strictly theorizing: what if the whole time we were talking about the supercycle coming we were actually inside of it meaning that ico → defi → nft → memecoin was a ‘supercycle’ liquidity event horizon essentially a window to do a few things: 1] validate the fundamental thesis’ cross category 2] stretch the current consumer and producer appetite & macroeconomic vision 3] transfer liquidity to asymmetric players in the niche 4] spark a butterfly effect for tech use cases, market research, etc ...

A mental model worth exploring? If memes are being defined as units of culture. Then we need measurement consensus for the unit of account. Affording us the delineation of diameter, mass, velocity, etc. Take apart the following subjects to discern if this model has legs-- think in terms of units:Religious symbols, parables, prayers Currency gradients, functions, measurement Company mission, philosophy, product offeringWhiteboardThe cultural units are expansive and significant. Ask yourself if...

The entirety of what I have to say can be boiled down to:Crypto as a technology is as foundational as electricity, internet, and artificial intelligence.The rest is just details. Details related to:CurrencyMicroeconomicsMacroeconomicsSelf-CustodyPeer-to-Peer ContractsDigital content and mediaCollective ownershipIntellectual property rightsTechnocapitalismIndependent careersSmall businessesData rightsPlatform interoperabilityThe vegetables firstCrypto is already 10+ years in, making it seem as...

Technocapitalism, especially the version forming in the blockchain, ownership software, fintech, public goods world, is an interesting amalgamation of ambitious software development, innovative socialist principles, and free market capitalism, all tied into computers, codebases, smartphones, applications, and people who have been people throughout the test of time. It’s also an immature philosophy in terms of its tenure and market participants, with the oldest among us in the mid-40s and the ...

Jeff Bezos in 1999 for Wired:If you had been a reporter covering the electricity industry, you would have been asking people about what kinds of vacuum cleaners were going to be invented. But the big winners were things like refrigeration. The Internet is still at that stage—nobody knows what the big winners will beIn 2025 you'd think we figured out the big winners due to Instagram, Facebook, X, TikTok, YouTube, Snapchat, WeChat, Telegram, and VR computer companies. But have we really? Do we ...

In a sea of Crypto Bros are a bunch of Internet Kids. Mid-to-late Millennials and early Zoomers that grew up with corded home phones, streetlights as the universal time to go inside, and vivid memories of using Yellow Pages. Those same internet kids have memories of AIM messenger, Yahoo, Chat Roulette, MySpace, Tumblr, Vine, and the death of ethernet cables. Being at the start of the social web (referred to as web2 in crypto), one could argue this is the first digital generation with regard t...

Two tells that make me think someone in crypto is either inexperienced or destined to self-sabotage:Mindless, non-stop asset shillingA directionless approach to positioning and attentionPut more curtly, the “buy this” reply guy or the “no utility” maximalist. The market is not your backyardThere’s a significant difference between ideas shared between friends and economic counterparties. Even if those counterparties are more comrade than combatant. Markets are dispassionate. Profit, liquid cap...