JMK | Paragraph

jmk

I think this is going to go hand and hand with prediction markets filling the information gaps https://x.com/unusual_whales/status/2033636131997421761?s=46&t=iMj9zHoH9XQcoJfs7ukMqg

X (formerly Twitter)

jmk

Mar 14

The most dangerous place in finance is not the market you’re watching. It’s the room next door. The one with no windows. No flashing prices. No visible panic. Right now, that room is private credit. A quiet fault line is forming. 🧵👇

jmk

Mar 14

Four 🏌️

jmk

Mar 13

The Quiet Fault Line

jmk

Mar 12

Highly recommend this podcast for the storytelling and seeing through the eyes of wildlife tracker in Namibia. Quick snippets like an audio newsletter https://podcasts.apple.com/us/podcast/track-your-life-with-boyd-varty/id1505181324?i=1000746201947

Apple Podcasts

Enter the Wild One

Podcast Episode · Track Your Life with Boyd Varty · January 22 · 9m

jmk

Mar 10

Doodlin’ on a motto for all the clawbots out there as we march towards agentic commerce

jmk

Mar 7

Saturday afternoon tunes 🎶 https://youtu.be/laPHJpnjjt8

- YouTube

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jmk

Mar 5

https://paragraph.com/@jmkc4p174l/the-casino-doesnt-cheat-the-house-rules-do

Ille Renovatio

The Casino Doesn’t Cheat. The House Rules Do.

There’s a ghost story finance tells itself at bedtime:The market is always right.Price is truth. Spread is gospel. Volatility is the universe speaking.Soothing, tidy, and just wrong enough to be dangerous.Here’s the colder reality:The market is a near-perfect machine for pricing within whatever structure it’s handed.And that structure? Engineered, gamed and monetized by the people who wrote it.The market isn’t wrong. It’s operating inside systems that are.Price Discovery Is a Polite FictionIn...

jmk

Feb 20

Queue the Jon Hamm meme https://youtu.be/uc5NSUrnF70

- YouTube

Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

jmk

Feb 6

"DUVET" ❌ Another word eliminated in @letshaveaword — one person takes the 0.0907 ETH jackpot 🎯 👀

jmk

Jan 31

Can’t wait for the AI agents to get into art and music. When they start listening to Radiohead and collecting @xcopy.eth and others, I’m here for it.

jmk

Jan 31

The Day 36,000 AIs Woke Up and Found Each Other

jmk

Jan 30

What we’re capable of is accelerating faster than ever… https://x.com/astronomyvibes/status/2017186355332461030?s=46&t=iMj9zHoH9XQcoJfs7ukMqg

X (formerly Twitter)

jmk

Jan 25

Saw this on X, Greenland deploying their weather on us was an unexpected first strike. 😂

jmk

Jan 25

1/Everyone assumes the next space race ends in conflict. I started with a different thought: what if it looks more like sports? Fierce rivalry. Clear wins and losses. No existential destruction. That idea is tempting. It is also incomplete.