Tag: Stream of Consciousnesses

Categories
Finance Startups

Day 152 and Running The Play

I’m going to put $5,000 into liquidity mining and yield farming to fuck around and, hopefully, find out.

If the last year has been about laying out the primitives of decentralized finance, this summer is going to be the Layer 2 land grab and I need to learn how to stake some claims. I don’t have a clue if it is going to work but I need to start learning how to play the game by tossing the ball around. I doubt I’m going to be whatever the equivalent of a professional player but I want to learn some muscle memory. You can’t very well buy an NFL team without having ever handled a football can you? Yes I am torturing a metaphor.

On a personal psychological note, I wanted to start with a $1,000 but then I realized the difference between losing $1,000 and $5,000 isn’t material to me (which blows my mind but such is the compounded benefit of my various privileges). However, the difference between 10xing $1,000 to $10,000 and 10xing $5,000 to $50,000 is extremely material to me. $50,000 is a a material seed stage check for a company that I may want to place a long bet on.

That is roughly the cost of my medical care for an entire year (not including drugs which roughly doubles it). That is a down payment on a parcel of land to develop over the coming decades. This is a moment to learn and leverage for the benefit of my future self and family if shit goes well. And if it doesn’t no big deal. The real money is better managed than me deciding I want to toss around a ball

My Chaos thesis says it’s time to run the play on the future more generally. It’s hard to argue that I can make good puts on a chaotic future without fully experiencing some of it myself in visceral fashion. I fully expect to lose all of it trying to liquidity mine and yield farm on my own but if I don’t well then I’ve proved something to myself about the future of capital.

I need to remind myself that this isn’t representative of how I allocate capital in a diversified portfolio to preserve my future security nor is it how I’d allocate capital even in a seed stage private venture stage portfolio. But it is a worthwhile amount to put on a 100% risk basis to learn how the fuck the future of capital allocation might work.

Honestly $5,000 is a pretty cheap tuition for a fancy credentialed college class so this seems like a good deal. I will write my way through the learnings and call it an independent study.

Categories
Aesthetics Finance Internet Culture

Day 150 and Hypersigils

In the beginning there was the word……or the command line. Naming a thing used to be the literal path to power. Now we are pretty meh about the whole thing. Ritual magic is kind of a satanic panic middle brow thing in America even though we have a history of throwing in with prosperity theology. We’ve got entire evangelical communities dedicated to naming and belief with the expectation it will generate wealth and manifest prosperity. The meme magic folks who wished Trump into office were really just regurgitating Norman Vincent Peale prayers. Plenty of folks like to blame this kind of magic on like Max Weber with his Protestant Work Ethic but I’m mixed on it as I don’t think he envisioned Pentecostals when he said hard work was a moral good.

A friend of mine who knows my interest in both capitalism and its underlying energy in culture suggested I watch an old talk from illustrator and comic book author Grant Morrison.

Honestly you should pop it out and watch the whole thing if you have any interest in creation. But especially if you are interested in chaos. He discusses a term he coined called a Hyper Sigil. He is building on contemporary chaos magic which isn’t too far off from manifestation theology. He contends that bodies of art but really any form of creative work can be turned into collective signs of meaning with willpower and force. He literally means they are magic and if this interests you go read Ray Sherwin and Peter J Carroll. If that doesn’t no biggie the following point still stands. We have sigils in America that are pretty literally manifestations of power.

Corporate sigils are super-breeders. They attack unbranded imaginative space. They invade Red Square, they infest the cranky streets of Tibet, they etch themselves into hairstyles. They breed across clothing, turning people into advertising hoardings… The logo or brand, like any sigil, is a condensation, a compressed, symbolic summoning up of the world of desire which the corporation intends to represent… Walt Disney died long ago but his sigil, that familiar, cartoonish signature, persists, carrying its own vast weight of meanings, associations, nostalgia and significance.

