Archive - Open Alchemy

Speculation is Dead, Long Live Speculation

Speculation isn't dead, but the old ways sure as hell are.

Jul 3 •

June 2025

Building <-> Trading/Investing

Building and trading/investing are two sides of the same coin. Being a more active trader/investor has made me a better builder. Here's why.

Jun 17 •

Index Protocols, Index Tokens

Plasma just raised $500M in TVL via an ICO-like mechanism. Hyperliquid ($HYPE) continues to massively outperform. Both represent index protocols over a…

Jun 9 •

The Infrastructure Paradox: Why "Build It and They Will Come" Fails in Crypto

I've committed to writing more- I've left this Substack dormant for too long found that writing helps me structure my own thoughts around operating…

Jun 5 •

January 2023

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

Jan 31, 2023 •

January 2022

Consensus Capital Markets

“He who controls the spice controls the universe.” - Frank Herbert, Dune

Jan 28, 2022 •

August 2021

INITIALIZE // GENESIS

A modern alchemist's musings.

Aug 8, 2021 •

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