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EP1 - 11 Oct 2022 - Say hello to my little degens
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Oct 11 2022 Self intros
- Kevin / Habits - been in crypto for 3 cycles now, first cycle focus was bitcoin, second cycle was altcoins, went big into Rare Pepes then, third cycle it’s just amazing where we are now
- George - been in crypto for 3 cycles; bitcoin, eth/alts, and then bitcoin eth/alts again
- Most recently focused on CitaDAO bringing real estate on chain & general investing, previously co-founded an early Ethereum dApp in 2017
- Prior to crypto: engineer by training, consulting, tech, startups
Kevin’s links
- Article - https://blog.bitmex.com/contagion/
- 5 big CBs: BOJ, BOE, ECB, PBOC, Fed; 3 of 5 are printing again, and soon 4 of 5
- The EU is an artifice – a political ploy of France to keep Germany down, which the Germans only went along with due to their guilt over WWII. The US shares France’s interests, standing ready to prevent any real alliance between Germany and Russia. A weak EU serves the political interests of America quite well
- Article - https://dergigi.com/2022/10/02/bitcoin-is-digital-scarcity/
- Virtual can be copied; Digital can’t
- Studies game economies including Second Life, Diablo 2, and Ultima Online - all of them broke because of either centralized failure or player hacks
- In short: bitcoin can’t be printed because it is automatically issued over time. The system can’t be cheated because energy can’t be copied.
- Twitter - @urbankaoboy, former GS trader, fund manager, writes lots of really good threads on global macro
- TV show - check out Narco Saints - could take this Narcos template and apply it to any culture / geography
- Random - @mrlovenstein - cartoonist with a dark sense of humor
George’s links
Throwback Classic: ELI5 bitcoin
https://medium.com/free-code-camp/explain-bitcoin-like-im-five-73b4257ac833
Article uses analogy of giving your friend an apple directly, while sitting on a park bench, without an ‘official’ intermediary – but imagine you can now do that with digital items.
The use of real imagery was visceral and I feel it is a good reminder to the simplicity and power of this idea/ technology, and what it has and can enable. We’ve uncovered maybe 5% of the potential, and there is so much more to be created. I feel it’s always important to go back to the fundamentals of why we’re here. Go back to the first principles to determine why this ecosystem/ industry is so amazing.
cool to see how incentives can be used to drive behavior, this is what crypto can enable across jurisdictions: https://twitter.com/wrathofgnon/status/1577576345600593920 -
Good movie： 人生大事 Lighting Up the Stars, came out in summer 22’
55 episodes
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