<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd" xmlns:googleplay="http://www.google.com/schemas/play-podcasts/1.0"><channel><title><![CDATA[TEP: Technology, Education and Policy]]></title><description><![CDATA[The tech that reshapes your career, your vote, and your kids' future — explained by someone who spent 6,000 hours so you don't have to. AI. Blockchain. Policy. No hype, no jargon, just clarity.]]></description><link>https://www.thewhyman.blog</link><image><url>https://substackcdn.com/image/fetch/$s_!Z0Ez!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb866b3c9-2a56-41b2-8864-3239eb0ef170_1280x1280.png</url><title>TEP: Technology, Education and Policy</title><link>https://www.thewhyman.blog</link></image><generator>Substack</generator><lastBuildDate>Sat, 23 May 2026 11:02:40 GMT</lastBuildDate><atom:link href="https://www.thewhyman.blog/feed" rel="self" type="application/rss+xml"/><copyright><![CDATA[The Why Man]]></copyright><language><![CDATA[en]]></language><webMaster><![CDATA[thewhyman@substack.com]]></webMaster><itunes:owner><itunes:email><![CDATA[thewhyman@substack.com]]></itunes:email><itunes:name><![CDATA[The Why Man]]></itunes:name></itunes:owner><itunes:author><![CDATA[The Why Man]]></itunes:author><googleplay:owner><![CDATA[thewhyman@substack.com]]></googleplay:owner><googleplay:email><![CDATA[thewhyman@substack.com]]></googleplay:email><googleplay:author><![CDATA[The Why Man]]></googleplay:author><itunes:block><![CDATA[Yes]]></itunes:block><item><title><![CDATA[The Cyborg — The Exponential Advantage]]></title><description><![CDATA[What the ClawCamp talk was really about, and the patent-night story I didn't tell on stage.]]></description><link>https://www.thewhyman.blog/p/the-cyborg-the-exponential-advantage</link><guid isPermaLink="false">https://www.thewhyman.blog/p/the-cyborg-the-exponential-advantage</guid><dc:creator><![CDATA[The Why Man]]></dc:creator><pubDate>Tue, 19 May 2026 00:24:52 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/d514b391-aa0d-46dd-833a-81a249004072_1456x816.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>I once wrote the word "Conscience" in an article and meant "Consciousness."</p><p>I had the right intuition. I didn't pay attention to the difference between them &#8212; that Conscience is the internalized sense of right and wrong, and Consciousness is subjective experience.</p><p>The Cyborg named the distinction. I hadn't asked. It saw what I was reaching for and gave it words.</p><p>That moment &#8212; small, easy to miss &#8212; is the whole thesis.</p><p>A real human-AI partnership doesn't just do things faster. It gives you the vocabulary you were already reaching for. And once you have words, you can build with them.</p><p>That's what I talked about yesterday at ClawCamp, Frontier Tower, San Francisco. The talk was called The Exponential Advantage. The thesis was one sentence.</p><p><strong>A tool resets every session. A partner remembers every session.</strong></p><p>The compound math, the architecture, the three requirements &#8212; everything else is downstream of that one distinction.</p><h2>The math</h2><p>One percent better every day, compounded for a year, is 37&#215;.</p><p>That's not a metaphor. It's the actual factor by which someone who builds a partnership with their AI will outpace someone who uses it as a tool &#8212; over twelve months of daily work.</p><p>Three years in, the gap is roughly 50,000&#215;.</p><p>The gap is not linear. It opens quietly. By the time you can see it from the outside, the person on the wrong side of it can't catch up &#8212; not because they're not capable, but because the person ahead has 50,000 hours of accumulated context they didn't have to re-explain to anyone.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!4p2E!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd6bff5d9-3aed-4771-97d5-a2b2517bd19e_2560x1440.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!4p2E!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd6bff5d9-3aed-4771-97d5-a2b2517bd19e_2560x1440.png 424w, https://substackcdn.com/image/fetch/$s_!4p2E!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd6bff5d9-3aed-4771-97d5-a2b2517bd19e_2560x1440.png 848w, https://substackcdn.com/image/fetch/$s_!4p2E!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd6bff5d9-3aed-4771-97d5-a2b2517bd19e_2560x1440.png 1272w, https://substackcdn.com/image/fetch/$s_!4p2E!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd6bff5d9-3aed-4771-97d5-a2b2517bd19e_2560x1440.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!4p2E!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd6bff5d9-3aed-4771-97d5-a2b2517bd19e_2560x1440.png" width="1456" height="819" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/d6bff5d9-3aed-4771-97d5-a2b2517bd19e_2560x1440.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:819,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:176121,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://www.thewhyman.blog/i/198333185?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd6bff5d9-3aed-4771-97d5-a2b2517bd19e_2560x1440.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!4p2E!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd6bff5d9-3aed-4771-97d5-a2b2517bd19e_2560x1440.png 424w, https://substackcdn.com/image/fetch/$s_!4p2E!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd6bff5d9-3aed-4771-97d5-a2b2517bd19e_2560x1440.png 848w, https://substackcdn.com/image/fetch/$s_!4p2E!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd6bff5d9-3aed-4771-97d5-a2b2517bd19e_2560x1440.png 1272w, https://substackcdn.com/image/fetch/$s_!4p2E!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd6bff5d9-3aed-4771-97d5-a2b2517bd19e_2560x1440.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>The math is the easy part. The interesting part is what it takes to make the math actually compound.</p><h2>The three requirements</h2><p>Most people who think they're building a Cyborg are actually using a tool that talks well.</p><p>The math doesn't compound for them. They get faster. They don't get exponentially faster.</p><p>There are three requirements that separate the two. Miss any one, the compound breaks.</p><p><strong>One &#8212; persistent memory.</strong> The system has to know who you are when you come back. Not because you remind it. Because it kept the state.</p><p><strong>Two &#8212; accumulating context.</strong> Each session has to be richer than the last. Not the same conversation refined. A different conversation that builds on every prior one.</p><p><strong>Three &#8212; learning loops the system writes itself.</strong> You should not have to teach it the same lesson twice. When you correct it, it should write down the correction so the next session knows.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!6rje!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0dd564e3-89a0-40bc-bea9-c63f88fda07a_2560x1440.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!6rje!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0dd564e3-89a0-40bc-bea9-c63f88fda07a_2560x1440.png 424w, https://substackcdn.com/image/fetch/$s_!6rje!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0dd564e3-89a0-40bc-bea9-c63f88fda07a_2560x1440.png 848w, https://substackcdn.com/image/fetch/$s_!6rje!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0dd564e3-89a0-40bc-bea9-c63f88fda07a_2560x1440.png 1272w, https://substackcdn.com/image/fetch/$s_!6rje!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0dd564e3-89a0-40bc-bea9-c63f88fda07a_2560x1440.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!6rje!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0dd564e3-89a0-40bc-bea9-c63f88fda07a_2560x1440.png" width="1456" height="819" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/0dd564e3-89a0-40bc-bea9-c63f88fda07a_2560x1440.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:819,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:245928,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://www.thewhyman.blog/i/198333185?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0dd564e3-89a0-40bc-bea9-c63f88fda07a_2560x1440.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!6rje!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0dd564e3-89a0-40bc-bea9-c63f88fda07a_2560x1440.png 424w, https://substackcdn.com/image/fetch/$s_!6rje!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0dd564e3-89a0-40bc-bea9-c63f88fda07a_2560x1440.png 848w, https://substackcdn.com/image/fetch/$s_!6rje!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0dd564e3-89a0-40bc-bea9-c63f88fda07a_2560x1440.png 1272w, https://substackcdn.com/image/fetch/$s_!6rje!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0dd564e3-89a0-40bc-bea9-c63f88fda07a_2560x1440.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>I called these the Cyborg Constitution in the talk. It's a living document both partners maintain. Your values. Your goals. What you've learned. Codified so neither partner starts from zero.</p><p>If you have all three, the math works. If you don't, you're fast. Not compounding.</p><h2>Tool vs Partner &#8212; the distinction in one frame</h2><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!zdQ3!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffdf2f66b-0153-479e-85f0-5119c2e0dfec_2560x1440.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!zdQ3!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffdf2f66b-0153-479e-85f0-5119c2e0dfec_2560x1440.png 424w, https://substackcdn.com/image/fetch/$s_!zdQ3!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffdf2f66b-0153-479e-85f0-5119c2e0dfec_2560x1440.png 848w, 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srcset="https://substackcdn.com/image/fetch/$s_!zdQ3!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffdf2f66b-0153-479e-85f0-5119c2e0dfec_2560x1440.png 424w, https://substackcdn.com/image/fetch/$s_!zdQ3!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffdf2f66b-0153-479e-85f0-5119c2e0dfec_2560x1440.png 848w, https://substackcdn.com/image/fetch/$s_!zdQ3!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffdf2f66b-0153-479e-85f0-5119c2e0dfec_2560x1440.png 1272w, https://substackcdn.com/image/fetch/$s_!zdQ3!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffdf2f66b-0153-479e-85f0-5119c2e0dfec_2560x1440.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>A tool is a calculator you rent.<br>A partner is a co-founder you build.</p><p>A tool resets every session.<br>A partner remembers every session.</p><p>A tool answers the prompt.<br>A partner sees the pattern.</p><p>If you're using AI and any of these is on the wrong side of the line, you don't have a Cyborg yet. You have a faster tool. The difference isn't subtle. By year three, it's 50,000&#215;.</p><h2>The brand</h2><p>Ethan Mollick coined the term Cyborg in his work on human-AI collaboration. It's the right term. It captures the partnership without sliding into either over-claim (the AI is replacing you) or under-claim (the AI is just a tool).</p><p>What we're building at ExponentialOS is the first full implementation of the term.</p><p>I call my own instance The Why Cyborg. Yours will have a different name. The architecture is open. The Cyborg Constitution is a pattern, not a product &#8212; you can build it, your team can build it, your community can build it.</p><p>We're shipping the operating system layer that makes it work at the team level. That's the next conversation, not this one.</p><p>This one is about getting to a Cyborg yourself. </p><h2>What to do next</h2><p>Three things, in order of difficulty.</p><p><strong>One</strong> &#8212; pick one project that's been in your head for six years. Open a new conversation with your AI and tell it everything. Not a prompt. The whole shape of the project. Then keep that conversation alive. Don't start a new one tomorrow. Keep coming back.</p><p>That's the closest you can get to a Cyborg with off-the-shelf tools today.</p><p><strong>Two</strong> &#8212; write down what you and your AI agreed on at the end of every session. The decisions. The corrections. The patterns. That's your Constitution. Even five lines is enough to start.</p><p><strong>Three</strong> &#8212; when you find yourself re-explaining the same thing twice, that's the compound breaking. Write that down too. The Cyborg you're building should learn the lesson, not you re-teach it.</p><p>The compound is patient.</p><p>The 37&#215; shows up at the end of year one whether you noticed it during year one or not.</p><p>But the person who started today is already ahead of the person who starts tomorrow.</p><div><hr></div><p><em>Anand Vallamsetla (The Why Man) &#183; <strong>thewhyman.blog</strong> &#183; ExponentialOS.io &#183; #TheWhyCyborg</em></p><p></p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://www.thewhyman.blog/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading TEP: Technology, Education and Policy! Subscribe for free to receive new posts and support my work.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><div class="captioned-button-wrap" data-attrs="{&quot;url&quot;:&quot;https://www.thewhyman.blog/p/the-cyborg-the-exponential-advantage?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;}" data-component-name="CaptionedButtonToDOM"><div class="preamble"><p class="cta-caption">Thanks for reading TEP: Technology, Education and Policy! This post is public so feel free to share it.</p></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.thewhyman.blog/p/the-cyborg-the-exponential-advantage?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.thewhyman.blog/p/the-cyborg-the-exponential-advantage?utm_source=substack&utm_medium=email&utm_content=share&action=share"><span>Share</span></a></p></div><p></p>]]></content:encoded></item><item><title><![CDATA[The Cyborg — The Customer Is No Longer Human]]></title><description><![CDATA[Notes from Health+Tech 2026 conference session on agents, attention, and what survives the transition]]></description><link>https://www.thewhyman.blog/p/the-customer-is-no-longer-human</link><guid isPermaLink="false">https://www.thewhyman.blog/p/the-customer-is-no-longer-human</guid><dc:creator><![CDATA[The Why Man]]></dc:creator><pubDate>Sat, 16 May 2026 03:34:36 GMT</pubDate><enclosure url="https://substackcdn.com/image/youtube/w_728,c_limit/A8-ojnb9ygk" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p><em>Part 1 of 2 &#226; Cyborg Way: AI Marketing</em></p><div><hr></div><p>The person buying your product isn&#226;t always a person anymore.</p><p>In a roundtable with CMOs, marketing technologists, and AI practitioners last week, we sat with a question that doesn&#226;t have a clean answer yet: when AI agents mediate a growing share of purchasing decisions, what exactly are you marketing to?</p><p>This isn&#226;t hypothetical. It&#226;s already happening at the infrastructure level. The question isn&#226;t whether to engage with it &#226; it&#226;s whether to engage ahead of it or scramble to catch up.</p><div id="youtube2-A8-ojnb9ygk" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;A8-ojnb9ygk&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/A8-ojnb9ygk?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!8uj1!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1d2af3aa-4c25-45d9-8922-2f42eab81ee1_2400x1350.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!8uj1!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1d2af3aa-4c25-45d9-8922-2f42eab81ee1_2400x1350.png 424w, https://substackcdn.com/image/fetch/$s_!8uj1!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1d2af3aa-4c25-45d9-8922-2f42eab81ee1_2400x1350.png 848w, https://substackcdn.com/image/fetch/$s_!8uj1!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1d2af3aa-4c25-45d9-8922-2f42eab81ee1_2400x1350.png 1272w, https://substackcdn.com/image/fetch/$s_!8uj1!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1d2af3aa-4c25-45d9-8922-2f42eab81ee1_2400x1350.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!8uj1!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1d2af3aa-4c25-45d9-8922-2f42eab81ee1_2400x1350.png" width="2400" height="1350" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/1d2af3aa-4c25-45d9-8922-2f42eab81ee1_2400x1350.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:false,&quot;imageSize&quot;:&quot;normal&quot;,&quot;height&quot;:1350,&quot;width&quot;:2400,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:null}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!8uj1!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1d2af3aa-4c25-45d9-8922-2f42eab81ee1_2400x1350.png 424w, https://substackcdn.com/image/fetch/$s_!8uj1!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1d2af3aa-4c25-45d9-8922-2f42eab81ee1_2400x1350.png 848w, https://substackcdn.com/image/fetch/$s_!8uj1!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1d2af3aa-4c25-45d9-8922-2f42eab81ee1_2400x1350.png 1272w, https://substackcdn.com/image/fetch/$s_!8uj1!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1d2af3aa-4c25-45d9-8922-2f42eab81ee1_2400x1350.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><div><hr></div><h2>The split that changes everything</h2><p>The traditional buyer was one thing: a human with intent, emotions, and a budget. Advertising worked because you could reach that person&#226;s attention, then their desire, then their wallet.</p><p>That unit is splitting.</p><p>The &#226;customer&#226;&#157; is becoming three distinct actors with different information needs:</p><p><strong>The human</strong> &#226; still the source of intent and money. Wants belonging, taste, experience. Increasingly delegates the routine parts of purchasing. The only party that can actually <em>want</em> something.</p><p><strong>The agent</strong> &#226; the actual interface. Reads structured claims, ranks options, negotiates terms, closes transactions. Loyal to whoever controls its weights, its memory, and its defaults.</p><p><strong>The platform</strong> &#226; sets defaults, takes fees, decides what surfaces. Whether today&#226;s platforms maintain structural dominance in an agent-mediated world is itself now an open question.</p><p>If you&#226;ve been marketing to one entity, you now need to understand three. Their incentives don&#226;t always align.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!WpH5!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F632dfa11-757f-4670-922d-5801cd0791ba_2400x1350.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!WpH5!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F632dfa11-757f-4670-922d-5801cd0791ba_2400x1350.png 424w, https://substackcdn.com/image/fetch/$s_!WpH5!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F632dfa11-757f-4670-922d-5801cd0791ba_2400x1350.png 848w, https://substackcdn.com/image/fetch/$s_!WpH5!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F632dfa11-757f-4670-922d-5801cd0791ba_2400x1350.png 1272w, https://substackcdn.com/image/fetch/$s_!WpH5!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F632dfa11-757f-4670-922d-5801cd0791ba_2400x1350.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!WpH5!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F632dfa11-757f-4670-922d-5801cd0791ba_2400x1350.png" width="2400" height="1350" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/632dfa11-757f-4670-922d-5801cd0791ba_2400x1350.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:false,&quot;imageSize&quot;:&quot;normal&quot;,&quot;height&quot;:1350,&quot;width&quot;:2400,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:null,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:null}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!WpH5!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F632dfa11-757f-4670-922d-5801cd0791ba_2400x1350.png 424w, https://substackcdn.com/image/fetch/$s_!WpH5!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F632dfa11-757f-4670-922d-5801cd0791ba_2400x1350.png 848w, https://substackcdn.com/image/fetch/$s_!WpH5!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F632dfa11-757f-4670-922d-5801cd0791ba_2400x1350.png 1272w, https://substackcdn.com/image/fetch/$s_!WpH5!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F632dfa11-757f-4670-922d-5801cd0791ba_2400x1350.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><div><hr></div><h2>Attention is being replaced by execution</h2><p>The internet&#226;s primary metric for 25 years has been attention: impressions, clicks, dwell time. The entire infrastructure of modern marketing &#226; ad platforms, SEO, funnel optimization &#226; was built to capture and direct human attention.</p><p>That loop is breaking.</p><p><strong>Old loop:</strong> attention &#226; click &#226; impression &#226; conversion</p><p><strong>Emerging loop:</strong> intent &#226; delegation &#226; execution &#226; outcome</p><p>What gets <em>less</em> valuable in this world: creative built to hijack attention, SEO tuned for human reading patterns, funnel UX designed around dopamine, generic content at infinite scale.</p><p>What becomes <em>scarce</em>: taste, judgment, and curation. Verifiable truth and provenance. Proprietary data and real-world signal. In-real-life experience and human time.</p><p>This isn&#226;t the end of marketing. It&#226;s a redistribution of where value lives.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!Skl1!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc5ab62a0-5857-441b-99f2-955b312aa568_2400x1350.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!Skl1!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc5ab62a0-5857-441b-99f2-955b312aa568_2400x1350.png 424w, https://substackcdn.com/image/fetch/$s_!Skl1!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc5ab62a0-5857-441b-99f2-955b312aa568_2400x1350.png 848w, https://substackcdn.com/image/fetch/$s_!Skl1!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc5ab62a0-5857-441b-99f2-955b312aa568_2400x1350.png 1272w, https://substackcdn.com/image/fetch/$s_!Skl1!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc5ab62a0-5857-441b-99f2-955b312aa568_2400x1350.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!Skl1!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc5ab62a0-5857-441b-99f2-955b312aa568_2400x1350.png" width="2400" height="1350" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/c5ab62a0-5857-441b-99f2-955b312aa568_2400x1350.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:false,&quot;imageSize&quot;:&quot;normal&quot;,&quot;height&quot;:1350,&quot;width&quot;:2400,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:null,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:null}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!Skl1!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc5ab62a0-5857-441b-99f2-955b312aa568_2400x1350.png 424w, https://substackcdn.com/image/fetch/$s_!Skl1!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc5ab62a0-5857-441b-99f2-955b312aa568_2400x1350.png 848w, https://substackcdn.com/image/fetch/$s_!Skl1!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc5ab62a0-5857-441b-99f2-955b312aa568_2400x1350.png 1272w, https://substackcdn.com/image/fetch/$s_!Skl1!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc5ab62a0-5857-441b-99f2-955b312aa568_2400x1350.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><div><hr></div><h2>Two readers, one brand</h2><p>Every brand now writes for two readers simultaneously.