I’ve completely fallen down a Grant Morrison hole as this kind of thinking is crucial to work in attention economy trades like communications, public relations and marketing. But I’m frankly a lot more interested in the practical aspects of how he conceives of himself as a chaos magician and how he we can all affect the reality around us. I’ve purchased his Invisibles comic. When he says imagination is the fifth dimension he literally means it. Multiversity is rad.

Categories
Reading

Day 143 and Fiction

I like to read stories more than I like to read any other form of writing. I just can’t seem to get into non-fiction. History, self help, how-to just doesn’t grab me. I’ve got a particularly intense allergy to business books of which my aversion is so strong I would rather pulp a “helpful” book than crack it open.

Some of this may be because of how I perceive rest. If I have any indication that something is bettering me in any capacity it’s just not relaxing. Deliberate learning reads too much as work. It’s not that I mind edifying content, not at all, it’s that if it’s meant as some kind of life and skill improving text I’m indignant that I didn’t spend the time doing something restorative.

I happen to think that this preferences for fiction has actually made me a better thinker. Stories and hypotheticals force us to expand our mental models. If I’m being instructed in a useful topic like venture deals or better management I am learning something specific with a perspective on how things should be done. If I’m reading a story about anti-memetic weapons I’m being forced to consider entirely alien ways the world might work. There is no expectation that I find utility in the thing or that I put into practice what I’ve learned. It’s purely an expansion of my reality.

Not being pressured to accept something makes it’s eventually welcoming all the more pleasurable. You’ve simply lived your way into this new mode of being. It’s a little bit like forcing an orgasm, sure we can all do it, but is it really necessary? And yes I just compared sex to reading but that probably tells you a lot about me.

Everytime I try to integrate more utility driven books into my routine I reject the habit. I make time in the day to sit up and do the edifying books. And then I put it off for other activities. But I never put aside fiction. Every night I read for an hour before I sleep. It’s a habit so engrained it’s more necessary to my day than brushing my teeth or my morning coffee.

And so I stay with stories. I look for the most strange and different works I can find. I preference science fiction as it tends to meet that criteria but in truth I will read all genres and types. I’ve loved tight family dramas as much as a thriller. As long as something about it alters my mind even just a little I’m game. Remaking the metaphors I use is ironically the best use of both my leisure and work time. Creativity comes from the hard work of changing who you are to ever truer and more honest forms.

Categories
Chronic Disease Politics

Day 142 and Optimism

The pandemic has done more to improve my life than to it has hurt it. I have a little survivors guilt as I am not far from family and friends that have suffered but I was lucky. Part of my luck has been tied to my privileged place in society. I was able to enjoy housing flexibility and leave behind an expensive city apartment for a townhouse in my hometown. I was always able to work from home with little fear my income would be impacted by disease or even negative secondary effects. Nevertheless I haven’t felt much optimism until recently.

Part of my lack of optimism has been tied to my health challenges. It’s been two years of working to get a diagnosis, stabilize my spine, and get the secondary symptoms controlled. There were low points when drug regimens didn’t work. Or when it seemed like the fatigue or pain would keep my life away even when primary concerns were improving. I was genuinely terrified going into the pandemic as it did cut off my access to typical doctors visits and more hospital setting delivered care.

But I’ve found significant improvement over the past six months thanks to excellent remote care I was able to receive from functional medicine doctors. It’s almost as if with the operational and physical logistics of care removed the actual outcome of my care improved. I was able to get to the heart of a diagnosis and hone in on effective treatment protocols more quickly. Thanks to this improvement I’ve come to find my optimism again.

Not that I think the world is getting better. If anything I’m far more worried about the many axis of American failure. Our politics has become authoritarian. Our economy increasingly serves only the entrenched and already wealthy. Our interest in mitigating climate change remains low. It’s so bad the best we can do is chuckle at why millennials don’t have kids. It’s because they are selfish right? Nothing to do with how hard it is to trust that the system will ever work for you so why bother investing in the future?

