
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 don’t know what’s going to happen in the future any more than anyone else does, but my read of the situation is as follows.
We all hope that the recession we’re in (and we’re in one, despite the fact that it would be politically counterproductive to admit it) is a short one.
But, reading the WSJ yesterday, for example about the Fed’s inability to decide if inflation is persistent or not, has reminded me, once again, that they don’t necessarily know what is going on or how long it is going to last.
So, we’re all just floating along this economic and financial river here, with no one steering, but riding on huge amounts of fiat money to propel us…for now.
So, I fear (and I sure hope I’m wrong) that this economic environment is going to last for a while.
I have NO data to back that up and I sure hope I’m wrong, but the pall has settled over the land.
I don’t know what’s going to happen in the future any more than anyone else does, but my read of the situation is as follows.
We all hope that the recession we’re in (and we’re in one, despite the fact that it would be politically counterproductive to admit it) is a short one.
But, reading the WSJ yesterday, for example about the Fed’s inability to decide if inflation is persistent or not, has reminded me, once again, that they don’t necessarily know what is going on or how long it is going to last.
So, we’re all just floating along this economic and financial river here, with no one steering, but riding on huge amounts of fiat money to propel us…for now.
So, I fear (and I sure hope I’m wrong) that this economic environment is going to last for a while.
I have NO data to back that up and I sure hope I’m wrong, but the pall has settled over the land.
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