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 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.

A counterculture is blowback. It's intentionally offensive to establishment beliefs. Find it repellent? Good, it’s meant to gatekeep you.

Decentralization is a journey and a spectrum. RDRS defines that spectrum for DeFi’s collective clarity, direction, and objectives.

Crypto Market Wizards is a series of interviews with sophisticated DeFi traders. We discuss their background, strategies, and other interesting topics that made them successful.

The objective of this series and a huge point of contention with me is who gets the blame for the debasement of the dollar. Recognize where power exists: become a Fed disrespecter

Generations of warfare and business correlate closely. However there is a lag between them, war is roughly one cycle ahead. War adapts quickly to advancements in strategy, making it an informative leading indicator in domains that are adversarial and competitive. I believe this makes it an excellent proxy for DeFi.

There’s a well-known take that “AI is communist, crypto is libertarian”. These two technologies provide a symbiotic yin-yang to each other via their contrasting strengths. The tech equivalent of “unstoppable force meets immovable object”.

Crypto Market Wizards is RabbitX’s series of interviews with professional, sophisticated DeFi traders. Our first interview is with Stoic.

stETH has had a persistent discount to ETH, yet it's backed 1:1 and pays a dividend. Inefficient market or justified? This is a framework for thinking about it.