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Macro
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.
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.
The AI Playbook and Theocratic Capture
By BackTheBunny | | 0 Comments |
You've heard about the Man In The Arena, now learn to recognize the Priest In The Arena
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.
Crypto Market Wizards, Episode 2: Runner
By BackTheBunny | |
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.
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