Trading the metagame

Robinhood right now is like a hot Blackjack table. Everyone is winning, and the people who are losing are losing so spectacularly that it heightens the experience for everyone. When the table cools down -- markets don’t normally stay on runs like the one they’re on right now -- and things become a lot less volatile, a lot of the thrill-seekers will... See more

ecause if you think about, if you unpack what does Web3 mean? And if it really boils down to the financialization of everything, there's three distinct buckets of it in my mind. There's a speculative sphere because you can now tokenize so many different things, the opportunity for markets and best execution and price discovery and all these things ... See more

I want to write about Play to Earn / player owned economies in the context of monetary policy history, global macro trends, and game evolution. Also want to draw out some of the key assumptions that have to hold in order for a metaverse to succeed. Insights also apply to NFTs👇🏼

Evolutionary Principles of Gaming 3.0To start with, one needs to embrace the concept that web3 games are an evolution on top of the success of web 2 games, and not a revolution that can disregard all past principles. This is the basic principle we believe will be shared between all successful web3 games.We believe that the core of web3 games is abo... See more