Tag: Extremely Online

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Finance Internet Culture

Day 371 and Never Work A Day In Your Life

I had almost nothing on my calendar today I didn’t want to do. I had small administrative things that took up maybe two hours and that’s excessive by my standards. It’s rare I ever have more than half an hour of genuine obligations. Mostly I just go where I feel like on any given day. I lay in bed on my phone and I move the world with strangers on the internet.

I’m not sure how I optimized for this kind of idyllic work life. I certainly didn’t used to live this way. When I was a founder I was constantly at the mercy of meetings I didn’t want and obligations I wanted to shirk. I always felt put upon. I never felt more like hustle culture owned my life than during my founding years. I was constantly optimizing and I felt like I never had any relief.

Maybe it’s the pandemic. Once we stopped with offices and workdays and all their attendant events and activities, life got a lot better. Everyone kind of settled into routines that made space for what mattered most to them. We no longer had cocktail parties or conferences. Thought leadership stopped being keynote speeches and started being shitposts on Twitter.

I don’t know what the fuck I did it exactly to free myself from that over scheduled fate. I’m so much happier and more efficient. I get shit done and I am less stressed and working fewer unnecessary hours.

Maybe part of it is that I might be a better investor than I was a founder. I could spend the whole day skipping through direct messages and sharing insights in Telegram group chats or having product breaksdowns in Notion. I’m actually good at what I do now. I bring more value and I do it more quickly. Maybe this is what real optimized work is like. You are so good it’s easy.

I’m so fucking happy right now. Over the last hour I’ve done more to advance my deals, connect my community and dig into shit that I genuinely passionately love than I thought I could do in an week. It’s like winning the lottery. I cannot believe I make money doing this.

I basically gossip all day with super smart people and then trade a bunch of densely coded social signals. Those all translate into money. I plot elaborate stories with fellow degenerates with deep aesthetics and then we send it into media zeitgeist. It’s like I work in fashion but the pay is much much better. So I guess it is true what they say. Do what you love and you never work a day I’m your life.

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Aesthetics Internet Culture

Day 369 and Reeeee!!!

Maybe it’s human nature to be a bit catastrophic. We are so self centered we thought the sun revolved around us. Took centuries of science for someone to propose another framework. Completely revolutionized science by thinking hey what if what we think is true isn’t?

Narcissistic thinking is our vibe. But also Jesus fuck it feels like the world is going to hell. What if I am living in uniquely bad times? Maybe this is just old person thinking and I need to accept I can’t see reality with sparkling clarity. Or at least the most optimistic permutations of reality. Time isn’t linear and all.

I’m simultaneously planning for an incredibly positive future while I’m also freaking the fuck out. It’s straight up Dickensian. Best of times worse of times. On the one hand I have never been more excited about where technology is headed. Web 3 really might move forward a freer more open market capitalism for everyone. But also my county is on fire and a thousand homes were destroyed in a fire brought on by drought and heat and bad land use.

It’s just extremely jarring to be living a positive optimistic life where I’m excited to buy a home and invest in new founders while also incorporating risk from climate change and political instability. And I won’t even get into whether we need to give a fuck about the pandemic anymore

Pepe frog in a rage in red background

It’s enough to make you go REEEEEEE. Which is a meme that I think should freak me out a little as it bubbled up in kek rare pepe memes on 4chan. Which have filtered into some safe uses but are still tightly wound to meme magic alt-right. But that’s part of why everything is so scary today! Am I a Nazi fascist for using this meme? Who knows! Reeeeeee!! Cancel me daddy!

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Emotional Work Preparedness

Day 365 and Normalcy Bias

Today officially marks a full year of writing every single day. What should be a sense of accomplishment is mostly a sense of comfort at my own discipline. It’s an edge. I like to be improving and that takes good habits. Writing daily been an enormously positive influence in my daily life. I don’t have any plans to stop but as with hang habit you take it one day at a time.

I’m writing from Boulder Colorado after one of the worst natural disasters our state has ever seen. Though the experience was entirely unnatural. Gusting winds over 100mph combined with bone dry grasslands to start a raging wildfire in the middle of the suburbs. The front range hasn’t seen snow yet this season so Chinook winds must have rolled over a downed power line. The wildfire destroyed two towns in my county in the space of a few hours. Last I heard over 500 homes were lost.

