MonetizeDystopia.

Mission-driven companies, the fragile foundations of fiat, and crypto as a life raft out of a decaying system.

Sovereign debt, stablecoins, privacy, and the path from tokenized stocks to autonomous on-chain capital.

Why weak real-world productivity makes AI investment more desperate and the spending harder to stop.

A practical six-month framework built around money, health, enjoyable processes, and cutting what does not serve the larger goal.

Info Capital Chaos, technocapital, simulation, and the Outside.

The things that seem the most important flow through the fingers like sand. Wind blows. Amnesia dictates importance. The liminal state, waking up. The world of dreams is no different from …

What the SEC’s proposed startup exemption, fundraising exemption, Form TR safe harbor, and state preemption would actually do.

The world around you tells you what to focus on. Thus, locking in is the wrong frame. A delicious irony. One of the most successful funds of all time predicted the Singularity. Called itself …

If you have societal-level investment, you are accountable for societal-level returns.

Useful Gibberish Writing in the era of AI is difficult; it requires knowing and bowing to your own inadequacy in the face of the machine. Take, for example: I built a simple scoring mechanic …

Money, capital, and the tribute you already pay.

Putting numbers around goblin preferences in advancing OpenAI models.

Find forbidden fruit while others starve to death trying to make the perfect fork

Part 2 in AI generated text experiment designed to cause extreme consciousness changes in consumers

Part 1 in AI generated text experiment designed to cause extreme consciousness changes in consumers

That which was shall be once more, if not at first then just before

My simplified thesis for a never ending speculative mania that is now a matter of national security

understanding the underlying drivers of the Doom Thesis and what to do about it on a personal level

On the fundamental role of building an economic network

Life is worth living. Even when I was down - really terribly. Had no status. No work. Entire life in shambles. Wanted to continue the next day. Was left in a situation where I had to …

How the Murad Meta inevitably transitions to AI cults

A year in, core qualitative evaluation principles for both own projects / investments

Monetizing the ouroborous economy

AI as a sociocultural movement that enables solo entrepreneurs and bootstrappers

A short story about Kona Blue and other esoteric topics

The end of nostalgia

Crypto With Cash Flow. Fleeing The ARKK

brain drain innate to how small the real AI workforce is

First Coin Deep Dive: Bittensor/ Tao

how to survive and thrive in the post nation-state AI driven reality

going to talk a bit about some things I’ve learned about rigged markets, signal extraction and how to fit market manipulation into your overall mosaic Rule 1: understanding you’re a gremlin …

longer form thoughts on crypto. Lots of bearishness. I remain bullish. Why: If Trump is elected, all bets are off - SEC runs on a skeleton staff, Gensler is fired, he intervenes in the Fed …

My Investment Philosophy as Best as I can explain. dfuq do I actually do A lot of people think I’m “insane” or “on drugs”, per Twitter discourse .I want to explain what I do for a living and …

George Soros wrote a book more people should read, “The New Paradigm for Financial Markets: The 2008 Crash and What It Means”. I’ll summarize the salient points here and apply it to what’s …

AI Good. Fiat Bad. What’s your plan, anon? What Is The Left Curve Most internet denizens know this meme by now… but, for reference It pays to keep it really simple. The Morpheus Bull A …

Why am I doing what I am doing? A direct summary of all the esoteric garbage I’ve produced. Dumbing it all down I’ve written a lot on this blog. I want to dumb it down. Speak in 10th grade …

Maybe the Optimization Bros were a little right afterall. Implementing some changes Failed Health Plans After a stretch of health excellence I made a number of changes that have taken me the …

channeling momentum, mojo, reading the universal mosaic Below I explore the idea of “the Mo” - or being in tune with the universe, in a useful way that allows you to take larger risks and do …

What the Optimization Bros Have Wrong and How to Fix It Willpower and Capability Gaps Consider “screen time”. Every Sunday, Apple Users get our screen time report. And every Sunday we say, …

a philosophy for simple folk pursuing Faustian bargains with future Intelligence All things are either addictive, or non addictive. All activities either align with your true calling or they …

One man’s screen time is another man’s profit. Mental models and tools of a digital samurai. Screentime Check I’m sure you’ve experienced the same thing I have. Sunday comes around. Apple …

Escaping the socio-spiritual prison from the starting position of a speculator Sidepots in the Asylum When I started trading, I was in it for money and pride. My father lost a lot of money …

A hypothetical exploration of the world we are heading towards There have been 3 major technology shifts since 2022. The market has weighted one much higher in terms of valuation - …

An exploration into accelerationist extremism and its logical conclusions Below I’m going to get into some very pragmatic behavior modifications that could follow logically from …

the Last Samurai, Darth Vader, the world of entertainment bleeding into the world of things “There are only two industries. This has always been true….There is the industry of things, and …

how to use CBT augmented with accelerationist religious fanaticism to improve your work performance Atheism is a Base Case But Its Vibes are Not Immaculate Below I’m going to talk about …

naming negative nostalgia. exploring clarity in a world with infinite RAM Naming the Culprit A single concept applies to bad investing, bad decision making, and bad feelings. The idea is …

the subject synthesizes various life experiences, failures and ideas into a singular life philosophy revolving around consciousness Consciousness forms a universal building block of …

minimum viable execution marching towards the singularity Minimum Viable Execution Below I want to outline the list of Diet, Exercise, Mental Health and Personal Automation tactics I’m …

deprecating Alex 1.0, applied accelerationism, ego death with a postgres backend Encountering the Power of AI in Financial Decisions Algorithms from social media platforms like TikTok and …

a reflection on Nietzsche, Artificial Intelligence, goldfish, and new Gods “God is dead. God remains dead. And we have killed him. How shall we comfort ourselves, the murderers of all …

Ideas expressing weakness in US equities relative to ROW this week Last Week Last week’s performance was +1.25%, unlevered had you traded this blog post on the open Monday and held til …

extreme FX and interest rate volatility paints a picture of 2 very different worlds. which shall we step into? Let’s start with a question. If Japan has rock bottom risk-free rates, …

Previously I wrote about the evolution of media and how it ends in a poorly defined digital Colosseum. Here I write in detail about how/ why that Colosseum will entail the creation of …

one last musing before the descent into the digital colosseum Digital assets and the political media have wrapped around each other, a double helix of increasingly epic proportions. It has …

A 35 point summary of how I define speculation, its 6 core components and thoughts around implementation Investors are not traders. Investors focus on the capital return potential of assets, …

reflections on recent price action, ARK investments, Palantir, and crypto

migration crises lead to populism lead to asset confiscation leads to crypto going up

Another day in the trenches Trades Going to load up on Snapchat. Capitulation on Baltic Dry index combined with monster guidance out of Macys makes me sympathetic to supply chain issues …

Thoughts

Responding to China data etc etc Trades I like owning EM today on the other side of some dow futures. Boeing not going to lift Dow again today, if anything we’re going to have dovish …

Thinking about best risk reward opportunities General Market Take The week got started out with god awful Japanese data, and the drumbeat of war in eastern Europe. Given absurd dovishness of …

Here I detail some analysis of newsflow over the last week and where I see best risk reward going into the start of the year Analysis / Thought The core theme coming out of the gate of the …

Common Stocks and Uncommon Profits gets frequently recommended to me by top performing equity managers. It’s 15 rules for evaluating growth stocks. I read it and summarized it. Summary Rote …