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Semi-Lucid Thoughts

0xsmac

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

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Substack
PricingOnly free issuesPublishesMonthly
Issues42Founded4 years agoLast Issue19 days ago
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Latest Issues

A Trillion Times Larger

I promise this introduction won’t be as long as the last one about weather.

But please indulge me for 90 seconds.

So, a little more than 100 years ago, this woman Henrietta Leavitt was doing the tedious work of measuring how bright thousa...

19 days ago
42
2

Emergent science and funding coordination

Co-authored a piece with Shelby on the work being done by Anagen. We published directly on our Compound site, the full piece can be found here.

ty for reading semi-lucid thoughts, sub below

3 months ago
7

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...

4 months ago
105
7

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...

5 months ago
32
1

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...

7 months ago
44
7

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