I’m devastated. I feel genuinely traumatized even as I’m safe. But of course I feel the trauma of the hour. This is my home. My neighbors lost their homes. All the roads that are closed are my daily routes. My fucking grocery store was burning. Another climate driven disaster makes the national news. But it’s not somewhere else. It’s my home. Better active shooter I guess. A comparison we can make in Boulder. Gallows humor.

I was working through most of the fire. Just letting the apocalypse unfold around me as I went about my business. 8 miles away the world was on fire but I had no evacuation order. No reason to stop working. I closed the blinds as I found the hurricane force gusts unsettling. They shook the house. I would check social media on my phone in between pitches and worked on financial modeling. I took an Ativan to calm myself down so I could focus.

I had explicitly known something like this was coming. Maybe not this crisis. But more weird shit was inbound bWe named our fund chaotic.capital. Precisely because we believe stochastic shit will dominate the next decade. We are betting the future will be chaotic so we must bake flexibility into everything. There is good money to be made betting on chaos. Normally bias will lose you money. Chaos is good for business.

So what does that have to do with writing every day? I want to say something wise about bearing witness. But I don’t think I’m capable of living so large with this much fear around me. I didn’t expect the exercise of daily writing would mean writing through crisis. But I should have. Normalcy bias effects me too.

This year showed me stochastic chaos regularly. After only six days of writing the insurrection in Washing’s D.C. happened. And so I wrote because I made the commitment. And then a few months later a man shot dead 10 people in a grocery store down the road. And so I wrote. Because it’s my habit. I didn’t expect to be covering so much chaotic shit in a public journal.

And yet I must have in some sense predicted that life would take this path even if I wasn’t directly in it. Or I wouldn’t have named the fund chaotic. I wouldn’t proudly discuss prepping. This is the world I live in. Chaos is a given and I’m going to work towards a better future. I’m documenting it as it comes with these essays. And I guess we will see how far it goes. Thanks for joining me for the first year.

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Preparedness

364 and Shower Before The Storm

I’m not sure where I was this particular preparedness tip, but someone once suggested you should go on cleaning spree before a big storm hits. I knew we were going to have a windstorm on the front range of Colorado so I decided to wash my hair and shave my legs. My husband gathered up all our laundry to be washed. We got through one load when the power went out.

We’ve long maintained particular habits around storms. At the first hint of weather we go to Costco and the grocery store. The day before we wash dishes and clean the kitchen. Every room in the house gets vacuumed. We scrub down the bathrooms. The idea is that if you lose power for an extended period you will appreciate having a clean home. In the cold and dark you don’t want to be surrounded dirty dishes. The extra time to feel you live in a clean house is well worth it.

Usually it amounts to nothing. Maybe the power goes out for a day. But you get the pleasure of clean clothes and a fresh hours. You come to appreciate storms for bringing about a better home. It makes you feel more comfortable being prepared for the worst. Because it’s enjoyable. Just a little mental trick to not get overwhelmed by crisis.

Sadly today in Boulder County about 10 miles away a massive grass wildfire went up in flames. I could hear the wind gusts and smell the smoke. We saw the plumes of wire. I was gripped with panic that the winds would change course and head towards us. Sadly our neighbors in Superior and Louisville had to be evacuated. 30,000 evacuated in a rush as the fire leaped a highway. I just watched a press conference where I learned 580 structures were affected. Rumor has it my Costco might have burned. The one where we found the whole Serrano ham. This disaster is happening in our community.

And yet I’m safe. I washed my hair. I did the pre-storm rituals. I’m alright. I spent the morning anxious and sure I was out of sorts. That maybe I needed to do something to fix my bad mental state as there couldn’t be a good reason I was out of sorts. But it turns out that an actual apocalyptic event was bearing down on my neighbors.