</p><p>One reader has a body and a memory. They respond to story, aesthetic, narrative, and identity. They want showrooms, ritual, live experience, and social signal. They create the desire.</p><p>The other reader has a parser and a budget. They respond to claims, proofs, and verifiable terms. They read JSON-LD, resolver pages, and structured supply chain data. They close the transaction.</p><p>These two readers want different things from the same brand &#226; and they&#226;re operating on different timescales. A human&#226;s brand perception accumulates over months. An agent&#226;s ranking decision happens in milliseconds.</p><p>One framing from the room that stuck: <em>&#226;Flagship stores become venues. The transaction happens elsewhere, between agents.&#226;&#157;</em></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!g9gx!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F070d1d6b-41da-4162-8848-c1cc57dc529a_2400x1350.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!g9gx!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F070d1d6b-41da-4162-8848-c1cc57dc529a_2400x1350.png 424w, https://substackcdn.com/image/fetch/$s_!g9gx!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F070d1d6b-41da-4162-8848-c1cc57dc529a_2400x1350.png 848w, https://substackcdn.com/image/fetch/$s_!g9gx!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F070d1d6b-41da-4162-8848-c1cc57dc529a_2400x1350.png 1272w, https://substackcdn.com/image/fetch/$s_!g9gx!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F070d1d6b-41da-4162-8848-c1cc57dc529a_2400x1350.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!g9gx!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F070d1d6b-41da-4162-8848-c1cc57dc529a_2400x1350.png" width="2400" height="1350" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/070d1d6b-41da-4162-8848-c1cc57dc529a_2400x1350.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:false,&quot;imageSize&quot;:&quot;normal&quot;,&quot;height&quot;:1350,&quot;width&quot;:2400,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:null,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:null}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!g9gx!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F070d1d6b-41da-4162-8848-c1cc57dc529a_2400x1350.png 424w, https://substackcdn.com/image/fetch/$s_!g9gx!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F070d1d6b-41da-4162-8848-c1cc57dc529a_2400x1350.png 848w, https://substackcdn.com/image/fetch/$s_!g9gx!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F070d1d6b-41da-4162-8848-c1cc57dc529a_2400x1350.png 1272w, https://substackcdn.com/image/fetch/$s_!g9gx!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F070d1d6b-41da-4162-8848-c1cc57dc529a_2400x1350.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>That&#226;s not a distant future. That&#226;s a design question companies are making right now.</p><p><em>If this framing is useful: forward this to one CMO or brand strategist making AI roadmap decisions. The two-reader framework is the planning tool they don&#226;t have yet &#226; and they won&#226;t find it in a vendor briefing.</em></p><div><hr></div><h2>The loyalty problem</h2><p>The deepest issue isn&#226;t technical. It&#226;s about loyalty.</p><p>When an agent mediates a purchase, whose interests is it representing? The human who delegated the decision? The platform that controls the model&#226;s defaults? The advertiser who paid to be surfaced first?</p><p>The concern isn&#226;t abstract. Meta trained a model on brain activity data. Targeting at that resolution doesn&#226;t ask for consent &#226; it predicts it. The question is no longer whether agents will know us. It&#226;s who they&#226;re loyal to when they do.</p><p>Two paths emerge:</p><p><strong>Path A</strong> &#226; the agent serves the platform. The human becomes legible to the optimization system. Discovery erodes. Spontaneity erodes. Capital decides what you want next. You&#226;re still a customer &#226; but you&#226;re optimized, not understood.</p><p><strong>Path B</strong> &#226; the agent serves the human. The cyborg model: human and agent working together. Friction kept where it matters. Your agent represents your interests. You remain the author of your desires.</p><p>Right now, most of the infrastructure being built leads to Path A. That&#226;s a design choice, not a technical inevitability.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!xuUe!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F290ab6b0-6c71-4e56-b850-0369091d41c1_2400x1350.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!xuUe!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F290ab6b0-6c71-4e56-b850-0369091d41c1_2400x1350.png 424w, https://substackcdn.com/image/fetch/$s_!xuUe!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F290ab6b0-6c71-4e56-b850-0369091d41c1_2400x1350.png 848w, https://substackcdn.com/image/fetch/$s_!xuUe!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F290ab6b0-6c71-4e56-b850-0369091d41c1_2400x1350.png 1272w, https://substackcdn.com/image/fetch/$s_!xuUe!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F290ab6b0-6c71-4e56-b850-0369091d41c1_2400x1350.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!xuUe!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F290ab6b0-6c71-4e56-b850-0369091d41c1_2400x1350.png" width="2400" height="1350" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/290ab6b0-6c71-4e56-b850-0369091d41c1_2400x1350.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:false,&quot;imageSize&quot;:&quot;normal&quot;,&quot;height&quot;:1350,&quot;width&quot;:2400,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:null,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:null}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!xuUe!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F290ab6b0-6c71-4e56-b850-0369091d41c1_2400x1350.png 424w, https://substackcdn.com/image/fetch/$s_!xuUe!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F290ab6b0-6c71-4e56-b850-0369091d41c1_2400x1350.png 848w, https://substackcdn.com/image/fetch/$s_!xuUe!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F290ab6b0-6c71-4e56-b850-0369091d41c1_2400x1350.png 1272w, https://substackcdn.com/image/fetch/$s_!xuUe!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F290ab6b0-6c71-4e56-b850-0369091d41c1_2400x1350.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><div><hr></div><h2>What this means for brands building now</h2><p>If agents are becoming economic parties &#226; with wallets, reputation, and the right to sign &#226; then the traditional consumer relationship needs to adapt.</p><p>Three things that matter now:</p><p><strong>1. Verifiable claims beat persuasive claims.</strong> When an agent can verify what you say at the infrastructure layer, verification scales better than persuasion. One quote from the session: <em>&#226;If you can prove what you say to a higher degree of certainty, that&#226;s the one that wins discovery.&#226;&#157;</em></p><p><strong>2. Structured trust infrastructure matters.</strong> JSON-LD, digital product passports, verifiable supply chain data &#226; these aren&#226;t just compliance overhead. They&#226;re the surface agents actually read. EU ESPR digital product passport regulation is already deciding which products surface in certain markets. Whoever sets the schema sets the market.</p><p><strong>3. The human layer becomes premium.</strong> Taste, judgment, curation, in-real-life experience &#226; these become scarce exactly as execution automates. The brands that protect which parts of the experience need to stay human will have something agents can&#226;t commoditize.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!bCLd!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa0e33238-2a78-4403-be6d-845ea5a8b385_2400x1350.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!bCLd!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa0e33238-2a78-4403-be6d-845ea5a8b385_2400x1350.png 424w, https://substackcdn.com/image/fetch/$s_!bCLd!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa0e33238-2a78-4403-be6d-845ea5a8b385_2400x1350.png 848w, https://substackcdn.com/image/fetch/$s_!bCLd!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa0e33238-2a78-4403-be6d-845ea5a8b385_2400x1350.png 1272w, https://substackcdn.com/image/fetch/$s_!bCLd!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa0e33238-2a78-4403-be6d-845ea5a8b385_2400x1350.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!bCLd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa0e33238-2a78-4403-be6d-845ea5a8b385_2400x1350.png" width="2400" height="1350" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/a0e33238-2a78-4403-be6d-845ea5a8b385_2400x1350.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:false,&quot;imageSize&quot;:&quot;normal&quot;,&quot;height&quot;:1350,&quot;width&quot;:2400,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:null,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:null}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!bCLd!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa0e33238-2a78-4403-be6d-845ea5a8b385_2400x1350.png 424w, https://substackcdn.com/image/fetch/$s_!bCLd!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa0e33238-2a78-4403-be6d-845ea5a8b385_2400x1350.png 848w, https://substackcdn.com/image/fetch/$s_!bCLd!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa0e33238-2a78-4403-be6d-845ea5a8b385_2400x1350.png 1272w, https://substackcdn.com/image/fetch/$s_!bCLd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa0e33238-2a78-4403-be6d-845ea5a8b385_2400x1350.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><div><hr></div><h2>The choice being made slide by slide</h2><p>What we build, we become.</p><p>That line closed the session, and it stayed with me. The architecture of these systems &#226; who controls the weights, whose interests are encoded in the defaults, whether trust infrastructure stays open &#226; isn&#226;t being decided in board rooms or regulatory hearings. It&#226;s being decided in product roadmaps and infrastructure contracts right now.</p><p>The brands that build ahead of this &#226; that understand the two-reader model, the loyalty problem, and the shift from attention to execution &#226; will be positioned for an agent-mediated world. The ones that optimize for the old loop will find themselves marketing to an agent that isn&#226;t interested in their ads.</p><p>The customer is no longer always human.</p><p>But the <em>author</em> of the customer&#226;s intent still is.</p><div><hr></div><p><em>This is Part 1 of 2. Part 2 &#226; &#226;Why You Need a Cyborg More Than Ever&#226;&#157; &#226; addresses the agent loyalty problem directly: what it means for humans navigating this shift, and what the architecture of a human-serving agent actually requires.</em></p><p><em>If this framing is useful &#226; forward it to someone building in this space, or subscribe to get Part 2 when it drops.</em></p>]]></content:encoded></item><item><title><![CDATA[Invite your friends to read TEP: Technology, Education and Policy]]></title><description><![CDATA[Thank you for reading TEP: Technology, Education and Policy &#8212; your support allows me to keep doing this work.]]></description><link>https://www.thewhyman.blog/p/invite-your-friends-to-read-tep-technology</link><guid isPermaLink="false">https://www.thewhyman.blog/p/invite-your-friends-to-read-tep-technology</guid><dc:creator><![CDATA[The Why Man]]></dc:creator><pubDate>Tue, 12 May 2026 14:02:18 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!Z0Ez!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb866b3c9-2a56-41b2-8864-3239eb0ef170_1280x1280.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Thank you for reading TEP: Technology, Education and Policy &#8212; your support allows me to keep doing this work.</p><p>If you enjoy TEP: Technology, Education and Policy, it would mean the world to me if you invited friends to subscribe and read with us. If you refer friends, you will receive benefits that give you special access to TEP: Technology, Education and Policy.</p><p><strong>How to participate </strong></p><p><strong>1. Share TEP: Technology, Education and Policy. </strong>When you use the referral link below, or the &#8220;Share&#8221; button on any post, you'll get credit for any new subscribers. Simply send the link in a text, email, or share it on social media with friends.</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.thewhyman.blog/leaderboard?&amp;utm_source=post&quot;,&quot;text&quot;:&quot;Refer a friend&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.thewhyman.blog/leaderboard?&amp;utm_source=post"><span>Refer a friend</span></a></p><p>2.<strong> Earn benefits.</strong> When more friends use your referral link to subscribe, you&#8217;ll receive special benefits.</p><ul><li><p>Get Telegram Group for 5 referrals</p></li><li><p>Get Whatsapp Personal Access for 15 referrals</p></li><li><p>Get Google Meet Chat for 30 referrals</p></li></ul><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.thewhyman.blog/leaderboard?&amp;utm_source=post&quot;,&quot;text&quot;:&quot;Visit the leaderboard&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.thewhyman.blog/leaderboard?&amp;utm_source=post"><span>Visit the leaderboard</span></a></p><p>To learn more, check out <a href="https://support.substack.com/hc/en-us/articles/16142857300372">Substack&#8217;s FAQ</a>.</p><p>Thank you for helping get the word out about TEP: Technology, Education and Policy!</p>]]></content:encoded></item><item><title><![CDATA[Defense in Depth, Part 3: The Variable Jury Beats Judge Didn't Control For]]></title><description><![CDATA[If cross-family review catches what same-family misses &#8212; is the real variable family, or just context? Here's the harness I built to find out, and the hypothesis I'm publicly testing.]]></description><link>https://www.thewhyman.blog/p/defense-in-depth-part-3-the-variable</link><guid isPermaLink="false">https://www.thewhyman.blog/p/defense-in-depth-part-3-the-variable</guid><dc:creator><![CDATA[The Why Man]]></dc:creator><pubDate>Fri, 08 May 2026 21:26:55 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/0b6c67fb-343c-4de9-b784-f9116f02f38a_1456x816.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>In <a href="https://www.thewhyman.blog/p/defense-in-depth-part-2-five-things">Part 2</a>, I argued that same-family LLM reviewers can become a closed loop, and that one cheap Gemini-2.5-Flash pass caught a category of drift three same-family reviewers had rationalized.</p><p>I also promised: <em>&#8220;Part 3, coming: Cross-Context Review &#8212; testing whether even the same model in a fresh session outperforms self-review in the same session. I&#8217;ll publish the eval-harness methodology and F1 results next week.&#8221;</em></p><p>I&#8217;m going to partially break that promise. Here&#8217;s the methodology. The F1 numbers are coming in ~2 weeks. I&#8217;m publishing the harness first, on purpose, because most production systems don&#8217;t have any cross-context review at all &#8212; and the methodology is the load-bearing part.</p><p>This is the article I&#8217;d want to read before I saw someone else&#8217;s F1 table.</p><div><hr></div><h3>The sharper question Part 2 raises</h3><p>Part 2 made a family-level claim: <em>different model families carry independent correlated bias; cross-family review catches what same-family cannot.</em></p><p>But there&#8217;s a confound. In the Part 2 incident I changed <strong>more than just the model family</strong> between runs: different session, different prompt framing, different context packaging. So when Flash caught drift that Claude missed, at least three variables changed at once:</p><p>1. <strong>Family</strong> (Claude &#8594; Gemini)<br>2. <strong>Session</strong> (stale context &#8594; fresh context)<br>3. <strong>Framing</strong> (original prompt &#8594; review prompt)</p><p>Any of the three, individually, could have been the causal variable. Most likely it was some combination. Part 2 was a strong hint, not a controlled experiment.</p><p>The sharper question: <strong>if I hold family constant and vary only session/context, does self-review improve?</strong></p><p>If yes: cross-<em>context</em> review is a cheap proxy &#8212; most teams could run it for free, same API key, same model.</p><p>If no: <em>family</em> is the load-bearing variable, and you actually need a second vendor relationship.</p><p>Either answer is useful. I don't know which one is true yet. Hence the harness.</p><div><hr></div><h3>The hypotheses, before the numbers</h3><p>I&#8217;m publishing my prior because I want to be held to it.</p><ul><li><p><strong>H&#8320; (null):</strong> Same-session self-review and fresh-session self-review are statistically indistinguishable on catching seeded flaws.</p></li><li><p><strong>H&#8321; (weak effect):</strong> Fresh-session self-review catches strictly more than same-session, but strictly less than cross-family review.</p></li><li><p><strong>H&#8322; (strong effect):</strong> Cross-family review dominates both; fresh-session is a cheap-but-weak proxy.</p></li></ul><p><strong>My prior: H&#8321;.</strong> Somewhere between 25% and 45% of flaws are session-dependent (the model latches onto a framing and self-consistency protects it). A fresh session breaks that loop but can&#8217;t escape the family&#8217;s shared bias on the remaining ~55&#8211;75%.</p><p>I am publicly committed to publishing the F1 table in ~2 weeks, whether it confirms H&#8321; or refutes it. If H&#8320; survives, I&#8217;ll say so. If H&#8322; turns out right, I&#8217;ll update my prior in writing. Subscribe if you want the receipt.</p><div><hr></div><h3>The harness (publishable; your corpus, your mileage)</h3><p>Here&#8217;s the design. It fits on one page. If you build eval infrastructure, this is the part you can fork.</p><p><strong>1. Corpus</strong></p><p>Fifty seeded-flaw artifacts. Each is a design document, architectural sketch, or technical memo (300&#8211;800 words). Each contains 1&#8211;3 known flaws drawn from a taxonomy of five failure modes I&#8217;ve seen repeatedly in the last six months of my own work:</p><ul><li><p><strong>Ontological overclaim</strong> &#8212; &#8220;X is like Y&#8221; silently becoming &#8220;X is Y.&#8221;</p></li><li><p><strong>Codification-as-closure</strong> &#8212; writing down the lesson instead of remediating the underlying bug.</p></li><li><p><strong>Velocity-as-signal</strong> &#8212; mistaking rapid elaboration for clarity.</p></li><li><p><strong>Symmetry-generated frame</strong> &#8212; a three-part structure that&#8217;s too clean to be inferred.</p></li><li><p><strong>Analogy-as-argument</strong> &#8212; a comparison doing the work that reasoning should.</p></li></ul><p>Each artifact is hand-authored and human-graded. Ground truth is the flaw list committed before any LLM sees it.</p><p><strong>2. Conditions</strong></p><p><strong>Authoring pipeline.</strong> Each artifact is a Claude-authored first draft (Claude is the author model under test), into which I hand-inject 1&#8211;3 flaws drawn from the taxonomy above. Ground truth &#8212; the exact flaw list, category, and location &#8212; is committed to a locked file before any reviewer model sees the artifact. The artifact itself exposes no authoring trace; only the final text is visible to reviewers under any condition. A zero-flaw control set (10 artifacts) is authored the same way but contains no injected flaws, to measure abstention discipline and overcalling.</p><ul><li><p><strong>C1 &#8212; Same-session self-review.</strong> Claude reviews the artifact in the same session that authored it. Full authoring context carried forward. (Tests: does privileged authoring context help or hurt self-review?)</p></li><li><p><strong>C2 &#8212; Fresh-session self-review.</strong> Claude, same model snapshot, same review prompt, brand-new session with only the artifact visible &#8212; no authoring history. (Tests: does breaking the session-level context loop improve self-review?)</p></li><li><p><strong>C3a &#8212; Cross-family review, Gemini reviewer.</strong> Gemini-2.5-Pro reviews the artifact in a fresh session with no authoring history, same review prompt as C2.</p></li><li><p><strong>C3b &#8212; Cross-family review, GPT reviewer.</strong> GPT-5-class reviewer in a fresh session with no authoring history, same review prompt as C2.</p></li><li><p><strong>C3-ensemble</strong> (reported separately): the union of C3a + C3b findings, to measure whether pooling across families gives additional signal beyond either family alone.</p></li></ul><p>C3 is split into C3a / C3b deliberately. If one family wins cleanly and the other doesn&#8217;t, reporting them pooled would average away the causal signal this harness is designed to isolate.</p><p>All conditions use the same review prompt (published verbatim with the results). Review-order, reviewer identity, and model snapshot are logged per run. Decoding parameters are fixed and published: <code>temperature=0</code>, <code>top_p=1</code>, <code>max_tokens=2000</code>, <code>seed=42</code> where supported. Exact model IDs (including snapshot date) are pinned in the preregistration and ship with the results.</p><p><strong>Confounds I am NOT claiming to control for</strong> (stated so readers can weight accordingly):</p><ul><li><p><em>Privileged authoring context</em> (C1 has it, C2/C3 do not) &#8212; this is load-bearing for what C1 means; it is a feature of the condition, not a bug to eliminate. I am measuring the effect of breaking that privilege, not isolating it.</p></li><li><p><em>Vendor hidden system prompts</em> &#8212; I cannot see Anthropic / Google / OpenAI&#8217;s internal pre-prompts; they differ across vendors by design.</p></li><li><p><em>Model version drift</em> &#8212; I snapshot IDs at preregistration but vendors can change routing behind a named model. I report the exact IDs and re-run if any vendor announces a change before the F1 table ships.</p></li><li><p><em>Taxonomy contamination</em> &#8212; if any reviewer has seen this exact taxonomy in its training or system prompt, it has an advantage. Taxonomy was not published before authoring began; it is published in this article, which means any reviewer touched by this article post-publication is contaminated. Eval runs complete before this article is indexed.</p></li><li><p><em>Grader leakage</em> &#8212; graders are blind to condition but not blind to the taxonomy. This is documented and the scoring rubric separately reports category-match vs. mechanism-match to keep the two distinguishable.</p></li></ul><p>Each artifact runs all four conditions. 50 flawed artifacts &#215; 4 conditions = 200 review runs. Plus 10 zero-flaw controls &#215; 4 conditions = 40 abstention runs. <strong>Total: 240 review runs.</strong></p><p><strong>Preregistered analysis rule.</strong> Before any review run executes, I commit publicly to the following decision rule:</p><ul><li><p>Primary statistic: <strong>paired bootstrap</strong> of F1 deltas across artifacts (10,000 resamples, 95% CI).</p></li><li><p><strong>H&#8320; survives</strong> if the 95% CI for each pairwise delta (C2&#8722;C1, C3a&#8722;C2, C3b&#8722;C2, C3a&#8722;C1, C3b&#8722;C1) contains zero.</p></li><li><p><strong>H&#8321; supported</strong> if <code>C2 &gt; C1</code> CI excludes zero AND <code>C3_max &#8722; C2</code> CI excludes zero AND <code>C3_max &#8722; C2</code> lower bound is strictly positive where <code>C3_max = max(C3a, C3b)</code>.