Let's Appreciate

Everything you need to know about the Infrastructure Bill!  **NOTE: I know there are concerns about the misallocation of capital, and that this is a contentious topic. This is a high level overview of what it COULD be - and the importance of infrastructure in physical society**  President Joe Biden signed a $1.2 trillion infrastructure bill into law Monday $550b in new infrastructure investment ov...

Everything you need to know about DAOs!  DAO are “a group organized around a mission that coordinates through a shared set of rules enforced on a blockchain”. At the most basic level, they use collective participation to fund things and get things done.  I go on a bit of a tangent at 11:43 , which you can skip if you want. Airdropping a token to everyone in the US is far from feasible, but just wa...

Full piece: https://kyla.substack.com/p/the-diver... Will the money that is generated by the meme cycle result in innovations that we never could have dreamed of? Or will there be a total collapse in faith because of the huge misalignment between expectations and calculated reality?  “Life is full of strange absurdities, which, strangely enough, do not even need to appear plausible, since they are...

Everything you need to know about inflation!    I'm going to talk about what inflation is, what causes it,  the different types of flations, the responses, the impact of inflation, as well as investing ideas for inflationary environments  Notes: https://horse-quart-a62.notion.site/I... 00:00 ​​​​ - Intro 00:48 - What is inflation? 02:41 - Measures of inflation 06:32 - Causes of Inflation 08:49 - F...

Everything You Need to Know About Digital Infrastructure!  Full piece here: https://kyla.substack.com This piece is sponsored by  @iodigitalindex’s BYTE ETF Index. All research and views are my own, and none of this is investment advice.  Interested in learning more about BYTE? Click here (I do not receive commissions on this link, just a way for you to learn more!)   https://iodigitalindex.com 00...

Everything You Need to Know About Roblox!   Full piece here: https://kyla.substack.com/p/roblox-an...   Organized notes: https://horse-quart-a62.notion.site/R...   00:00 ​​​​ - Intro  00:55 - Roblox  03:23 - Future of Roblox  05:13 - Differentiation of Roblox  06:45 - Roblox Economy  08:52 - Roblox Growth  10:44 - Growth Beyond  11:25 - Video Game Industry  12:28 - The Numbers  14:30 - Final Thoug...

Everything You Need to Know About Elon Musk and Tesla!  Full piece here: https://kyla.substack.com/p/how-elon-...   00:00 ​​​​ - Intro  00:34 - Who is Elon Musk?  03:17 - Background on Tesla  04:44 - What does it all mean?  06:54 - Religion of the Meme  07:52 - Musk Meme  11:04 - Market Dynamics of Tesla  16:01 -Technoptimism  17:02 - Wolves in Yellowstone

Short-termism makes it so these boom-bust cycles have to bust at some point - we get collectively distracted by something else, and go look at that instead. But the beautiful thing about short-termism and speculation is that it allows more capital to enter the system. And there is the potential for that capital to be directed to something more productive, and to change the lives of so many people....

Everything you need to know about the Fed!  From the Everything You Need to Know about series, a series of ~10 min primers on different topics across the stock market, the economy, and crypto.   According to Wikipedia: The Federal Reserve System (also known as the Federal Reserve or simply the Fed) is the central banking system of the United States of America. It was created on December 23, 1913,...

Everything You Need to Know About the Stablecoins   https://horse-quart-a62.notion.site/S... Utility token (coins are a method of payment, tokens are use cases, have more functionality) - just know that it is meant to represent $1 USD  Stablecoins act as a safe store of dollar value, without the volatility associated with most other cryptocurrencies; they are also easily transferred, traded, and e...

Everything You Need to Know About the Metaverse   The Metaverse is an expansive network of persistent, real-time rendered 3D worlds and simulations that support continuity of identity, objects, history, payments, and entitlements, and can be experienced synchronously by an effectively unlimited number of users, each with an individual sense of presence All materials in these videos are used for ed...

Lets talk about supply chains So things have been pretty weird ever since Evergiven, the og stucky boi boat - but there are a host of other problems here - that precede Evergiven Its supply and demand, its a broken transport industry, its just-in-time inventory, and amazonian expectations, and its the Federal Reserve

Memes are great. They get people invested. They allow for a certain element of growth and inflow because they are: Funny Trade FOMO fundamentals Create investable narratives Are real, because memefication manifests an element of reality So despite all the memecoin run ups, the stock market going absolutely bonkers, public accounting being a bit ~loose~, and the Metaverse likely being our future -...

So whats going on here? We have bad policy (and we CAN fix this, as Huntsman outlines, as CoinCenter advocates for, etc). We have inflation - We do have rising prices in the U.S., and this is mostly a function of high demand and constrained supply chains, as well as outsized fiscal and monetary stimulus. However this is not hyperinflation - what happened in Weimar is that they were trying to spend...

Full piece: https://kyla.substack.com/p/consumpti...   In partnership with https://www.simplify.us/etfs   A good piece on XIV: https://towardsdatascience.com/the-xiv-meltdown-1b0608110b9f + https://ttmygh.medium.com/grant-williams-0-00-before-we-get-going-heres-the-bit-where-i-remind-you-that-nothing-we-b28f6db77   00:00​​​​ - Intro  00:40  - What is this?  01:44 - Correlation and Volatility  05:1...

Full piece: https://kyla.substack.com/p/consumpti...  Music by Pick Patek - My Mind Is A Barrel (feat. Raindrop Relly & Charles Hussle) - https://thmatc.co/?l=B6CED606​​​ All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and h...

https://kyla.substack.com/p/the-theories-of-interconnectivity 00:00 ​​​​ - Intro 00:51  - Theories of Interconnectivity 02:07 - Financial Education 03:20 - The Theories 03:44 - The Not Enoughness Theory 08:48 - The Absurdity Theory 14:28 - The Speculation Theory 21:18 - The Community Theory 24:46 - The Influence Theory 28:06 - Flexation Theory 31:45 - Theory of Information Synthesis 34:19 - Final...

The general theory of not-enougness: We have skewed demand and not enough supply. When thinking about supply, you have to think about the inputs. For example, think about what it takes to buy an apple at the grocery store: Apple seed goes to farm, farmer farms apple tree, apple gets picked from tree, apple gets loaded into truck, truck drives to warehouse, warehouse drives to grocery store, apple...

There are a lot of questions left to answer, and web3 seeks to solve a lot of them - but in the meantime - It’s still about the story. Stripping it all away, we are seeking for the story, for the building of the ecosystem, for understanding our MAIN OBJECTIVE. And the ecosystem in which these stories are being told is growing, flourishing, and we are nearing some sort of Cambrian Explosion of cont...

But all in all, we have a lot of people exploring this decentralized, tokenized world. Money is an abstraction of value. We want to own stuff. We want to build stuff. NFTs and their weirdness are the beginning to us figuring out what that might look like. It’s cool.  But there are still hurdles. We still don’t own the Internet (to an extent). But we are iterating into a world where we become the v...

I deep dive into: The process of time  Apartment decorating  Being ill Nikola and Elon Musk China and GDP Growth Financial Products and Systems Beta vortexes Financial education Social investing apps The power of luxury Crypto

my first attempt at a podcast! let me know if you like the style!   People are using the stock market as a way to find community. People are using it as a tool to connect with other people. That’s why you see the proliferation of social investing apps - because investing is scary and overwhelming. The stock market is weird. It doesn’t make sense.  AMC is driven by narratives. AMC is driven by coll...