Incorporation of the existential horror of a changing climate grass fire the middle of a pandemic while we all go about our work day making money is just normal life now. I took pitch as the evacuation orders went out. Alex was on a Zoom call running numbers. Every day is chaotic at the end of empire. So make sure to wash your hair before trouble. Carry a pink towel for drying off. And don’t panic.

Please pray for Boulder County tonight. The winds have night died down and many are without the safety of their own homes.

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Background

Day 363 and Best Of 21

One of the unexpected benefits of writing every single day has been the accumulation of reference material. I can send folks a synopsis rather than retyping a topic that I get asked about a lot. So if you want to know how I get healthy, or how I invest, or even how I think about aesthetics this page will serve as a reference for year 1.

Health & Wellness

Biohacking 101 Guide

Supplements for Beginners

Self Care & Pacing and Recovery Protocols

How To Communicate with Me

Why I Prefer Asynchronous Communication

Why I Dislike Phone Calls (Or DM Me First)

Getting To Know Me for Founders Seeking Investment

Investment Thesis Thoughts

Empathy Investing

Chaotic Labor Markets

Chaotic Families

Request for Founders

Psychological Safety

Mental Flexibility

Bias Towards Fuckaround

What Don’t I Know?

Why I Don’t Like to Invest In Retail Anymore

Aesthetics

Fashion Week Back in The Aughts

The Thursday Styles Problem

Swag (Or My Facebook Hoodie)

A General Theory of Shitposting

Cultural Hegemony and Internet Citizenship

A Short Guide to Becoming an Edgelord

Advice for Startups

Above All Else Fun

Inertia

Rooting For You

Stress, Luck & Startup Families

The Emotion of A Big Exit (or Stack Overflow Sold)

Show Me Anything

Just Make Stuff

Optimizing For The Right Outcome

How To Work With A Startup

Emotional Growth

3 People Inside You

Punishment

Forgiveness and Failure

Easy for You (Not For Everyone)

Superpowers

My Addiction to Work

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Aesthetics Emotional Work

Day 362 and Round Ups

I’ve only got three more days before I can officially say I’ve written something every single day for a year. I had it in my head I would go through everything I’ve written and tease out some themes. Maybe I could find a few sections and label “best of” posts. But I haven’t done it yet.

Partially I’m too lazy. Digging through tags and trying to make something coherent out of an exercise that has always been about being in the member seems like a stretch. I’m sure there are probably analytics I could look at but I’ve actually only ever glanced at what posts get read and who shares the content. One of the reasons I’ve loved this space is simply because I’ve done so little to cater to anyone but myself. It’s a journal that’s public but with little actual public input.

I know that sounds a little crazy. Clearly I’ve got to be writing this for someone or else why wouldn’t it be in a private journal? I’ve never had a good answer to that. I feel accountable to some kind of existential audience. That by commuting to hit publish every day I’ve promised some “other” I will abide by my commitment. But it never extended beyond the daily discipline of actually doing the writing. I need an outside world to feel the pull of obligation but I’d rather not go further than that. That somehow invokes readers & optimization or god forbid fans.

So I’ve yet to find the roundup post topic that feels like me. But I also feel like I might owe myself some kind of synthesis. Some learning or insight that comes from having engaged consistently and steadily in an endeavor. But it’s on my mind.

Categories
Finance Internet Culture

Day 359 and SOS

A few days ago I wondered what project or cultural artifact was going to grab our mutual cultural attention during the Christmas vacation week? Something always does. One year it was fucking Quora if you can believe it. This year I’m ready to call it for $SOS at least if you are into Web3 and crypto economics.

On fucking Christmas Day these degenerates drop a contract to let anyone claim tokens who has ever purchased an NFT on the OpenSea marketplace. And people went ape shit. Suddenly someone had taken all the visible contributions from OpenSea and manifested them in a token and said this is ours. Fuck corporate dominance of profit your users hold the real value. I’ve never seen anything so ballsy. Last year when Wall Street Bets decided to taken on hedge funds I felt like we had entered a new era of community behavior.