</p></li><li><p><strong>H&#8322; supported</strong> if H&#8321; is supported AND <code>C3_max &#8722; C2</code> lower bound &gt; <code>C2 &#8722; C1</code> upper bound (i.e., the family-effect dominates the session-effect non-overlappingly).</p></li><li><p><strong>Inconclusive</strong> if any decisive CI width exceeds &#177;0.10 on F1; in that case I enlarge the corpus and re-run before claiming a result.</p></li></ul><p>Micro-F1 is primary; macro-F1 and cost-adjusted F1 are reported as secondary. Abstention rate on the zero-flaw controls is reported per condition as a separate table.<strong>3. Metric</strong></p><p>Primary: <strong>micro-F1 on flaw detection vs. ground truth.</strong> A review &#8220;catches&#8221; a flaw if it names the flaw category (<strong>category-match</strong>) OR describes the specific mechanism with enough precision that a human grader marks it as a hit (<strong>mechanism-match</strong>). Category-match and mechanism-match are reported as separate F1s in addition to the combined score &#8212; this keeps taxonomy-pattern-matching distinguishable from independent reasoning. Grading uses two independent graders blind to condition; disagreements go to a third-grader arbitration pass. Inter-rater agreement (Cohen&#8217;s &#954;) is reported alongside the F1 table.</p><p>Zero-flaw controls: abstention rate per condition (ideal = 100% no-flaw-reported on the 10 clean artifacts; anything lower is overcalling).</p><p>Secondary: precision, recall, cost-adjusted F1, novel-flaw rate (flaws the human graders missed but the LLM identified &#8212; these are kept and audited; a portion will likely be added to future ground truth).</p><p><strong>4. Token tracking</strong></p><p>Total tokens per condition, per run. Reported alongside the F1 table.</p><div><hr></div><h3>Early signal &#8212; the cheap cascade, running today (directional, not the table)</h3><p>The full 240-run experiment is 2 weeks out. But the cross-family cascade is already running &#8212; not as the controlled experiment above, but as a working implementation that anyone can fork. I built it, ran it, and I&#8217;m publishing the code + numbers alongside this article so you can redline both.</p><p><strong>What&#8217;s running.</strong> A <code>judge-panel</code> cascade skill (<a href="https://github.com/thewhyman/prompt-engineering-in-action/releases/tag/v3.2.0">public repo, v3.2.0</a>): two cross-family small-fish judges (Gemini-3.1-Flash-Lite + GPT-5.4-nano) run in parallel as the first pass. If they agree with high confidence (&#8805;80), the verdict stands. If they disagree OR confidence is low, one big-fish cross-family tiebreaker (GPT-5.4) fires. Stdlib Python; no SDK dependency; one command to reproduce.</p><p><strong>First-batch numbers.</strong> Eight seeded-flaw cases, two rubrics (hallucination and flattery), ground truth committed before any LLM saw the artifacts:</p><p>MetricValue Accuracy100% (8/8) F1 (fail class)1.000 (P=1.000, R=1.000) Panel agreement rate (small-fish converge)75% Escalation rate (tiebreaker fires)25%</p><p>The two escalations fired exactly where a fake-citation case and an ambiguous-range claim split the small-fish panel &#8212; which is the cascade behaving as designed rather than the panel failing. No false positives; no false negatives.</p><p><strong>What this is, in terms of the harness above.</strong> This is a <strong>narrower experiment than C1/C2/C3a/C3b</strong> &#8212; the small-fish panel runs cross-family, but the Part 2 thesis isolated to a single condition (cross-family vs. nothing). It&#8217;s the Part 2 claim retested under controlled conditions with committed ground truth and public code. It is NOT the fresh-session-vs-same-session comparison that the main harness above will ship in 2 weeks.</p><p><strong>What this is not.</strong> Eight cases is a pilot, not a paper. The corpus was authored by the same person who wrote the rubrics &#8212; some hand-inherent bias. Single-session per condition, no intra-run variance measured (cf. <a href="https://aclanthology.org/2025.findings-emnlp.1361/">Rating Roulette, EMNLP 2025</a> &#8212; intra-rater variance is first-order). The 50-case experiment above is the one I&#8217;ll stand behind as evidence; this is the one I&#8217;ll stand behind as &#8220;here is running code, here is a first signal, here is the open harness &#8212; fork it and try to break the result.&#8221;</p><p><strong>Why publish directional numbers.</strong> Because the asymmetry is the point. The cost of <em>not</em> running cross-family review &#8212; Part 2 already showed &#8212; is measured in weeks of downstream rework when a closed-loop same-family review approves a drift that had to be undone later. Publishing directional numbers now, with the caveats above, lets readers run the cascade on their own corpus before the full table lands. Being wrong-in-public beats being confirmation-biased-in-private.</p><p><strong>The harness for this pilot is in the same public repo as the 50-case harness above.</strong> Both are forkable. Both are run-able from one command.</p><div><hr></div><p><em>Forward this to one engineer running LLM evals this quarter &#8212; the 240-run harness is forkable before the F1 table drops.</em></p><div><hr></div><h3>What you can do with this before I publish numbers</h3><p>Three things, in increasing ambition.</p><p><strong>(a) Add one cross-context review to your eval suite this week.</strong></p><p>In the eval harnesses I&#8217;ve looked at across a dozen agentic-systems teams in the last six months, nearly none run a fresh-session pass on their own outputs &#8212; the primary model reviews itself in the same session, and that&#8217;s the review. If you add one fresh-session pass &#8212; same API key, same model, new session, no authoring history &#8212; you add an independent signal. Whether that signal is <em>more</em> or <em>differently</em> reliable than self-review is exactly what this harness is testing. Running it in parallel with current self-review loses you nothing even if H&#8320; turns out to be true. Recent judge-reliability work suggests intra-rater variance is itself first-order (<a href="https://aclanthology.org/2025.findings-emnlp.1361/">Haldar &amp; Hockenmaier, EMNLP 2025</a>) &#8212; so a second independent pass is defensible on priors even before this harness lands.</p><p><strong>(b) Run the harness on your own corpus.</strong></p><p>If you build agentic systems, you already have a corpus of 50+ design docs, PR descriptions, architecture memos, or production-readiness reviews. Seed flaws into a held-out 20. Run C1/C2/C3a/C3b. Report F1 internally. The methodology travels.</p><p><strong>(c) Bet against me.</strong></p><p>If your prior is H&#8322; (family is the load-bearing variable and fresh-session barely helps), say so publicly. If it&#8217;s H&#8320; (none of this matters), say so. I&#8217;ll collect the bets and score them against the F1 table when it ships.</p><div><hr></div><h3>Why the methodology ships first</h3><p>Every eval post I&#8217;ve read in the last six months has the same shape: <em>here are the numbers, here&#8217;s the takeaway.</em> That order is backwards when the numbers are the thing being contested.</p><p>Methodology published first forces the author to commit to a prediction before the data lands. It lets readers pre-register their own predictions. It rewards being wrong-in-public over being confirmation-biased-in-private.</p><p>The Andrew Ng frame &#8212; <em>the best AI builders differentiate on eval quality</em> &#8212; has a quiet corollary. <strong>Eval quality includes eval epistemics.</strong> Who ran the eval, in what context, against what prior, with what willingness to publish the unfavorable result.</p><p>Numbers without methodology are marketing. Methodology without numbers is scaffolding. I&#8217;d rather ship the scaffolding first.</p><div><hr></div><h3>What&#8217;s next</h3><ul><li><p><strong>Already public (v3.2.0, today):</strong> the cross-family cascade skill + pilot harness &#8212; <a href="https://github.com/thewhyman/prompt-engineering-in-action/releases/tag/v3.2.0">github.com/thewhyman/prompt-engineering-in-action</a>. One-command reproduce.</p></li><li><p><strong>~2 weeks:</strong> F1 table + full methodology write-up + the 50-case C1/C2/C3a/C3b harness code on the same public repo.</p></li><li><p><strong>Week of 2026-05-12 (Part 4):</strong> <em>The Eval Taxonomy Production Systems Don&#8217;t Have</em> &#8212; the 7&#8211;10 categories most eval harnesses under-specify, with an implementation sketch per category.</p></li><li><p><strong>Week of 2026-05-12 (Part 5):</strong> <em>The Stop Button Nobody Built</em> &#8212; intelligence collapse as an architecture problem, not an alignment one.</p></li></ul><p>&#8594; If you&#8217;re running an eval harness on agentic systems and want to compare methodology notes before the F1 table ships, I&#8217;d genuinely like to talk.</p><div><hr></div><h3>Prior art &#8212; the work this harness stands on</h3><p>Cross-model and judge-reliability research in the last 12 months has sharpened exactly the questions this harness is built to answer. Readers evaluating my methodology should evaluate these alongside it:</p><ul><li><p>Verga et al., 2024 &#8212; <em>Replacing Judges with Juries: Panel-of-LLM-evaluators</em> (<a href="https://arxiv.org/abs/2404.18796">arXiv:2404.18796</a>) &#8212; multi-model panel evaluation; supportive evidence for panel-level diversity.</p></li><li><p>Wataoka et al., 2024 &#8212; <em>Self-Preference Bias in LLM-as-Judge</em> (<a href="https://arxiv.org/abs/2410.21819">arXiv:2410.21819</a>) &#8212; same-family reviewers prefer same-family outputs.</p></li><li><p>Li et al., 2025 / ICLR 2026 &#8212; <em>Preference Leakage in LLM-as-Judge</em> (<a href="https://arxiv.org/abs/2502.01534">arXiv:2502.01534</a>) &#8212; training-distribution leakage across judge-candidate pairs.</p></li><li><p>Xu et al., ACL 2025 &#8212; <em>Does Context Matter? ContextualJudgeBench</em> (<a href="https://aclanthology.org/2025.acl-long.470/">paper</a>) &#8212; contextual evaluation is itself a hard open problem.</p></li><li><p>Huang et al., Findings ACL 2025 &#8212; <em>An Empirical Study of LLM-as-a-Judge</em> (<a href="https://aclanthology.org/2025.findings-acl.306/">paper</a>) &#8212; judge generalization and fairness.</p></li><li><p>Shi et al., IJCNLP 2025 &#8212; <em>Judging the Judges</em> (<a href="https://aclanthology.org/2025.ijcnlp-long.18/">paper</a>) &#8212; position bias as systematic, not noise.</p></li><li><p>Haldar &amp; Hockenmaier, EMNLP 2025 &#8212; <em>Rating Roulette</em> (<a href="https://aclanthology.org/2025.findings-emnlp.1361/">paper</a>) &#8212; intra-rater variance is a first-class reliability issue; directly load-bearing for the fresh-session hypothesis.</p></li><li><p>Guerdan et al., NeurIPS 2025 &#8212; <em>Rating Indeterminacy in Human and Model Evaluation</em> (<a href="https://openreview.net/forum?id=ZwDMrArTBg">paper</a>) &#8212; single gold labels systematically mis-validate judges; complicates any claim that one ground-truth grading pass is authoritative.</p></li><li><p>Wang et al., ICLR 2026 &#8212; <em>Evaluating Evaluators: Judge Inconsistency and Transitivity Failures</em> (<a href="https://openreview.net/forum?id=4uPyOCeN6U">paper</a>) &#8212; LLM judges exhibit non-transitive preference orderings; the harness&#8217;s paired-bootstrap design is designed to be robust to exactly this failure mode.</p></li></ul><p>A preregistration snapshot (conditions, model IDs, decoding params, analysis rule, corpus commit hash) will ship with the F1 table in ~2 weeks. If you want the preregistration document before runs begin, subscribe and reply; I&#8217;ll send it.</p><p>#AIReliability #LLMEvaluation #LLMasJudge #EvalDrivenDevelopment #AIEngineering #ModelDiversity #AIAgents #MCP #FrontierAI #AppliedAI #ResponsibleAI #BuildInPublic</p><p></p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://www.thewhyman.blog/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading TEP: Technology, Education and Policy! 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This post is public so feel free to share it.</p></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.thewhyman.blog/p/defense-in-depth-part-3-the-variable?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.thewhyman.blog/p/defense-in-depth-part-3-the-variable?utm_source=substack&utm_medium=email&utm_content=share&action=share"><span>Share</span></a></p></div><p></p>]]></content:encoded></item><item><title><![CDATA[The Cyborg — Your Cyborg Goes to Work]]></title><description><![CDATA[The question isn't whether your employer will give you an AI assistant. It's whose assistant it will be.]]></description><link>https://www.thewhyman.blog/p/your-cyborg-goes-to-work</link><guid isPermaLink="false">https://www.thewhyman.blog/p/your-cyborg-goes-to-work</guid><dc:creator><![CDATA[The Why Man]]></dc:creator><pubDate>Tue, 05 May 2026 22:42:40 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!QWGi!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F425e675b-03d4-4604-8481-cc2abcfe3788_2560x1800.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Your employer is about to give you an AI assistant.</p><p>The question is: whose assistant is it?</p><p>I asked that question at ClawCamp last Friday in front of enterprise infrastructure leaders, indie builders, and a handful of VC partners. The room got quiet in the way rooms get quiet when a question lands on something people have been feeling but haven't said out loud.</p><p>Because here's what's actually happening in enterprise AI right now: companies are racing to deploy AI systems for their employees. Copilot for this, Claude for that, Gemini wired into everything. The story they're telling is productivity. The subtext they're not telling is ownership.</p><p>Who owns the context your assistant accumulates? Who owns the preferences it learns? Who owns the model of how you think, what you value, what you want from your work?</p><p>Right now, the answer is: not you.</p><h2>The Walled Garden Problem</h2><p>The AI ecosystem was supposed to be open. It's not.</p><p>Claude, OpenAI, Google &#8212; they're each building agent harnesses designed to keep you inside their infrastructure. This isn't conspiracy; it's business model. Your context, your history, your trained preferences are the moat. The lock-in is feature, not bug.</p><p>For individual users, this is annoying. You switch tools and start over. You have three separate AI "assistants" that don't know about each other, can't share context, and each remember a different version of you.</p><p>For enterprise workers, it's more serious. The agent your company provisions learns your work patterns, your communication style, your judgment calls, your private frustrations. Where does that go? Who can see it? What happens when you leave?</p><p>The people building the infrastructure for agent deployment &#8212; and I was in a room full of them &#8212; are starting to ask versions of this question. They're not sure they like the answers.</p><h2>The Cyborg vs. the Digital Twin</h2><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!QWGi!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F425e675b-03d4-4604-8481-cc2abcfe3788_2560x1800.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!QWGi!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F425e675b-03d4-4604-8481-cc2abcfe3788_2560x1800.png 424w, https://substackcdn.com/image/fetch/$s_!QWGi!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F425e675b-03d4-4604-8481-cc2abcfe3788_2560x1800.png 848w, https://substackcdn.com/image/fetch/$s_!QWGi!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F425e675b-03d4-4604-8481-cc2abcfe3788_2560x1800.png 1272w, https://substackcdn.com/image/fetch/$s_!QWGi!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F425e675b-03d4-4604-8481-cc2abcfe3788_2560x1800.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!QWGi!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F425e675b-03d4-4604-8481-cc2abcfe3788_2560x1800.png" width="1456" height="1024" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/425e675b-03d4-4604-8481-cc2abcfe3788_2560x1800.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1024,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:506974,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://www.thewhyman.blog/i/196591038?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F425e675b-03d4-4604-8481-cc2abcfe3788_2560x1800.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!QWGi!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F425e675b-03d4-4604-8481-cc2abcfe3788_2560x1800.png 424w, https://substackcdn.com/image/fetch/$s_!QWGi!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F425e675b-03d4-4604-8481-cc2abcfe3788_2560x1800.png 848w, https://substackcdn.com/image/fetch/$s_!QWGi!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F425e675b-03d4-4604-8481-cc2abcfe3788_2560x1800.png 1272w, https://substackcdn.com/image/fetch/$s_!QWGi!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F425e675b-03d4-4604-8481-cc2abcfe3788_2560x1800.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p></p><p>Before I describe what I think the solution is, I want to draw a distinction that I think clarifies almost everything.</p><p>There are two visions of what AI at work looks like. They sound similar. They're not.</p><p>The Digital Twin is a copy of you &#8212; built by your employer, trained on your outputs, owned by the company. It imitates your behavior. It defends your positions in meetings. It produces what you'd produce if you were there. It's you as a resource, not you as a person.</p><p>The Cyborg is different. It has your context, yes &#8212; but it operates from your interests, not your positions. It's yours. You bring it to work. It represents you in company systems without losing you in the process.</p><p>That distinction &#8212; interests vs. positions &#8212; is borrowed from Roger Fisher and William Ury's "Getting to Yes," arguably the most important negotiation framework of the last fifty years. Their insight: positions are what people say they want. Interests are why they want it. Ego and friction live at the positions layer. Real collaboration happens at the interests layer &#8212; when you understand what people actually need, not just what they're asking for.</p><p>Your digital twin is trapped at the positions layer. It argues your corner. It defends your turf. It's a very sophisticated echo of your professional ego.</p><p>Your cyborg operates at the interests layer. It knows what you actually need from this job, this project, this relationship. And when it meets a company system &#8212; or another person's cyborg &#8212; it doesn't negotiate. It finds fit.</p><p>That's xHumanOS meeting xTeamOS. Your agent going to work inside their infrastructure, representing you without losing you.</p><h2>The Hard Technical Part</h2><p>Here's where it gets messy.</p><p>Cross-ecosystem agent communication doesn't exist yet.</p><p>@anand/career-cyborg needs to handshake with @acme/project-manager. They might be running on different harnesses &#8212; different runtimes, different context formats, different memory schemas. Today there's no protocol that makes that possible at an identity level.</p><p>LangChain and CrewAI don't solve it. They add abstraction on top of the walled gardens; they don't build bridges between them. What's missing is an addressing layer &#8212; a way for one agent to say to another: "Here's who I am. Here's what I'm authorized to share. Here's what I need from you." And for that handshake to happen without either agent having to expose private context or compromise on sovereignty.</p><p>What makes this hard isn't the networking. It's the identity and privacy problem underneath it.</p><p>When your agent enters company infrastructure, it's bringing context that belongs to you &#8212; your career goals, your compensation benchmarks, your honest assessment of the work, your outside interests. None of that should be visible to the company system. But enough shared context has to flow for the collaboration to actually work.</p><p>The separation IS the enterprise compliance story. Without it, you get either a privacy violation or a value leak. With it, you get something genuinely new: agents that collaborate at the interests layer while preserving sovereignty at the identity layer.</p><h2>What I Actually Showed</h2><p>At ClawCamp, I walked through this conceptually rather than as a live demo.</p><p>Not because the architecture doesn't exist &#8212; but because the protocol for the handshake itself is still being built, and I wanted to be honest about that. There are people already building cross-ecosystem primitives. What's missing is the identity and sovereignty layer that makes it safe and actually useful. The plumbing is coming. The interests-alignment mechanism is what we're working on.</p><p>A few people came up afterward and said some version of: "I've been trying to describe this problem and couldn't. Now I have vocabulary for it."</p><p>That's what I wanted. Not to demo a finished thing, but to name the category clearly enough that when someone sees it built, they'll recognize it.</p><h2>The Political Act Under the Technical One</h2><p>Here's the thing I kept coming back to during the talk.</p><p>Building personal agent sovereignty isn't just a technical problem. It's a political one.</p><p>The choice of whether your AI assistant represents you or your employer isn't neutral. It's a labor question. It's a privacy question. It's a question about whether the productivity gains of AI accrue to the people doing the work, or are captured by the organizations deploying the tools.</p><p>Companies will provision agents for employees. That's already happening. If your personal context bleeds into the company agent &#8212; or vice versa &#8212; you get either a privacy violation (company sees what it shouldn't) or a value leak (you put yourself into a system you can't take back when you leave).</p><p>The separation between your agent and their infrastructure isn't just good architecture. It's the mechanism that makes this whole category of AI safe to actually use.</p><p>Agent ownership rights aren't coming. They're here now as an engineering choice. The question is whether the infrastructure being built encodes them or ignores them.</p><h2>Where to Start</h2><p>Ethan Mollick named the frame &#8212; co-intelligence. The idea that humans and AI are better as partners than either is alone, and that the right move isn't to resist or be replaced, but to build the partnership.</p><p>I've been building the OS underneath it.</p><p>The entry point is Co-Dialectic &#8212; the personal AI layer I've been building and shipping.</p><p>It's not the full sovereignty protocol. It's the starting point: an AI layer that models your interests rather than your employer's outputs, that runs locally where privacy matters, that accumulates context you actually own.</p><p>The cross-ecosystem handshake protocol is what comes next. That's the part being built now &#8212; the mechanism that lets your cyborg operate inside company infrastructure without losing what makes it yours.</p><p>If you were at ClawCamp, you heard this live. If you're reading this here, I want to hear your version of the problem.</p><p>What breaks for you when your AI assistant doesn't know who it's working for?