Digital Necromancers
Getting out of your own way in the Post Fiat economy
The Post Fiat Hypothesis
Hobbes. Rawls. Or a Secret Third Thing
The Story of Taran
A short story about Kona Blue and other esoteric topics
Nineteen Ninety Three
The end of nostalgia
Agentic Protocols
Crypto With Cash Flow. Fleeing The ARKK
Deep Dive on Bittensor (TAO)
First Coin Deep Dive: Bittensor/ Tao
The Blackprint - A Manifesto for the New World Order
how to survive and thrive in the post nation-state AI driven reality
Heuristics for Rigged Markets
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 not a genius. if you’re reading this chances are you’re not as smart as quants so don’t try to be. I practice a very special variety of quantitative trading, called “find someone rigging a market and front-run them”. Leave other quant strategies (like stat arb, or complex machine learning alphas) to PHDs....
14 Reasons I'm Bullish Crypto
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 to cut rates. Odds are at least 50% Trump wins. Any concern about Trump’s stance towards crypto should be dismissed by his NFT sales and appreciation galas for NFT holders (haha). Concerns about Biden admin and crypto have been de-risked....
What Do Markets Mean to Me
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 how it all fits together. Everything Is Rigged First - I believe the market is rigged. There isn’t a printer that goes brr. Central Banks buy assets - bonds, and sometimes ETFs. Credit instruments and equities sensitive to credit rates get influenced by the daily actions of central banks....