Whatever I find most engaging I'll usually comment on. I can't really say what is my favorite bc it all kind of merges as what I file in my head as your takes if that makes sense. I don't see anyone covering the treasury bonds and FOMC to the depth that you do which gives me more trust that you do your own analysis and theories into what seems to be the economic crux. The crypto stuff is still slightly different than the others I'm now reading so it pairs well, sometimes it's too technical for me and I'll read it anyways so that maybe I will learn through literary osmosis - it still helps bc I catch things without knowing what they really mean but know it's bad or not, or seem to. I traded a lot of what I was holding for bitcoin several weeks ago bc something urged me to and I'm glad I did. Some of that was just on principle of WEF too.
I like the off topic cultural observations as well keeps it engaging and human.
Thanks for the feedback, and when you're really in a flow state, or as human as human gets, you do things without fully knowing how and why. Catching a vibe through Osmosis is as close to Gold as it gets.
This may even sound weird, but there are times when I'm writing about things that will happen in the treasury market and I don't even catch the connection I'm making until I'm editing or on my 2nd draft. The more time you can spend in flow state, the better.
I'm here for all of it, the insights & possible scenarios on macro, as well as crypto lessons are all very enlightening as I am a beginner. I'm just curious regarding your economics background, since i reckon these knowledge is not gained from just being an outsider. Thanks!
I didn't go to school for it, and my job was mostly not related too much to macro-economics.
I have had an interest in it since ~2013, started trading in 2015, and started really following macro after getting my account btfo and margin called too many times in 2016. Have been trading since then with a few regular sanity breaks every couple of months.
You absolutely can gain knowledge as an outsider so long as you are cognizant of that and of your shortcomings. I can't tell you how many times I'm having conversations with people and they assume I know something because it's very basic, but I never stopped to learn it and have to have some 7th grade level thing explained to me before I can continue laying out some pH.d level dissertation.
I am constantly humbled because of that. Everybody needs mentorship of some sort, and if you're going to be self-taught it's even more important to seek out mentors or authority figures to fill in the holes that might have been filled if you were a native to the space.
I enjoy that macro/central bank stuff the most. How can you defeat an enemy you don’t study relentlessly (in Minecraft)? The crypto stuff is helpful (although very technical) to read WHY one protocol is legitimate or has a use case as opposed to the meme coin dejur. After reading your thoughts for what seems like a few years on IG, I feel like I can trust that you are 1. Not a fame seeking scammer 2. Your values are more aligned with myself/dissident anarchists community than some random YouTuber or some boomer neocon on CNBC. You went to Tech, so at least I know you are a man of culture like myself.
Crypto native here - love the weekly reviews. Ultimately here for the "complete picture" on how macroeconomic forces shape the path forward for all asset classes especially crypto.
Your coverage of multiple countries is a breath of fresh air (eg. Japan, Australia, Europe) and the context setting is great. I always find myself learning a lot from these.
More importantly I'm here for your insight synthesis process. You have a great way of explaining things in an easily understandable manner, and I like how you go deeper than most others.
Thank you for the feedback here. I suspect one day I am going to have to branch out in my understanding to get a better picture of BRICS bloc finances. Trad-forex trading in the 2010's made it so I only bothered to learn the macro of the major currencies (US, Canada, UK, EU, Switzerland, Japan, Australia, New Zealand). I wonder which countries it would behoove me to learn for the 2020's? I don't quite know yet but I suspect it will be vastly different from what was important over the past 4 decades.
As a paid subscriber who exactly fits the second category description (a crypto native who wants to learn more about Macro and the influence of central banks etc), I certainly get a lot more value from the stuff I don't already know (central bank machinations and macro markets and flows). I tend to skim the crypto stuff fast since I know most of it but I still get some value from your perspective and sometimes you mention stuff I missed etc. But 100%, what makes you unique is the macro perspective and depth of analysis and explanation, not the crypto stuff. Or in other words, your self-analysis is correct.
I appreciate your feedback a lot. One thing I've learned over the last month is that there are a lot of people who read but don't interact (and I'm guilty of this on basically every sub I subscribe to). Knowing what is of value to which groups is incredibly important to me. I would love for more crypto natives to bridge the gap and understand exactly how crypto-currencies are their own sphere and directly competing with other fiat currencies. Once people understand that and understand where other fiat currencies fail in their value proposition, then this sphere can really take off and build protocols offering to fix the holes in traditional fiat by offering better functionality across the board.
Does anyone know how they find anything? Sometimes this life feels like one big cosmic coincidence, and its either playing a big joke on you, or is throwing you the best surprise party ever and you don't find out which until the last second.
Pretty much all of the above, as a paid sub I like it all. Can’t pinpoint what but the whole big picture is great, some of the crypto stuff gets real technical but it’s all good. Don’t need the win the free year. Give it to someone who is struggling.
Well, I don't know if the winner is struggling, but your good-will is appreciated none-the-less. When we make it to a place in life where we are more comfortable it's important to give back in whatever way we can. I really enjoy giving out these subs and seeing the winners stick around and really getting value from it.