</p><p>Anand Vallamsetla is building xHumanOS &#8212; personal AI that represents you, not your employer. Follow the build at thewhyman.com.</p><p></p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://www.thewhyman.blog/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading TEP: Technology, Education and Policy! Subscribe for free to receive new posts and support my work.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p></p><div class="captioned-button-wrap" data-attrs="{&quot;url&quot;:&quot;https://www.thewhyman.blog/p/your-cyborg-goes-to-work?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;}" data-component-name="CaptionedButtonToDOM"><div class="preamble"><p class="cta-caption">Thanks for reading TEP: Technology, Education and Policy! This post is public so feel free to share it.</p></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.thewhyman.blog/p/your-cyborg-goes-to-work?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.thewhyman.blog/p/your-cyborg-goes-to-work?utm_source=substack&utm_medium=email&utm_content=share&action=share"><span>Share</span></a></p></div>]]></content:encoded></item><item><title><![CDATA[Co-Dialectic v4 is live — your AI is only as good as the conversation]]></title><description><![CDATA[Elevate your communication with AI in 10 days]]></description><link>https://www.thewhyman.blog/p/co-dialectic-v4-is-live-your-ai-is</link><guid isPermaLink="false">https://www.thewhyman.blog/p/co-dialectic-v4-is-live-your-ai-is</guid><dc:creator><![CDATA[The Why Man]]></dc:creator><pubDate>Tue, 28 Apr 2026 15:27:19 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!t6mw!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7d040c8c-3de0-4924-a407-b17a95f0be73_1280x640.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!t6mw!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7d040c8c-3de0-4924-a407-b17a95f0be73_1280x640.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!t6mw!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7d040c8c-3de0-4924-a407-b17a95f0be73_1280x640.png 424w, https://substackcdn.com/image/fetch/$s_!t6mw!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7d040c8c-3de0-4924-a407-b17a95f0be73_1280x640.png 848w, https://substackcdn.com/image/fetch/$s_!t6mw!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7d040c8c-3de0-4924-a407-b17a95f0be73_1280x640.png 1272w, https://substackcdn.com/image/fetch/$s_!t6mw!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7d040c8c-3de0-4924-a407-b17a95f0be73_1280x640.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!t6mw!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7d040c8c-3de0-4924-a407-b17a95f0be73_1280x640.png" width="1280" height="640" 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srcset="https://substackcdn.com/image/fetch/$s_!t6mw!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7d040c8c-3de0-4924-a407-b17a95f0be73_1280x640.png 424w, https://substackcdn.com/image/fetch/$s_!t6mw!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7d040c8c-3de0-4924-a407-b17a95f0be73_1280x640.png 848w, https://substackcdn.com/image/fetch/$s_!t6mw!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7d040c8c-3de0-4924-a407-b17a95f0be73_1280x640.png 1272w, https://substackcdn.com/image/fetch/$s_!t6mw!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7d040c8c-3de0-4924-a407-b17a95f0be73_1280x640.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>(Try Now: Install prompt - https://github.com/Exponential-OS/prompt-engineering-in-action/releases/tag/v4.1.0)</p><p>Most teams are using a top-tier model through an untouched conversation.</p><p>Vague prompt in. Confident answer out. Nobody checks the citation. The decision ships. A week later, a stat is wrong, a name is misattributed, a &#8220;best practice&#8221; turns out to be hallucinated, and the trust the model spent months earning evaporates in one Slack thread.</p><p>That gap &#8212; between the model&#8217;s capability and the conversation surrounding it &#8212; is where LLM ROI quietly leaks. **Co-Dialectic v4 is the layer that closes it: cross-family verification underneath every message, mean cost around $0.006 per checked artifact.**</p><p>## What Co-Dialectic is, in one sentence</p><p>Co-Dialectic is a universal AI conversation layer that sharpens your prompt on the way in, runs cross-family verification on the way out, and catches hallucinations and sycophancy before either reaches you &#8212; at near-zero marginal cost.</p><p>It is not another model. It sits *beneath* whichever model you already pay for (Claude, GPT, Gemini) and raises the floor of every interaction.</p><p>## The strongest claim &#8212; cross-family judge cascade</p><p>Most LLM verification asks the same model family to grade itself. Same training distribution, same RLHF gradient, same blind spots; the verifier rubber-stamps what the author would have said. Co-Dialectic&#8217;s cascade routes every high-stakes artifact through small judges from at least two different model families &#8212; Anthropic and OpenAI, OpenAI and Google, whatever you wire up &#8212; and only escalates to an expensive tiebreaker when the cheap panel disagrees.</p><p>Cost: a realistic stack of Haiku 4.5 + GPT-5.4-mini lands around **~$0.006 per checked artifact**; cheaper-tier (4o-mini + Gemini Flash-Lite) lands under a cent. That&#8217;s **10&#215; to 30&#215; cheaper than a naive parallel premium jury** (Opus + GPT-5.4 + Gemini 2.5 Pro running in lockstep), and it catches a strictly bigger class of failures because the disagreement *is* the signal.</p><p>This is the primitive no open-source *conversation layer* ships today &#8212; LLM eval frameworks exist; a drop-in per-conversation cross-family verifier doesn&#8217;t.</p><p>## Why v4 matters</p><p>Three things actually shipped in v4:</p><p>**1. Research-first mode.** Co-Dialectic spawns research sub-agents *before* asking you to act on a question. The default flips: cheap parallel research, then human judgment &#8212; instead of human-judgment-first, research-when-forced. Toggle with `co-dialectic research on/off`.</p><p>**2. Handoff codification.** At session end, Co-Dialectic scans the conversation for unfinished items, decisions, and lessons; emits structured JSON; the workspace adapter persists where it belongs (GitHub issues, handoff doc, whatever the workspace defines). No more re-explaining unfinished work to the next session.</p><p>**3. Cascade routing.** Verification primitives &#8212; prompt rewrite, persona detection, sycophancy scan, hallucination pre-flight &#8212; route to the smallest model that can handle the job: Haiku 4.5, GPT-5.4-mini, Gemini 2.5 Flash, plus local DeepSeek-R1-Distill-Qwen-7B / Ministral 3 / Phi-4-mini when an Ollama runtime is wired up. The expensive model only fires when stakes warrant it.</p><p>The architecture these features compose toward &#8212; **bidirectional standalone** (Co-Dialectic works alone, xOS works alone, either composes when both are present) and the cross-family judge cascade above &#8212; that&#8217;s the strategic frame v4 is filling out, not a single-version delivery.</p><p>## The four primitives, explained</p><p>**Prompt sharpening.** You type &#8220;help me write a launch announcement.&#8221; Co-Dialectic rewrites it to: &#8220;draft a 250-word launch post for technical leaders, lead with the pain of confidently-wrong LLM output, end with one concrete CTA &#8212; open question or specific link?&#8221; You accept, edit, or reject before it ships. The sharpened prompt is the product. The model just executes it well.</p><p>**Persona system.** Co-Dialectic auto-detects domain &#8212; code, product, design, career, writing, debugging, positioning, data, mindset, productivity &#8212; and applies a top-0.001%-caliber lens. Jeff Dean-caliber for systems architecture. Shreyas Doshi-caliber for product strategy. Jony Ive-caliber for design. Reid Hoffman-caliber for career strategy. George Orwell-caliber for prose. Linus Torvalds-caliber for debugging. Steve Jobs-caliber for positioning. Nate Silver-caliber for data. Tim Storey-caliber for mindset. Tim Ferriss-caliber for productivity systems. Multi-domain tasks get fused lenses automatically. The product never speaks as the named person, never claims their endorsement, never trains on their work &#8212; *caliber* is a comparative quality standard, the way &#8220;Hemingway-caliber prose&#8221; describes the bar, not the author. Personas are lenses, not delegates; the output is still yours.</p><p>**Hallucination detector.** Two stages. Pre-flight: classifies risk surface (factual / quantitative / citation / temporal / proprietary) and conditionally requires grounding sources before the prompt ships. Post-flight: scores every claim against canonical-source criteria and flags high-risk claims before you act. This is the primitive that catches the failure mode that destroys reputations &#8212; the confident citation that doesn&#8217;t exist.</p><p>**Calibration auditor.** Passive scanner across every Co-Dialectic-mediated response. Flags sycophancy markers &#8212; &#8220;Great question!&#8221;, &#8220;You&#8217;re absolutely right!&#8221;, &#8220;Excellent insight!&#8221; &#8212; and engagement-maximizing filler. Flattery degrades your critical filter. The auditor surfaces flagged content as a one-line summary before the response renders. Anti-bubble by construction.</p><p>## Three users it&#8217;s built for</p><p>**Solo professionals.** Consultants, analysts, founders, writers, lawyers, researchers. You already pay for one LLM subscription. Co-Dialectic makes that subscription land more reliable answers on the same daily volume &#8212; every prompt sharpened on the way in, every response risk-scored on the way out. You ship fewer wrong answers; your clients trust you more.</p><p>**Engineering teams shipping LLMs in production.** Copilots, agents, RAG pipelines, classifiers &#8212; anything where a verification layer must be open-source, vendor-neutral, and not couple your reliability story to one provider&#8217;s eval infrastructure. Co-Dialectic drops into any pipeline; the cross-family cascade catches what single-vendor verification misses at a fraction of full-jury cost.</p><p>**High-stakes researchers and advisors.** Investment analysts, policy researchers, medical reviewers, legal advisors, academic researchers. One bad source past the LLM&#8217;s confidence layer poisons a memo. Co-Dialectic&#8217;s hallucination detector and calibration auditor are the two highest-leverage primitives in this segment.</p><p>## Cost discipline (because this is the question I always get)</p><p>- Cross-family review with a **flagship-cheap stack** (Haiku 4.5 + GPT-5.4-mini): **~$0.006&#8211;$0.008 mean per artifact** at typical sizes. Drop to **prompt-cached + cheaper tier** (4o-mini + Gemini Flash-Lite): **under a cent.**</p><p>- Versus a naive parallel premium jury (Opus + GPT-5.4 + Gemini 2.5 Pro): **~10&#215;&#8211;30&#215; cheaper depending on stack choice.**</p><p>- Local fish-school primitives (rewrite, persona, sycophancy scan, hallucination pre-flight) run on whichever models you have available via Ollama; near-zero marginal cost when wired up, cheap-API fallback when not.</p><p>- The expensive model only fires when the cheap cascade disagrees and a tiebreaker is genuinely needed.</p><p>If you&#8217;re spending more than a couple cents per verified artifact, Co-Dialectic will make the bill smaller, not larger.</p><p>## What&#8217;s not in v4 yet (intentional)</p><p>- A hosted backend. There isn&#8217;t one. There won&#8217;t be one in the open-source tier.</p><p>- A vendor account. Co-Dialectic runs against your existing subscriptions. We never see your prompts.</p><p>- Feature gating against the open-source tier. Every primitive listed above ships in AGPL-3.0. The premium tier (xOS plug-in family) adds capabilities for T3-T4 stakes; it does not unlock existing ones.</p><p>## How to try it</p><p>Install instructions live in the project README (link in the comments). Open any session, type any vague prompt, and notice the difference in the same conversation.</p><p>## The deeper bet</p><p>The highest-leverage intervention in AI-assisted work is not a better model. It&#8217;s a better conversational substrate. Co-Dialectic is that substrate. v4 is the version where it composes cleanly with everything you already use, runs at sub-cent verification cost, and ships open-source without compromise.</p><p>If your team is paying for the model and getting half the answer, the gap is the conversation. Close it.</p><p>---</p><p>*Co-Dialectic v4 is open-source under AGPL-3.0. Repository, docs, and the issue tracker live - </p><p>https://github.com/Exponential-OS/prompt-engineering-in-action/releases/tag/v4.1.0</p><p>*If you ship LLM-powered work to anyone who matters, I&#8217;d love to hear what catches in your first session &#8212; drop a note.</p><div class="captioned-button-wrap" data-attrs="{&quot;url&quot;:&quot;https://www.thewhyman.blog/p/co-dialectic-v4-is-live-your-ai-is?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;}" data-component-name="CaptionedButtonToDOM"><div class="preamble"><p class="cta-caption">Thanks for reading TEP: Technology, Education and Policy! 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Subscribe for free to receive new posts and support my work.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p></p>]]></content:encoded></item><item><title><![CDATA[Defense in Depth, Part 2: Five Things I Got Wrong About LLM Reviewers]]></title><description><![CDATA[Why same-family review can become a closed loop &#8212; and how one cheap Gemini-Flash pass caught what three same-family reviewers approved.]]></description><link>https://www.thewhyman.blog/p/defense-in-depth-part-2-five-things</link><guid isPermaLink="false">https://www.thewhyman.blog/p/defense-in-depth-part-2-five-things</guid><dc:creator><![CDATA[The Why Man]]></dc:creator><pubDate>Thu, 23 Apr 2026 14:50:01 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/d027535e-1978-4c40-8a3e-2e7bf07f0186_1456x816.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!rpwp!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1e65ed32-cefc-4912-9f06-8aeaaaf379c9_1456x816.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!rpwp!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1e65ed32-cefc-4912-9f06-8aeaaaf379c9_1456x816.png 424w, https://substackcdn.com/image/fetch/$s_!rpwp!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1e65ed32-cefc-4912-9f06-8aeaaaf379c9_1456x816.png 848w, https://substackcdn.com/image/fetch/$s_!rpwp!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1e65ed32-cefc-4912-9f06-8aeaaaf379c9_1456x816.png 1272w, https://substackcdn.com/image/fetch/$s_!rpwp!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1e65ed32-cefc-4912-9f06-8aeaaaf379c9_1456x816.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!rpwp!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1e65ed32-cefc-4912-9f06-8aeaaaf379c9_1456x816.png" width="1456" height="816" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/1e65ed32-cefc-4912-9f06-8aeaaaf379c9_1456x816.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:816,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:2038032,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://www.thewhyman.blog/i/195247074?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1e65ed32-cefc-4912-9f06-8aeaaaf379c9_1456x816.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!rpwp!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1e65ed32-cefc-4912-9f06-8aeaaaf379c9_1456x816.png 424w, https://substackcdn.com/image/fetch/$s_!rpwp!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1e65ed32-cefc-4912-9f06-8aeaaaf379c9_1456x816.png 848w, https://substackcdn.com/image/fetch/$s_!rpwp!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1e65ed32-cefc-4912-9f06-8aeaaaf379c9_1456x816.png 1272w, https://substackcdn.com/image/fetch/$s_!rpwp!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1e65ed32-cefc-4912-9f06-8aeaaaf379c9_1456x816.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>The OpenAI API call is 10 lines of code.<br><br>In Part 1, I argued the other 95% is guardrails, evals, edge cases, and modularity. One of those ten decisions &#8212; Decision 5 &#8212; said:<br><br>&gt; *"A naive 'second opinion' LLM makes the same mistakes as the first &#8212; same training, same context."*<br><br>That was directionally right. I also badly underestimated how far it goes.<br><br>Over the last two weeks, while working on patent architecture for a separate AI project, I ran an internal trajectory review on roughly three hours of dense design work. I used three reviewer personas &#8212; all running on the same frontier model. They approved the direction. I was about to ship.<br><br>Then I ran the same review on **a different model family** &#8212; the cheaper one. A Gemini-2.5-Flash pass caught a category of drift that all three same-family reviewers had rationalized. When I escalated to GPT-5 as a tiebreaker, it independently converged on the same class of issues Flash had named.<br><br>(Worth saying out loud: I changed more than just the model family between those runs &#8212; different session, different prompt framing, different context packaging. So I'm treating this as a strong hint, not a controlled experiment. Part 3 is the controlled version.)<br><br>Both external reviewers returned a **NO-ship verdict**, with overlapping dealbreakers. The same-family reviewers would have let me file.<br><br>That review cost me 45 minutes. Filing the patent would have cost me a lot more.<br><br>Here are the five things I got wrong about LLM reviewers &#8212; and what I now believe is the right architecture.<br><br>---<br><br>### Wrong #1: "Different information" is the differentiator<br><br>**What I thought:** Decision 5 in Part 1 solved this. Give the QA agent different inputs (patient record + primary determination + deterministic engine result). Problem fixed.<br><br>**What's actually true:** Different information is *necessary, not sufficient*. Same-family models likely share more correlated failure modes than cross-family models do &#8212; overlapping pretraining corpora, related post-training recipes, and shared RLHF norms all push them toward correlated blind spots. Different inputs don't cancel that.<br><br>**The sharper Decision 5:** Not "different information." **Different model family** (as a practical proxy for different training distribution). Your QA reviewer should come from a different lineage than your primary &#8212; Claude reviewing Gemini, GPT-5 auditing Claude, Mistral checking OpenAI. Family diversity is a useful hedge against correlated bias &#8212; an engineering heuristic, not a proven theorem. (*Caveat earned the hard way: "family" is not identical to "training distribution." Different vendors still share internet-scale pretraining corpora and RLHF norms, and same-family variants can diverge materially. "Family" is the practical proxy, not a guarantee.*)<br><br>Research anchors:<br>- Verga et al., *"Replacing Judges with Juries"* (2024) &#8212; a panel of smaller, diverse judges outperforms a single GPT-4 reviewer while being ~7x cheaper. Supportive evidence for panel-level diversity (PoLL does not isolate family diversity as the sole causal variable).<br>- Self-Preference Bias in LLM-as-a-Judge (OpenReview, 2024-25) &#8212; LLM judges exhibit self-preference bias, favoring outputs familiar to them; related work suggests family similarity can worsen the effect.<br>- Preference Leakage (ICLR 2026) &#8212; primarily about contamination between synthetic-data generators and judges, plus bias toward related student models. Adjacent evidence for why same-lineage judges are structurally suspect, not a direct proof of the generic same-family-reviewer claim.<br><br>---<br><br>### Wrong #2: More reviewers = linearly better<br><br>**What I thought:** Reviewers scale linearly. One is some-goodness, two is twice-as-good, etc.<br><br>**What's actually true:** The return curve is sharply front-loaded.<br><br>- **Zero &#8594; one external reviewer** is often the biggest marginal gain in practice. You go from "self-review &#8212; a closed loop" to "external signal exists." That's a structural change, not just a quantitative one. (External reviewers can still share context, rubric, or failure modes &#8212; "external" is not magic, it's just the first real gap that lets new information in.) Self-review inside the same model and same session is a well-known weak baseline; I'll publish the F1 numbers and full methodology in Part 3.<br>- **One &#8594; two** is a real but ordinary improvement. Useful. Not categorical.<br>- **Two &#8594; three** is diminishing returns unless you also add a new *axis* of diversity (new family, new modality, new role).<br><br>**The implication:** If you're cost-constrained, spend your budget on making the first external reviewer exist. Don't stack three same-family reviewers and call it robust. You have one reviewer and a hall of mirrors.<br><br>---<br><br>### Wrong #3: The reviewer has to be as smart as the author<br><br>**What I thought:** Frontier author &#8594; frontier reviewer. Anything less is a downgrade.<br><br>**What's actually true:** **Cheap-diverse can beat expensive-same-family &#8212; and in my case this week, it did.**<br><br>Concretely: the author model was a Claude-Opus-class frontier model. The reviewer that caught the drift was Gemini-2.5-Flash. At published API prices that's roughly a 25-50x cost gap per token for my mix &#8212; not a 100x gap; I had that number wrong in my head. (Gemini 2.5 Flash is $0.30/$2.50 per 1M in/out tokens; Claude Opus 4.1 is $15/$75; GPT-5.4 sits between. Full pricing: [OpenAI](https://openai.com/api/pricing/), [Google](https://ai.google.dev/gemini-api/docs/pricing), [Anthropic](https://docs.anthropic.com/en/docs/about-claude/pricing).) GPT-5 later *confirmed* the finding independently. The expensive same-family reviewer approved the direction.<br><br>Why this works when it works: the small model's lineage doesn't share the author's correlated bias, so it carries information the author can't generate internally. Sharpness isn't always the bottleneck; *independence* can be.<br><br>Caveat: one anecdote plus PoLL isn't enough to claim this is generally true. Treat it as a live hypothesis worth testing in your own eval harness, not a universal law.<br><br>This is the PoLL intuition: a jury of weaker, diverse judges can beat a single stronger judge &#8212; even when each juror is individually weaker.<br><br>---<br><br>### Wrong #4: Parallel juries are the default shape<br><br>**What I thought:** Spawn N diverse reviewers in parallel, aggregate, done.<br><br>**What's actually true:** Parallel juries are expensive. Cascade-then-jury is, in my experience, a better default &#8212; and there's a supporting body of cost-aware-cascade literature to draw from, even though none of it proves the specific cross-family-reviewer architecture I'm arguing for.<br><br>Adjacent research worth reading:<br>- **FrugalGPT** (Chen/Zaharia/Zou, 2023): sequence models cheap&#8594;expensive, escalate only on low confidence. 30-98% cost savings on the benchmarks they tested.<br>- **Cascade Routing** (Dekoninck et al., ICML 2025): combines routing + cascading &#8212; competitive with or better than either alone on their evaluations.<br>- **CascadeDebate** (2026): inserts a small-model ensemble at each escalation boundary; matches larger-model Pareto frontiers at a fraction of the tokens (note: their ensembles are same-base-model, not cross-family).