The Mesh Point
Kane McGukinApplying complexity theory and monetary history to Bitcoin. Why the first anti-fragile money system changes everything.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 208 | Founded | 5 years ago | Last Issue | 8 days ago |
| Active | |||||
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kanemcgukin.substack.comLatest Issues
The Pitfalls of Securitization: Influence Strikes Again
Bitcoin is a phenomenal financial innovation. Bitcoin Treasury Companies, like Strategy, are not. They’re your typical company running the same Wall Street and fiat arbitrage gamble we’ve seen for a few hundred years. What’s new is the asse...
How America Is Fighting to Keep the Dollar on Top with Nik Bhatia
The initial wave of the dollar’s dominance was built on infrastructure from the 1940s. The rewiring of this for the 21st century is now well underway. In this conversation with , author of Layered Money and visiting fellow at the Bitcoin Po...
Reading Between the Lines
A number of good sources came out over the past week or so. Rather than a deep dive on one or two, here are the key ideas on each, and why I think they’ll matter.
These sources all point out that the official story and the real story have...
EP65 Base Money, Broken Systems, and Bitcoin's Role with Matthew Mežinkskis
A big takeaway from this episode is Matthew’s work on exponential growth rates and how they align with Geoffrey West’s faster treadmill theory.
This theory mathematically explains why life speeds up because of technological innovations. T...
Are We Losing Independent Thought at the Exact Time We Need it Most?
Yield doesn’t tell you what you’ll make. It tells you how much risk you’re taking. Most investors have this backwards.
The recent breakdown of Private Credit markets is a lesson we shouldn’t be repeating at this point.
Three Items Wort...
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Career investor focused on inflection points between technology & investing. Connecting past dots to future points is slow but usually rewarding 5 to 10 years later. My opinions are not to be considered investment advice.
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