An emergent community has swum up from the sea and eaten the lunch of a supposedly greedy centralized platform. Web3 just attacked what we didn’t even realize was Web2. A crypto darling turned parable for centralization in the space of a few years. $SOS seemed to say community owned this value all along. The airdrop showed us the balance of power in a web3 community if we all work together. I’m so impressed by the sheer cultural force of the statement. It could all go horribly awry but god damn if it isn’t utopian.

I’ve got not fucking clue if this is a legitimate contract or not. I’m not going to FUD. But from a first principles, we are building a new internet where the incentives of the users align with the technology statement, then this is quite a shot across the bow. Also I’m pretty sure this makes it harder for OpenSea to IPO if their user base is in open rebellion against who gets rewarded.

The thing is I believe Devin to be a well meaning and genuinely forward thinking guy. He’s a terrific communicator that set out with the utopian intentions that we all do. But we are moving so fast with breaking cultural norms and acceptable societal level rewards for contributions to an economy that I think we might have just spiraled up to some kind of cultural singularity. Crypto might just be moving that fast. Whatever happens this is one of the coolest things I’ve ever seen from a startup. Score one for the anonymous degens.

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Finance Internet Culture Startups

Day 353 and Wagmi

Gaming is what finally pilled me on crypto. When I took a medical leave a few years ago I felt isolated. I picked up a number of social games as a way to feel connected to other people. What started as fucking off ultimately transformed my perspective on investing. I didn’t know it yet but it was setting the stage for my fascination with web3.

I made friends. Real friendships despite none of us ever spending time together IRL. I made friends all over the world in completely different places, from wildly different social and economic classes, and we all easily collaborated to win together.

And while this sounds obvious I learned just how much talent and intelligence is evenly distributed to my fellow humans. The only difference between me and many of my fellow gamers was that I was born with a good passport. While everyone had the same access to internet as me, what they didn’t have was the same access to to global markets as I did. We could play together but we couldn’t invest together.

Their ambitions were cut short because of geopolitical decisions that had nothing to do with their ability to contribute and accumulate meaningful value. I had always known this intellectually, but never before had I been so deeply emotionally connected to so much human diversity as I was through gaming online.

Frankly it radicalized the fuck out of me. People in the West have no idea how good they’ve got it. And it’s a crime that we are not all actively working for all of our species to have equal access to markets. It’s just fucking time to drop the colonialism and the exceptionalism and combine our ambitions. We’ve got big problems to solve.

For me wagmi is some powerful solidarity shit. And I’m basically a foot soldier to the plutocracy. I am at the top of the food chain. I’ve get every reason to want to rent seek and act a protectionist to preserve my place. But thanks to something so simple as playing with others got me back to the golden rule. Do unto others.

Web3 offers a radical cultural position that everyone should own their work and everyone should compete with the same rules. When we say “we are all gonna make it” it’s an optimism about the kind of future we can build together. Sure the wealth is good. We need those incentives to come together. Markets operate on self interest. So let’s use that slay the beasts of collaboration and make stuff together. Wagmi.

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Chronic Disease Medical

Day 352 and How To Be Sick

Everyone I know seems to be sick right now. My husband is sick. My media friends are sick. My finance friends are sick. My random internet friends are sick. No one is in bad shape but everyone is miserable. If Omicron is as transmissible as it seems you’ve got a good shot at getting sick in the next month or two even if you are fully vaccinated. Don’t panic. I’ve a ton of experience being sick so let me give you some advice on how to get through the misery in one piece. Being sick is an opportunity. You’ve got this.

Drink lots of water: basic but crucial. Down a full glass of water every few hours. Set a timer. Being hydrated is key to your body flushing out gnarly stuff.

Stay in bed: your body has diverted all your energy to your immune system to fight off invaders. You are going to be tired. Don’t try to overcome it with stimulants like coffee. That’s just going to make it worse. Accept that you won’t be as focused or as energetic. The less you try to push through it the faster you get better. Cancel everything. If you want to get back to normal the fastest path to that is letting yourself heal.

Intake lots of nutrients: your body needs all the help it can get. Now is not the time to restrict calories. Eat vegetables and high quality protein. Eat healthy fats. Take a multivitamin. Consider taking Vitamin C and Zinc. Drink broth as it keeps you hydrated and gives you nutrients. Here are some ideas from the Cleveland Clinic.

