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Acadia '24

Hike and swim

Beehive loop trail** | Flying mountain trail** | Sand and Echo lake beach* | Valley trail | Kara boulder | Otter point trail

Food and drink

Sweet Pea's farm kitchen** | Coffee matter* | Tap & Barrel tavern | Ice cream boat

To/From

Fogtown brewing* | Higgins beach | Gooch beach

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Exit Valley - Episode 1

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2023 Reading List

1/ The Creative Act: A Way of Being

2/ The Birthparents

3/ Creativity, Inc: Overcoming the Unseen Forces that Stand in the Way of True Inspiration

4/ No One Asked for This

5/ Going Infinite: Rise and Fall of a New Tycoon

Quit: The Power of Knowing When to Walk Away

Boom: Mad Money, Mega Dealers, and the Rise of Contemporary Art

A third kid and a cross country move contributed to continued downward trend in books and pages in 2023. Off to an even slower start in 2024 so it may get worse before it gets better.

2023 7 books 2,526 pages

2022 11 books 3,223 pages

2021 14 books 4,152 pages

2020 35 books 8,725 pages

2019 31 books 9,145 pages

2018 43 books 12,332 pages

2017 28 books 8,336 pages

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overweight optimism.

biggest lesson after reflecting on 2023 is that in almost every situation, you can act according to optimistic or pessimistic assumptions

while the goal is to see things as they are, you are better off overweighting optimism when making a series of asymmetric bets

so in 2024, these are my intentions:

embrace the journey trust your conviction cultivate stillness love yourself be compassionate persist commit to mastery act with integrity work hard be patient have empathy stay humble and be kind let your soul shine find your edge overweight optimism

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The structural hedging needs of banks and the borrowing needs of the US war machine reflexively feed on one another in the US Treasury market.

arthur hayes

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originality is the presence of new ideas, not the absence of old ones

paul graham

the factors in doing great work are factors in the literal, mathematical sense, and they are: ability, interest, effort, and luck

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the core properties of token distribution, hardware, threshold-scale, and demand generation are critical and should be fully explored in order to effectively build out supply-side resources and serve demand-side customers [for category-defining DePINs to emerge over the next few years]

multicoin capital

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The reality is–as growing brands and ecosystems look for platforms to call home, they have limited, imperfect options. Large ecosystems like Coinbase are faced with a difficult decision: they can deploy on Ethereum and forfeit scalability, choose a single L2 and be dependent on that ecosystem, or deploy and maintain their own chain and fragment liquidity and network effects.

The Optimism Collective

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by bringing more of the capitalist engine onchain, we’ll accelerate progress, let wilder ideas flourish, and give more people ownership in the upside. 

packy mccormick

To be sure, the vast majority of the stuff that trades on crypto markets today is garbage – 99% or more of all tokens and NFTs ever created will be practically worthless – but the noisiness is a feature, not a bug. 99% or more of all websites on the internet are garbage. 99% or more of the ideas people have about what company to build, how to explain natural phenomena, or how to engineer the next big technology have been garbage. Capitalism works because it allows the less than 1% of really great ones to emerge. 

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Skepticism and pessimism aren’t synonymous.  Skepticism calls for pessimism when optimism is excessive.  But it also calls for optimism when pessimism is excessive.

Howard Marks