
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...
www.twitter.com/jer979

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...
www.twitter.com/jer979

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That was the day of the dot com implosion.
Last week felt very similar from the crypto perspective.
After the dot com crash, Pets.com and Webvan may have been destroyed along with countless others, but Amazon was $6/share.
The implosion didn’t mean the Internet was a bad idea. It just meant that the next phase was beginning.
Ari Paul captured it really well in this tweetstorm
Imo, crypto now going through something vaguely like post-2000 tech crash. We proved modest product market fit in several areas, but A. Products and infrastructure need to be much better to truly cross chasm to mainstream. B. And adoption is ~5 years behind where some hoped. /1
— Ari Paul ⛓️ (@AriDavidPaul) June 14, 2022
That was the day of the dot com implosion.
Last week felt very similar from the crypto perspective.
After the dot com crash, Pets.com and Webvan may have been destroyed along with countless others, but Amazon was $6/share.
The implosion didn’t mean the Internet was a bad idea. It just meant that the next phase was beginning.
Ari Paul captured it really well in this tweetstorm
Imo, crypto now going through something vaguely like post-2000 tech crash. We proved modest product market fit in several areas, but A. Products and infrastructure need to be much better to truly cross chasm to mainstream. B. And adoption is ~5 years behind where some hoped. /1
— Ari Paul ⛓️ (@AriDavidPaul) June 14, 2022
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