Writings
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Skinwalker Capital
On the death of American capitalism, and the welfare casino state wearing its corpse.
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Only Unprofitable Trades Are Manipulation
A postmortem for Situational Awareness LP, and a vivisection of market manipulation law.
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Cryptometastasis
Crypto is dead. Long live crypto.
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Simulacra, Scapegoats, and Singularity
Various prompts I wrote responses to as part of a long interview process.
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Polymarket Calibration Analysis
Are contract prices on Polymarket well calibrated? Does a 60c contract actually win 60% of the time?
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Passive Indexing, Capital Gravity, and Implosion
Index funds as the death of human agency. Through the Index, the past eats the future.
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Max Extraction
Hyperfinancialization, value extraction, and the degeneration of everything.