Memetic Money Theory (MMT): A cybernetic framework for modeling monetary network dynamics.
Joined February 2021
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Apr 29
Money is the medium, not the message.
Most people spend their lives attempting to master it. Few stop to ask what it's for.
A short film on why Memetic Money Theory exists.
Full essay on Substack ↓
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Bitcoin was supposed to be the exit; money governments couldn't touch.
Illinois just taxed it: 0.2% every time a digital asset is moved, traded, or stored. At that rate, the revenue was never the point.
You don't bother taxing what you can't reach. The tax is the message; the state can see you now.
"Bitcoin won the moral argument, now it has to survive history."
memeticmoney.substack.com/p/…
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Jun 14
Oracle posted a record quarter this week. The market cut it ~10%.
Not for the revenue; for the financing.
For most of this cycle, the companies building AI were rich enough to pay for it themselves. That's the part that's breaking.
Memetic Money Weekly #018:
memeticmoney.substack.com/p/…
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Jun 7
Capability was never the question.
The renewal is.
A miracle is not a business model until procurement signs for it.
Good Morning ☕️. This week's Memetic Money article is live!
memeticmoney.substack.com/p/…
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Memetic Money retweeted
2 Feb 2025
Never sell your Bitcoin.
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Jun 1
32 coins isn't a sale. It's a precedent.
Saylor didn't sell Bitcoin. He sold the word "never."
And he sold it to make a STRC payment; the exact mechanism that was never supposed to reach the stack.
The market didn't price the 32. It priced the door.
Good Morning ☕️
memeticmoney.substack.com/p/…
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May 30
The reopening trade is not the recovery.
Oil fell, stocks rallied, and the tape behaved as though an opened door were the same thing as an evacuated building. It isn't.
Issue #016; the Fed, the passive bid, and AI's circular financing:
memeticmoney.substack.com/p/…
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May 26
Warsh's first week as chair: two auctions Wednesday, one Thursday, PCE Friday. He inherited a fractured committee and a 3.2% core. The honeymoon is granted by institutions that are not speaking this week.
Good Morning ☕️
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May 24
Inflation can cool on paper and still keep tightening in life.
That is not a contradiction.
It is the clue.
Rent did not cool.
Insurance did not cool.
The down payment did not cool.
The debt required to stand still did not cool.
That is Inflation Without Relief.
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May 23
Core Thesis Update 6 is live.
The thesis got the destination right and the route wrong.
No inversion. No first-cut trigger. The bear steepener arrived anyway; through the 30-year refusing to stay seated.
The 2s10s tracks policy.
The 2s30s tracks faith.
memeticmoney.substack.com/p/…
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