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Travis (not a Cylon) Kimmel
coloradotravis
Here we are - the last day of sunshine before the Replicant Wave™ crests.Alright, let me unpack this absurd little idea…1/ So as you may know I’ve been on the
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Are we stuck in a Gamma Mill?The dark side of the Hive1/ So we talked about waveforms earlier in the context of return profiles, and since then I’ve been thinking
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Wayfinding in a time of chaos (field notes, part II)A recent thread posited that, for various reasons, we have recently entered a high-chaos regime in assets.This one explores some loose
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Sharing some half-formed thoughts here since they seem fun (these are more just random field notes than a proper thesis).Anyhow: it all starts with “volmageddon” and ends with a weird,
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Okay there have been a lot of questions about why I'm such a "permabear" so let's go ahead and answer those in a convincing manner.But first, we need to look
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Let's talk bonds.Because they didn't do great the last couple days and people are taking that as a confirmation that they're dead forever.But I don't think that's what we’re seeing.1/
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Okay so since I've got family members calling me up to ask about YOLOing options let's talk about what's happening.Maybe you can point your family here too next time they
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Let’s talk about money and the State (Sovereign).Since everyone constantly gets this wrong.1/ So look: there never was a barter-centric state of nature. That’s a nice story but when we
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Why do we like blowing bubbles?(This is not a bitcoin thread, go away)1/ So I'm not a “neurotypical” (a fact discovered late in life) and while we won't go into
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After much investigation and conversations with people on here, I’ve formed a relatively robust theory of what may be happening with Tether.This thread will attempt to lay it out with
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Velocity of Money and the M2: why these are misleading ways to think about money, and what sorts of things we should use instead.A thread (now with poorly drawn graphics!).
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Let's imagine for a moment that I am the democratically elected God-Emperor of a medium sized country called Travistan (the people insisted we change the name).And that we have a
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