goodalexanderArchive
Every long-form post.
64 pieces since 2018, newest first. For current trade and market commentary, subscribe by email or follow @goodalexander on X.
2026
- Fiat Sand CastlesMission-driven companies, the fragile foundations of fiat, and crypto as a life raft out of a decaying system.
- Tokenization and the Road to Financial RSISovereign debt, stablecoins, privacy, and the path from tokenized stocks to autonomous on-chain capital.
- The AI Hail MaryWhy weak real-world productivity makes AI investment more desperate and the spending harder to stop.
- How to Fix Your Life In 6 MonthsA practical six-month framework built around money, health, enjoyable processes, and cutting what does not serve the larger goal.
- Info Capital Chaos and the OutsideInfo Capital Chaos, technocapital, simulation, and the Outside.
- Memory HoleThe 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 …
- SEC Regulation Crypto Assets: A Plain-English PrimerWhat the SEC’s proposed startup exemption, fundraising exemption, Form TR safe harbor, and state preemption would actually do.
- Situationally UnawareThe 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. …
- Societal-Level Investment, Societal-Level ReturnsIf you have societal-level investment, you are accountable for societal-level returns.
- Jabberwocky BabelUseful 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 …
- Nothing Settles ItselfMoney, capital, and the tribute you already pay.
- HyperGoblinizationPutting numbers around goblin preferences in advancing OpenAI models.
- Finding Edge in Rejected DiscourseFind forbidden fruit while others starve to death trying to make the perfect fork
2025
- Why Crypto Isn't Over But Maybe Society Is (One Shot Series II)Part 2 in AI generated text experiment designed to cause extreme consciousness changes in consumers
- The Great Unraveling (One Shot Series I)Part 1 in AI generated text experiment designed to cause extreme consciousness changes in consumers
- Hyperstitional VortexThat which was shall be once more, if not at first then just before
- AI Apes Together StrongMy simplified thesis for a never ending speculative mania that is now a matter of national security
- The AI Productivity Paradox- Chopping Wood Cubedunderstanding the underlying drivers of the Doom Thesis and what to do about it on a personal level
2024
- On Not SellingOn the fundamental role of building an economic network
- Predictable Utility, Life Extension and AGILife 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 …
- Murad Meta and AI Cult CoinsHow the Murad Meta inevitably transitions to AI cults
- The Ten Principles for Crypto Network Development / InvestmentA year in, core qualitative evaluation principles for both own projects / investments
- The Flat Circle PortfolioMonetizing the ouroborous economy
- Levelsio, Amazon Sellers, and the New 4 Hour WorkweekAI as a sociocultural movement that enables solo entrepreneurs and bootstrappers
- The Story of TaranA short story about Kona Blue and other esoteric topics
- Nineteen Ninety ThreeThe end of nostalgia
- Agentic ProtocolsCrypto With Cash Flow. Fleeing The ARKK
- The Big Whooshbrain drain innate to how small the real AI workforce is
- Deep Dive on Bittensor (TAO)First Coin Deep Dive: Bittensor/ Tao
2023
- The Blackprint - A Manifesto for the New World Orderhow to survive and thrive in the post nation-state AI driven reality
- Heuristics for Rigged Marketsgoing 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 …
- 14 Reasons I'm Bullish Cryptolonger 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 …
- What Do Markets Mean to MeMy 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 …
- The Crash of the Super BubbleGeorge 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 …
- The Left Curve PathAI 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 …
- A Simplistic ManifestoWhy 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 …
- Failed Health PlansMaybe 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 …
- The Mochanneling 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 …
- Utility GapsWhat 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 …
- Enlightened Hedonisma 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 …
- MemecraftOne 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 …
- Asylum Sidepots. How to Escape the Matrix and Stay OutEscaping 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 …
- A Vision of the FutureA 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 - …
- The Binary ArkAn 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 …
- A Withering Trader’s Illustrated Primerthe 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 …
- Stress Zero 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 …
- Retrofixationnaming 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 …
- Consciousness as a Building Blockthe subject synthesizes various life experiences, failures and ideas into a singular life philosophy revolving around consciousness Consciousness forms a universal building block …
- Firing Myself P2minimum 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 …
- Firing Myselfdeprecating 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 …
- Week 2 - Decline and FallIdeas 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 …
- Cracks in the Fishbowl 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 …
2022
- Tokyo Swerve- Careful What You Wish Forextreme 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 …
- Postulates on Useful Financial SpeechPreviously 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 …
- Stepping into Phase Sevenone 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 …
- Discussion on the Study of Asset Price MovementA 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 …
- The Nigeria Templatemigration crises lead to populism lead to asset confiscation leads to crypto going up
- The Absurdity Supercycle- Being Early After the End of Historyreflections on recent price action, ARK investments, Palantir, and crypto
2021
- On ProcessThoughts
- Journal Thur Nov 18Another 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 …
- Daily Notes / Pre Market thoughtsResponding 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 …
- Mid Nov Market UpdateThinking 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 …
- New BeginningsHere 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 …