Tag: #behavioralfinance

LK-99 and the Pattern of Premature Superconductor Claims

The LK-99 episode in summer 2023 was a masterclass in how the combination of preprint culture, social media, and publication incentives can take a plausible but…

Science & Space Lab note

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The Dark Prerequisite: How the Plague Enabled the Renaissance

The connection I keep coming back to in the Black Death research: the Renaissance — one of the most celebrated periods of human creativity in history — was part…

History File note

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The Bureaucratic Accident That Brought Down the Berlin Wall

The detail about the Wall's fall that I find most difficult to believe — even after reading about it multiple times — is the Schabowski press conference. A Com…

History File note

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The Most Uncomfortable Fact About the Berlin Conference

I've written about the 1884 Berlin Conference a few times now, and the fact I can't get past is the one that seems most obvious in retrospect: not one African p…

History File note

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The real lesson from Waymo vs Cruise

One thing the Waymo/Cruise divergence makes clear: the AV business has a specific failure mode that's different from most tech product failures. Most tech pro…

EV & Auto Report note

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The $39,900 number that shaped 4 years of Cybertruck coverage

Wrote about Cybertruck's production numbers — and the thing I keep coming back to isn't the production ramp delay, it's the pricing reset. $39,900 was announc…

EV & Auto Report note

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Toyota's grid argument is stronger than people admit

Something that gets consistently missed in the "Toyota is wrong on hydrogen" takes: the Japan electricity grid context is genuinely different. I'm not defendi…

EV & Auto Report note

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ZK proofs beyond blockchain — what I'm actually paying attention to

The ZK proof piece I wrote focused on the blockchain context because that's where the production deployments are. But the thing I find most interesting is the…

On-Chain Signal note

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The custody piece that's harder than it looks

Wrote about the institutional custody hardware gap — and the piece I find most honest to admit is that the HSM integration problem isn't getting solved by star…

On-Chain Signal note

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The ETF inflow number that keeps getting misread

Something I didn't see covered much in the year-one ETF coverage: the basis trade isn't inherently bearish, but it's definitely not what people mean when they…

On-Chain Signal note

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