Market Insights & more.

  • FTX – The Post Mortem Part 1 – The History of FTX

    The beginning I have a long history with FTX, I was one of the first customers of the platform (I heard about a few days after launch and was immediately intrigued by the selection of coins, and USD collateral). This was also around the beginning of my Twitter account’s existence, at the time the CEO…

  • The Great Internet Reset

    You will own nothing and be happy, or so the story goes. Many dismiss the great reset as a right wing conspiracy theory, perhaps IRL, but online we’re living in it. The Open Internet The internet has existed as a decentralized network since ARPANET in the 1970s. The first internet communities began on a system…

  • The Kelly Criterion, How I Achieved a 26x Return in 6 months

    Recently I noticed, FTX.com upgraded their equity curve functionality to go all the way back to September 2020, coincidentally around the time I started using the kelly criterion. I posted the chart on twitter and many people said they were interested in learning about the formula behind it. (Pic related), showcases the rapid run up,…