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 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....

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....

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....

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 happening with my own interpretation. Soros thought that his “Theory of Reflexivity” was a good way to make money in markets but might not have any broader application to society. That is until 2008 when he came out of retirement to manage his own money during the Crash....

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 crypto bull market is arriving. It’s time to dial down the spiritual thought, the hobbies, the relationships. The meditations on what it means to be human. And focus on making money. Because the nature of money is changing....