.
• BeeCuzFuture — The unplug-and-play-golf voice; closed by reframing the whole Space as the actual meaning of "Being the Light."
• Mexi^* — Offered Sho swing-trade and longer-term investing help, "not financial advice, just a helping hand."
• Chicken Wizard — Building an AI character-consistency workflow and a five-year social/reputation platform ("Tangle") aimed at onboarding new NFT users.
• Monk — Kept the emotional core in view: IP still makes people feel something, and that shouldn't get lost in the yield talk.

Worth a full listen

• [50:29]–[56:27] — PBC's reframe of utility vs. IP, plus Jed on why he trusts founders who constantly talk about returning value to holders. This is the idea the whole Space orbits, and the paraphrase flattens the nuance.
• [42:16]–[46:27] — Super's honest origin story and Jed's "you're young, bro" pep talk — the warmest, most personal stretch of the room.
• [1:05:33]–[1:16:04] — Chicken Wizard's uninterrupted pitch for his platform and Tangle; ambitious enough that a summary can't do the vision justice.

* some voices are identified from context; those names are marked as likely.