Take care of yourself: tempting as it may be to order junk food, binge watch tv and doom scroll social media, you need to build up your vitality and constitution. This is what had worked for me. Being in bed tightens up your muscles so do a basic stretching routine for ten minutes twice a day. Don’t overstimulate your autonomic nervous system. Go out in the sun and keep your circadian rhythm normal. Meditate even if it’s only a few minutes. Do deep breathing. Take a hot shower even if you can’t stand up for too long. Brush your teeth and your hair. Talk to to your family and let them know how love them. If you have the strength do something artistic or creative. You must maintain your humanity. That means finding rhythms that build you up.

Accept Help: being sick robs you of many of the building blocks of modern identity. If you have built your self acceptance on concepts like hard work and being productive, it’s going to make you feel shitty when you are in bed and can’t do anything. Being sick is a reminder that self acceptance is the key to happiness. You are more than what you do or produce. You are a human being worthy of love simply because you exist. At your weakest and your sickest you are as worthy as at your best. Be ready to accept help from others so you can accept yourself. Be ready to be cared for by others. You do not owe anyone anything. Your existence is enough.

Chances are you are used to feeling healthy. Being sick is going to rock your reality. But you will overcome it. Cultivating empathy for yourself is the best path for doing so. Don’t judge yourself. Care for yourself as if you were your own child. Without judgement. Good luck!

Categories
Preparedness

Day 351 and Preppers

The smartest people I know are preppers. Not the end times doomers and apocalyptic types; preppers I know are regular people who happen to have the means to get ahead of disasters. And they are quietly preparing for a much harder century ahead.

There is a significant amount of optimism in my world right now. Crypto and web3 has done well for startup people who saw the promise of blockchain early. But also more traditional startups like SaaS companies are having boom times as well. Every aspect of the pandemic has made life appreciably better for technology workers of all kinds.

Permanent work from home freed us from expensive cities like San Francisco. A stock market buoyed by stimulus made our equity heavy portfolios soar. We have been able to isolate if we want. We’ve had only the upside of the pandemic and born few of its burdens. We are the undisputed winners of the pandemic. And we see how that victory is fragile. An accident even. We did little to earn our comfort.

And so we are preparing for bad times. I’ve got multiple friends who have moved to rural communities from metropolitan cities where they have lived for decades. They are investing in farmland in some cases. In others, just little upgrades like gardens and chicken coops in small towns provide a bit of resilience. Gentleman farmers are making a comeback. Homesteading is to millennials what “back to the land” was for my boomer parents. Some of it is cozycore but a lot of it is genuine desire to get back to making things that keep us alive.

I’m seeing it increasingly from people who work in finance as well. There is a kind of quiet consensus that it’s wise to prepare for winter. Even in the midst of growth so impressive even the Fed is finally acting on inflation, the savvy finance folks know our world has risks. We talk about downside protection and portfolio diversification. But we also quietly talk about tail risks, complexity science and anti-fragility.

It’s not the we are Cassandras assuming that we live in a permanent bearish state. We aren’t convinced that if Rome falls so do we. If anything most of us are optimistic bulls who believe the best case scenario could show us into a new exponential age. But also many of us live in America. And who knows if America’s political situation will remain stable. Our liberal party can’t govern without panic and incompetence and our conservatives are openly adopting populism that flirts with fascism.

Add in that the regular climate driven catastrophes are now weekly. We are all aware it could be our homes in the eye of the next storm. And well it’s rational to be concerned that the world will be more chaotic. Some of us, including me, are convinced it will be an age for making fortunes.

But we aren’t idiots. We believe in scale, specializing and capitalism. We’d also like to know how to manage our own vegetables out back. It’s wise to know your local farmer and dairy. It just tasted better. We know it’s more resilient. Being decentralized may add in some additional friction. We think that’s a good thing in some cases. Why do you think we invested in Bitcoin?

Now I’m not saying we are right. I have no idea when or how some kind of disaster will befall us. But I am saying it couldn’t hurt to have some bottles of water and a couple weeks of food on hand. I’m saying you should prep. DM me if you need help.