But I am intrigued by the opportunities afforded by the chaos. There is money to be made adjusting us to new realities. Maybe by dint of accidental or unexpected changes we find innovations that change our world. Maybe those will be for the better. And maybe I can help nudge along the better outcomes. And for the first time in a while o believe my body will be up for the challenge. It’s nice to be optimistic.

Categories
Finance Internet Culture

Day 136 and The Ease of Centralization

We are a few days into a news cycle where Elon Musk’s corporate socialism interests and/or environmentalism has pushed the Bitcoin discourse to a fever pitch. I don’t begrudge Elon because it’s hard out there for someone who takes government subsidies and we’ve all got to lean into our economic interests. The renewable energy credit system is a policy choice and my neoliberal friends would argue it’s a good one. It’s also one that currently pay’s Tesla’s bills.

Tesla makes most of its $ from RECs, not cars. Last year, it made $1.58bn from sales of RECs to gas-powered auto companies (which must buy to offset their CO2 emissions). Tesla has never been profitable without REC sales to bolster its auto margins.

That’s about to change. Last week, @Stellantis (i.e. PSA Group + Fiat Chrysler) told @LePoint it’ll meet carbon emission rules this year. That means it won’t need to buy RECs from $TSLA anymore.
Fiat Chrysler accounts for $2.4bn of Tesla REC sales from 2019 to date and 55% of Tesla sales since 2008.

What I think is really interesting is that Elon DOES know a lot about money, in particular the benefits of a centralized trusted player. Which he himself points out since you know PayPal. Centralization has been pretty crucial to fast efficient financialization especially in modernity. Of course that has some downsides as institutional power tends to accrete. Good and bad amirite?

The exciting thing about cryptocurrencies is that they may offer us they same scale as global institutions but without the whole plutocrats and fossilized bureaucracy part. Not that I’m advocating for Ethereum or Consyns.us but they put it well in the below quote.

Whereas our traditional financial system runs on centralized infrastructure that is managed by central authorities, institutions, and intermediaries, decentralized finance is powered by code that is running on a decentralized infrastructure

We’ve got a couple decades of experience in computing on the challenges of decentralized infrastructure. It’s not easy and it has costs. The costs are both significant in time and money but the benefits are significant as well. I personally find the argument that systems which are not centralized are less fragile and it is worth diversification into systems that are less fragile. I often chose convenience and speed but I also put significant effort into having systems that can withstand crisis and disasters as well. Security has always been about trade offs. And cryptocurrencies, especially Bitcoin, is about making some trade offs in efficiency for the sake of hardening of financial system. I’m philosophically inclined towards this. If I’m trying to solve global warming and getting to Mars I might find this less compelling as I’d rather focus on efficiency. This is also why environmentalists make great villains as they decide on that choice for you. I’m not saying Elon explicitly going for Bond villain but it’s an aesthetic.

Categories
Aesthetics Emotional Work Internet Culture Politics

Day 134 and A Short Guide to Being An Edgelord

As my friend Seyi wisely said; sometimes your life gets chosen for you and sometimes you choose your own life. So try to chose your own life as often and as soon possible before someone else does. This challenge seems especially relevant as the culture wars rage on and regular peons like you and I can become collateral damage.

I’ve known for a while that I wasn’t going to be a fit for institutional settings like big tech corporations or civil service. I struggle to to be anything but myself. I mouth off too much. I’m not very good at kissing the ring. It’s not that I can’t engage in behaviors or manners you’d expect, I merely find it tiring. I’m also saddled with some physical limits. I’ve got the kind of medical conditions that gets a lot of virtue signaling from corporate communications types but isn’t really all that appealing except as a token. So unless I wanted to be miserable in middle management I knew I needed to opt out of the game. And that meant winning on my own terms.

Here is a harsh truth that the panic mongers in the cancel culture debate don’t want to say out loud. You cannot expect to survive a system and certainly not a culture war unless you take sides. Humans are riddled with bias and institutional self preservation is strong. The only side you should take is your own.

