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Bear markets are for writing, and I've decided to revive Open Alchemy starting with a very comprehensive long-form piece on where we are in crypto, what we've done right, and some theses about what's exciting moving forward.

openalchemy.substack.com

From Disillusionment to Productivity

“If you do not know history, you think short term. If you know history, you think medium and long-term.” ― Lee Kuan Yew

8:29 PM · Jan 31, 2023

30.1K

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Not going to thread this one; would rather people read the writing directly and save Twitter from another 100+ tweet thread. Thank you to the many, many friends who provided valuable input.

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@JacobPPhillips

Loved it sir

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and

@JacobPPhillips

🙏

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Joaquim Cavalheiro

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Amazing write up!

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Thank you!

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@knowerofmarkets

🙏

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el mao I thought hard identity won't be covered

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