
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 W39 SEP 2024
"But what about the inverted yield curve", can we hear them asking. And to me it is just all noise. People in crypto land are concerned with so many inversions on the 4D chessboard, and often I can't help but think, you are all just playing against yourself. If you want to make it, long term, then all you need to do is to bet on human progress. Technology equals human progress. And however you wish to express that bet on the human race, somewhere there between the lines of technology you will...

MEMO W26 JUN 2024
I want to talk about how everyone is building a worse Ethereum in the L1 blockchain space and explain what this has to do with the way the internet happened. Back in the 1990s nobody really understood the internet. Nobel Prize-winning economist Paul Krugman wrote this around 1998: "By 2005 or so,...
Writings on strategic execution in a decentralized world.

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 W39 SEP 2024
"But what about the inverted yield curve", can we hear them asking. And to me it is just all noise. People in crypto land are concerned with so many inversions on the 4D chessboard, and often I can't help but think, you are all just playing against yourself. If you want to make it, long term, then all you need to do is to bet on human progress. Technology equals human progress. And however you wish to express that bet on the human race, somewhere there between the lines of technology you will...

MEMO W26 JUN 2024
I want to talk about how everyone is building a worse Ethereum in the L1 blockchain space and explain what this has to do with the way the internet happened. Back in the 1990s nobody really understood the internet. Nobel Prize-winning economist Paul Krugman wrote this around 1998: "By 2005 or so,...
Writings on strategic execution in a decentralized world.
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