All writing
Research, trading notes, and the practice of building. Each piece is provisionally true when published, and always open to revision by new facts.
As human bodies become more artificial and machines grow more autonomous, the boundary between us may blur. The future I imagine is one of shared exploration, where identity and mutual respect depend on more than the materials we are made of.
My account was still making money, yet other people’s returns made me feel I was falling behind. A reflection on adding to winning positions, giving back profits, and turning lessons in discipline into rules a program can enforce.
Money we never made is not money we have lost. The greater danger is letting regret push us into weaker entries and larger positions, until a missed gain becomes a real loss of capital.
At Jinwa’s wedding in Jinzhou, one simple line—“being with this person feels comfortable”—opened into reflections on lasting relationships, crypto’s volatility, online friends met offline, and the quiet hope of meeting again.
If so-called “borderline” content breaks no law, platform rule, or explicit agreement, it remains inside the line. The deeper danger is the shadow boundary that public pressure keeps drawing inside the real one.
Some people drift out of our lives for years, only to reappear far from home. Others live nearby and are never seen again. A reflection on fate, friendship, endings, and the relationships that endure without daily contact.
Could America sacrifice USDT or USDC to escape part of its debt? The idea confuses issuer risk, policy risk, and sovereign-credit risk—and misses what stablecoins are actually doing for the dollar.
I read the direction of this crypto rally correctly, but failed to shift my positioning from range-bound caution to trend-mode risk. A post-mortem on sizing, confirmation, false breakouts, and option convexity.
An ordinary day acquires weight at goodbye. Reposting Hatter’s Moment here preserves a small record of four friends—and of the uncertain promise contained in “see you next time.”
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