Everything You Need to Know About Digital Infrastructure!  Full piece here: https://kyla.substack.com This piece is sponsored by  @iodigitalindex’s BYTE ETF Index. All research and views are my own, and none of this is investment advice.  Interested in learning more about BYTE? Click here (I do not receive commissions on this link, just a way for you to learn more!)  https://iodigitalindex.com 00:00​​​​ - Intro 00:58 - Brief Recap on the Metaverse 02:12 - Facebook's Role 03:02 - Digital Infrastructure 04:48 - Data Centers 06:18 - Cell Towers 07:53 - Semiconductors 08:56 - The Stack 10:36 - Final Thoughts

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.

Speculation is not net-bad. As Emil Cioran says:

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, [email protected]  

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:

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).

The main takeaway from this piece is:

We have to remember people are behind EVERYTHING. Take care of each other.