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Crypto, Investing & Markets
Thread of articles / podcasts/ videos / books / newsletters...ect
Thread of articles / podcasts/ videos / books / newsletters...ect
Evolution of money
Money & credit cycles
Good explanation on the basics of blockchain tech
Ascent of money documentary/book
-Neil Ferguson in 2008
-Neil Ferguson in 2008
Neil Ferguson on crypto in 2020 https://www.bloomberg.com/opinion/articles/2020-11-29/bitcoin-and-china-are-winning-the-covid-19-monetary-revolution
Trust requirements ->
One advantage crypto has over gold
One advantage crypto has over gold
Published in 2008
This chad predicts crypto(e-cash), talks about implications of increased online privacy & other possible technological evolutions - in a very analytical way (he is an economist)
Enjoyed the audiobook, he narrated it himself
This chad predicts crypto(e-cash), talks about implications of increased online privacy & other possible technological evolutions - in a very analytical way (he is an economist)
Enjoyed the audiobook, he narrated it himself
His father also spoke on the topic in 1999
His views & vision mirror a popular ideology of many Bitcoiners
& IMO will be a strong narrative for crypto over the next few years
His views & vision mirror a popular ideology of many Bitcoiners
& IMO will be a strong narrative for crypto over the next few years
Early visions of encryption / privacy & crypto
Recommend all 4 parts in the series
Recommend all 4 parts in the series
Vitalik on the more general implications of crypto+more
Vitalik on Ethereum, PoW vs PoS & many other topics
Are we here???
Video footage of normies in 1995
Video footage of normies in 1995
Steve Jobs on the short term price movements in $APPL in 1997
APPL & Amazon shares both crashed 90% + twice w/ avg intra-year drawdowns of 30%
The thing about technology is it just tends to get better, slowly or rapidly overtime
APPL & Amazon shares both crashed 90% + twice w/ avg intra-year drawdowns of 30%
The thing about technology is it just tends to get better, slowly or rapidly overtime
Amazon in 1999
Winkletwins on crypto in 2020 https://open.spotify.com/episode/4PSGOzIUFBIY43tcgLApWa?si=FEgU1wfTSLqgaLtZJTch_A
The bull case for DeFi
Great recent overview of the $SNX ecosystem
Timestamps for the Bankless interview below 
https://twitter.com/gatheringgwei/status/1305538794070843395
https://twitter.com/gatheringgwei/status/1305538794070843395
The Big Short
Pay attention to the emotions of the market participants
From the euphoria experienced by those who thought they were property experts
to the impatience of some shorters
Also note how far a bull run can go beyond what is ‘overvalued’
Pay attention to the emotions of the market participants
From the euphoria experienced by those who thought they were property experts
to the impatience of some shortersAlso note how far a bull run can go beyond what is ‘overvalued’
Boomerang
Good coverage on sovereign debt across a bunch of different countries
Heard a few ppl on here recommend it & was worth the read
Good coverage on sovereign debt across a bunch of different countries
Heard a few ppl on here recommend it & was worth the read
Luck, Risk & Avoiding Losers
Favourite takeaway is to pay close attention to the role luck has to play in outcomes
Just because you lost, doesn’t mean you made the wrong decision & vice versa https://open.spotify.com/episode/1WVEqKj46WqsVSlfpdn78F?si=AHd4HhX5QJ-e5WnTVlGEew
Favourite takeaway is to pay close attention to the role luck has to play in outcomes
Just because you lost, doesn’t mean you made the wrong decision & vice versa https://open.spotify.com/episode/1WVEqKj46WqsVSlfpdn78F?si=AHd4HhX5QJ-e5WnTVlGEew
If you liked the interview ^
His memo ‘you bet’ is definitely worth a read - summary in this thread
Goes into his ideas in a lot more detail https://twitter.com/gatheringgwei/status/1292541908661592064
His memo ‘you bet’ is definitely worth a read - summary in this thread
Goes into his ideas in a lot more detail https://twitter.com/gatheringgwei/status/1292541908661592064
