Yearly Archive

"How we spend our days is, of course, how we spend our lives." – Annie Dillard

Tech

Interdisciplinary

Investing

Risk

Other

Mar 20 -

Field Note #132. On "Aversion to Loss Aversion"

Feb 14 -

Field Note #131. On "Investment Edge"

Feb 06 -

Field Note #130. On "Skill of Inspectional Reading, or We Actually Never Learned To Read (Well)"

Jan 31 -

Field Note #129. On "Blockchain + Metaverse"

Jan 17 -

Field Note #128. On "Techno Revolution S-Curve"

Dec 29 -

Field Note #127. On "2022 Archive"

Dec 22 -

Field Note #126. On "Contrarian Lemmings"

Dec 13 -

Field Note #125. On "Trust 'Equation'"

Dec 08 -

Field Note #124. On "The Parasite + The Asymmetric Operator"

Dec 06 -

Field Note #123. On "Leverage Points + Edge"

Dec 02 -

Field Note #122. "Pin to Wall 2"

Nov 22 -

Field Note #121. "Pin to Wall"

Nov 21 -

Field Note #120. On "Market Wu-Wei, or Why Would You Want to Beat the Market?"

Nov 15 -

Field Note #119. On "(Self) Trust(less)"

Nov 14 -

Field Note #118. On "Not Just Panic (at the Crypto)"

Nov 11 -

Field Note #117 On "Decision Integrity + Impoverished (Investor) Subject"

Nov 11 -

Field Note #116. On "Risk Creep + Risk Sweep"

Nov 09 -

Field Note #115. On "Fallen Angels: Overbetting with Predictive Control"

Nov 08 -

Field Note #114. On "Axes of Decentralization"

Nov 07 -

Field Note #113. On "Seduction of Decentralization Rhetoric"

Nov 04 -

Field Note #112. On "Levin + Weekend Contemplation"

Nov 03 -

Field Note #111. On "AI + Power"

Nov 02 -

Field Note #110: On "Early-Stage VC & Its Discontents"

Nov 01 -

Field Note #109. On "Pipes vs. Platforms"

Oct 31 -

Field Note #108. On "AI and WebN"

Oct 28 -

Field Note #107. On "Non-Neutrality of Phone + Social"

Oct 27 -

Field Note #106. On "Bounded Rationality + Adaptive Heuristics"

Oct 26 -

Field Note #105. On "Tech: In Medias Res"

Oct 25 -

Field Note #104. On "Datafication"

Oct 24 -

Field Note #103. On "AGI and ASI Gloss"

Oct 21 -

Field Note #102. On "Strategies for Turbulence"

Oct 20 -

Field Note #101. On "Metacrisis + Crypto" (part 2)

Oct 19 -

Field Note #100. On "Serendipity + Altamirage"

Oct 18 -

Field Note #99. On "Counter-Conventional Credit, or Venture Debt"

Oct 17 -

Field Note #98. On "Via Negativa" or "Negotiation via Voss + Camp"

Oct 14 -

Field Note #97. On "Metacrisis + Crypto" (part 1)

Oct 13 -

Field Note #96. On "Chance"

Oct 12 -

Field Note #95. On "Epistemic Arrogance, or Scandal of Prediction"

Oct 11 -

Field Note #94. On "Four Decision-Making Phases"

Oct 10 -

Field Note #93. On "Philosophy + Investing"

Oct 07 -

Field Note #92. On "Cynicism Pathology"

Oct 06 -

Field Note #91. On "Thus Spake Spitz, or Amor Fati"

Oct 05 -

Field Note #90 On "Poker + (Crypto) Investing"

Oct 04 -

Field Note #89. On "Polygon Light(paper)"

Oct 03 -

Field note #88. On "DeFi Credit Cont."

Sep 30 -

Field Note #87. On "DataFi"

Sep 29 -

Field Note #86. On "Evaluating Start Up Leadership"

Sep 28 -

Field Note #85. On "Effectuation Deux"

Sep 27 -

Field Note #84. On "Effectuation"

Sep 26 -

Field Note #83. On "Klarman (and Crypto?)"

Sep 23 -

Field Note #82. On "Dai"

Sep 22 -

Field Note #81. On "Virtual Machines and Related Terms"

Sep 21 -

Field Note #80. On "Lessons from Adaptive Market Theory"

Sep 20 -

Field Note #79. On "Core Blockchain Concepts + Mechanisms"

Sep 19 -

Field Note #78. On "Token Supply, Adjustment, and Swaps"

Sep 16 -

Field Note #77. On "DeFi Token Basics"

Sep 15 -

Field Note #76. On "(San)Deep System"

Sep 14 -

Field Note #75. On "Mapping Web3 Layers"

Sep 13 -

Field Note #74. On "DeFi Solutions, Myths + Facts"

Sep 12 -

Field Note #73. On "Music & Trading"

Sep 09 -

Field Note #72. On "Illusion of Explanatory Depth"

Sep 08 -

Field Note #71. On "AI Snake Oil"

Sep 07 -

Field Note #70. On "DeFi Foundations"

Sep 06 -

Field Note #69. On "Critical Reading + Investing"

Sep 05 -

Field Note #68. On "Wisdom of Ed Thorp"

Sep 02 -

Field Note #67. On "History of DeFi"

Sep 01 -

Field Note #66. On "Trading in the Zone"

