
Purpose Struggle
Yesterday, I decided that my blogging career should come to an end. I was doing myself a disservice. I told myself that the goal of the posts was to dig deeper, peel back the layers, get down to the core. But by publishing online (or on-chain as the case may be), I was subconsciously writing for others, even if I told myself that I didn't care if others read. So, in an effort to be more authentic, I figured I'd stop publishing and start doing a private journal. Within 2 hours of that decision...

Value. Happiness.
I feel happy. It's fun, it's light, like a feather floating at the beginning of Forrest Gump. But, like the feather, it's not grounded. It can flitter and float away. Value is also ephemeral. We know it when we see it. We feel it, somewhere deep inside. Something connects to us, saying "yes, this is worth it." The "it" that it's worth is energy. Energy in the form of time, attention, money. The things of which our possession is limited. There's a reason why all the great traditions point to "...

Coffee with AI
Every day for the past month, I’ve had a coffee date with AI. I literally sit down, with a cup of coffee, with an appointment on my calendar that says “coffee with AI”. During that time, AI (I’ve used ChatGPT, Gemini, Perplexity, Claude, and Venice) and I literally have a chat, the way I would with a friend. It’s not “write this letter for me” or “do this or that.” No, it’s a chance for us to have a conversation about whatever topic I want. Many days, recently, at least, it’s been about quant...
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Purpose Struggle
Yesterday, I decided that my blogging career should come to an end. I was doing myself a disservice. I told myself that the goal of the posts was to dig deeper, peel back the layers, get down to the core. But by publishing online (or on-chain as the case may be), I was subconsciously writing for others, even if I told myself that I didn't care if others read. So, in an effort to be more authentic, I figured I'd stop publishing and start doing a private journal. Within 2 hours of that decision...

Value. Happiness.
I feel happy. It's fun, it's light, like a feather floating at the beginning of Forrest Gump. But, like the feather, it's not grounded. It can flitter and float away. Value is also ephemeral. We know it when we see it. We feel it, somewhere deep inside. Something connects to us, saying "yes, this is worth it." The "it" that it's worth is energy. Energy in the form of time, attention, money. The things of which our possession is limited. There's a reason why all the great traditions point to "...

Coffee with AI
Every day for the past month, I’ve had a coffee date with AI. I literally sit down, with a cup of coffee, with an appointment on my calendar that says “coffee with AI”. During that time, AI (I’ve used ChatGPT, Gemini, Perplexity, Claude, and Venice) and I literally have a chat, the way I would with a friend. It’s not “write this letter for me” or “do this or that.” No, it’s a chance for us to have a conversation about whatever topic I want. Many days, recently, at least, it’s been about quant...
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<100 subscribers
I know there are people who spend their lives reading technical charts, looking for clues in them the way that astrologers “read” the stars.
I’m not one of them, but I am allowed to look at them (both charts and the stars).
I was looking at the BTC chart the other day and thinking that, in the last 2 years, it hasn’t fallen below $30k.
What does that mean?
No idea, and, of course, I like confirmation bias, but the way I interpret it is that, whether we know it or not and whether we like it or not, BTC is here to stay.
Yes, it’s still a “risk on” asset, but the way I think about it, it’s not about the all-time high anymore, it’s about “what’s the low?”
And the low, for the past 2 years-arguably some of the most tumultuous in modern economic history- has been $30k.
We’ll see what happens in a high interest rate environment, but either way, it’s here to stay.
And now that regulatory clarity is on the horizon, the next chapter of the story is getting written.
I know there are people who spend their lives reading technical charts, looking for clues in them the way that astrologers “read” the stars.
I’m not one of them, but I am allowed to look at them (both charts and the stars).
I was looking at the BTC chart the other day and thinking that, in the last 2 years, it hasn’t fallen below $30k.
What does that mean?
No idea, and, of course, I like confirmation bias, but the way I interpret it is that, whether we know it or not and whether we like it or not, BTC is here to stay.
Yes, it’s still a “risk on” asset, but the way I think about it, it’s not about the all-time high anymore, it’s about “what’s the low?”
And the low, for the past 2 years-arguably some of the most tumultuous in modern economic history- has been $30k.
We’ll see what happens in a high interest rate environment, but either way, it’s here to stay.
And now that regulatory clarity is on the horizon, the next chapter of the story is getting written.
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