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Semi-Lucid Thoughts

0xsmac, Dr. Shelby

crypto, markets, venture, human behavior @0xsmac on twitter

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues24SubscribersRead 0xsmac.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Where Are We In The Cycle?

I tend to think the wisdom of the crowds is mostly a farce.

6 days ago
23
4

It's My Content And I Need It NOW

For those unfamiliar, Compound is a research-focused and thesis-driven fund investing in frontier tech across crypto, AI/ML, robotics and bio.

2 months ago
1
0

Smac's Mailbag #1

As promised, I am starting a mini-mailbag series. Ideally I’d like this to be driven by people who read my stuff and/or follow me on twitter.

3 months ago
2
0

Which Way Western Man?

I’ve been teasing some version of a macro larp blog for a few weeks now and figured rather than make it super clean and neat, better to just word vomit what I’m thinking about. That way I can claim I was right no matter what happens :)

4 months ago
6
0

Authors

The writers behind this newsletter.

  • 0xsmac

    your favorite alts favorite alt

  • Dr. Shelby

    Investor @Compound | Cambridge PhD @plantsciences

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