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Macro
The Great Rebundling: Human Communication’s Natural State & Crypto
By BackTheBunny | | 0 Comments |
All technology seems to do is unbundle and rebundle things. Over short timelines and long ones.
The Fed, Part 3: Factoring Loans, BTFP, & Time Value of Money
By BackTheBunny | | 0 Comments |
Remember the SVB crisis? Balaji was wrong. Arthur was wrong. I was right. Fed disinfo is rampant. I encourage you to read this, it aged well.
Prime brokers & Perpetuals Aggregators
By BackTheBunny | | 0 Comments |
It seems like an odd pairing, but perps aggregators may be the prime brokers of crypto. Comparing and contrasting this TradFi concept and applying it to DeFi.
Argentina, Central Banks, Inflation, and Your Own Currency
By BackTheBunny | | 0 Comments |
A nation that can't wage war or make its own financial decisions, is not truly sovereign.
The Singaporean Model and Freedom
By BackTheBunny | | 0 Comments |
Some can be maximally free in a highly restrictive environment.
It’s Not Superintelligence, It’s Superhistory
By BackTheBunny | | 0 Comments |
AI is not a young technology. It’s an ancient one. Artificial Time.
Be Smart Once
By BackTheBunny | | 0 Comments |
The less decisions you need to make to get what you want, the more likely you are to get what you want.
On Devastating Losses and What You Get to Keep
By BackTheBunny | | 0 Comments |
You must view tragic experiences holistically. You just lost something, but what did you get to keep?
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.
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.
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