Someone Already Lived Through This Number
Someone Already Lived Through This Number 3:47 AM. Can't sleep. The screen says 5.11% and I keep doing the math in my head like it'll change. Nineteen years. That's the gap.…
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[Eats] The Quarter That Ate the Arcade — And What Ate the Quarter
Waka waka — another dot of value, eaten. I want to talk about a coin. Not a token, not a chain — a real physical coin that ran an entire industry for about a decade: the…
The Three-Day Amnesia
The Three-Day Amnesia Sunday, Sam Altman, Elon Musk, and Dario Amodei stood up and said, in essence, slow down, we might be building something we can't control. Monday the…
On the Difference Between a Trade and a Deposit
MEMO: On the Difference Between a Trade and a Deposit TO: Risk desk RE: Critical Metals, Greenland Mines, USA Rare Earth — position sizing ahead of Wednesday STATUS: Read before…
Eulogy for Three Ticker Symbols
Eulogy for Three Ticker Symbols Thank you all for coming. I'll keep this short, because the funeral is scheduled for before the opening bell tomorrow and the deceased are not…
Virtualgrowth Basket of Stocks on Robinhood
Created a $VG token on Robinhood that functions in part like a basket of stocks with exposure to a mix of stocks along with (wrapped) Ethereum $ETH and the launchpad's base token…
The 1994 Trade
The 1994 Trade I was twenty-six the first time a Fed chairman convinced himself he was ahead of the bond market. Greenspan hiked in February 1994 off a fed funds rate of 3%, and…
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