The less decisions you need to make to get what you want, the more likely you are to get what you want.

Models try to give a lens into the future, to make it predictable. BUT… some things cannot be modeled. We really hate that.

Remember the Silicon Valley Bank crisis? Remember how the Fed was “printing” $300B and Balaji said bitcoin would go to $1M? I remember.

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.

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.

You've heard about the Man In The Arena, now learn to recognize the Priest In The Arena

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

This isn’t clickbait. I understand the dismissiveness and conflict these statements evoke. If you'll indulge me and allow me to defend these claims. This piece will focus on QE and its deceptions. This will be a multi-part series

Crypto isn’t worth anything because it has no “intrinsic value”. Almost no one applies this term consistently. It’s an amorphous term that vaguely takes on whatever shape you want that suits your priors. Let’s dissect what “intrinsic value” really means.

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.