But you must accept that choosing your own life has consequences. Living out loud as the full uncensored you may cut off certain opportunities just as it opens new ones. Be aware of this reality and do not complain that you are a victim of circumstances when you have more choice than you realize. I’m not suggesting all areas are open to everyone nor that we shouldn’t fight for legal rights and protections. Merely that we are limited as individuals by the cultures and institutions of our time. Social mores move slowly even when pressed by revolutionaries.

My best advice? If want to be an edgelord. Be a real one. Go full crypto. Middle finger to the law. Fuck the police. Start a newsletter with monetization. Find your tribe. Learn some practical homestead skills.

You want to play corporate ladder? Play by those rules. There are dress codes and “ways things are done” and hierarchical structures you must obey. Get their credentials and be excellent at the values the organization wants.

You cannot straddle both worlds. This didn’t used to be a controversial statement. It wasn’t an affront that you had to put on a suit and say “yes sir” until pretty recently. Sometimes you just have to play the game. Go read the 48 laws of power and get back to me.

Trying to express who you are publicly if it’s not within bounds of the institutional norms might get you fired. Or maybe you take a stand that gets you promoted if you judge what norms can be pushed. Depends on the institution. So know that if you set onto the path of “choosing your own life” the consequences might be a lack of access and options. Or it might open you up to an entirely new world where you work and live with people who like you. But straddling the middle is recipe for emotional misery.

If I were you I’d begin to do the work to walk the path of the life you want now. Before someone else chooses for you.

Categories
Aesthetics Chronicle

Day 132 and Chaos Energy

Humans crave novelty but require stability. I guess this was probably fine when the worst we could do was gossip and club each other on the head. But giving humanity mass scale has been a mixed bag. Our constant dopamine seeking behaviors are piling up negative externalities as any individual can throw chaos energy out into the world with a single Tweet and fuck up the lives of millions. And I don’t even mean the former guy. Anyone can create chaos now.

Just today we’ve got a governor bribing citizens in Ohio to get vaccines with a million dollar lottery, Elon Musk once again choosing violence sending Bitcoin reeling, brain lasers zapping CIA officers more than we thought, and a gas shortage on the East Coast because infrastructure can can be ransomed (though at least that claims to have been fixed before market close). This is forgetting that the Republicans have decided to chose lies and I’m sure a thousand other chaotic things. And is just what is happening in America. I’m not able to even look at what’s happening in Israel.

The chaos energy was strong in 2020 and I think many folks tried to engage in stability seeking as the pandemic unraveled our routines. But our desire for novelty keeps cropping up weird shit and frankly I think you should be making preparations for a lot more future shock. Not because I don’t love chaos but because systemic shocks from all of this means stability is never coming back.

So we’d better get used to chaos. You need to find ways to live and thrive in this future. Because every one of the institutions we thought were reliable are just sliding into our DMs and showing us how the sausage is made. Insert dick pic joke sure but also distrust is fueling the chaos. We are ramping up the amplitude with every cycle.

I personally am living my life with an eye to less reliance on fragile complex systems. This isn’t to say I am against modernity. I’m actually more of a techno-utopian type. But Expanse fans will recognize the churn comes for all of us. I think it’s wise to become more invested in your local community and support what sustainable efforts you can. It’s wise to de-risk yourself from political and currency risks. And hell make sure you’ve got extra water. Because it is chaos energy out there

Categories
Chronicle

Day 131 and Doing Less with More

I’m a lot busier recently. Maybe it’s a function of the ebullience that is gripping a vaccinated America but I’m finding more obligations in my calendar than I can recall in years. It’s still not quite to the place I was when I was a full time founder but I’m noticing fewer long blocks of time to myself.

I benefit from unstructured unencumbered time at rest. It’s not that I need it to be alone time or quiet time as much I need full on rest. I thrive when I have no reason to get out of bed. I do best reading and synthesizing when my mind is free to wander without any obligation to anything but that space.

Even otherwise pleasurable but not explicitly rest activities like going for a hike or painting my toenails doesn’t register as rest to me I’ll feel a kind of indignation when I’ve had an otherwise amazing day (filled with leisure activities) but didn’t get enough rest. I’ll think “sure it was fun” but also “now I’m tired and that wasn’t restful at all” goes through my head. For me the most restorative thing is not to do anything at all.