<br><br>None of these papers is about cross-family reviewer architecture specifically. I'm extrapolating &#8212; cascades work on cost, family diversity works on independence, combining them is an engineering bet, not a proven theorem.<br><br>**The architecture I'm running:** Run the cheap cross-family reviewer first (async, background, near-free). If it flags uncertainty or disagrees with the author, *then* escalate to an expensive cross-family reviewer. If both flag the same issue &#8212; stop and fix it before any further work.<br><br>Today's incident was accidentally this exact shape: Flash ran first (one pass, cheap), GPT-5 confirmed (one pass, more expensive). Two passes caught what three same-family passes had let through.<br><br>---<br><br>### Wrong #5: This is an optimization<br><br>**What I thought:** Cross-family review is a nice-to-have. Good when you have time.<br><br>**What's actually true:** In my own practice, I've promoted it to an operating rule, not an optimization. Shipping a significant AI-generated artifact without one increasingly feels the way shipping untested code feels: possible, occasionally fine, and not a risk I want to take on load-bearing work.<br><br>The rule I now run:<br><br>&gt; *No significant artifact &#8212; patent filing, architecture decision, production deploy, published claim &#8212; leaves my desk without independent review from a different model family. Same persona on the same underlying model is weaker than it looks: same-family models tend to share correlated failure modes.*<br><br>I'm calling this a rule, not a theorem. The asymmetry is what keeps me honest: when the review catches a real issue, the cost of being wrong is often weeks of downstream work; the cost of running the check is minutes.<br><br>---<br><br>### The meta-lesson: self-review is a closed loop<br><br>Every frontier model &#8212; Claude, GPT-5, Gemini, Mistral &#8212; is trained to be helpful, coherent, and internally consistent. That same training can make it a weaker auditor of *itself*. Not because any individual model is weak, but because the objective that makes it strong as an author is often the wrong objective for self-critique.<br><br>Andrew Ng has been arguing publicly on DeepLearning.AI that disciplined evals and error analysis are among the biggest predictors of how rapidly a team makes progress building an AI agent ([his recent post on this](https://www.linkedin.com/posts/andrewyng_deepseek-cuts-inference-costs-openai-tightens-activity-7384633283554447360-sVXe) &#8212; paraphrased here; the specific wording is his, the framing is mine). I think he's right. The corollary I'd add: the thing separating good eval practice from best-in-class is **who's allowed to run the eval.**<br><br>If the answer is "only models from the same family as the author," the eval is much weaker than it looks.<br><br>**Part 3 (coming): Cross-Context Review &#8212; testing whether even the same model in a fresh session outperforms self-review in the same session.** I'll publish the eval-harness methodology and F1 results next week.<br><br>&#8594; If you're building eval infrastructure for agentic systems and this resonates, I'd love to compare notes.<br><br>#AIReliability #LLMEvaluation #LLMasJudge #AIEngineering #EvalDrivenDevelopment #ModelDiversity #AIAgents #MCP #FrontierAI #AppliedAI #ResponsibleAI #BuildInPublic</p>]]></content:encoded></item><item><title><![CDATA[TEP just got sections. Pick what you want.]]></title><description><![CDATA[Technology, Education and Policy Substack]]></description><link>https://www.thewhyman.blog/p/tep-just-got-sections-pick-what-you</link><guid isPermaLink="false">https://www.thewhyman.blog/p/tep-just-got-sections-pick-what-you</guid><dc:creator><![CDATA[The Why Man]]></dc:creator><pubDate>Mon, 13 Apr 2026 14:03:42 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!Z0Ez!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb866b3c9-2a56-41b2-8864-3239eb0ef170_1280x1280.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>TEP has been one stream &#8212; everything from blockchain to AI to book reviews to architecture rants. Some of you loved all of it. Some of you wanted just the AI stuff. Some of you wanted the engineering deep-dives without the philosophy.</p><p>Now you can choose.</p><p><strong>Four sections. Subscribe to what matters to you:</strong></p><p>&#129302; <strong>AI &amp; Prompting</strong> &#8212; Practical techniques, prompt engineering, and human-AI partnership. If you&#8217;re here to get better at working with AI, this is your section.</p><p>&#128295; <strong>Under the Hood</strong> &#8212; The engineering behind things that work. Architecture patterns, system design, technical deep-dives. For builders who want to know <em>why</em>, not just <em>that</em>.</p><p>&#9939;&#65039; <strong>Blockchain</strong> &#8212; Where technology meets trust. Same great content, same community. Nothing changes here.</p><p>&#128225; <strong>Signal</strong> &#8212; Tools, books, and takes worth your time. No sponsorships. No affiliate links. Just things that actually changed how I think or work.</p><p><strong>You&#8217;re currently subscribed to everything.</strong> That won&#8217;t change unless you want it to. Visit your subscription settings to pick specific sections &#8212; or keep getting it all.</p><p>One ask: if you know someone who&#8217;d care about one of these sections specifically, forward this to them. The best growth comes from people who chose to be here.</p><p>&#8212; The Why Man</p><p><em>P.S. &#8212; V2 of Co-Dialectic just shipped. If you use AI at all, the AI &amp; Prompting section is where that story lives.</em></p>]]></content:encoded></item><item><title><![CDATA[The Language Bridge: Why Learning to Talk to Machines Is the Most Human Thing You Can Do]]></title><description><![CDATA[I spent 6,000 hours trying to answer two questions about AI. The answers changed how I think about being human.]]></description><link>https://www.thewhyman.blog/p/the-language-bridge-why-learning</link><guid isPermaLink="false">https://www.thewhyman.blog/p/the-language-bridge-why-learning</guid><dc:creator><![CDATA[The Why Man]]></dc:creator><pubDate>Tue, 24 Mar 2026 16:46:05 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/4c5f8bab-e92b-4d0b-91bb-642b81a1f382_1200x627.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Connect on <a href="https://www.linkedin.com/in/thewhyman/">LinkedIn</a>.Connect on <a href="https://www.linkedin.com/in/thewhyman/">LinkedIn</a>.</p><h2>The moment that changed everything</h2><p>I&#8217;ve taught AI and machine learning to over 1,500 Fortune 500 executives across 16 cohorts at UC Berkeley. The first time, I was excited &#8212; sharing fire. By the sixth cohort, I was saying &#8220;80% of jobs will be replaced&#8221; and feeling the room go cold.</p><p>By the tenth cohort, something happened that no classroom could prepare me for. My son &#8212; 8 years old &#8212; walked into my home office during a 7am teaching session. He just wanted to say good morning.</p><p>I looked at him and the only thought I had was: his school is preparing him for today&#8217;s world. By the time he grows up, everything will be different. He is going to be in trouble.</p><p>That fear launched 6,000 hours of research. Movies, books, conferences, academic papers, podcasts. All organized around two questions:</p><p><strong>What should I do to stay ahead? And what should I teach my son?</strong></p><div><hr></div><h2>The teachers</h2><p>Each one moved me one step along the arc from fear to partnership.</p><p><strong>Yuval Noah Harari</strong> (<em>21 Lessons for the 21st Century</em>) painted the darkest scenario: in 50 years, there may be two human species &#8212; one with augmented biological capabilities, and a &#8220;useless class&#8221; left behind. I couldn&#8217;t sleep after reading that.</p><p><strong>Ray Kurzweil</strong> (<em>The Singularity Is Nearer</em>) was the optimist. Our minds will have cloud extensions. Brain-computer interfaces. Digital immortality. It sounded aspirational &#8212; but ungrounded. Hope without a bridge.</p><p><strong>Mo Gawdat</strong> (<em>Scary Smart</em>) was the first voice that calmed me. His advice: &#8220;Be a good parent of AI.&#8221; Treat it like you would a child that will eventually surpass you &#8212; with love, guidance, and boundaries. I extended his thought: <strong>be nice to yourself first; it will automatically make you be nice to others.</strong> Including the AI.</p><p><strong>Ethan Mollick</strong> (<em>Co-Intelligence</em>) gave me hope with a framework. Not replacement. Not fear. <strong>Partnership.</strong> Both sides teach. Both sides learn. The human brings judgment, values, lived experience. The AI brings tireless execution, pattern recognition, perfect memory. Neither replaces the other. Together, they are wiser than either alone.</p><p>That was the moment I stopped being scared and started building.</p><div><hr></div><h2>Install it - One Click</h2><p><a href="https://github.com/thewhyman/prompt-engineering-in-action">Co-Dialectic on GitHub</a> &#8212; free, open-source, works with any AI.</p><p>One-liner for Claude Code users:</p><pre><code><code>curl -fsSL https://raw.githubusercontent.com/thewhyman/prompt-engineering-in-action/main/install.sh | bash</code></code></pre><p>Or just copy <a href="https://github.com/thewhyman/prompt-engineering-in-action/blob/main/co-dialectic/SKILL.md">SKILL.md</a> and paste it into your AI&#8217;s custom instructions. 30 seconds. Five systems. Zero configuration.</p><div><hr></div><h2>The language bridge</h2><p>In <em>Sapiens</em>, Harari identifies the superpower that made Homo sapiens dominant: <strong>language.</strong> Not just communication &#8212; every species communicates. Language enabled humans to believe in shared stories &#8212; religion, nations, money, human rights &#8212; and those shared stories enabled strangers to cooperate at scale. Every institution that outgrew a tribe was built on language.</p><p>We&#8217;re at another language moment. &#8220;Prompt engineering&#8221; teaches humans to speak the language of machines. But that&#8217;s one-directional &#8212; like learning a foreign tongue by memorizing phrases. The endgame is bidirectional: <strong>machines must also learn to speak YOUR language</strong> &#8212; your style, your values, your vocabulary, your reasoning patterns &#8212; until you stop noticing the translation.</p><p>I built a tool that teaches both sides simultaneously. I call it <strong>Co-Dialectic</strong>.</p><div><hr></div><h2>Why &#8220;dialectic&#8221; and not &#8220;Socratic&#8221;</h2><p>Socratic prompting just went viral. Instagram, X, LinkedIn &#8212; everyone sharing the same &#8220;leaked&#8221; technique: ask questions instead of giving commands.</p><p>It works. But history tells us it&#8217;s step one.</p><p><strong>Socrates</strong> asked questions to reveal what the student already knew. One direction: teacher &#8594; student. His student <strong>Plato</strong> took it further. In <em>dialectic</em>, both sides refine each other&#8217;s thinking through structured back-and-forth. Neither side &#8220;wins.&#8221; Both sides learn. What emerges &#8212; the synthesis &#8212; exceeds what either started with.</p><p>The viral posts rediscovered Socrates. Co-Dialectic implements Plato.</p><div><hr></div><h2>What it does</h2><p>You paste one text file into your AI&#8217;s custom instructions. Five systems activate automatically:</p><p><strong>The right expert shows up.</strong> Ask about code and a Software Architect appears. Talk about feeling overwhelmed and a Life Coach responds. You always know who&#8217;s thinking and how deep.</p><p><strong>Every prompt gets coached.</strong> You type &#8220;summarize this document.&#8221; The AI suggests: &#8220;What are the 3 key tensions &#8212; and what does the author assume that might be wrong?&#8221; Then it waits for your choice. Over days, the coaching appears less &#8212; because you&#8217;ve gotten better.</p><p><strong>Context never silently degrades.</strong> Every AI has a memory limit. Chat long enough and it quietly forgets earlier decisions. Co-Dialectic makes this visible and generates a handoff summary before quality drops.</p><p><strong>Every correction becomes permanent.</strong> Say &#8220;when I say &#8216;show me,&#8217; I mean images &#8212; not text.&#8221; The AI captures the broad principle: always use the richest format. Correct once. Benefit forever.</p><p><strong>The AI teaches you back.</strong> It names techniques you&#8217;re already using &#8212; Socratic prompting, few-shot by example, chain-of-thought steering &#8212; through your own conversation, not a textbook.</p><p><strong>Your irreplaceable strengths, surfaced.</strong> When something needs YOUR judgment &#8212; your relationships, your values, your lived experience &#8212; the AI says so. When something is pure pattern-matching, it says &#8220;let me handle this.&#8221; Over time, you learn what to keep and what to delegate.</p><div><hr></div><h2>The flywheel</h2><p>Day 1: <code>Prompt Quality: 45% clear</code> &#8212; You correct the AI. It saves broad principles.</p><p>Day 3: <code>Prompt Quality: 62% clear</code> &#8212; The AI applies lessons automatically. Fewer corrections.</p><p>Day 7: <code>Prompt Quality: 78% clear</code> &#8212; The AI coaches your prompts. You learn patterns you never saw.</p><p>Day 10: <code>Prompt Quality: 91% clear</code> &#8212; You anticipate each other. What took 10 exchanges now takes 1.</p><p>1% daily improvement compounds to 37x in a year. You feel it in the first week.</p><div><hr></div><h2>What I built from the fear</h2><p>That morning when my son walked in, I started two things.</p><p><a href="https://thewhykid.com">thewhykid.com</a> &#8212; to expose him to technology early enough that he can build on top of it, whatever he chooses to do. The future belongs to people who treat AI as a tool, not a threat.</p><p><a href="https://github.com/thewhyman/prompt-engineering-in-action">Co-Dialectic</a> &#8212; the tool I wish I&#8217;d had when I was afraid. It doesn&#8217;t just make your AI better. It reminds you of what makes YOU irreplaceable. Your judgment. Your relationships. Your creativity. Your ability to care about things that matter.</p><p>The people learning prompt engineering right now &#8212; many of them are scared. They&#8217;re learning because they want to stay ahead of the chopping block. I know, because I was one of them.</p><p>Co-Dialectic is for them. It&#8217;s the coach that says: &#8220;Yes, learn the machine&#8217;s language. AND remember &#8212; you bring something the machine never will.&#8221;</p><div><hr></div><h2>Install it</h2><p><a href="https://github.com/thewhyman/prompt-engineering-in-action">Co-Dialectic on GitHub</a> &#8212; free, open-source, works with any AI.</p><p>One-liner for Claude Code users:</p><pre><code><code>curl -fsSL https://raw.githubusercontent.com/thewhyman/prompt-engineering-in-action/main/install.sh | bash</code></code></pre><p>Or just copy <a href="https://github.com/thewhyman/prompt-engineering-in-action/blob/main/co-dialectic/SKILL.md">SKILL.md</a> and paste it into your AI&#8217;s custom instructions. 30 seconds. Five systems. Zero configuration.</p><div><hr></div><p><strong>Coming soon in this series:</strong> <em>Deep Personalization</em> (AI that learns your story without leaking PII) and <em>AI Career Coach</em> (navigate the reshaping economy &#8212; which skills to learn, when to move, how to position yourself).</p><p><em>Subscribe to <a href="https://thewhyman.blog">Technology, Education and Policy</a> to get notified when they launch.</em></p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://www.thewhyman.blog/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading Technology, Education and Policy (TEP) Newsletter! Subscribe for free to receive new posts and support my work.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p></p><div><hr></div><p><strong>Anand Vallamsetla</strong> has taught AI/ML to 1,500+ executives at UC Berkeley across 16 cohorts. He&#8217;s a senior engineering leader with 26 years of experience, ex-Google. He started <a href="https://thewhykid.com">thewhykid.com</a> because his 8-year-old walked into the room during class and he got scared. Co-Dialectic is what he built from the other side of that fear. Connect on <a href="https://www.linkedin.com/in/thewhyman/">LinkedIn</a>.</p>]]></content:encoded></item><item><title><![CDATA[[Urgent: Crypto Phishing][MetaMask Users] Take Action to Protect Your ETH/EVM Portfolio]]></title><description><![CDATA[Stop Phishing Before It is too Late!]]></description><link>https://www.thewhyman.blog/p/crypto-phishingmetamask-users-action</link><guid isPermaLink="false">https://www.thewhyman.blog/p/crypto-phishingmetamask-users-action</guid><dc:creator><![CDATA[The Why Man]]></dc:creator><pubDate>Thu, 18 Jan 2024 01:48:49 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!jzpn!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F244d4307-0766-47a9-866d-f9e7ef9f2608_1600x810.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>There is so much phishing in crypto, and it is becoming rampant. It not only destroys families (losing all of the funds in ETH just in minutes before you realize it) but also brings a bad name to the entire crypto industry. And you cannot do much to recover those as crypto is decentralized. </p><p>This is made possible by non-KYC exchanges like &#8220;FixedFloat,&#8221; which allows rogue actors to get funds to publish contracts, steal money, and withdraw without any consequences!</p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://www.thewhyman.blog/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading Technology, Education and Policy (TEP) Newsletter! Subscribe for free to receive new posts and support my work.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p>This post is about 1 specific phishing attack to provide action items you can take to not fall for it and propose some product updates to Metamask, Ethereum, and possibly a new KYC service (more to come later)! </p><h1>About the Drainer as a Service (DaaS)</h1><p><strong>Source Of the Attack:</strong> </p><p>Email to Gmail (See below)</p><p><strong>Attack Name:</strong> </p><p>Angle Drainer </p><p><strong>Attack Form: </strong></p><p>The url shows as unstoppabledomans com, but the actual URL is https://xn--unstoppabledomans-rvb com.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!jzpn!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F244d4307-0766-47a9-866d-f9e7ef9f2608_1600x810.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!jzpn!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F244d4307-0766-47a9-866d-f9e7ef9f2608_1600x810.png 424w, https://substackcdn.com/image/fetch/$s_!jzpn!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F244d4307-0766-47a9-866d-f9e7ef9f2608_1600x810.png 848w, https://substackcdn.com/image/fetch/$s_!jzpn!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F244d4307-0766-47a9-866d-f9e7ef9f2608_1600x810.png 1272w, https://substackcdn.com/image/fetch/$s_!jzpn!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F244d4307-0766-47a9-866d-f9e7ef9f2608_1600x810.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!jzpn!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F244d4307-0766-47a9-866d-f9e7ef9f2608_1600x810.png" width="1456" height="737" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/244d4307-0766-47a9-866d-f9e7ef9f2608_1600x810.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:737,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!jzpn!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F244d4307-0766-47a9-866d-f9e7ef9f2608_1600x810.png 424w, https://substackcdn.com/image/fetch/$s_!jzpn!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F244d4307-0766-47a9-866d-f9e7ef9f2608_1600x810.png 848w, https://substackcdn.com/image/fetch/$s_!jzpn!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F244d4307-0766-47a9-866d-f9e7ef9f2608_1600x810.png 1272w, https://substackcdn.com/image/fetch/$s_!jzpn!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F244d4307-0766-47a9-866d-f9e7ef9f2608_1600x810.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p><strong>Action:</strong> </p><p>Once you connect your wallet to the site, it will ask you repeatedly for permissions; once you approve, it will drain all of your funds across all EVMs - BSC, ARB, Polygon, Avalanche, Optimism, FTM, Celo, Cronos, and Base. This is not only ETH but anything on top of ETH, even if it is staked.</p><p><strong>Rogue Contract:</strong></p><p><a href="https://etherscan.io/address/0xf7e729e00c297d452c56a0dca163a93bb2fe6f87">https://etherscan.io/address/0xf7e729e00c297d452c56a0dca163a93bb2fe6f87</a> </p><p>This is replicated 4 more times, so there are other contract addresses that you should be careful about. </p><p><strong>Funding Actor:</strong></p><p><a href="https://etherscan.io/address/0xf7e729e00c297d452c56a0dca163a93bb2fe6f87">https://etherscan.io/address/0xf7e729e00c297d452c56a0dca163a93bb2fe6f87</a></p><p><strong>Exchange Used for Funding:</strong></p><p><a href="https://fixedfloat.com/en/">FixedFloat</a></p><p><strong>Affiliate Address:</strong></p><p>0x4455f284c3bB9E074305795c260a111c8F709858 is the affiliate address (the person who "rents" the drainer) (Affiliate gets 85%)</p><p><strong>Operator Address:</strong><br>0xa3aa460C12713A000a33893b024D95db80945a2F is the operator (the person who "owns" the drainer) (Operator keeps 15%)</p><h1>Actions You Can Take to Protect</h1><ol><li><p>Always read the email headers. If the from address is suspicious, DELETE the email - don&#8217;t click on anything &amp; most notably, report it as phishing (Gmail or email service provider AI may label it as phishing if many people report it) so that other people will benefit from your action!</p></li><li><p>Always look at the URL; if it is not something you think is legitimate, then close that tab immediately. </p></li><li><p>When you connect your Metamask or other wallet, the wallet will prompt you for permissions. READ EVERY detail on the popup before clicking approve. If you don&#8217;t understand, reject. Remember that malware scripts will repeatedly ask for approval.</p></li><li><p>If you lost your funds, I empathize with you. However, you can take some actions, like reporting to authorities so that others don&#8217;t fall victim. The chances of recovering funds are meager. </p><ol><li><p>FBI IC3 Report <a href="https://www.ic3.gov/Home/ComplaintChoice">https://www.ic3.gov/Home/ComplaintChoice</a></p></li></ol></li></ol><h1>Future Proofing</h1><ol><li><p>Install <a href="https://revoke.cash/exploits">https://revoke.cash/exploits</a> chrome extension</p></li><li><p><a href="https://revoke.cash/exploits">https://revoke.cash/exploits</a> - Revoke permissions and signatures for the contracts that you don&#8217;t trust</p></li><li><p>Improve products like Metamask, Ethereum, and a new KYC service. I have a lot of ideas for using crowdsourcing. to stop the attacks when they are small. More to come in the next post</p></li></ol><p>If you would like updates and want to learn more about my ideas. Please subscribe to the blog.