Me voy a buscar una luz pra iluminar.
Robot
Letters to a Young VC
Letters to a Young VC: Letter One
December 23rd, 2021

I've been thinking a lot about what is actually happening in these markets since getting to NY.

Some new things have clicked and become really undeniable with being here, it has just been fas...

Letters to a Young VC: Letter Two
December 28th, 2021

How do you spot a fake in culture, in tech, and in markets of all kinds?

A great place to start is corporate simpdom and the symptoms of central control.

Before the hea...

Letters to a Young VC: Letter Three
January 5th, 2022

Tech Bros suck.

There is just no other way around it. Sorry to be so blunt.

But seriously, it seems that for the past 10-20 years, give or take, complaining about ...

Letters to a Young VC: Letter Four
January 12th, 2022

From scavengers to prospectors, is web2 rehab possible?

TLDR; probably not. You can go home now.

But, for those still here, let’s see what the prospects are.

Letters to a Young VC: Letter Five
January 20th, 2022

From seed, to crop, to harvest, to market, to plate.

High yield arbitrage is so much cooler and tastier than just swapping seeds for other seeds forever.

If you think seed 2 s...

Letters to a Young VC: Letter Six
January 27th, 2022

Exit strategy.

Who benefits most from timing the right moment, right from the start, to race for the exits?

The hint is in the title of this Letters to a Young VC series. Of course, i...

Letters to a Young VC: Letter Seven
February 4th, 2022

I just watched Rounders for the first time, catching up to the insider linguistic tricks feels long overdue. Like how loan shark copycat financiers saving so much fictional wealth for the s...

Letters to a Young VC: Letter Eight
February 8th, 2022

…You seem to have confused the value of liquidity in an artificially scarce market with the work founders, creators, engineers and others who take on the majority of the risk do to actua...

Letters to a Young VC: Letter Nine
February 18th, 2022

What happens to VC when founders and projects have alternative sources of capital that out-scale traditional debt & equity agreements?

With real web3 in full effect, founders no longer ...

Letters to a Young VC: Letter Ten
February 25th, 2022

Why do VCs do VC?

Get bags, have fun, be savvy.

So, why does being a gardener of CC0 ecosystems give VCs a better path out of VC?

Better bags, mo...

Letters to a Young VC: Letter Eleven
March 5th, 2022

From Vc to Ac.

Amplifying the delta between load and effort for more savvy cash.

At some point on every journey towards the hope of more savvy bags, one has to put aside the theatrics...

Letters to a Young VC: Letter Twelve
March 10th, 2022

The insecurity inherent in the way that we think about securities.

What are we talking about when we talk about security?

A family of four walks alone along what they are told is ...

Letters to a Young VC: Letter Thirteen
March 19th, 2022

Is a cow a security because it makes milk which can then be used to make derivative goods like cheese, yoghurt, and butter?

Is pizza a security because it is made from multiple component p...

Letters to a Young VC: Letter Fourteen
March 26th, 2022

Money is a self perpetuating social convention.

It's no more than a token that we trust will hold value in future exchanges. If buyers and sellers, ports and authorities accept textil...

Letters to a Young VC: Letter Fifteen
April 3rd, 2022

This letter zeroes in on cryptography and economics.

It all began as a dream.

In the late 80s to early 90s a group of hacktivists, hobbyists, mathematicians, computer scientists and m...

Letters to a Young VC: Letter Sixteen
April 10th, 2022

For 3000 years, up until the 1970s, cryptography had been based on symmetric keys, meaning the same keys were used to both encrypt and decrypt messages.

In order to communicate securely the...

Letters to a Young VC: Letter Seventeen
April 17th, 2022

As any good money making adventurer setting off to discover new bags knows, risk is everything.

From how much appetite you have for uncovering unique opportunities that others don’t d...

Letters to a Young VC: Letter Eighteen
April 24th, 2022

Imagine an alternative to the data surveillance economy.

It’s actually quite hard to do, given our experiences over the past two decades, where we’ve become conditioned to assum...

Letters to a Young VC: Letter Nineteen
May 1st, 2022

We’re now on letter nineteen, and it’s about time that we talked about what actually differentiates assets built for and in web3.

The thing is, we have to be honest with ourse...

Letters to a Young VC: Letter Twenty
May 8th, 2022

Wow. Twenty letters in the bag.

Fresh off all the drama and clearly intentionally engineered gas wastage of the behemoth Otherside drop, continued inflation anxiety, Fed basis point jum...

Letters to a Young VC: Letter Twenty One
May 16th, 2022

A different medium for this message. Go to chromadin.xyz....

Letters to a Young VC: Letter Twenty Two
May 22nd, 2022

Dear YC Founders,

This letter is a special edition, just for you.

You may not all be VCs yet, but you are certainly in training— conditioned to look for the exits at all times...

Letters to a Young VC: Letter Eleven
March 5th, 2022

From Vc to Ac.

Amplifying the delta between load and effort for more savvy cash.

At some point on every journey towards the hope of more savvy bags, one has to put aside the theatrics and mimicry of conventional wisdom and shop instead for insights, a thesis, for mechanisms that amplify gains with greater consistency and more innate coherence.

Imagine if you will, oh savvy bag seeker, shopping in an apothecary of wonders for amplification devices and the simple schematic formulas that handcraft them for market makers like you.

In these made to fit market devices, more cash comes from significantly decreased effort in relation to equal or higher productive loads, which can only be recognised by the savvy.

