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 | 206 | Founded | 5 years ago | Last Issue | 12 days ago |
| Active | |||||
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kanemcgukin.substack.comLatest Issues
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...
The Dollar’s Paradox
The first 7:30 minutes of this interview breaks down in plain English, the challenge that many Americans are struggling to understand.
Triffin’s Dilemma is a paradox many don’t understand. It’s framed in economic jargon, so the layperson...
The Bitcoin Treasury Company: Modernizing the Business Development Company and the Cost of Access
This paper is the final in a three-part series examining Bitcoin Treasury Companies (BTC-TC). This third and final piece establishes the framework for viewing Bitcoin Treasury Companies as nothing more than new age version of the Business D...
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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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