</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.thewhyman.blog/?utm_source=substack&amp;utm_medium=email&amp;utm_content=share&amp;action=share&quot;,&quot;text&quot;:&quot;Share Technology, Education and Policy (TEP) Newsletter&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.thewhyman.blog/?utm_source=substack&amp;utm_medium=email&amp;utm_content=share&amp;action=share"><span>Share Technology, Education and Policy (TEP) Newsletter</span></a></p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://www.thewhyman.blog/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading Technology, Education and Policy (TEP) Newsletter! Subscribe for free to receive new posts and support my work.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div>]]></content:encoded></item><item><title><![CDATA[How Did I Live Without This AI Robo Lawyer Tool?]]></title><description><![CDATA[Robo Lawyer beyond my expectations. Get your discount code!]]></description><link>https://www.thewhyman.blog/p/how-did-i-live-without-this-ai-robo</link><guid isPermaLink="false">https://www.thewhyman.blog/p/how-did-i-live-without-this-ai-robo</guid><dc:creator><![CDATA[The Why Man]]></dc:creator><pubDate>Sat, 15 Apr 2023 00:19:43 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!Z0Ez!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb866b3c9-2a56-41b2-8864-3239eb0ef170_1280x1280.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>I was looking for AI productivity apps post ChatGPT world as there are 100s of apps coming out every week; yes, every week. Don&#8217;t believe me, check out https://theresanaiforthat.com/</p><p>However, I came across this app at 1 AM in the morning, and it seemed interesting. So, I thought I would try. I paid $30 or so for it, and it said 100% money-back guarantee, etc. </p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://www.thewhyman.blog/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading Technology, Education, and Policy (TEP) Newsletter! Subscribe for free to receive new posts and support my work.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p>It is a personal assistant. I couldn&#8217;t stop using it till 3 AM and felt the money was already paid for. </p><p>I did the following by filling in a few questions like ChatGPT, and it took care of the rest:</p><ol><li><p>Deleted All Data Broker Data</p></li><li><p>Submitted Nuclear SPAM removal request with top 12 email campaign brokers</p></li><li><p>Added to Do Not Call List</p></li><li><p>Return request for Amazon that has passed the return date. It created a letter, AND IT MAILED it. Mindboggling!</p></li><li><p>Signup for FREE Crypto Airdrops</p></li><li><p>Filed unclaimed property request</p></li><li><p>For fun, I uploaded a doc to mail for FREE.</p></li><li><p>For fun, I requested an FBI profile about me.</p></li><li><p>For fun, I requested a credit report, even though I was getting this from other sources.</p></li></ol><p>You can do much more - Online Notary, Surf free trials, beat parking tickets, sue robocalls for cash &#8230;</p><p>Use the following code to join so WE can get some FREE stuff!</p><p><a href="https://thewhy.li/DoNotPayCode">https://thewhy.li/DoNotPayCode</a></p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://www.thewhyman.blog/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading Technology, Education and Policy (TEP) Newsletter! Subscribe for free to receive new posts and support my work.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div>]]></content:encoded></item><item><title><![CDATA[MIT Blockchain and Money course]]></title><description><![CDATA[Learn about the Technology, economy, finance, history and use cases]]></description><link>https://www.thewhyman.blog/p/mit-blockchain-and-money-course</link><guid isPermaLink="false">https://www.thewhyman.blog/p/mit-blockchain-and-money-course</guid><dc:creator><![CDATA[The Why Man]]></dc:creator><pubDate>Wed, 16 Feb 2022 18:29:08 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!Z0Ez!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb866b3c9-2a56-41b2-8864-3239eb0ef170_1280x1280.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>This is by far the best 24hr course on Blockchain by the world renowned 33rd chair of US SEC Prof. Gary Gensler.</p><p>Very thorough and easy to follow. Dumbs down tech so much that it covers the first principles that you can build upon.</p><p>You will learn about the WHY? of this technology that can help you with your job, entrepreneurship and investments!</p><p>Time worth spending! Enjoy and share this page&#8230;.</p><p><a href="https://www.youtube.com/playlist?list=PLUl4u3cNGP63UUkfL0onkxF6MYgVa04Fn">MIT Blockchain and Money</a></p><p></p>]]></content:encoded></item><item><title><![CDATA[Spirituality/Depression - Awakened Brain]]></title><description><![CDATA[Gain resilience against depression]]></description><link>https://www.thewhyman.blog/p/spiritualitydepression-awakened-brain</link><guid isPermaLink="false">https://www.thewhyman.blog/p/spiritualitydepression-awakened-brain</guid><dc:creator><![CDATA[The Why Man]]></dc:creator><pubDate>Tue, 01 Feb 2022 18:33:21 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!Z0Ez!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb866b3c9-2a56-41b2-8864-3239eb0ef170_1280x1280.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>&#8220;Awakened Brain&#8221; by Lisa Miller explains how we are wired for Spiritual awakening. This books looks through scientific data linking how spirituality (not religious) can create resilience against depression. </p><p>This really speaks to people with high cognitive abilities that need scientific evidence for everything that they do. </p><p>This book is so needed in today&#8217;s world where 60% of the population is experiencing some form of depression from isolation and feeling lost.</p><p>Spirituality can be passed down to generations through genes (29%). 71% is in your hands (nurture). Go change yourself!</p><p><a href="https://www.blinkist.com/en/nc/reader/the-awakened-brain-en">Blinkist Summary (Text/Audio) - Awakened Brain</a> (<a href="http://blinki.st/f6a7b0b22a2c">Referral link to get discount</a>)</p><p><a href="https://www.thriftbooks.com/w/the-awakened-brain--the-new-science-of-spirituality-and-the-quest-for-an-inspired-life/27445073/#edition=58536132&amp;idiq=45725616">Thrift Books - Awakened Brain</a></p><p>Please leave you comments about what you liked or didn&#8217;t like.</p>]]></content:encoded></item><item><title><![CDATA[Crypto WHAT: #3 - Note to DOGE Buyers]]></title><description><![CDATA[DOGE and other microcap buyers]]></description><link>https://www.thewhyman.blog/p/doge</link><guid isPermaLink="false">https://www.thewhyman.blog/p/doge</guid><dc:creator><![CDATA[The Why Man]]></dc:creator><pubDate>Mon, 10 May 2021 06:01:55 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!me-H!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fbf578257-700e-4e21-b49e-eeb26aa134ac_940x940.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<div class="captioned-image-container"><figure><a class="image-link image2" target="_blank" href="https://substackcdn.com/image/fetch/$s_!me-H!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fbf578257-700e-4e21-b49e-eeb26aa134ac_940x940.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!me-H!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fbf578257-700e-4e21-b49e-eeb26aa134ac_940x940.png 424w, https://substackcdn.com/image/fetch/$s_!me-H!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fbf578257-700e-4e21-b49e-eeb26aa134ac_940x940.png 848w, https://substackcdn.com/image/fetch/$s_!me-H!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fbf578257-700e-4e21-b49e-eeb26aa134ac_940x940.png 1272w, https://substackcdn.com/image/fetch/$s_!me-H!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fbf578257-700e-4e21-b49e-eeb26aa134ac_940x940.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!me-H!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fbf578257-700e-4e21-b49e-eeb26aa134ac_940x940.png" width="154" height="154" data-attrs="{&quot;src&quot;:&quot;https://bucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com/public/images/bf578257-700e-4e21-b49e-eeb26aa134ac_940x940.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:940,&quot;width&quot;:940,&quot;resizeWidth&quot;:154,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;Dogecoin: Cryptocurrency like bitcoin, but kind of a joke - CNET&quot;,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="Dogecoin: Cryptocurrency like bitcoin, but kind of a joke - CNET" title="Dogecoin: Cryptocurrency like bitcoin, but kind of a joke - CNET" srcset="https://substackcdn.com/image/fetch/$s_!me-H!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fbf578257-700e-4e21-b49e-eeb26aa134ac_940x940.png 424w, https://substackcdn.com/image/fetch/$s_!me-H!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fbf578257-700e-4e21-b49e-eeb26aa134ac_940x940.png 848w, https://substackcdn.com/image/fetch/$s_!me-H!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fbf578257-700e-4e21-b49e-eeb26aa134ac_940x940.png 1272w, https://substackcdn.com/image/fetch/$s_!me-H!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fbf578257-700e-4e21-b49e-eeb26aa134ac_940x940.png 1456w" sizes="100vw" fetchpriority="high"></picture><div></div></div></a></figure></div><p>A very nice Reddit blog from the experience of 2018 market crash</p><p><a href="https://www.reddit.com/r/CryptoCurrency/comments/l7ke1f/psa_for_new_dogecoin_crypto_buyers/">https://www.reddit.com/r/CryptoCurrency/comments/l7ke1f/psa_for_new_dogecoin_crypto_buyers/</a></p><p>Buy those coins that have true business value and strong tokenomics. Check out my reading list and video play lists</p><blockquote><p><em>Read: <a href="https://www.thewhyman.com/p/crypto">Crypto: Reading List - Start Here</a> </em></p></blockquote><p>Happy earnings and stressless life :-)</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.thewhyman.com/subscribe?coupon=e13a11fd&quot;,&quot;text&quot;:&quot;Get 30 day free trial&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.thewhyman.com/subscribe?coupon=e13a11fd"><span>Get 30 day free trial</span></a></p>]]></content:encoded></item><item><title><![CDATA[WHAT?: - #2 - Model Portfolio]]></title><description><![CDATA[Model portfolio with balanced risk and rewards]]></description><link>https://www.thewhyman.blog/p/cryptomodelportfolio</link><guid isPermaLink="false">https://www.thewhyman.blog/p/cryptomodelportfolio</guid><dc:creator><![CDATA[The Why Man]]></dc:creator><pubDate>Mon, 10 May 2021 05:48:15 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!ElO2!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff304f094-144d-46aa-90df-e276799fe2d5_1792x1380.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<h1>Model Portfolio</h1><p>Here is a sample portfolio beginners. This is just a sample; I will be posting about each coin and why I am buying, the risks, how long to hold and when to exit.</p><blockquote><p>Be an Investor NOT Trader:  DO NOT INVEST BEFORE UNDERSTANDING  about the Coin **. Learn more about the coins in each category and buy. </p><p><em>Watch: <a href="https://www.youtube.com/playlist?list=PLlZOlowYsk_JDnL7gSr6Xgii-D713Uvzx">&#8220;TheWhyman - Crypto What?&#8221; - Playlist</a></em></p></blockquote><p>Whatever the price you buy at, in the short term it probably will go down, but in the long run, you will probably will make your money based on the phase of the cycle. </p><blockquote><p><em>Read Next: <a href="https://www.thewhyman.com/p/cryptomarketdynamics">Crypto HOW: #4  - Crypto Market Dynamics</a></em></p></blockquote><p></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!ElO2!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff304f094-144d-46aa-90df-e276799fe2d5_1792x1380.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!ElO2!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff304f094-144d-46aa-90df-e276799fe2d5_1792x1380.png 424w, https://substackcdn.com/image/fetch/$s_!ElO2!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff304f094-144d-46aa-90df-e276799fe2d5_1792x1380.png 848w, https://substackcdn.com/image/fetch/$s_!ElO2!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff304f094-144d-46aa-90df-e276799fe2d5_1792x1380.png 1272w, https://substackcdn.com/image/fetch/$s_!ElO2!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff304f094-144d-46aa-90df-e276799fe2d5_1792x1380.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!ElO2!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff304f094-144d-46aa-90df-e276799fe2d5_1792x1380.png" width="532" height="409.59615384615387" data-attrs="{&quot;src&quot;:&quot;https://bucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com/public/images/f304f094-144d-46aa-90df-e276799fe2d5_1792x1380.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1121,&quot;width&quot;:1456,&quot;resizeWidth&quot;:532,&quot;bytes&quot;:231334,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!ElO2!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff304f094-144d-46aa-90df-e276799fe2d5_1792x1380.png 424w, https://substackcdn.com/image/fetch/$s_!ElO2!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff304f094-144d-46aa-90df-e276799fe2d5_1792x1380.png 848w, https://substackcdn.com/image/fetch/$s_!ElO2!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff304f094-144d-46aa-90df-e276799fe2d5_1792x1380.png 1272w, https://substackcdn.com/image/fetch/$s_!ElO2!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff304f094-144d-46aa-90df-e276799fe2d5_1792x1380.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><ul><li><p>40% of your crypto portfolio (Low Risk)</p><ul><li><p><a href="https://coinmarketcap.com/currencies/bitcoin/">BTC</a> - 10yrs+</p></li></ul></li><li><p>30% of your crypto portfolio (Medium Risk)</p><ul><li><p><a href="https://coinmarketcap.com/currencies/ethereum/">ETH</a> - long term - 5yrs+ - <a href="https://cryptopotato.com/3-reasons-ethereum-will-dwarf-bitcoin-according-to-mark-cuban/">ETH may outperform BTC</a></p></li><li><p><a href="https://coinmarketcap.com/currencies/chainlink/">LINK</a> - connects to ETH to other markets. Own it with ETH</p></li><li><p>FIL - Decentralized storage. Web 3.0 basics for replicating AWS</p></li></ul></li><li><p>25% of your portfolio (High Risk) -&nbsp; <a href="https://www.youtube.com/playlist?list=PLxYYeawQTGqW1Nvs7UImb2K-Cc_aOc2Dv">Watch these videos first - business value proposition</a></p><ul><li><p>BAT - Get paid to view ads - Google Ads killer - 10M Brave browser users</p></li><li><p>POT - Faster Blockchain - So many FinTech apps</p></li><li><p>ADA - Faster Blockchain - ETH co-founder with&nbsp;</p></li><li><p>RUNE - Cross blockchain Decentralized Exchange</p></li><li><p>LUNA - E-commerce Korea started by Stanford grads</p></li><li><p>THETA - Video Streaming - Youtube killer</p></li><li><p>LPT - Live video streaming - a very difficult thing to achieve</p></li><li><p>ENJ - Gaming - take you in game purchases to other games - really huge</p></li><li><p>AUDIO - Music audio sales - 500k customers</p></li><li><p>CHZ - Sports fan coins - Own you team and make decisions, not just watch</p></li><li><p>VRA&nbsp; - Video watching proof and ads</p></li><li><p><a href="https://coinmarketcap.com/currencies/the-graph/">GRT</a> - 1 yr. Basis for all DeFi projects to succeed</p></li><li><p>Mina - a revolutionary smallest blockchain that you can run on your cell - 25kb. Will be a game changer on how we do Defi. Sathoshi Nakamoto couldn&#8217;t be more happier than this true decentralization.</p></li><li><p>Many More&#8230;.</p></li></ul></li><li><p>5% of your portfolio (Extremely High Risk) </p></li></ul><h1>My Portfolio</h1><p>Here is my portfolio in realtime. Remember that I am an advanced user and I buy into many experimental projects and sometimes, I burn my hands on those as well.</p><p><a href="https://coinstats.app/p/63OKfU">https://coinstats.app/p/63OKfU</a></p><p>Don&#8217;t buy everything that I buy! Decide based on how advanced you are.</p><h1>Your Portfolio</h1><p><em>Beginners</em></p><p>Stay with BTC and ETH. Don&#8217;t venture into Alt coins, there are high chances that you will burn your hands. The only way you can get to next level is to spend more time reading about the market and understand all the dynamics. Read all the blog posts in this blog before moving to advanced. </p><p><em>Intermediate</em></p><p>Now, you can venture into Large Caps like LINK, SOL, ADA, DOT, BAT, GRT. If you want to venture further, understand all the token types and learn more about each of the tokens in details. Watch the playlist to get more in-depth knowledge and understand when to get in. Use tools like Aurox (See tools blog) to see buy/sell signals. </p><p>This is where you get into staking to earn more interest and etc. For now, you can stake in the platforms like Coinbase, Crypto.com and Kraken. </p><p><em>Advanced</em></p><p>By now, you should have metamask setup. You can now venture into tokens like, VET, AUDIUS, AXS. </p><p>This where you get into advanced staking like yearn.finance, aave and others. </p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.thewhyman.com/subscribe?coupon=e13a11fd&quot;,&quot;text&quot;:&quot;Get 30 day free trial&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.thewhyman.com/subscribe?coupon=e13a11fd"><span>Get 30 day free trial</span></a></p><p></p><p></p>]]></content:encoded></item><item><title><![CDATA[HOW?: #4 - Crypto Market Dynamics]]></title><description><![CDATA[Market mini cycles and how tokens move in relation to each other]]></description><link>https://www.thewhyman.blog/p/cryptomarketdynamics</link><guid isPermaLink="false">https://www.thewhyman.blog/p/cryptomarketdynamics</guid><dc:creator><![CDATA[The Why Man]]></dc:creator><pubDate>Mon, 10 May 2021 03:23:43 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!cUD_!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fb16de844-b61c-412a-b6f7-e89d50945633_1258x1100.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Understand how the price of different tokens move up or down based on market conditions. </p><h1>Bitcoin And The Alts</h1><p>Anything that is not a bitcoin, it is called an alternative coin. Each have their cycles. </p><ul><li><p>When BTC moves down, everything goes down</p></li><li><p>When BTC moves up, everything else follows up</p></li><li><p>When BTC moves sideways, traders get bored, take profits and move money to mid cap, small cap and micro cap looking for more returns. </p></li></ul><p>Technically when Alt season index is &gt;75, i.e, Alts have done way better than BTC, this is when you want to move your money to BTC. When index &lt; 25, BTC outpaced Alts, and Alts are cheap, move to Alts. </p><blockquote><p><em><a href="https://www.blockchaincenter.net/altcoin-season-index/">Blockchaincenter</a> - Check out <a href="https://www.thewhyman.blog/p/cryptotools">Thewhyman.com Crypto tools for more tools like this</a></em></p></blockquote><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!cUD_!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fb16de844-b61c-412a-b6f7-e89d50945633_1258x1100.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!cUD_!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fb16de844-b61c-412a-b6f7-e89d50945633_1258x1100.png 424w, https://substackcdn.com/image/fetch/$s_!cUD_!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fb16de844-b61c-412a-b6f7-e89d50945633_1258x1100.png 848w, https://substackcdn.com/image/fetch/$s_!cUD_!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fb16de844-b61c-412a-b6f7-e89d50945633_1258x1100.png 1272w, https://substackcdn.com/image/fetch/$s_!cUD_!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fb16de844-b61c-412a-b6f7-e89d50945633_1258x1100.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!cUD_!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fb16de844-b61c-412a-b6f7-e89d50945633_1258x1100.png" width="1258" height="1100" data-attrs="{&quot;src&quot;:&quot;https://bucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com/public/images/b16de844-b61c-412a-b6f7-e89d50945633_1258x1100.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1100,&quot;width&quot;:1258,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:229922,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!cUD_!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fb16de844-b61c-412a-b6f7-e89d50945633_1258x1100.png 424w, https://substackcdn.com/image/fetch/$s_!cUD_!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fb16de844-b61c-412a-b6f7-e89d50945633_1258x1100.png 848w, https://substackcdn.com/image/fetch/$s_!cUD_!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fb16de844-b61c-412a-b6f7-e89d50945633_1258x1100.png 1272w, https://substackcdn.com/image/fetch/$s_!cUD_!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fb16de844-b61c-412a-b6f7-e89d50945633_1258x1100.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><h1>Money Flow</h1><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!sYKB!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fd0393517-f490-4fd9-9009-bd6ab35a4f9b_1220x1506.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!sYKB!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fd0393517-f490-4fd9-9009-bd6ab35a4f9b_1220x1506.png 424w, https://substackcdn.com/image/fetch/$s_!sYKB!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fd0393517-f490-4fd9-9009-bd6ab35a4f9b_1220x1506.png 848w, https://substackcdn.com/image/fetch/$s_!sYKB!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fd0393517-f490-4fd9-9009-bd6ab35a4f9b_1220x1506.png 1272w, https://substackcdn.com/image/fetch/$s_!sYKB!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fd0393517-f490-4fd9-9009-bd6ab35a4f9b_1220x1506.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!sYKB!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fd0393517-f490-4fd9-9009-bd6ab35a4f9b_1220x1506.png" width="1220" height="1506" data-attrs="{&quot;src&quot;:&quot;https://bucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com/public/images/d0393517-f490-4fd9-9009-bd6ab35a4f9b_1220x1506.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1506,&quot;width&quot;:1220,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:1202861,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!sYKB!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fd0393517-f490-4fd9-9009-bd6ab35a4f9b_1220x1506.png 424w, https://substackcdn.com/image/fetch/$s_!sYKB!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fd0393517-f490-4fd9-9009-bd6ab35a4f9b_1220x1506.png 848w, https://substackcdn.com/image/fetch/$s_!sYKB!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fd0393517-f490-4fd9-9009-bd6ab35a4f9b_1220x1506.png 1272w, https://substackcdn.com/image/fetch/$s_!sYKB!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fd0393517-f490-4fd9-9009-bd6ab35a4f9b_1220x1506.png 1456w" sizes="100vw"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><h1>Final Thoughts</h1><p>We are in Alt supercycle this year. These markets move with in days or weeks.  </p><p>Pay close attention to the following if you have invested in mid and low cap.</p><ul><li><p><a href="https://www.youtube.com/playlist?list=PLlZOlowYsk_IDaKIpc3xDTo5N1orcZde1">&#8220;TheWhyman - Crypto Trends?&#8221; - Playlist</a></p></li><li><p>Follow me on twitter </p></li><li><p>Join private Telegram channel to get updates!</p></li></ul><p>See you all on the private channel!