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12 Following
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still not caring we bounce
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this is basically the plan
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Ordinals differentiated from erc-720s. Runes should not look and feel like erc-20s.
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Pre-runes projects actively fuded by Casey himself. Waiting for virgin runes.
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aaaaAAAHHHhh
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"Bitcoin is a perennial, and just as in decades gone by, an early Spring can help or hurt commodity markets." "An Early Spring for Bitcoin" full piece at👇 https://open.substack.com/pub/asym/p/an-early-spring-for-bitcoin?r=3alv8y&utm_campaign=post&utm_medium=web
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If necessity is the mother of invention, then founders are the braggadocious bullies stealing inventors' homework. You might be surprised by the full piece, "Founders vs Inventors" at👇 https://open.substack.com/pub/asym/p/founders-vs-inventors?r=3alv8y&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
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“Platforms that don’t rely on ad revenue, are inherently more conducive to deep engagement & thoughtful discourse. Alternative platforms like Farcaster offer a healthier & more generative digital future.” Full piece at👇 https://open.substack.com/pub/asym/p/peak-tiktok?r=3alv8y&utm_medium=ios&utm_campaign=post
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Every user is a random function, which takes your product as a composite arg. In each interaction, they factor it back to its component parts to find the value they want. You factor out their activity to hone in on what they really want. We talk too much about iteration—the user iterates, the platform recombinates.
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Products should be sold at a price that is in accordance with ownership of them. In selling software products as services, companies discreetly jettison the concept of ownership from the economic discussion, & capture its value entirely for themselves. Full piece “Peak SaaS”: https://asym.substack.com/p/peak-saas
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New piece on "Peak SaaS" "At present, technologists remain divided over the import of blockchain, but the arc of history bends towards ownership whenever people are given the opportunity to have it." Full text at: https://open.substack.com/pub/asym/p/peak-saas?r=3alv8y&utm_campaign=post&utm_medium=web
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The phrase "asymmetric information" is something of an overloaded statement in that the concept has many dimensions & applications, each of which stretch the definition to mean something appreciably different. However, the simplest & most contemporary definition for the concept might be simply "information inequality."
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It's generally accepted today that education is a largely meaningless prerequisite for getting a job, as education level doesn't strongly correlate with an individual's productive capacity. Education is instead evaluated almost entirely based on the prestige of the awarding institution. Simple formula to stand out👇
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One of the biggest mistakes you can make is paying too much attention to macro market analysts. Nearly all of the asymmetric upside available to smaller portfolios is in the outliers that macros intentionally filter out & disparage. If you’re trying to grow you portfolio, macros cannot help you—can only hedge you.
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