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

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.

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.

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.

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

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

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

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