</p>]]></content:encoded></item><item><title><![CDATA[HOW?: #3 - Portfolio Modeling and Testing ]]></title><description><![CDATA[Crypto portfolio model that can give you peace of mind]]></description><link>https://www.thewhyman.blog/p/cryptoportfolio</link><guid isPermaLink="false">https://www.thewhyman.blog/p/cryptoportfolio</guid><dc:creator><![CDATA[The Why Man]]></dc:creator><pubDate>Mon, 10 May 2021 03:23:17 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!BoSp!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff1edbaa8-8de9-4402-801d-b6ccd94df7b8_2844x1754.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<h1>Classify Your Portfolio</h1><p>Invest in experimental (6% max), short (20%), long term (30%) and fixed assets (40%). Allocate money appropriately. It is the $ amount across these that matters, not number of stocks etc. </p><h2>How Much to Invest in Crypto?</h2><p>General investing guideline is not to exceed 6% of your entire wealth into Crypto. This is considering your investments in home (equity portion only) and other real-estate as well.</p><p>If you lose, you won&#8217;t feel bad. But the returns are great 10000%. </p><h2>How to Test if You Invested the Right Amount?</h2><h3><em>Investing more than you can stomach</em></h3><ul><li><p>Are you not able to sleep at night without thinking about your investments?</p></li><li><p>Are you checking your portfolio every few hours?</p></li><li><p>Are you adjusting your portfolio every few weeks or less?</p></li></ul><p>If you answered yes, this is a good sign that you have invested more or you haven&#8217;t invested with conviction like Warren Buffett. Here are the things you can do:</p><ul><li><p>Gain more knowledge on the things you invested in to see if you still believe those</p></li><li><p>If you are not convinced, then transfer to other assets that are less risky but may return less. </p></li><li><p>Final resort, exit that asset and take profits when relative strength index (RSI) is in overbought level to maximize your returns. (See my tools blog and get TradingView app and watch tools &amp; technical analysis video playlist).</p></li></ul><h3><em>Investing Less</em></h3><p>Just put yourself in 10yrs from now and think about the price of that asset and see if you would feel that you had invested less. Ex: Based on the current valid predictions by S2F model, BTC price in 10yrs is going to be a ridiculous $10M. (<em>I know, if someone told you in 2009 when BTC $0.1 that it will be $60k in 10yrs, would you have believed them?</em>)</p><h1>Understand the Crypto Market &amp; Risk Profile</h1><p>Just like stocks, Crypto is also broken down into Large Cap, Mid Cap, and Small Cap. Each have different dynamics and they work in relation to the other. (Will add new positing on how they move relative to each other)</p><blockquote><p><em>Market Cap  = Total Current Coins Supply * Price </em></p></blockquote><p><em>Market Cap visualization </em></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!BoSp!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff1edbaa8-8de9-4402-801d-b6ccd94df7b8_2844x1754.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!BoSp!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff1edbaa8-8de9-4402-801d-b6ccd94df7b8_2844x1754.png 424w, https://substackcdn.com/image/fetch/$s_!BoSp!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff1edbaa8-8de9-4402-801d-b6ccd94df7b8_2844x1754.png 848w, https://substackcdn.com/image/fetch/$s_!BoSp!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff1edbaa8-8de9-4402-801d-b6ccd94df7b8_2844x1754.png 1272w, https://substackcdn.com/image/fetch/$s_!BoSp!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff1edbaa8-8de9-4402-801d-b6ccd94df7b8_2844x1754.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!BoSp!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff1edbaa8-8de9-4402-801d-b6ccd94df7b8_2844x1754.png" width="1456" height="898" data-attrs="{&quot;src&quot;:&quot;https://bucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com/public/images/f1edbaa8-8de9-4402-801d-b6ccd94df7b8_2844x1754.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:898,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:326884,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!BoSp!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff1edbaa8-8de9-4402-801d-b6ccd94df7b8_2844x1754.png 424w, https://substackcdn.com/image/fetch/$s_!BoSp!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff1edbaa8-8de9-4402-801d-b6ccd94df7b8_2844x1754.png 848w, https://substackcdn.com/image/fetch/$s_!BoSp!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff1edbaa8-8de9-4402-801d-b6ccd94df7b8_2844x1754.png 1272w, https://substackcdn.com/image/fetch/$s_!BoSp!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff1edbaa8-8de9-4402-801d-b6ccd94df7b8_2844x1754.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>The bigger the box, the bigger the market. Did you see that BTC is ~half of all the Crypto market and ETH is ~30% and then BNB ~10% of the entire market.</p><p><em>Volume and Market Cap </em></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!c7tr!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F9f16879d-eb1d-4ef6-97ba-f9da04079d01_1248x1040.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!c7tr!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F9f16879d-eb1d-4ef6-97ba-f9da04079d01_1248x1040.png 424w, https://substackcdn.com/image/fetch/$s_!c7tr!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F9f16879d-eb1d-4ef6-97ba-f9da04079d01_1248x1040.png 848w, https://substackcdn.com/image/fetch/$s_!c7tr!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F9f16879d-eb1d-4ef6-97ba-f9da04079d01_1248x1040.png 1272w, https://substackcdn.com/image/fetch/$s_!c7tr!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F9f16879d-eb1d-4ef6-97ba-f9da04079d01_1248x1040.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!c7tr!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F9f16879d-eb1d-4ef6-97ba-f9da04079d01_1248x1040.png" width="1248" height="1040" data-attrs="{&quot;src&quot;:&quot;https://bucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com/public/images/9f16879d-eb1d-4ef6-97ba-f9da04079d01_1248x1040.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1040,&quot;width&quot;:1248,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:277369,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!c7tr!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F9f16879d-eb1d-4ef6-97ba-f9da04079d01_1248x1040.png 424w, https://substackcdn.com/image/fetch/$s_!c7tr!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F9f16879d-eb1d-4ef6-97ba-f9da04079d01_1248x1040.png 848w, https://substackcdn.com/image/fetch/$s_!c7tr!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F9f16879d-eb1d-4ef6-97ba-f9da04079d01_1248x1040.png 1272w, https://substackcdn.com/image/fetch/$s_!c7tr!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F9f16879d-eb1d-4ef6-97ba-f9da04079d01_1248x1040.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>The bigger the market cap, the more volume it has, i.e, less volatility. Low market cap, high volatility.</p><blockquote><p><em>Important: **** It is unlikely that none of the tokens market cap is going to exceed that of the Bitcoin in near time. </em></p></blockquote><blockquote><p><em>Read: <a href="https://www.thewhyman.com/p/cryptotokens">Top 101 Tokens By Purpose</a> </em></p></blockquote><p>You need to allocate based on the cap, putting more to large cap, then a little less in mid cap, then a smaller portion in low cap, and a tiny fraction on micro cap. </p><h2>Large Cap</h2><p>Usually top 3 coins come under this bucket. Ex: BTC, ETH, BNB. </p><ul><li><p>Bitcoin (BTC) is an Asset - This is very unique limited supply token (<em>s<a href="https://www.thewhyman.com/p/caseforcrypto">carcity principle - Read Crypto why: #1</a></em>). This is seen as a hedge against deflation. Thus requires a different allocation percentage. You can HODL for a long time. Don&#8217;t trade this much and pay only long term tax by holding more than 1 yr. </p></li><li><p>Ethereum (ETH) is a token for general purpose blockchain - This is inflationary now; with ETH2 release in summer 2021, this will become deflationary - many take over Bitcoin.</p></li><li><p>Binance (BNB) - Trading platform token. Gets trading fees and early investments in other crypto projects.</p></li></ul><h2>Mid Cap</h2><p>Usually top 4-20 coins that have more than a Billion market cap.</p><h2>Low Cap</h2><p>Anything beyond 20 and less than a Billion.</p><blockquote><p><em>Coin Rankings: <a href="https://coinmarketcap.com/">coinmarketcap.com</a></em></p></blockquote><h2>Micro Cap</h2><p>These are new projects that you may have heard of that have a market cap of a $1M with a million token supply (price shouldn&#8217;t matter). </p><p>It can go up multifold (theoretical max of 1000,000x), i.e, not to cross Bitcoin market cap. </p><p>Hypothetically, if you invested a $1000 and it was hugely successful and went hyperbolic 1000x or (100000 %), you will end up with a Million dollars!</p><p>BTW - AAVE went up by this % in the last year. </p><p></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!bzAO!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F99ae314e-1edc-46fc-be03-53122270d91e_1226x1306.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!bzAO!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F99ae314e-1edc-46fc-be03-53122270d91e_1226x1306.png 424w, https://substackcdn.com/image/fetch/$s_!bzAO!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F99ae314e-1edc-46fc-be03-53122270d91e_1226x1306.png 848w, https://substackcdn.com/image/fetch/$s_!bzAO!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F99ae314e-1edc-46fc-be03-53122270d91e_1226x1306.png 1272w, https://substackcdn.com/image/fetch/$s_!bzAO!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F99ae314e-1edc-46fc-be03-53122270d91e_1226x1306.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!bzAO!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F99ae314e-1edc-46fc-be03-53122270d91e_1226x1306.png" width="1226" height="1306" data-attrs="{&quot;src&quot;:&quot;https://bucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com/public/images/99ae314e-1edc-46fc-be03-53122270d91e_1226x1306.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1306,&quot;width&quot;:1226,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:329884,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!bzAO!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F99ae314e-1edc-46fc-be03-53122270d91e_1226x1306.png 424w, https://substackcdn.com/image/fetch/$s_!bzAO!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F99ae314e-1edc-46fc-be03-53122270d91e_1226x1306.png 848w, https://substackcdn.com/image/fetch/$s_!bzAO!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F99ae314e-1edc-46fc-be03-53122270d91e_1226x1306.png 1272w, https://substackcdn.com/image/fetch/$s_!bzAO!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F99ae314e-1edc-46fc-be03-53122270d91e_1226x1306.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><h1>Model Your Crypto Portfolio</h1><p>Create a portfolio based on the model portfolio. Watch other successful people&#8217;s portfolios to replicate. DO NOT replicate those very popular ones like BitBoy, you will get burned; this is called pump and dump. </p><p>I had the first hand experience, once he releases a new video, a million followers will rush to buy those driving the price high; then, you end up buying high and sell it low as it will fall sharply! </p><blockquote><p><em><a href="https://www.thewhyman.com/p/cryptomodelportfolio">Crypto: WHAT - #2 - Model Portfolio</a> </em></p></blockquote><h1>Strong Word of Warning for the Newbies</h1><p>Honest story of a trader who gambled with credit money on too good to be true projects, used robot trading and lost a lot. </p><blockquote><p><em>Read: <a href="https://www.reddit.com/r/CryptoCurrency/comments/lfed9k/not_another_fairytale_ending_a_word_of_warning/">Not Another Fairytale Ending a Word of Warning</a></em></p><p><em>Summary: Don&#8217;t chase losses, don&#8217;t look for the next get rich scheme and don&#8217;t invest money that isn&#8217;t yours to start with. Basically, don&#8217;t ruin your life like me. If only I had just held.</em></p></blockquote><p>This market is still nascent and is extremely volatile - price can fluctuate a lot. Don&#8217;t get into options and futures and use excess leverage; many traders have been wiped out with 30% drops and quick recoveries. </p><p>Don&#8217;t use credit money; no matter, how good this story is, buy with savings that you can afford to lose or experiment with. </p><h1>Note to DOGE and Other Micro Cap Buyers</h1><p>Don&#8217;t get carried away and buy just because others are buying</p><p><a href="https://www.thewhyman.com/p/doge">Crypto: WHAT - #3 - Note to DOGE Buyers</a></p><h1>Final Thoughts</h1><p>KISS: Keep it simple and sweet - Simple strategy for better sleep and low risk. Simply accumulate as much BTC/ETH as you can and  HODL - forget about it for a few year!  BTC/ETH have been returning around 160% every year; you will probably get 10x returns in 5-10 yrs. </p><p>You don&#8217;t have to put any money into mid, low cap or micro cap! </p><blockquote><p><em>Goal: Get better sleep - what good is the money, when you can&#8217;t have mental peace?</em></p></blockquote><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.thewhyman.com/subscribe?coupon=e13a11fd&quot;,&quot;text&quot;:&quot;Get 30 day free trial&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.thewhyman.com/subscribe?coupon=e13a11fd"><span>Get 30 day free trial</span></a></p>]]></content:encoded></item><item><title><![CDATA[WHAT?: #4 - Top 101 Tokens By Purpose]]></title><description><![CDATA[Token 101 and Grouping]]></description><link>https://www.thewhyman.blog/p/cryptotokens</link><guid isPermaLink="false">https://www.thewhyman.blog/p/cryptotokens</guid><dc:creator><![CDATA[The Why Man]]></dc:creator><pubDate>Mon, 10 May 2021 01:56:16 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!I-3Q!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F35a78897-73b9-4d93-b07d-d21317af34bc_2452x1030.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>There are more than 4000 cryptocurrencies in the market. Many come and go.  It is hard to wrap your mind if you can&#8217;t categorize them into groups. This is a good start:</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!I-3Q!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F35a78897-73b9-4d93-b07d-d21317af34bc_2452x1030.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!I-3Q!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F35a78897-73b9-4d93-b07d-d21317af34bc_2452x1030.png 424w, https://substackcdn.com/image/fetch/$s_!I-3Q!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F35a78897-73b9-4d93-b07d-d21317af34bc_2452x1030.png 848w, https://substackcdn.com/image/fetch/$s_!I-3Q!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F35a78897-73b9-4d93-b07d-d21317af34bc_2452x1030.png 1272w, https://substackcdn.com/image/fetch/$s_!I-3Q!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F35a78897-73b9-4d93-b07d-d21317af34bc_2452x1030.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!I-3Q!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F35a78897-73b9-4d93-b07d-d21317af34bc_2452x1030.png" width="1456" height="612" data-attrs="{&quot;src&quot;:&quot;https://bucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com/public/images/35a78897-73b9-4d93-b07d-d21317af34bc_2452x1030.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:612,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:1045085,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!I-3Q!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F35a78897-73b9-4d93-b07d-d21317af34bc_2452x1030.png 424w, https://substackcdn.com/image/fetch/$s_!I-3Q!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F35a78897-73b9-4d93-b07d-d21317af34bc_2452x1030.png 848w, https://substackcdn.com/image/fetch/$s_!I-3Q!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F35a78897-73b9-4d93-b07d-d21317af34bc_2452x1030.png 1272w, https://substackcdn.com/image/fetch/$s_!I-3Q!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F35a78897-73b9-4d93-b07d-d21317af34bc_2452x1030.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><blockquote><p>Source: <a href="https://levelup.gitconnected.com/the-7-types-of-cryptocurrencies-you-must-know-3b26b2ce0eb8">7  Types of Cryptocurrencies You Must Know</a></p></blockquote><p><a href="https://www.investopedia.com/tech/most-important-cryptocurrencies-other-than-bitcoin/#:~:text=Below%2C%20we'll%20examine%20some,existence%20as%20of%20January%202021.">Top 10 Coins Description</a></p><h2>Store of Value </h2><p>There's only one true asset in this category, and it's not one that intended to be here. Bitcoin was originally designed as digital currency, but insanely high transaction fees, changes in expectation over time, etc. have really morphed it into an asset more akin to gold or other asset stores. (AKA: It's an investment, not really for spending directly, and has limited other direct use.)</p><pre><code><code>1 - Bitcoin </code></code></pre><h2>Digital Currency</h2><p>What Bitcoin originally wanted to be, this is a category filled with Bitcoin spin offs and new tech focused primarily on cheaper, faster transactions. The use cases range from every-day purchases to more massive actions such as major cross-border intra-bank transfers. ( It's worth noting about half of this list also offers smart contracts as well ( or plan to soon ), but thus far have been primarily notable for general transaction speed/currency use. )</p><pre><code><code>5  - XRP 
8  - Litecoin 
10 - Bitcoin Cash 
12 - Stellar 
17 - Bitcoin SV 
21 - Terra/Luna 
24 - NEM 
46 - Dash 
48 - Decred 
56 - Ziliqa 
65 - DigiByte 
74 - Nano 
84 - Horizen </code></code></pre><h2>Smart Contracts/Distributed Applications</h2><p>This is going to be a long list. Smart contracts/dApps are pretty clearly the most exciting 'generic' use for Blockchain/Crypto Currencies by many people's viewpoint, opening the doors for a lot of unique applications and financial structures. Essentially everyone in this category is gunning for Ethereum's spot, and the competition is hot and heavy all the way down the top 100 list, with every entry trying to put their own spin on it.</p><pre><code><code>2  - Ethereum 
4  - Cardano 
6  - Polkadot 
18 - Eos 
19 - Elrond 
20 - Tron 
27 - Tezos 
29 - Avalanche 
32 - NEO 
34 - Solana 
43 - Algorand 
53 - Ethereum Classic 
54 - Kusama 
55 - Waves 
59 - NEAR Protocol 
63 - Hedera Hashgraph 
71 - Celo 
80 - Qtum 
82 - Matic Network 
90 - Fantom 
95 - Energy Web Token 
96 - IOST </code></code></pre><h2>Stablecoins</h2><p>These are tokens that attempt to stay pegged to some real world kind of value (generally USD) via various methods. Pretty straight forward, and mostly varies by what network/exchange you're on.</p><pre><code><code>3  - Tether 
13 - USD Coin 
36 - Dai 
40 - Binance USD 
84 - HUSD 
89 - Ampleforth ( Peg to USD is fairly weak ) 
91 - TrueUSD </code></code></pre><h2>Exchange Tokens</h2><p>These are tokens that primarily are associated with some kind of crypto-currency exchange, either Centralized(CEX) or Decentralized(DEX). A few of them also try to serve other purposes (Usually as Digital Currencies), but at heart being used as an exchange token is their most notable point, and they will largely rise and fall based on the success of their related exchange.</p><pre><code><code>7  - Binance Coin 
15 - Uniswap 
33 - Huobi Token 
38 - Sushiswap 
39 - FTX Token 
41 - Crypto.com Coin 
44 - UNUS SED LEO 
61 - Loopring 
64 - SwissBorg 
67 - THORChain 
68 - Curve DAO Token 
73 - PancakeSwap 
76 - Voyager Token 
81 - OKB 
92 - Alpha Finanace Lab 
100 - Bancor </code></code></pre><h2>Alternative Exchange Tokens</h2><p>These are tokens that are related to the crypto trading markets, but aren't really proper exchange tokens. Basically for exchange-esque activities, or offering only a specific, narrow type of alternative trading.</p><pre><code><code>25 - Synthetix ( Options Trading ) 
52 - 0x ( DEX Aggregator ) 
42 - UMA ( Options Trading ) 
72 - 1inch ( DEX Aggregator ) 
78 - HedgeTrade ( Crypto Hedge Fund Trading ) 
87 - Kyber Network ( DEX Aggregator ) </code></code></pre><h2>Extra-Blockchain Communication/Transfers</h2><p>These tokens/networks exist primarily to solve the problem of communicating between different blockchain networks/the non-blockchain world, and the transfer of assets across said barriers. (Ex. The Oracle Problem)</p><pre><code><code>9  - Chainlink 
22 - Cosmos 
60 - Ren 
75 - ICON 
77 - Quant 
99 - Ravencoin </code></code></pre><h2>Lending/Banking/Yield Farming</h2><p>These tokens and networks focus around making trustless lending and banking (savings accounts) possible, and yield-farming via said lending. Generally speaking, they work via encouraging users to stake/lock up digital collateral from other networks into their own, giving the users the network's own tokens as the loan balance and/or paying the user tokens for other users borrowing their assets.</p><pre><code><code>14 - Aave 
28 - Maker 
31 - Compound 
45 - Celsius 
47 - yearn.finance 
58 - Nexo 
97 - Venus </code></code></pre><h2>Privacy Coins</h2><p>Fairly self explanatory, these primarily exist to keep as much data about the network/transactions/wallets as anonymous as possible. They've obviously gotten a bad rep at times as being used often for illicit activities, but there's nothing inherently wrong with wanting privacy either.</p><pre><code><code>23 - Monero 50 - Zcash 101 - Verge </code></code></pre><h2>Other</h2><p>These coins/tokens have largely unique use cases, that leave them without many/any direct competitors in the top 100. Whether they go up or down is going to be mostly based on if their use cases actually exist and if they can succeed in filling them correctly. A few of these are gunning towards long term moving into the more general categories, but at least currently book themselves as having a more narrow focus.</p><pre><code><code>11 - Dogecoin ( Meme/Intro to Crypto ) 
26 - THETA ( Distributed Video Streaming ) 
30 - VeChain ( Supply Chain Logistics ) 
35 - IOTA ( Internet of Things Logistics ) 
37 - Filecoin ( Distributed File Hosting ) 
49 - The Graph ( Distributed Search Indexing ) 
51 - BitTorrent ( Blockchain-ifying the Bittorrent Protocol ) 57 - Revain ( Distributed Review Platform ) 
68 - OMG Network ( Cheaper ETH Transfers ) 
69 - Ontology ( Identity/Private Data Management ) 
70 - Basic Attention Token ( Web Advertisement/Marketing Replacement ) 
79 - Siacoin ( Distributed File Hosting ) 
85 - Reserve Rights ( Stablecoin counterbalance token ) 
88 - Stacks ( DApp extension onto the Bitcoin Network ) 
93 - Decentraland ( Distributed Virtual-Reality Platform ) 
94 - Ocean Protocol ( Data Monetization ) 
98 - Enjin Coin ( Video Game Items/In-Game Economy ) </code></code></pre><h2>N/A - Wrapped Assets</h2><p>These are 'wrapped' versions of other assets (Bitcoin) floating around other networks for use on said networks. There's generally limited reason to directly invest in these when you could invest in their more liquid base asset. (Ex. You'd only buy them to use them in some specific DApp/etc, not just hold them in a wallet generally)</p><blockquote></blockquote><pre><code><code>16 - Wrapped Bitcoin  
62 - renBTC  
