listening now 🧠🧠

So quantum is basically chasing ghosts 😂

All evidence is pointing towards zero risk. Any successful step quantum computing moves it one step closer to digital compute.

What if the fundamental mistaken assumption behind our misinterpretions of physics is emergence vs emanation? Materialism has sent natural search for source on an futile quest to trace endless turtles all the way down. But we hit a boundary. We've tried to push past that boundary, the end of certainty, with mathematical abstractions. Our fingers close around smoke. Because that was the bottom. Time to look up. "The most inquisitive and curious-minded of that family was called Sméagol. He was interested in roots and beginnings; he dived into deep pools; he burrowed under trees and growing plants; he tunnelled into green mounds; and he ceased to look up at the hill-tops, or the leaves on the trees, or the flowers opening in the air: his head and his eyes were downward."

I'm listening to this now. It's fascinating to say the least. I can't say I understand it well enough to judge its validity, but over time that will become clear. The talk reminded me of this number.

This episode 🔥 🔥 🔥

Lol. It gets abstract right. CPI is cooked. But always referencing bitcoin in fiat terms feels uncomfortable.

For a long time (over two decades), I’ve looked at markets through what I call "Threshold Theory", the idea that systems don’t move smoothly, they compress, build pressure, and then resolve in structural shifts. Momentum diverges. Volatility tightens. Mood stretches. Then something gives. Not gradually, but decisively. Listening to this talk last night (twice!) about the possibility that time itself may not be purely continuous, but could have discrete characteristics, that reality may resolve in commitments rather than flows. That framing hit me harder than I expected. Because if time is even partially discrete, then markets aren’t just price discovery mechanisms moving through smooth space. They are accumulations of irreversible commitments. Social mood isn’t random psychology, it may be the distributed sensing of structural coherence or misalignment. Credit expansion isn’t just liquidity, it’s a growing pile of claims waiting to be reconciled with actual commitment density. That lens feels deeply aligned with how I’ve been modeling thresholds in markets and macro cycles for years. But I don’t want to sit inside my own echo chamber. If this line of thinking has merit, I want to stress-test it. In other words, I am not smart enough to take the next step. So I’m genuinely asking... Where are the new serious economist thinkers who are reexamining time as a foundational variable in economics? Not just interest rate timing, but the ontology of time itself. I found out last night who is integrating physics (and was phenomenal), now I want to see who is also out there diving into information theory, or complexity science into economic structure in a rigorous way? I’m not looking for ideology. I’m looking for intellectual friction. If Threshold Theory is missing something, I want to dig in more and find it.

I’ve found a fascinating connection between Bitcoin and consciousness / quantum physics while reading Irreducible by Federico Faggin. In it, he explores the possibility that consciousness is the fundamental basis of everything — and that space and time emerge as consciousness becomes aware of itself, storing experience in space by creating the reality it inhabits, and creating time to give those experiences sequence and meaning. He also suggests that free will may be what causes the collapse of the wave function, effectively representing the “present moment” and “setting information in the past (or blocks😁).” The parallel with how Bitcoin works is, in my view, stunning. Is consciousness fundamentally scarce, just like Bitcoin? @Efrat Fenigson @npub1au23...t53j @npub1s5yq...6q7z

You sometimes see blocks show up a minute apart, or even 40 minutes. If it doesn’t maintain a consistent average over a two week span, the difficulty adjustment will take care of it.

Sorry! Hard to associate the avatar with faces… 😅

Rather an impossible task, I’d say! 😁