Yea it is great asset for myself. Also sent you a IG DM regarding your story and job vacancies. My name gets mistaken for a spam account all the time so I understand if you had deleted it.
I had to step back from responding to all of them yesterday (got a lot of great responses), have about 40 unread messages to finish going through, but I most definitely appreciate your feedback. I will respond on IG on Saturday. I am compiling them as part of an on-going piece I am writing to publish on Wednesday (July 6th). It will be a free article, but it's breaking down the re-pricing of labor in the west and some major trends that are all coming together at once.
I promise I will read and respond to your DM by the end of the day on Saturday.
I’m here for all of it. I don’t skim cuz I don’t want to miss any gem of an insight. I enjoy reading the observations you make about the financial world too. You cover a lot of different topics but it all seems to relate to the overall theme. The last few years I’ve become much more interested in macro economics, and particularly your perspective on all of it.
I’d consider myself a beginner for sure when it comes to crypto, but thanks to your advice, I’ve avoided making a lot of really bad mistakes. Every crypto post I learn something new. Several months back I finally took self-custody of my assets and even memorized my seed phrase. I probably would’ve left everything on an exchange if I hadn’t found your IG, so thanks for that too!
Your writing is incredible, and you have a remarkable gift of insight. There’s a ton of things you’ve said that I have memorized that continue to serve me well, but I’ve lost track of how many (there’s too many). I’m glad you’ve decided to post more frequently too. Also, I’d like to hear more about frog nation.
Congrats, you won! Looks like your subscription won't come up for renewal until some time in 2024. Appreciate all of the comments and feedback you have provided me over the last 6 months, it's all been invaluable and I pay attention to it all.
More than anything I am most happy to hear stories about people taking custody of their crypto, especially now. Who knows what centralized exchanges will be left standing after all of this?
I have a reasonable understanding of the Crypto technicals, however I really like how you tie the knowledge of the traditional markets and macro-economic/political landscape, in to them.
Thanks for the feedback. It helps me to sharpen my understanding of what people really want. That has been my biggest take-away from speaking with people in this sphere is that they are often semi-disconnected to the specifics of the political landscape that is driving so much of how this sector operates.
Whatever I find most engaging I'll usually comment on. I can't really say what is my favorite bc it all kind of merges as what I file in my head as your takes if that makes sense. I don't see anyone covering the treasury bonds and FOMC to the depth that you do which gives me more trust that you do your own analysis and theories into what seems to be the economic crux. The crypto stuff is still slightly different than the others I'm now reading so it pairs well, sometimes it's too technical for me and I'll read it anyways so that maybe I will learn through literary osmosis - it still helps bc I catch things without knowing what they really mean but know it's bad or not, or seem to. I traded a lot of what I was holding for bitcoin several weeks ago bc something urged me to and I'm glad I did. Some of that was just on principle of WEF too.
I like the off topic cultural observations as well keeps it engaging and human.
I don't know want to be considered for anything.
Thanks for the feedback, and when you're really in a flow state, or as human as human gets, you do things without fully knowing how and why. Catching a vibe through Osmosis is as close to Gold as it gets.
This may even sound weird, but there are times when I'm writing about things that will happen in the treasury market and I don't even catch the connection I'm making until I'm editing or on my 2nd draft. The more time you can spend in flow state, the better.
The FX and trade stuff is super well done too
I'm here for all of it, the insights & possible scenarios on macro, as well as crypto lessons are all very enlightening as I am a beginner. I'm just curious regarding your economics background, since i reckon these knowledge is not gained from just being an outsider. Thanks!
Mostly Self-taught.
I didn't go to school for it, and my job was mostly not related too much to macro-economics.
I have had an interest in it since ~2013, started trading in 2015, and started really following macro after getting my account btfo and margin called too many times in 2016. Have been trading since then with a few regular sanity breaks every couple of months.
You absolutely can gain knowledge as an outsider so long as you are cognizant of that and of your shortcomings. I can't tell you how many times I'm having conversations with people and they assume I know something because it's very basic, but I never stopped to learn it and have to have some 7th grade level thing explained to me before I can continue laying out some pH.d level dissertation.
I am constantly humbled because of that. Everybody needs mentorship of some sort, and if you're going to be self-taught it's even more important to seek out mentors or authority figures to fill in the holes that might have been filled if you were a native to the space.
I enjoy that macro/central bank stuff the most. How can you defeat an enemy you don’t study relentlessly (in Minecraft)? The crypto stuff is helpful (although very technical) to read WHY one protocol is legitimate or has a use case as opposed to the meme coin dejur. After reading your thoughts for what seems like a few years on IG, I feel like I can trust that you are 1. Not a fame seeking scammer 2. Your values are more aligned with myself/dissident anarchists community than some random YouTuber or some boomer neocon on CNBC. You went to Tech, so at least I know you are a man of culture like myself.
If I do things right, my name and face will never be known at all. You could say the same thing for partying at Tech.