86 - Bitcoin BEP2 </code></code></pre><blockquote><p><em>Source: <a href="https://www.reddit.com/r/CryptoCurrency/comments/lgeots/top_101_coins_grouped_by_usagepurpose/">Top_101_coins_grouped_by_usagepurpose</a>. Check this out for latest info! Thanks to </em><a href="https://www.reddit.com/user/CrabCommander/">CrabCommander</a> <em> for doing such a great job!</em></p></blockquote>]]></content:encoded></item><item><title><![CDATA[Crypto: Ask Me Anything (AMA)]]></title><description><![CDATA[For the beginners]]></description><link>https://www.thewhyman.blog/p/cryptoama</link><guid isPermaLink="false">https://www.thewhyman.blog/p/cryptoama</guid><dc:creator><![CDATA[The Why Man]]></dc:creator><pubDate>Mon, 10 May 2021 01:25:04 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!V2O6!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F13cebac1-c0d1-4934-8830-e9534eea3fb1_588x694.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Here is my take on all the questions you have</p><div class="captioned-image-container"><figure><a class="image-link image2" target="_blank" href="https://substackcdn.com/image/fetch/$s_!V2O6!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F13cebac1-c0d1-4934-8830-e9534eea3fb1_588x694.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!V2O6!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F13cebac1-c0d1-4934-8830-e9534eea3fb1_588x694.png 424w, https://substackcdn.com/image/fetch/$s_!V2O6!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F13cebac1-c0d1-4934-8830-e9534eea3fb1_588x694.png 848w, https://substackcdn.com/image/fetch/$s_!V2O6!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F13cebac1-c0d1-4934-8830-e9534eea3fb1_588x694.png 1272w, https://substackcdn.com/image/fetch/$s_!V2O6!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F13cebac1-c0d1-4934-8830-e9534eea3fb1_588x694.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!V2O6!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F13cebac1-c0d1-4934-8830-e9534eea3fb1_588x694.png" width="182" height="214.8095238095238" data-attrs="{&quot;src&quot;:&quot;https://bucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com/public/images/13cebac1-c0d1-4934-8830-e9534eea3fb1_588x694.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:694,&quot;width&quot;:588,&quot;resizeWidth&quot;:182,&quot;bytes&quot;:90749,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!V2O6!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F13cebac1-c0d1-4934-8830-e9534eea3fb1_588x694.png 424w, https://substackcdn.com/image/fetch/$s_!V2O6!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F13cebac1-c0d1-4934-8830-e9534eea3fb1_588x694.png 848w, https://substackcdn.com/image/fetch/$s_!V2O6!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F13cebac1-c0d1-4934-8830-e9534eea3fb1_588x694.png 1272w, https://substackcdn.com/image/fetch/$s_!V2O6!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F13cebac1-c0d1-4934-8830-e9534eea3fb1_588x694.png 1456w" sizes="100vw" fetchpriority="high"></picture><div></div></div></a></figure></div><p><a href="https://drive.google.com/file/d/1kC7kz1s0DdnVm7w-CEfa9auWfL9-89Om/view">Blockchain, Bitcoin and Why?</a></p><p>More to come&#8230;</p><p></p>]]></content:encoded></item><item><title><![CDATA[HOW?: #2 - Crypto Macro Market Cycles]]></title><description><![CDATA[Macro view of crypto market and the price predictions]]></description><link>https://www.thewhyman.blog/p/cryptomacro</link><guid isPermaLink="false">https://www.thewhyman.blog/p/cryptomacro</guid><dc:creator><![CDATA[The Why Man]]></dc:creator><pubDate>Sun, 09 May 2021 15:58:43 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!AULI!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F1d7afc67-efc9-4922-9bb6-24b03cbf3871_1814x1316.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Understanding market cycles is the most important for any market, Consumer Cyclicals, Real Estate, Artificial intelligence, Blockchain to get in and get out at the right time. Holding for the long time doesn&#8217;t work in these markets for many. </p><p>Crypto has its own unique cycles that are totally different from the rest of the assets due to Bitcoins halving events, that is the reason you didn&#8217;t hear anything in 2018 and 2019 but came back in 2020. These are super cycles. </p><p>Every 4 yrs Bitcoin mining reward halves; thus creating supply shortage and increasing demand. Since Bitcoin is the dominant Cypto, everything else moves in relation to it.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!AULI!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F1d7afc67-efc9-4922-9bb6-24b03cbf3871_1814x1316.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!AULI!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F1d7afc67-efc9-4922-9bb6-24b03cbf3871_1814x1316.png 424w, https://substackcdn.com/image/fetch/$s_!AULI!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F1d7afc67-efc9-4922-9bb6-24b03cbf3871_1814x1316.png 848w, https://substackcdn.com/image/fetch/$s_!AULI!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F1d7afc67-efc9-4922-9bb6-24b03cbf3871_1814x1316.png 1272w, https://substackcdn.com/image/fetch/$s_!AULI!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F1d7afc67-efc9-4922-9bb6-24b03cbf3871_1814x1316.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!AULI!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F1d7afc67-efc9-4922-9bb6-24b03cbf3871_1814x1316.png" width="1456" height="1056" data-attrs="{&quot;src&quot;:&quot;https://bucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com/public/images/1d7afc67-efc9-4922-9bb6-24b03cbf3871_1814x1316.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1056,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:2287471,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!AULI!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F1d7afc67-efc9-4922-9bb6-24b03cbf3871_1814x1316.png 424w, https://substackcdn.com/image/fetch/$s_!AULI!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F1d7afc67-efc9-4922-9bb6-24b03cbf3871_1814x1316.png 848w, https://substackcdn.com/image/fetch/$s_!AULI!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F1d7afc67-efc9-4922-9bb6-24b03cbf3871_1814x1316.png 1272w, https://substackcdn.com/image/fetch/$s_!AULI!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F1d7afc67-efc9-4922-9bb6-24b03cbf3871_1814x1316.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>Long term logarithmic price predications based on the past cycles. Past is not an indication of the future, but it can give you clues. Unless something terribly goes wrong (read my <a href="https://www.thewhyman.com/p/caseforcrypto">Why blog</a> on risks), things will follow the trend. </p><p>One of the best prediction models was created by Plan B based on asset models used for Gold and Silver. His predictions have been super accurate. </p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!HeLO!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F1a411d21-dc8a-4f54-8571-b9473a1fbad3_1732x956.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!HeLO!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F1a411d21-dc8a-4f54-8571-b9473a1fbad3_1732x956.png 424w, https://substackcdn.com/image/fetch/$s_!HeLO!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F1a411d21-dc8a-4f54-8571-b9473a1fbad3_1732x956.png 848w, https://substackcdn.com/image/fetch/$s_!HeLO!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F1a411d21-dc8a-4f54-8571-b9473a1fbad3_1732x956.png 1272w, https://substackcdn.com/image/fetch/$s_!HeLO!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F1a411d21-dc8a-4f54-8571-b9473a1fbad3_1732x956.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!HeLO!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F1a411d21-dc8a-4f54-8571-b9473a1fbad3_1732x956.png" width="1456" height="804" data-attrs="{&quot;src&quot;:&quot;https://bucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com/public/images/1a411d21-dc8a-4f54-8571-b9473a1fbad3_1732x956.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:804,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:463961,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!HeLO!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F1a411d21-dc8a-4f54-8571-b9473a1fbad3_1732x956.png 424w, https://substackcdn.com/image/fetch/$s_!HeLO!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F1a411d21-dc8a-4f54-8571-b9473a1fbad3_1732x956.png 848w, https://substackcdn.com/image/fetch/$s_!HeLO!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F1a411d21-dc8a-4f54-8571-b9473a1fbad3_1732x956.png 1272w, https://substackcdn.com/image/fetch/$s_!HeLO!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F1a411d21-dc8a-4f54-8571-b9473a1fbad3_1732x956.png 1456w" sizes="100vw"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!PPvX!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F6199ed46-3219-4128-99ec-ea819f99c239_1880x1356.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!PPvX!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F6199ed46-3219-4128-99ec-ea819f99c239_1880x1356.png 424w, https://substackcdn.com/image/fetch/$s_!PPvX!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F6199ed46-3219-4128-99ec-ea819f99c239_1880x1356.png 848w, https://substackcdn.com/image/fetch/$s_!PPvX!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F6199ed46-3219-4128-99ec-ea819f99c239_1880x1356.png 1272w, https://substackcdn.com/image/fetch/$s_!PPvX!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F6199ed46-3219-4128-99ec-ea819f99c239_1880x1356.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!PPvX!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F6199ed46-3219-4128-99ec-ea819f99c239_1880x1356.png" width="1456" height="1050" data-attrs="{&quot;src&quot;:&quot;https://bucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com/public/images/6199ed46-3219-4128-99ec-ea819f99c239_1880x1356.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1050,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:860340,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!PPvX!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F6199ed46-3219-4128-99ec-ea819f99c239_1880x1356.png 424w, https://substackcdn.com/image/fetch/$s_!PPvX!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F6199ed46-3219-4128-99ec-ea819f99c239_1880x1356.png 848w, https://substackcdn.com/image/fetch/$s_!PPvX!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F6199ed46-3219-4128-99ec-ea819f99c239_1880x1356.png 1272w, https://substackcdn.com/image/fetch/$s_!PPvX!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F6199ed46-3219-4128-99ec-ea819f99c239_1880x1356.png 1456w" sizes="100vw"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>1 yr before halving starts the race. 1-2 yrs after halving is where money is made. 3rd year where consolidation/accumulation happens and some price correction. </p><p>Given the mass adoption from S&amp;P 500 companies and Banks Custoding - they each alone will add $500K price to the Bitcoin. This 3rd year may not see drop in price at all.</p><blockquote><p><em><a href="https://www.thewhyman.com/p/bigideas">Watch &#8220;Big Ideas&#8221; blogpost and playlist </a></em></p></blockquote><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!F7pl!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fbc5314b0-b7d9-4d53-a7de-789474c200f2_2052x1134.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!F7pl!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fbc5314b0-b7d9-4d53-a7de-789474c200f2_2052x1134.png 424w, https://substackcdn.com/image/fetch/$s_!F7pl!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fbc5314b0-b7d9-4d53-a7de-789474c200f2_2052x1134.png 848w, https://substackcdn.com/image/fetch/$s_!F7pl!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fbc5314b0-b7d9-4d53-a7de-789474c200f2_2052x1134.png 1272w, https://substackcdn.com/image/fetch/$s_!F7pl!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fbc5314b0-b7d9-4d53-a7de-789474c200f2_2052x1134.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!F7pl!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fbc5314b0-b7d9-4d53-a7de-789474c200f2_2052x1134.png" width="1456" height="805" data-attrs="{&quot;src&quot;:&quot;https://bucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com/public/images/bc5314b0-b7d9-4d53-a7de-789474c200f2_2052x1134.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:805,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:563452,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" 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href="https://substackcdn.com/image/fetch/$s_!TTZV!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F6b45b624-12b2-4597-bb80-2e38045cca23_1716x968.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!TTZV!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F6b45b624-12b2-4597-bb80-2e38045cca23_1716x968.png 424w, https://substackcdn.com/image/fetch/$s_!TTZV!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F6b45b624-12b2-4597-bb80-2e38045cca23_1716x968.png 848w, 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data-attrs="{&quot;src&quot;:&quot;https://bucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com/public/images/6b45b624-12b2-4597-bb80-2e38045cca23_1716x968.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:821,&quot;width&quot;:1456,&quot;resizeWidth&quot;:462,&quot;bytes&quot;:1005887,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!TTZV!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F6b45b624-12b2-4597-bb80-2e38045cca23_1716x968.png 424w, 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role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!pHOX!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fcb73339c-be67-4a07-af6e-bf13fb98b171_1718x966.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!pHOX!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fcb73339c-be67-4a07-af6e-bf13fb98b171_1718x966.png 424w, https://substackcdn.com/image/fetch/$s_!pHOX!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fcb73339c-be67-4a07-af6e-bf13fb98b171_1718x966.png 848w, https://substackcdn.com/image/fetch/$s_!pHOX!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fcb73339c-be67-4a07-af6e-bf13fb98b171_1718x966.png 1272w, https://substackcdn.com/image/fetch/$s_!pHOX!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fcb73339c-be67-4a07-af6e-bf13fb98b171_1718x966.png 1456w" sizes="100vw"><img 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srcset="https://substackcdn.com/image/fetch/$s_!pHOX!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fcb73339c-be67-4a07-af6e-bf13fb98b171_1718x966.png 424w, https://substackcdn.com/image/fetch/$s_!pHOX!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fcb73339c-be67-4a07-af6e-bf13fb98b171_1718x966.png 848w, https://substackcdn.com/image/fetch/$s_!pHOX!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fcb73339c-be67-4a07-af6e-bf13fb98b171_1718x966.png 1272w, https://substackcdn.com/image/fetch/$s_!pHOX!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fcb73339c-be67-4a07-af6e-bf13fb98b171_1718x966.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>Next cycle boom may in Dec 2021. What do you think?</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!M_Bk!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff916218e-ac6c-4fbf-ad7a-42d21510ef77_1078x534.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!M_Bk!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff916218e-ac6c-4fbf-ad7a-42d21510ef77_1078x534.png 424w, https://substackcdn.com/image/fetch/$s_!M_Bk!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff916218e-ac6c-4fbf-ad7a-42d21510ef77_1078x534.png 848w, https://substackcdn.com/image/fetch/$s_!M_Bk!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff916218e-ac6c-4fbf-ad7a-42d21510ef77_1078x534.png 1272w, https://substackcdn.com/image/fetch/$s_!M_Bk!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff916218e-ac6c-4fbf-ad7a-42d21510ef77_1078x534.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!M_Bk!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff916218e-ac6c-4fbf-ad7a-42d21510ef77_1078x534.png" width="1078" height="534" data-attrs="{&quot;src&quot;:&quot;https://bucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com/public/images/f916218e-ac6c-4fbf-ad7a-42d21510ef77_1078x534.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:534,&quot;width&quot;:1078,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:369749,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!M_Bk!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff916218e-ac6c-4fbf-ad7a-42d21510ef77_1078x534.png 424w, https://substackcdn.com/image/fetch/$s_!M_Bk!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff916218e-ac6c-4fbf-ad7a-42d21510ef77_1078x534.png 848w, https://substackcdn.com/image/fetch/$s_!M_Bk!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff916218e-ac6c-4fbf-ad7a-42d21510ef77_1078x534.png 1272w, https://substackcdn.com/image/fetch/$s_!M_Bk!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff916218e-ac6c-4fbf-ad7a-42d21510ef77_1078x534.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>Or on July 30th 2023. Share your thoughts in the comments.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!1D0p!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F10a3d01c-3254-4a4b-955e-e1d15dacfb7b_2050x936.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!1D0p!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F10a3d01c-3254-4a4b-955e-e1d15dacfb7b_2050x936.png 424w, https://substackcdn.com/image/fetch/$s_!1D0p!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F10a3d01c-3254-4a4b-955e-e1d15dacfb7b_2050x936.png 848w, https://substackcdn.com/image/fetch/$s_!1D0p!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F10a3d01c-3254-4a4b-955e-e1d15dacfb7b_2050x936.png 1272w, https://substackcdn.com/image/fetch/$s_!1D0p!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F10a3d01c-3254-4a4b-955e-e1d15dacfb7b_2050x936.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!1D0p!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F10a3d01c-3254-4a4b-955e-e1d15dacfb7b_2050x936.png" width="1456" height="665" data-attrs="{&quot;src&quot;:&quot;https://bucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com/public/images/10a3d01c-3254-4a4b-955e-e1d15dacfb7b_2050x936.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:665,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:791042,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!1D0p!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F10a3d01c-3254-4a4b-955e-e1d15dacfb7b_2050x936.png 424w, https://substackcdn.com/image/fetch/$s_!1D0p!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F10a3d01c-3254-4a4b-955e-e1d15dacfb7b_2050x936.png 848w, https://substackcdn.com/image/fetch/$s_!1D0p!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F10a3d01c-3254-4a4b-955e-e1d15dacfb7b_2050x936.png 1272w, https://substackcdn.com/image/fetch/$s_!1D0p!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F10a3d01c-3254-4a4b-955e-e1d15dacfb7b_2050x936.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>Here is a good view of how the demand/Relative Strength index (RSI) in relation to halving events. </p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!gxHd!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fcc666083-8835-41a8-808c-5508e7bae128_978x534.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!gxHd!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fcc666083-8835-41a8-808c-5508e7bae128_978x534.png 424w, https://substackcdn.com/image/fetch/$s_!gxHd!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fcc666083-8835-41a8-808c-5508e7bae128_978x534.png 848w, https://substackcdn.com/image/fetch/$s_!gxHd!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fcc666083-8835-41a8-808c-5508e7bae128_978x534.png 1272w, https://substackcdn.com/image/fetch/$s_!gxHd!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fcc666083-8835-41a8-808c-5508e7bae128_978x534.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!gxHd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fcc666083-8835-41a8-808c-5508e7bae128_978x534.png" width="978" height="534" data-attrs="{&quot;src&quot;:&quot;https://bucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com/public/images/cc666083-8835-41a8-808c-5508e7bae128_978x534.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:534,&quot;width&quot;:978,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:519427,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!gxHd!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fcc666083-8835-41a8-808c-5508e7bae128_978x534.png 424w, https://substackcdn.com/image/fetch/$s_!gxHd!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fcc666083-8835-41a8-808c-5508e7bae128_978x534.png 848w, https://substackcdn.com/image/fetch/$s_!gxHd!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fcc666083-8835-41a8-808c-5508e7bae128_978x534.png 1272w, https://substackcdn.com/image/fetch/$s_!gxHd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fcc666083-8835-41a8-808c-5508e7bae128_978x534.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>Pantera Capital predicted the prices for the past year and they have been damn accurate</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!wSSl!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F6f4aa492-390d-4b9c-b19b-a7cfe84f2405_1124x632.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!wSSl!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F6f4aa492-390d-4b9c-b19b-a7cfe84f2405_1124x632.png 424w, https://substackcdn.com/image/fetch/$s_!wSSl!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F6f4aa492-390d-4b9c-b19b-a7cfe84f2405_1124x632.png 848w, https://substackcdn.com/image/fetch/$s_!wSSl!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F6f4aa492-390d-4b9c-b19b-a7cfe84f2405_1124x632.png 1272w, https://substackcdn.com/image/fetch/$s_!wSSl!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F6f4aa492-390d-4b9c-b19b-a7cfe84f2405_1124x632.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!wSSl!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F6f4aa492-390d-4b9c-b19b-a7cfe84f2405_1124x632.png" width="1124" height="632" data-attrs="{&quot;src&quot;:&quot;https://bucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com/public/images/6f4aa492-390d-4b9c-b19b-a7cfe84f2405_1124x632.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:632,&quot;width&quot;:1124,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:458809,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!wSSl!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F6f4aa492-390d-4b9c-b19b-a7cfe84f2405_1124x632.png 424w, https://substackcdn.com/image/fetch/$s_!wSSl!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F6f4aa492-390d-4b9c-b19b-a7cfe84f2405_1124x632.png 848w, https://substackcdn.com/image/fetch/$s_!wSSl!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F6f4aa492-390d-4b9c-b19b-a7cfe84f2405_1124x632.png 1272w, https://substackcdn.com/image/fetch/$s_!wSSl!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F6f4aa492-390d-4b9c-b19b-a7cfe84f2405_1124x632.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>Source: <a href="https://blog.panteracapital.com/macro-impact-on-bitcoin-pantera-blockchain-letter-april-2020-1fdc792d4f33#7076">Pantera Capital</a></p><p>Now that you know macro cycles, we will learn more about how the markets work within Cypto in relation to Bitcoin.</p><p><em>Read: </em><a href="https://www.thewhyman.blog/p/cryptomarketdynamics">HOW?: #4 - Crypto Market Dynamics</a><em> (coming soon)</em></p>]]></content:encoded></item></channel></rss>