Archive - Sean's Substack

Everything is cycles

Most systems move in cycles.

Jul 3 •

June 2025

Freedom to Transact

We like to talk about freedom of speech and the freedom to protest, but underneath all of them is something more fundamental: the freedom to transact.

Jun 24 •

Bitcoin is for both optimists and pessimists

Bitcoin appeals to people who believe the world is getting better.

Jun 17 •

The New Bearer Assets

Cash flow generating, deflationary, bearer assets

Jun 12 •

Productive Dollars

USD yield that comes from open networks, not interest rates.

Jun 6 •

May 2025

Why Networked Money Changes Everything

How the networked nature of stablecoins removes friction and unlocks more liquidity than ever before.

May 12 •

April 2025

The Network Thesis

Crypto is networks

Apr 11 •

February 2025

The Goal is to Survive

Most Crypto Investors Are Setting Themselves Up to Fail

Feb 18 •

Presentation: Exploring Value in Crypto Assets

Questions About Where Value Accrues in the Crypto Stack

Feb 3 •

57:20

January 2025

Grifter's Gonna Grift

Musings on the Trump memecoin weekend

Jan 21 •

Crypto, not blockchain

It's the tokens are what make cryptoeconomic systems work

Jan 20 •

December 2024

What is the 'next Solana'?

Laying out the contenders for the next big L1

Dec 23, 2024 •

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