Jordi and I
Jordi doesn't know I exist.
Simple as that.
I know about him because he had written a couple of threads on $OHM's game-theory and that was it. However, he has been popping up on my feed ever since then. I didn't pay much heed to his threads, primarily because I was working with Olympus and you can't deny that you grow biased towards your workplace.
It didn't help that I was new and would align myself with each project I would find, hoping to find a sense of belonging. It really is funny when you think about it. Someone should perhaps chart the correlation between sense of belonging felt by community and token price, but that's a topic for another day.
Jordi's thread
I didn't really grasp that there could be so much outright fraud under our noses. The damage from it was truly immense.
~Jordi Alexander
I appreciate everyone grading themselves against their past predictions. This doesn't mean that a good predictive capability in the past guarantees their 2023 performance. Regardless, I think such tweets make for a good twitter thread.
It's a good source of generating engagement after all. Besides that, and more importantly, it helps me understand what the big players missed out on. Jordi mentions how he didn't factor in extreme reflexivity. As I type this, I want to claim that I understand reflexivity but I honestly don't. Most of my understanding comes from the limited interaction I've had with other systems theorists.
I wish I could talk about his macro predictions but tell me if you could make sense of this:
...but the story of energy inflation causing bonds to sell off with equities in this part of the cycle has ended up looking prescient.
Man, I have a lot of reading to do it seems.
Jordi's thread can be found below:
End of 2022 🧵!
And what a tough year its been. I took plenty of body blows despite entering the year w/ eyes open on the changing macro backdrop.
Tldr : Cobie and I are indeed now flipping falafels at the Trafalgar Sq. Pret.
2022 Lookback, 2023 Expectations-
And off we go!!
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Jordi's predictions for 2023
TL;DR
BTC needs to rebuild its narrative. ETH can 2-3x but easy-money time still not here. The fundamental damage from bankruptcies and collapses will continue haunt us.
Smol worker
I am a smol worker
my size can't be weighed against Jordi's; frankly, my size is what he would donate in random giveaways if he so wanted to.
The best thing would have been – in hindsight – to sell everything I was making during the bull and cash out in USDC. Then, go shopping in today's times. Sadly, that didn't happen.
I get 3-4 more cycles in my lifetime, right?
Right?
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