Asymmetric Market Update™️ #30
The Collapse of Patience: How AI, Capital Efficiency, and Bitcoin Break the Cycle
Jordi Visser
May 27, 2025
Last week, I referenced how certain books can leave lasting impressions—memories that echo back throughout life. This week, I want to highlight a sports memory.
I’m a devoted New York sports fan and have attended important playoff games for near... See more
Jordi Visser
May 27, 2025
Last week, I referenced how certain books can leave lasting impressions—memories that echo back throughout life. This week, I want to highlight a sports memory.
I’m a devoted New York sports fan and have attended important playoff games for near... See more
The Collapse of Patience: How AI, Capital Efficiency, and Bitcoin Break the Cycle
Markets are seasonal; crypto is no exception. Summers give way to the chill of winter, and winter thaws in the heat of summer. Advances made by builders during dark days eventually re-trigger optimism when the dust settles. With the recent market downturn, we may be entering such a period now.
a16zcrypto.com • Introducing the 2022 State of Crypto Report
Investing in bitcoin continues to be a binary, all-or-nothing bet on its prospects.
Paul Vigna , Michael J. Casey • The Age of Cryptocurrency
Since December 2017, the crypto market evolved to a 2.0 iteration, growing from a market designed for individuals to one that’s institutionally accessible.
Arjun Balaji • Crypto Market Structure 3.0
After watching this video on the US government interest stablecoins, it reminded me of the Tether FUD stemming back to 2018. It’s incredible how fuzzy all the technicals are to me now, given how versed I was in it back then. Wondering if that could make an interesting essay topic … And now after searching Google for 60 seconds, it would. One headli
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