Let's Appreciate

Everything You Need to Know About Roblox!   Full piece here: https://kyla.substack.com/p/roblox-an...  Organized notes: https://horse-quart-a62.notion.site/R...  00:00​​​​ - Intro  00:55 - Roblox  03:23 - Future of Roblox  05:13 - Differentiation of Roblox  06:45 - Roblox Economy  08:52 - Roblox Growth  10:44 - Growth Beyond  11:25 - Video Game Industry  12:28 - The Numbers  14:30 - Final Thoughts

Everything You Need to Know About Elon Musk and Tesla!  Full piece here: https://kyla.substack.com/p/how-elon-...  00:00​​​​ - Intro  00:34 - Who is Elon Musk?  03:17 - Background on Tesla  04:44 - What does it all mean?  06:54 - Religion of the Meme  07:52 - Musk Meme  11:04 - Market Dynamics of Tesla  16:01 -Technoptimism  17:02 - Wolves in Yellowstone

Short-termism makes it so these boom-bust cycles have to bust at some point - we get collectively distracted by something else, and go look at that instead. But the beautiful thing about short-termism and speculation is that it allows more capital to enter the system. And there is the potential for that capital to be directed to something more productive, and to change the lives of so many people. Because we are humans, we are storytellers. We know how to create fiction - we know how to live lives driven by the collective belief of assets. Speculation is not net-bad. As Emil Cioran says: “Man starts over again everyday, in spite of all he knows, against all he knows.” The market is cyclical - we humans are cyclical, so the systems we build are too. I don’t know if it will be a spectacular boom-bust, but I do think there is a huge oppprtunity to rethink market systems and capital allocation - and design them in way that optimizes for the (rather tough) goal of happiness. I don’t know what that looks like. Maybe speculation is the future, but I do think as things crumble and current systems get stretched, we have the huge chance to rebuild them.

Everything you need to know about the Fed!  From the Everything You Need to Know about series, a series of ~10 min primers on different topics across the stock market, the economy, and crypto.   According to Wikipedia: The Federal Reserve System (also known as the Federal Reserve or simply the Fed) is the central banking system of the United States of America. It was created on December 23, 1913, with the enactment of the Federal Reserve Act, after a series of financial panics (particularly the panic of 1907) led to the desire for central control of the monetary system in order to alleviate financial crises. Over the years, events such as the Great Depression in the 1930s and the Great Recession during the 2000s have led to the expansion of the roles and responsibilities of the Federal Reserve System.   And here we are now!   Notes here: https://horse-quart-a62.notion.site/F...

Everything You Need to Know About the Stablecoins  https://horse-quart-a62.notion.site/S... Utility token (coins are a method of payment, tokens are use cases, have more functionality) - just know that it is meant to represent $1 USD  Stablecoins act as a safe store of dollar value, without the volatility associated with most other cryptocurrencies; they are also easily transferred, traded, and even sometimes used for payment (like a bank kinda)

Everything You Need to Know About the Metaverse   The Metaverse is an expansive network of persistent, real-time rendered 3D worlds and simulations that support continuity of identity, objects, history, payments, and entitlements, and can be experienced synchronously by an effectively unlimited number of users, each with an individual sense of presence All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please send me an email, kyla.scanlon@outlook.com   DISCLAIMER:This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax).  The owner of this content is not an investment advisor.  Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes.  Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability.  The information in this video is provided as of the date of its initial release.  The owner of this video expressly disclaims all representations or warranties of accuracy.  The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

Lets talk about supply chains So things have been pretty weird ever since Evergiven, the og stucky boi boat - but there are a host of other problems here - that precede Evergiven Its supply and demand, its a broken transport industry, its just-in-time inventory, and amazonian expectations, and its the Federal Reserve

Memes are great. They get people invested. They allow for a certain element of growth and inflow because they are: Funny Trade FOMO fundamentals Create investable narratives Are real, because memefication manifests an element of reality So despite all the memecoin run ups, the stock market going absolutely bonkers, public accounting being a bit ~loose~, and the Metaverse likely being our future - we have to remember that even though a lot of it doesn’t *feel* real, it is. SHIB is real. It’s a meme. The U.S. Dollar is real. It’s a meme of the collective belief in the full faith and credit of the U.S. government. Accounting is a meme. It makes companies go up even when they shouldn’t. Everything is a meme! (except the supply chain) But money IS REAL (little bit of clickbait on the title). But we can’t forget at the end of the day that we *exist* feet on the ground. A bit dark - but if you die in the metaverse, you die in real life.

So whats going on here? We have bad policy (and we CAN fix this, as Huntsman outlines, as CoinCenter advocates for, etc). We have inflation - We do have rising prices in the U.S., and this is mostly a function of high demand and constrained supply chains, as well as outsized fiscal and monetary stimulus. However this is not hyperinflation - what happened in Weimar is that they were trying to spend their way out of a war debt situation, with the assumption that they would win the war (which didn’t work) and instead they inflated away their economy The main takeaway from this piece is: Policy is fundamentally broken (and we already knew that). And we know that we can fix it. We just have to engage. But policy is broken because we have forgotten about the connectors. We have become so accustomed to the “consumption on-demand” society that we operate in that we have forgotten that this society hinges on people. We have to remember people are behind EVERYTHING. Take care of each other.

Full piece: https://kyla.substack.com/p/consumpti...   In partnership with https://www.simplify.us/etfs   A good piece on XIV: https://towardsdatascience.com/the-xiv-meltdown-1b0608110b9f + https://ttmygh.medium.com/grant-williams-0-00-before-we-get-going-heres-the-bit-where-i-remind-you-that-nothing-we-b28f6db77   00:00​​​​ - Intro  00:40  - What is this?  01:44 - Correlation and Volatility  05:17 - Volmaggedon  07:57 - Passive Flows  09:31 - Demographics  12:31 - The Flows  15:01 - Market Structure  16:08 - Does Bitcoin Fix This?  17:36 - Final Thoughts   Blog: https://kyla.substack.com   Linkedin: https://www.linkedin.com/in/kylascanlon/   TikTok: https://www.tiktok.com/@ky.now?lang=en  Twitter: https://twitter.com/kylascan   Music by Pick Patek - My Mind Is A Barrel (feat. Raindrop Relly & Charles Hussle) - https://thmatc.co/?l=B6CED606​​​  Music by Hip Gnartic - Carnivores - https://thmatc.co/?l=8102AD70   All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please send me an email, kyla.scanlon@outlook.com  DISCLAIMER:This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax).  The owner of this content is not an investment advisor.  Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes.  Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability.  The information in this video is provided as of the date of its initial release.  The owner of this video expressly disclaims all representations or warranties of accuracy.  The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.