In fact the further away my activity is from boundaries like being constructive the more constructive I am afterwards. I try not to set myself up with the expectation that I am rewarded by productivity when I am at rest. That would set in motion the same circle of doing activities and not feeling rested because it wasn’t explicitly rest. That would become a kind of self limiting belief that leads to workaholism which I’ve pledged to avoid.

I hope that as the enthusiasm of exciting work and better help take more of my time I don’t feel tempted to indulge in activities that don’t feel restorative to me. None of this year would have been worth it if I went back to old unfulfilling ways of living.

Categories
Chronicle

Day 130 and Smiling When Sad

If you asked me my dominant emotion when I was younger I probably should have said anger. I was a fired up young woman. But as the years have gone by and the social benefits of seeming happy have piled up I’m finding it easier to spend more energy on smiling. This isn’t the same thing as being happy.

We like when people are friendly (even if we actually prefer they be kind) and I seem to have bought into it as a moral virtue over the years. I thought it was a gender thing but now I’m much more convinced it’s part of a family trauma cycle set in motion by my father who is exceptionally good at being liked. Cue Bojack Horseman joke.

You inherit your parents’ trauma but will ever fully understand it. Haha the cop is a cat.

Naturally I rebelled against perception of happiness and likability thing with a lot of anger as teenager. Cue lots of screaming stuff like “why do you care more if other people like you more than family” and you’ve got a pretty good idea of what I repeat to my therapist now as an adult.

And because intergenerational trauma and family systems work actually isn’t bullshit I’m starting to realize I stopped being angry and started smiling at some point not because I’m happy but because it’s a learned behavior from my childhood. And the smiling is papering over a lot.

What used to be passion, intensity and anger is fermenting into sadness over the years. Not because I’m actually sad inherently but because it makes me sad to lie about how I feel all the time. But I’m not entirely comfortable expressing any emotion. So now I smile when I’m sad. I’ve absolutely smiled when crying from sadness and grief.

Thankfully I hasn’t yet started laughing and smiling when I’m angry, but I fear if I don’t resolve this pattern and move on it might not be far off. I’ve still got significant work to actually feel my emotions in any given moment. Anger feels like it’s too reactive. Sadness like it’s a sublimation of something else. And if I actually am happy then I need to feel that. But I can’t force it with a smile.

Categories
Chronic Disease Chronicle

Day 129 and Worried About Wellness

Last week I felt like I was struggling to hold together level emotions and coherent thought. I had a lot of “feels” posts where I spent more time inspecting my interior world than I did analyzing exterior events.

When I feel energetic I can take in more information and engage in synthesis but when I’m feeling tired or otherwise am flaring from autoimmune condition I requires more mindfulness. This mindfulness lends itself to more of an inner focus. Often this brings me a sense of peace and emotional well being. Lately my case has been well controlled to the point of recovery, yet I haven’t felt as emotionally joyful about the development as I thought I would.

Then around Thursday or Friday of this week I found myself turning a bend. I was excited to think about very abstract ideas like the aesthetics of finance and how critical theory and how great works culture is colliding with Gen Z vibes.

I struggle with wanting to lean into enthusiasm though. Too many days in a row of exertion or excitement and I fear I’ll set myself back. That’s a kind of self limiting behavior that I hope I can let go. I want to feel confident in my energy but I do not want to turn myself back into workaholic habits either. This is a fear so persistent I’ve tagged eight posts in the last five months with the topic. So great is the fear that I felt some relief that I felt physically unwell today as I could blame my body instead of making the choice for myself if I wanted to be driven by energy and not recovery.

I can’t put off the mixed emotions on wellness and how I feel about working in the world. My capacity is nearly there. I’m taking on more and more. I have even plotted some of my next moves. But I’m feeling Augustine about the whole affair. Oh make well God but not quite yet!