The future
This multidimensional researcher-investor-builder perspective proved invaluable, enabling our collective Hivemind to compound insight toward a single mission: to help crypto happen sooner and better than it would without us.
Delphi Intelligence • Tweet
Christianity once scaled because it promised salvation to anyone. Buddhism spread on the claim that anyone could reach enlightenment.
A modern analog would have to do the same in offering dignity, purpose, and an alternative path forward for all people so they don’t destroy themselves chasing jackpots.
A modern analog would have to do the same in offering dignity, purpose, and an alternative path forward for all people so they don’t destroy themselves chasing jackpots.
thiccy • Tweet
That taste for outsized risk has seeped into everyday culture. Wage growth has severely lagged compounded capital, causing ordinary people to increasingly see their best shot at real upward mobility in negative EV jackpots. Online gambling, 0DTE options, retail meme stocks, sports betting, and crypto memecoins all testify to the phenomena of expone... See more
thiccy • Tweet
The crypto Venture capital predictions for 2025 are coming in hot. Top forecasts highlight a decisive shift toward user-facing applications, stablecoin adoption as a tool to lower business transaction costs, and significant advancements in infrastructure scalability.
Joe McCann • Asymmetric Market Update™️ #25
Historically, currencies like the USD acted as abstraction layers, allowing us to translate the value of apples, houses, and stocks into a single universal language. Tokenization obliterates this framework. It makes anything exchangeable for anything else. Imagine swapping loyalty points for a stake in a music NFT or trading your onchain credential... See more
BTC: A relic of the past.
Right now, equities and crypto seem correlated, with many claiming both are risk-on assets driven by global liquidity. That’s wrong. Equities are a risk-on asset within the carry trade, fueled by global liquidity; Bitcoin, however, isn’t part of anyone’s carry trade—yet. And for good reason.
At its core, Bitcoin is the anti-carry trade asset. Its n... See more
At its core, Bitcoin is the anti-carry trade asset. Its n... See more
Carry Trade Frenzy: Why Bitcoin Will Outlast Wall Street’s Leverage Game
A “40%” allocation within this construct can include investment expressions like AI or culture assets, poker/sports gambling income, biotech IP: these assets transform energy-intensive labor into income without leverage, and high payouts.
Jeff Park • The Radical Portfolio Theory
What you find here is that at a high level, highly resistant assets are by definition likely to share attributes of being decentralized, scarce, and timeless. This is the radical way we must imagine portfolio theory. We must live our lives within institutions for the most part (60%), but we also need to live our private lives away from such institu... See more