I feel like I’ve got a decent grip on the directions that have captivated markets and where the next decade of opportunities will emerge. My long term confidence on managing through chaos remains the same. Focus on resilience and adaptability.
I feel as if repeat myself constantly in the ways that I live this through my revealed preferences.
In more local “place” resilience we live on land we own land in Montana with our own well, water rights, and powering our energy needs off a large solar grid.
In broader macroeconomics terms, I invest in decentralized ecosystems like Bitcoin, open source software projects and compute exchanges. Hell, I was even the first check into a nuclear energy company last year. Energy and networks matter.
Yet I have no idea what I intend to do with my next couple of months or where I should even spend my time except “keep doing what you are already doing!”
I’ve come to some crossroads on my attention and the decisions I need to make in the short term feel challenging. I’ve never had more opportunities in front of me and it’s exhilarating. But I also don’t feel like it’s clear how to best allocate my attention in the very near short term.
But I also don’t have high confidence on what I should be cutting out or bringing to the forefront in the next 90 days or so. There is simply so much happening (and those effects are potentially existential) that it’s a struggle for me to say “fuck it we ball” to what’s in front of me. What ball? What am I saying fuck it to? Is it a fuck no or a fuck yes?