jer979Purpose 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...
jer979Value. 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 "...
jer979Coffee 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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www.twitter.com/jer979
jer979Purpose 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...
jer979Value. 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 "...
jer979Coffee 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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jer979Just Don't Dance
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jer979Just Don't Dance
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There’s a scene in the Big Short where the Brownfield Fund guys realize that they are right about the bets they are going to make. And they start to celebrate in the middle of the casino.
Brad Pitt rebukes them.
[Just Don’t Dance]
I was thinking of this last night, literally in the middle of the night, as I honestly felt I had some background processing going on some of the economic news I have been reading over the past few days.
the UN’s request to the Federal Reserve to stop raising interest rates
the energy crisis in Europe and the efforts to cap prices
and I thought to myself, “these are like cracks in the dam of the fiat monetary system.”
It might take a decade for the dam to break, but I wonder if this is what it will take to bring the system to its knees.
On the other side, of course, is crypto and Bitcoin.
And if I’m right, my thesis has been right.
But I’ve long said, “I’d willingly be wrong to prevent the type of dislocation and pain that I think will come as a result of this breakdown than just be right.”
No dancing here.
There’s a scene in the Big Short where the Brownfield Fund guys realize that they are right about the bets they are going to make. And they start to celebrate in the middle of the casino.
Brad Pitt rebukes them.
[Just Don’t Dance]
I was thinking of this last night, literally in the middle of the night, as I honestly felt I had some background processing going on some of the economic news I have been reading over the past few days.
the UN’s request to the Federal Reserve to stop raising interest rates
the energy crisis in Europe and the efforts to cap prices
and I thought to myself, “these are like cracks in the dam of the fiat monetary system.”
It might take a decade for the dam to break, but I wonder if this is what it will take to bring the system to its knees.
On the other side, of course, is crypto and Bitcoin.
And if I’m right, my thesis has been right.
But I’ve long said, “I’d willingly be wrong to prevent the type of dislocation and pain that I think will come as a result of this breakdown than just be right.”
No dancing here.
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