smac

smac

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@compoundvc | your favorite alts favorite alt | http://0xsmac.substack.com | Mark 8:36 | normal is an illusion what is normal for the spider is chaos for the fly

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NEW POST If You're Not First, You're (Maybe? Potentially? Probably?) Last shorter post with some recent thoughts on > convexity of tail outcomes > relative value traps > winners winning > why flattening your thinking is dangerous link to full piece below

capitulatory neuroticism candles

i am once again asking for someone to build the iconiq for crypto

people usually fumble the relative value trade for “second best” because they don’t understand how convexity of power law markets work

bitcoin just seems like it wants to go to 79-80

this may sound quite demented at this point in time and with everything going on but what are the implications if IGV/software snaps back and becomes leadership again? how many weeks of this before ppl convince themselves (or realize) it is new initiation not exhaustion?

reports of hyperliquid’s demise appear to have been greatly exaggerated

[ ZOOMER ] CRYPTO FIRM PARADIGM TO EXPAND INTO AI, ROBOTICS WITH NEW FUND: WSJ

when you click on someone's profile it should show you all the people who blocked them that social graph is much more interesting signal (to me, a deranged human)

this probably goes so hard if you're down to your last brain cell

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