My plans for this blog

What I'll be writing about going forward and why you might enjoy it

Back when I created this substack and posted for the first time, the plan wasn’t to try and go viral or make a living from writing. I only really wanted to use this as a personal diary or tool to improve putting thoughts into more cohesive sentences. I’ve really enjoyed posting longer reports - like this one from last week - but feel that it’s important to improve the pace of my writing.

I’ve discussed it briefly on twitter, but I don’t want to box myself into only writing about crypto. I still like the coins and spend probably more than 50% of my waking hours doing work or research related to crypto, but this doesn’t excite me as much as it used to.

Believe it or not, my twitter account used to be knowerofstocks.

I really enjoyed learning about investing in high school and fell down a fintwit rabbit hole during my senior year, leading me to create what’s now recognized as the knowerofmarkets twitter account. The username was changed when the account had less than fifty followers, but it was a decision that stemmed from me wanting to explore areas of finance beyond just stocks - this started with crypto.

As time has passed I like to think I’ve become a much better analyst or researcher, and this has shown through more recent writing that’s light years ahead of what used to get posted on here. I’ve made a personal decision that it’s time to become not only a better non-crypto researcher, but a better writer overall. This starts with writing on here more frequently and letting the topics come to me more naturally.

I still want to write longer crypto reports as people get a lot of value from them, but there’s so much going on in the world it would be a disservice not to try and write about things in the way I see them. There used to be a part of me that thought maybe I’m stuck with crypto, and I can’t ever learn about anything else because I’ve wasted too much time on the coins. This is obviously false and not how our brains work, and thankfully I’ve stayed on top of happenings across the worlds of politics, the traditional tech industry, and almost everything in between.

Thinking about the type of content I enjoy reading online, it occurred to me that I’m not really particular about who’s behind the words displayed on my computer screen. I don’t actively seek out the foremost experts on any topic and exclusively read their tweets or blog posts to ensure I’m only getting the very best opinions.

So why should I assume people won’t care to read the things I write about outside of crypto?

Spending a lot of the past few years online has taught me that you can learn about anything you want, as long as you have a genuine interest in it. I read fiction, nonfiction, and almost anything else I can get my hands on. To be honest, most of what I read day-to-day never has a direct effect on my writing, but that’s mostly my own fault - I’ve avoided topics that are genuinely interesting to the present version of myself.

For a while that was crypto, and I was perfectly fine only discussing crypto. But if the most recent KOL awards in Singapore taught me anything, it’s that hedging my online persona isn’t the worst decision to be making right now.

This pivot to non-crypto writings sprinkled into regular content on here could take any form, a decision hasn’t been made just yet. Maybe I get really technical like Dylan Patel does for the SemiAnalysis reports. Maybe I write shorter, more conversational opinion pieces like Michael Dempsey does here.

No matter what direction I take from here, I will never resort to writing a newsletter filled with bullet points of “things im looking at” or recent developments that were thrown into a draft haphazardly. These aren’t always lazy and a good amount serve useful purposes, but I don’t want to be putting out content on here just for the sake of it.

Everything is free for anyone to read, I don’t make money from Substack.

The goal isn’t to show you what I’m looking at - I could easily make a site that crossposts my internal obsidian notes like yacine does. No, the goal is to tell you where I’m spending my time and why it matters to me. I don’t want to write a report on something like prediction markets and their potential adoption beyond election seasons without having an opinion on it. I especially don’t want to write about why I think it will soon be impossible to create a successful software company if you don’t integrate AI, without having the necessary information to back up my thoughts.

I’ll be kicking off this blog’s overhaul with a shorter post either tonight or tomorrow afternoon - studying for exams is really taking a toll on my free time but I think this writing change will be a really fun way to spend my time going forward.

So, thanks for reading this. And to those of you who have been reading my substack for years, thank you. To everyone that read my DePIN report, thank you for your service, I know it’s a bit long but it was a blast writing it.

Keep an eye out for new stuff coming here soon.