The future
The shift underway is not unlike past financial revolutions. Just as industrial finance shattered feudal constraints, transforming economies once bound by land ownership and hereditary wealth, the cryptoeconomy is removing the final inefficiencies in capital formation and allocation. Where feudal lords once controlled economic opportunity, and... See more
The Productive Cryptoeconomy: A Thesis for Adoption — Syncracy Capital
When literally everything becomes television, what disappears is not something so broad as intelligence (although that seems to be going, too) but something harder to put into words, and even harder to prove the value of. It’s something like inwardness. The capacity for solitude, for sustained attention, for meaning that penetrates inward rather... See more
Everything Is Television
The Ideological Investor does not abandon analysis but reorients it. Instead of treating geopolitics, technology, or culture as “externalities” to be hedged, they treat them as the primary drivers of value. This means integrating geopolitical intelligence into risk analysis, and treating AI not merely as an industry to bet on but as a structural... See more
The Fall of the Intelligent Investor and the Rise of the Ideological Investor
We are now entering an age of the “Ideological Investor”—an allocator of capital in a world where markets are refracted through geopolitics, technology, and culture, and the stakes could not be higher for retail investors to take note. To navigate this new era, I propose the consideration of three ideological pillars that define investment risk and... See more
The Fall of the Intelligent Investor and the Rise of the Ideological Investor
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... 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.