What do we mean by effort and load? Effort is exactly what you might think it is –– how much force you have to put into a thing in order to get something worthwhile back. Load is a lot more interesting. It’s how much the thing you are trying to do has to maintain before it collapses. It describes the capacity for gain.

Increasing your capacity for gain whilst decreasing the effort you have to put in to get it leads to a very obvious place –– more cash comes out of the mechanism that lets you do this.

And, there is even a formula for it: Ac = Load/Effort

It comes from a very similar formula for the mechanical advantage presented by any lever. In other words, how a lever is able to amplify its carrying capacity with reduced work put in.

The implications of this are not so obvious because of this, when we say that content is the new cash under very specific circumstances, it is real in a way that carries its own weight. It means more than the usual empty claim or paper decree.

The technical thing that is happening here, in devices that express this formula, is that their elastic limit, or yield stress, increases often drastically.

How we represent that as cultural creatures, is to fill the load capacity with content. The content that performs best in line with maximising the conversion of capacity into gains, is the most inherently far reaching growth orientated and catalytic content for reducing effort near or beyond 0 and spreading reach far and wide.

It is inherently free and open content that incentivises each source, each derivative, each creator and carrier of it to make more of it. That content is clearly CC0.

This mechanism secured within decentralised technology, represented by an NFT, operates through four component gear functions, from how it provides extensive room for the continuous supply of source material, to its defense of creators from malignant concentrations of power left over from decrepit and ancient legacies of outdated systems, to the the accelerated and precociously networked flourishing of derivative works with celebrated value, and to, the guest of honour for this entire letter: amplification in device form.

This simple to some, not so much to others, seeming set of mechanisms even take on more of a life of their own as they leap from screens into IRL visual projections within immersive spaces that themselves act as further amplification devices. Turn by turn, these device grinding mini apes 🙊 give everyday VCs the means to transition from entirely chance based local games to skill based non-local games in a contra-casino garden model.

The practice of these games paints through pointillism the recursive waves of our Amplification Coefficient.

But, “how do you actually practice?”, the savvy might ask.

It’s not quite “make good art”, but almost like it:

Make fabrics of the culture and principles that otherwise are lost to the void of no audience when everyone has an audience too loud to give real attention to through web2 social media.

Make fabrics of our art, culture, principles, and the code itself that enables these decentralized technological revolutions in commerce and society

Make apparel of these fabrics, physical and digital, minted as NFTs with many layers of factorial decentralization.

Amplify these made goods and the messages they carry through immersive meta-experiences, IRL & everywhere.

Make yourself a student of the game and keep studying if these schematics don’t reach a fully grokked level yet. And of course, no matter what comes, keep crafting.

Sub Thread Weekly
Sub-Thread Weekly: #1
December 29th, 2021

There’s three days left until the end of the year, 30 blocks left in this walk, and I’m still getting these damn messages.

I moved around a lot, I’m used to rame...

Sub-Thread Weekly: #4
January 18th, 2022

Pressure.

Pushing down on me. Pressing down on me.

Prospecting drilling between the liquidity and lack of substance for some life giving thing— liquid gold, fresh water, magic...

Sub-Thread Weekly: #5
January 26th, 2022

And I can’t tell you what I’ll write. They’re words without the paper.

There’s no kind of right way to do what I do. Feeling out of place, like a live in outer ...

Sub-Thread Weekly: #6
February 3rd, 2022

He comes to town every Tuesday. Are you free Tuesday?

Intellectual curiosity for this midtown magic.

The liminal watercolor of magic that happens between those two. They are showing t...

Sub-Thread Weekly: #7
February 10th, 2022

How's this for an intro? Have you done this before?

I can’t be sure.

Sitting down, sitting up.

Sub-Thread Weekly: #19
May 9th, 2022

AI generated text is supercharging fake news. Yet, this was my results. A pretty decent text generator in some contexts, in others, a whole bunch of hogwash.

Thank you?

Input: Goin...

Sub-Thread Weekly: #20
May 17th, 2022

Mastering the discipline to the point where it literally flows through you.

Freestyle is an art form. Beyond coming prepared and spitting pre-written verses.

No ...

Sub-Thread Weekly: #21
May 24th, 2022

A written appropriation of videos, visual insights and anchors for how to make it in web3, not lose your shoes, your shirt, your soul.

How to survive an IRL dungeon crawler game.

...

Web3 Fashion
  • DIGITALAX: Emancipatory Lifestyle Tech.
  • F3Manifesto: Transcendent nostalgia. Machine & human made. In with gen. AI, web3 fashion & cc0 before it was cool.
  • Highlaŋu: The Highland-Yolŋu alliance. Maximum resistance experience. Maximum knowledge preservation. Wearing and building erasure-resistant transmission systems.
  • Coin Op: We know it's a lot to keep up with. How can you know if this is the blend of instant convenience and purchasing power you've been waiting for?
On-Chain Video
  • Chromadin: There are whispers of new apps that can't be taken away from you. Stirrings of resistance decentralized in code. Where users own the network, direct messages are reliably private, and the channels we see the world through can be counted on to stay fully independent. Engagement and influence flow back to you. Like it was always meant to be.
  • Kinora: On-Chain Video Social Quests.
Coins
  • MONA: ERC20 protocol token. Unclaimed Value in Agency.
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від Емми-Джейн МакКіннон-Лі