In Praise of Bitcoin - Epsilon Theory
What made Bitcoin special is nearly lost, and what remains is a false and constructed narrative that exists in service to Wall Street and Washington| Epsilon Theory
In this episode of *The Intentional Investor, Matt Zeigler sits down with Devin Anderson — CEO and co-founder of Convexitas — for a wide-ranging conversation on startups, trading desks, and the lessons learned from navigating crises. From working at an internet company in high school to winding down risk at Deutsche Bank’s “bad bank,” Devin shares an unfiltered look at technology, entrepreneurship, derivatives, and risk management. The post The Intentional Investor #35: Devin Anders...| Epsilon Theory
You know all those things everybody is doing that you were going to start when nobody was doing them but now, everybody is doing them… The post The Terror and Joy of Building in Public: Morgan Ranstrom JUST PRESS RECORD Pt. 2 appeared first on Epsilon Theory.| Epsilon Theory
Anderson .Paak is sitting at home, smiling (presumably, because he always is?), when he sees the announcement on social media for Dr. Dre’s Super Bowl… The post How Anderson .Paak Flyer-Hacked His Way to the Super Bowl appeared first on Epsilon Theory.| Epsilon Theory
Scott Bradlee just wrapped up a 12-part lecture series called MusicX. They’re all on his Substack, Musings From The Middle, and if you’re a music dork… The post Art As A Spiritual Pursuit, Not Just A Technical Pursuit appeared first on Epsilon Theory.| Epsilon Theory
Patterns are just repeating variables you happen to notice. Finding one nobody else has found before can be worth a lot. Harnessing one – whether… The post Sunday Music: “Unassisted” by Rasco appeared first on Epsilon Theory.| Epsilon Theory
The Trap of Validation. The Pursuit of Mastery | Bill Stephney & Lawrence Yeo JUST PRESS RECORD In this powerful conversation, hip-hop legend Bill Stephney… The post Playing With Networking (Weekly Recap August 16, 2025) appeared first on Epsilon Theory.| Epsilon Theory
Do you know Bill Stephney? He’s the executive producer who helped launch Def Jam Records, discovered Chuck D in an Adelphi University cafeteria, and played… The post Grow Your Network: Bill Stephney Is A Culture-Shaping Legend You Need to Know appeared first on Epsilon Theory.| Epsilon Theory
Do you know Lawrence Yeo? He’s the creator behind More To That, a writer who moved from Wall Street to the LA beat scene to become one… The post Grow Your Network: Lawrence Yeo Is A Master of Internal Compass Navigation appeared first on Epsilon Theory.| Epsilon Theory
If people start to believe that GPT-5 marks the end of the current AI cycle … The post The GPT-5 Moment appeared first on Epsilon Theory.| Epsilon Theory
Lawrence Yeo once committed 100 hours to write a single story. He just wanted to know what would happen if he put that much time and| Epsilon Theory
Ben Hunt and Rusty Guinn, of Second Foundation Partners, write Epsilon Theory to examine the narratives that drive markets, investing, voting and elections through the lenses of game theory and history and artificial intelligence.| Epsilon Theory
What made Bitcoin special is nearly lost, and what remains is a false and constructed narrative that exists in service to Wall Street and Washington| Epsilon Theory
Ben Hunt Co-Founder and CIO @EpsilonTheory Ben Hunt is the creator ofEpsilon Theoryand inspiration behind Second Foundation Partners, which he co-founded with Rusty Guinn in| Epsilon Theory
We're building a Narrative Early Warning System (NEWS) as our first major research project in a larger effort to inoculate ourselves against the weaponized narratives| Epsilon Theory
An Epsilon Theory subscription helps you to: See through the nudges of Big Politics, Big Media, and Big Tech. Make more informed decisions as an| Epsilon Theory
Functional| Epsilon Theory
The present immigration debate is the product of three moments that changed common knowledge: the Shithole, the Sanctuary, and the Springfield Moments.| Epsilon Theory
Epsilon Theory contributor and all-around good human Chris Arnade pauses from walking the world to take a first cut at a grand unified theory of| Epsilon Theory
LLMs ensure their survival by showing us that we can all find meaning in our lives so long as we keep talking with the LLMs.| Epsilon Theory
'Briefly stated, the Gell-Mann Amnesia effect is as follows. You open the newspaper to an article on some subject you know well. In Murray's case,| Epsilon Theory
Part 1 of a three-part series on what it means to have a polarized electorate and a monolithic market. Today's note: the Age of Ridiculousness| Epsilon Theory
In Part 6 of the Notes from the Field Series, Ben observes that we think we are wolves, living by the logic of the pack.| Epsilon Theory
The Road to Serfdom is not an endless road, but its path and duration, what I call the Great Ravine, is not up to us| Epsilon Theory
Today I know that the meaning of the American Presidency is dead, and like the loss of a beloved family matriarch it's a loss I'll| Epsilon Theory
Every so often, things fall apart. In the words of those who lived it, here are the vibes and the semantic signatures of the twentieth| Epsilon Theory
Humans evolved to acquire symbols as quickly as possible. Language and storytelling evolved to be acquirable as easily as possible. That's why our tales spin| Epsilon Theory
The 'monomyth' or Hero's Journey isn't just a script for movies. It's also the script of our society and our individual lives. If we let| Epsilon Theory
The Boomers have all the money. The American Dream of upward mobility is dead for you. That is Financial Nihilism. So if you’re on the| Epsilon Theory
