Archive - Semi-Lucid Thoughts

DePIN's Imperfect Present & Promising Future: A Deep Dive

DePIN is widely viewed as an area uniquely suited for crypto networks but we still believe there's a lack of appreciation for the true breadth of impact…

Sep 13 •

August 2024

What is a Compound Crypto Company?

Vision without action is a daydream while action without vision is a nightmare

Aug 29 •

July 2024

Token Launches Are Rekt But They Don't Have To Be

TLDR: WE ARE CO-HOSTING AN IDEATHON WITH @asylumventures IN NYC The current token vesting & distribution model is broken. We all know the high FDV/low…

Jul 15 •

May 2024

Where Are We In The Cycle?

And is this time really different?

May 6 •

March 2024

It's My Content And I Need It NOW

And a couple other theses

Mar 21 •

February 2024

Smac's Mailbag #1

Please send suggestions for what this series should be titled. Winner will get something (TBD on what that is)

Feb 4 •

January 2024

Which Way Western Man?

I don't know and neither do you

Jan 3 •

December 2023

A unique perspective on what makes Solana a compelling asset & network to build on + why low fees can be actually good for value accrual

Dec 5, 2023 •

October 2023

Envisionings of A Crypto-Enabled Healthcare Platform

Intricacies & Architectures

Oct 17, 2023 •

and

May 2023

A Crypto Future

A detailed year-by-year exploration of a crypto-driven world

May 25, 2023 •

March 2023

Saying The Quiet Thing Out Loud

What happens when crypto's technical design space blows open just as the mind virus spreads

Mar 29, 2023 •

February 2023

joining compound

I’m super stoked to share that I’ve joined the team at Compound, a deeply thesis-driven firm committed to investing in founders at the earliest stage…

Feb 16, 2023 •

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