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Semi-Lucid Thoughts

0xsmac

crypto, markets, venture, humans, history @0xsmac on twitter

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Substack
PricingOnly free issuesPublishesMonthly
Issues38Founded4 years agoLast Issue4 months ago
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Latest Issues

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...

4 months ago
35
6

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...

5 months ago
41
1

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...

5 months ago
33
4

Hope's Uninvited Guest

If you’re here for some crypto or markets blog, feel free to stop reading. This is not that. This is just some fiction I felt compelled to write today. Regularly scheduled writing will be back shortly.


Scene: A nearly empty pub, jus...

5 months ago
17
5

The Children Yearn For The Fiat Mines

This will be a relatively short brain dump but it’s something I’ve been thinking about a lot lately.


Arguing about whether to own BTC or ETH or SOL or HYPE or some other coin is one of the timeless traditions of crypto twitter. Any...

8 months ago
94
2

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