Crypto native here - love the weekly reviews. Ultimately here for the "complete picture" on how macroeconomic forces shape the path forward for all asset classes especially crypto.
Your coverage of multiple countries is a breath of fresh air (eg. Japan, Australia, Europe) and the context setting is great. I always find myself learning a lot from these.
More importantly I'm here for your insight synthesis process. You have a great way of explaining things in an easily understandable manner, and I like how you go deeper than most others.
Thank you for the feedback here. I suspect one day I am going to have to branch out in my understanding to get a better picture of BRICS bloc finances. Trad-forex trading in the 2010's made it so I only bothered to learn the macro of the major currencies (US, Canada, UK, EU, Switzerland, Japan, Australia, New Zealand). I wonder which countries it would behoove me to learn for the 2020's? I don't quite know yet but I suspect it will be vastly different from what was important over the past 4 decades.
As a paid subscriber who exactly fits the second category description (a crypto native who wants to learn more about Macro and the influence of central banks etc), I certainly get a lot more value from the stuff I don't already know (central bank machinations and macro markets and flows). I tend to skim the crypto stuff fast since I know most of it but I still get some value from your perspective and sometimes you mention stuff I missed etc. But 100%, what makes you unique is the macro perspective and depth of analysis and explanation, not the crypto stuff. Or in other words, your self-analysis is correct.
I appreciate your feedback a lot. One thing I've learned over the last month is that there are a lot of people who read but don't interact (and I'm guilty of this on basically every sub I subscribe to). Knowing what is of value to which groups is incredibly important to me. I would love for more crypto natives to bridge the gap and understand exactly how crypto-currencies are their own sphere and directly competing with other fiat currencies. Once people understand that and understand where other fiat currencies fail in their value proposition, then this sphere can really take off and build protocols offering to fix the holes in traditional fiat by offering better functionality across the board.
Where we're going, we don't need off-ramps.
I don't know how I found this substack but man, this was a really good post. Thank you.
Does anyone know how they find anything? Sometimes this life feels like one big cosmic coincidence, and its either playing a big joke on you, or is throwing you the best surprise party ever and you don't find out which until the last second.
Pretty much all of the above, as a paid sub I like it all. Can’t pinpoint what but the whole big picture is great, some of the crypto stuff gets real technical but it’s all good. Don’t need the win the free year. Give it to someone who is struggling.
Well, I don't know if the winner is struggling, but your good-will is appreciated none-the-less. When we make it to a place in life where we are more comfortable it's important to give back in whatever way we can. I really enjoy giving out these subs and seeing the winners stick around and really getting value from it.
Yea it is great asset for myself. Also sent you a IG DM regarding your story and job vacancies. My name gets mistaken for a spam account all the time so I understand if you had deleted it.
I had to step back from responding to all of them yesterday (got a lot of great responses), have about 40 unread messages to finish going through, but I most definitely appreciate your feedback. I will respond on IG on Saturday. I am compiling them as part of an on-going piece I am writing to publish on Wednesday (July 6th). It will be a free article, but it's breaking down the re-pricing of labor in the west and some major trends that are all coming together at once.
I promise I will read and respond to your DM by the end of the day on Saturday.
All good probably doesn’t warrant a reply but just an fyi as username is usually associated with spam.
I’m here for all of it. I don’t skim cuz I don’t want to miss any gem of an insight. I enjoy reading the observations you make about the financial world too. You cover a lot of different topics but it all seems to relate to the overall theme. The last few years I’ve become much more interested in macro economics, and particularly your perspective on all of it.
I’d consider myself a beginner for sure when it comes to crypto, but thanks to your advice, I’ve avoided making a lot of really bad mistakes. Every crypto post I learn something new. Several months back I finally took self-custody of my assets and even memorized my seed phrase. I probably would’ve left everything on an exchange if I hadn’t found your IG, so thanks for that too!
Your writing is incredible, and you have a remarkable gift of insight. There’s a ton of things you’ve said that I have memorized that continue to serve me well, but I’ve lost track of how many (there’s too many). I’m glad you’ve decided to post more frequently too. Also, I’d like to hear more about frog nation.
Keep up the excellent work!
Congrats, you won! Looks like your subscription won't come up for renewal until some time in 2024. Appreciate all of the comments and feedback you have provided me over the last 6 months, it's all been invaluable and I pay attention to it all.
More than anything I am most happy to hear stories about people taking custody of their crypto, especially now. Who knows what centralized exchanges will be left standing after all of this?
I have a reasonable understanding of the Crypto technicals, however I really like how you tie the knowledge of the traditional markets and macro-economic/political landscape, in to them.
Thanks for the feedback. It helps me to sharpen my understanding of what people really want. That has been my biggest take-away from speaking with people in this sphere is that they are often semi-disconnected to the specifics of the political landscape that is driving so much of how this sector operates.
I’m here for everything other than the crypto stuff.
Fair enough, I appreciate that feedback
I’m honored, thank you brother!
And thanks to you, I’m taking this bear market (my first) with a smile on my face!