Aug 31 -

Field Note #65. On "Raven Protocol Whitepaper"

Aug 30 -

Field Note #64. On "AI and Compute...Moore's Law on Roids"

Aug 29 -

Field Note #63. On "Gensyn Litepaper"

Aug 26 -

Field Note #62. On "Risk of Ruin Visualized"

Aug 25 -

Field Note #61. On "Notes"

Aug 24 -

Field Note #60. On "Main Web3 Challenges"

Aug 23 -

Field Note #59. On "Toolkit Theory and Innovation Cycles"

Aug 22 -

Field Note #58. On "Mandelbrot's 10 Heresies of Finance"

Aug 19 -

Field Note #57. On "Metaphor and Counter-Conventional Investing"

Aug 18 -

Field Note #56. On "Oracle Problem"

Aug 17 -

Field Note #55. On "Intertemporal Investing Edge"

Aug 16 -

Field Note #54. On "Overcoming the Matthew Effect in Crypto"

Aug 15 -

Field Note #53. On "Multiple Compute Nodes and Data-Level Privacy"

Aug 12 -

Field Note #52. On "Save AI, Save World"

Aug 11 -

Field Note #51. On "Deep Computational Burden"

Aug 10 -

Field Note #50. On "Cynefin and Complexity"

Aug 09 -

Field Note #49. On "Cypherpunk Hero"

Aug 08 -

Field Note #48. On "Foskett's Pyramid"

Aug 05 -

Field Note #47. On "Federated Learning Précis"

Aug 04 -

Field Note #46. On "Benet Contextualizing Web3 in 2018"

Aug 03 -

Field Note #45. On "Deep Learning Infrastructure Innovation"

Aug 02 -

Field Note #44. On "Investing Epistemology: Convergence + Divergence"

Aug 01 -

Field Note #43. On "DeAI"

Jul 29 -

Field Note #42. On "Blockchain Applicability Framework"

Jul 28 -

Field Note #41. On "Answering the Threshold Question"

Jul 27 -

Field Note #40. On "Framing the Threshold"

Jul 26 -

Field Note #39. On "Web3 without the Hype (part 2)"

Jul 25 -

Field Note #38. On "The Threshold Question"

Jul 22 -

Field Note #37. On "Fundamental Investment Framework: TradFi Edition"

Jul 21 -

Field Note #36. On "Quantum Investing"

Jul 21 -

Field Note #35. On "Web3 without the Hype (part 1)"

Jul 20 -

Field Note #34. On "Bell Mason Diagnostic: An Intro."

Jul 19 -

Field Note #33. On "The Double Diamond + a Forming Cloud"

Jul 18 -

Field Note #32. On "Web 3 pre Buzzword, per Gavin Wood"

Jul 15 -

Field Note #31. On "Problems with Distributed Databases"

Jul 14 -

Field Note #30. Toward a "Modern Crypto Fund"

Jul 13 -

Field Note #29. On "Token as Killer App: Revisiting Srinivasan's 2017 Earn.com Piece"

Jul 12 -

Field Note #28. On "Blockchain, Not Slow Database"

Jul 11 -

Field Note #27. On "Data Silos + Blockchain Stacks"

Jul 08 -

Field Note #26. On "1 / N"

Jul 07 -

Field Note #25. On "Blockchain & Power to Root Users"

Jul 06 -

Field Note #24. On "Thin Applications"

Jul 05 -

Field Note #23. On "Decentralized Computing Stack"

Jul 01 -

Field Note #22. On "Heuristics (or Simplicity in the Face of Complexity)"

Jun 30 -

Field Note #21. On "Non-Financial Application of Blockchains"

Jun 29 -

Field Note #20. On "Chain Optionality"

Jun 28 -

Field Note #19. On "Hazlitt's Economics in One Lesson"

Jun 27 -

Field Note #18. On "Simplistic (and Basic) Justification of Tokens"

Jun 24 -

Field Note #17. On "Tail Risk x Crypto," or a "Toward a Hedged Crypto Venture Fund?"

Jun 23 -

Field Note #16. On "Knightian Risk, Uncertainty, Profit" (+ Crypto)

Jun 22 -

Field Note #15. On "Metatransactions & User Experience"

Jun 21 -

Field Note #14. On "Intro. to Smart Contracts"

Jun 20 -

Field Note #13. On "Cowen & Tabarrok Textbook (pt. 2)"

Jun 17 -

Field Note #12. On "Placeholder Thesis circa 2017"

Jun 16 -

Field Note #11. On "Dixon Decentralization"

Jun 15 -

Field Note #10. On "Amara's Law + Exponential"

Jun 14 -

Field Note #9. On "Cryptography Basics"

Jun 13 -

Field Note #8. On "Impossibility of Decentralization"

Jun 10 -

Field Note #7. On "Morphological Token Framework"

Jun 09 -

Field Note #6. On "Crypto Information Diets"

Jun 08 -

Field Note #5. On "Why You Probably Don't Need a Blockchain"

Jun 07 -

Field Note #4. On "Evolving Towards a Fundamental Investment Framework for Crypto"

Jun 06 -

Field Note #3. On "Info Smog"

Jun 05 -

Field Note #2. On "Cryptoeconomic Design"

Jun 04 -

Field Note #1. On "Event-Driven" Crypto.

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