Investing

but what i find most powerful about hypersub is that it enables followers to derive more than just informational value from creators; it enables followers to derive financial value, as well.

through hypersub's rewards model, followers are incentivized to discover and subscribe to emerging creators in whom they believe. followers, therefore, have a... See more

Consider the contrast with centrally planned economies. USSR’s economic model, for instance, relied on predetermined outputs and strategic decisions made by a select committee of party officials. It's a system that wins praise for its ability to mobilize massive resources toward national priorities but is widely faulted for its inflexibility.... See more

For almost 16 years now, Bitcoin has been the dominant cryptocurrency network despite thousands upon thousands of competitors and several forks. Anyone can copy it, but like copying Wikipedia or Ethernet or any of these other examples, those copies start with a nearly infinite disadvantage due to not sharing in the existing network effect.... See more

This means that the dollar tends to be structurally overvalued on a trade balance basis. It trades based on all of the normal fundamentals that other currencies do, but then also has this extra layer of demand at all times, for all these various purposes. Most currencies are primarily used by the country that issues them, whereas the dollar is used... See more

Seed Club is a DAO orbited by thin business units.

Within the DAO we focus on building communities, experiences, and media that creates participation pathways for existing crypto believers, and converts people still on the edges into believers and participants.

We help people make money, get smart, have fun, and find belonging along the path to... See more

While the tech, tech adjacent, oil and gas, commodities, food (real / hard assets and real production) etc kind of industries and surrounding industries plus the govt will continue to boom, the tech infrastructure will continue to reign supreme worldwide.

Even though they will be devaluing the value of cash via money printing, during this process, it will be worth holding, in order to acquire assets, particularly illiquid ones that produce real goods and real cash flows.

i read + annotated the entire 300+ page Messari 2026 thesis on a long-haul flight so you didn’t have to… my thoughts + takeaways: > the entire thing took me about 3hrs to cover back to back (better than expected). My 3 fav essays were “crypto money”, “tradfi x crypto”, and “decentralized Internet finance”.... See more

It is very important to my near-term positions whether I believe money printing will continue and accelerate after Trump’s 20 January 2025 coronation. That is because I think there exists a wide gap between crypto investor’s high expectations for how quickly Trump can change things and the reality that there are no politically acceptable solutions... See more