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DeFi
On Complex Adaptive Systems, Investing, AI, and What Can Be Modeled
By BackTheBunny | | 0 Comments |
Models try to give a lens into the future, to make it predictable. BUT… some things cannot be modeled. We really hate that.
Crypto Market Wizards, Episode 3: McKenna
By BackTheBunny | | 0 Comments |
Crypto Market Wizards is RabbitX’s series of interviews with professional DeFi traders.
The Creative Domain, AI, and What We Value
By BackTheBunny | | 0 Comments |
AI technical superiority becomes a moot point when humans are the arbiters of what's valuable
Natural Law, Citibank, Elephants, and Ethereum: There Must Be Other L1s
By BackTheBunny | | 0 Comments |
Ethereum is the most important infrastructure in the world: both for what it is and what it can be. And it will never be enough. There must be other layer 1s.
You Get the Shareholders (and Tokenholders) You Deserve
By BackTheBunny | | 0 Comments |
“Companies get the shareholders they deserve”. What management and the board emphasize and cater to is responsible for the type of person the company attracts as investors. This applies equally to DeFi projects and their tokenholders.
The Fed Part 2: The Graveyard Balance Sheet
By BackTheBunny | | 0 Comments |
The Fed: Part 1 covered the psychological priming of the Fed and why QE isn’t money printing, but a headline-grabbing manipulation. So what happens to bonds after they're swapped on the Fed's balance sheet? They're sent to the graveyard.
Commoditize Your Complement: Data, Software, LLMs, and Semiconductors
By BackTheBunny | | 0 Comments |
ChatGPT and LLMs just commoditized the complement of data: software. This increases the value of data, but mainly drives value accrual to the new scarce complement: semiconductors.
Generations of War, Crypto, and Business: Part 3
By BackTheBunny | | 0 Comments |
Generations of warfare and business correlate closely, however there is a lag between them. War is roughly one cycle ahead. I believe this makes it an excellent proxy not just for business, but also DeFi.
Countercultures & The Milady Sociopolitical Evolution
By BackTheBunny | | 0 Comments |
A counterculture is blowback. It's intentionally offensive to establishment beliefs. Find it repellent? Good, it’s meant to gatekeep you.
The RabbitX Decentralization Ranking System: RDRS
By BackTheBunny | | 0 Comments |
Decentralization is a journey and a spectrum. RDRS defines that spectrum for DeFi’s collective clarity, direction, and objectives.
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