THE HARDEST FUCKING THING
We live in a society in which almost everything is about money. And as with everything, money exists on a quality distribution. That means not every money is created equal. Some money is better than others. We refer to the quality of money as hardness. The best money is therefore the hardest poss...
MEMO W05 FEB 2024
My current understanding of ETH/BTC has changed in the sense that trend lines for ratios matter only as much as additional factors permit. Expressing my thought process in simple terms, for the past year BTC had tailwinds while ETH had headwinds. I am not sure how to express structural supply and...
MEMO W07 FEB 2024
A thought I want to lead with this week is a seemingly lucky accident unfolding in front of our eyes. Based on rough estimates, there have been about 8,000 generations of humans wandering this planet for the past 200,000 years. During the past 10 years we have seen two very different technologies...
THE HARDEST FUCKING THING
We live in a society in which almost everything is about money. And as with everything, money exists on a quality distribution. That means not every money is created equal. Some money is better than others. We refer to the quality of money as hardness. The best money is therefore the hardest poss...
MEMO W05 FEB 2024
My current understanding of ETH/BTC has changed in the sense that trend lines for ratios matter only as much as additional factors permit. Expressing my thought process in simple terms, for the past year BTC had tailwinds while ETH had headwinds. I am not sure how to express structural supply and...
MEMO W07 FEB 2024
A thought I want to lead with this week is a seemingly lucky accident unfolding in front of our eyes. Based on rough estimates, there have been about 8,000 generations of humans wandering this planet for the past 200,000 years. During the past 10 years we have seen two very different technologies...
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<100 subscribers
