markets

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.

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

Money, capital, and the tribute you already pay.

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

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

How the Murad Meta inevitably transitions to AI cults

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