Semi-Lucid Thoughts

Splitting Fives: The House Edge On Wonder

When society thinks the world exists to be "solved" we lose the things that make us human

Jan 25 • 0xsmac

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Déjà Vu All Over Again

Walls of worry are for climbing

Jan 6 • 0xsmac

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Two Kites Dancing In A Hurricane

Why companies find themselves chasing the wrong prize & can we fix prediction markets before it's too late

Jan 1 • 0xsmac

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December 2025

Hope's Uninvited Guest

A fictional scene.

Dec 20, 2025 • 0xsmac

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October 2025

The Children Yearn For The Fiat Mines

Hypergambling and the boredom of real compounding

Oct 9, 2025 • 0xsmac

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September 2025

From Backrooms to Builder Codes

The shift from opaque off-chain venues to onchain transparency isn't just ideological

Sep 3, 2025 • 0xsmac

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July 2025

Do You Want To Be Right, Or Do You Want To Be Wrong In Public?

A retroactive look at the first wave of predictions from A Crypto Future

Jul 29, 2025 • 0xsmac

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May 2025

When The Iron Turns To Silk

And are the kids gonna be alright?

May 1, 2025 • 0xsmac

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April 2025

If You're Reading This (Hopefully) It's Too Late

The sooner this is irrelevant the better

Apr 5, 2025 • 0xsmac

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January 2025

Volatility Is Back On The Menu

When the Fed flaps its wings...

Jan 1, 2025 • 0xsmac

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December 2024

TGE's Are Not IPO's

I was going to write something longer but after jotting down some notes I don’t think there’s any real point to spending too much more time on this so…

Dec 16, 2024 • 0xsmac

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September 2024

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, 2024 • 0xsmac

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