Semi-Lucid Thoughts
0xsmaccrypto, markets, venture, humans, history @0xsmac on twitter
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 40 | Founded | 4 years ago | Last Issue | a month ago |
| Active | |||||
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0xsmac.substack.comLatest Issues
Let The Bubble Wash Over You
Weather is a uniquely interesting field because all of the tools we use to accurately forecast the future have improved over the last 50 years. And as you’d expect, our ability to predict the weather has similarly improved. Today’s 5-day fo...
If You're Not First, You're (Maybe? Potentially? Probably?) Last
One of the most common traps investors fall into regardless of asset class or sector looks something like this: Company A leads an emerging growth category. Company B is #2 or #3 in said category but has comparable technology & trades at a...
Splitting Fives: The House Edge On Wonder
Optimization is a great servant and a terrible god. When it’s your servant, it makes your life easier. It reduces suffering, prevents avoidable harm, helps you build bridges that don’t collapse and airplanes that land. But when it’s your go...
Déjà Vu All Over Again
This is year 4 of publicly sharing how I’m thinking about markets heading into a new year — you can read last year’s post here.
If you don’t care enough to go back to that here are the quick highlights, though I think last year was especia...
Two Kites Dancing In A Hurricane
“Success is very intoxicating. It is very difficult to handle all the fame and adulation. It corrupts you. You start to believe that everybody around you is in awe of you, that everybody wants you, and that everybody is thinking of you all...
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