Semi-Lucid Thoughts

From Backrooms to Builder Codes

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

Sep 3 • 

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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 • 

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May 2025

When The Iron Turns To Silk

And are the kids gonna be alright?

May 1 • 

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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 • 

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January 2025

Volatility Is Back On The Menu

When the Fed flaps its wings...

Jan 1 • 

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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 • 

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August 2024

What is a Compound Crypto Company?

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

Aug 29, 2024 • 

0xsmac

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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, 2024 • 

0xsmac

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May 2024

Where Are We In The Cycle?

And is this time really different?

May 6, 2024 • 

0xsmac

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March 2024

It's My Content And I Need It NOW

And a couple other theses

Mar 21, 2024 • 

0xsmac

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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, 2024 • 

0xsmac

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