coolguyblog.com
Producer of Products in Multiple Mediums
now
status
WELCOME TO CGB 2.0
playing
fonk (94bpm).wav — 2023
thinking
Optical interconnects. The sovereign moat. What comes next.
reading
Blood Meridian - Cormac McCarthy, The Camp of Saints - Jean Raspail
moon
about
Financial professional, musician, developer, and writer.
Finance college drop out working in finance.
Music Production & Audio Engineering at Berklee College of Music. 20+ albums released, 2000+ songs written or produced. Clientele across 30+ countries. Listeners in 100+ countries.
Self-taught web dev that has built and shipped software tools across Python and JavaScript, with a focus on AI integration.
Author of Market Nihilist, a Substack publication covering macroeconomics, emerging technology, and financial infrastructure for investors who know markets changed and most market thinking didn't.
market
BTC
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INTC
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SMH
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IONQ
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GOOGL
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MRVL
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delayed data. not financial advice.
transmission
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frameworks
epistemology
The Epistemic Horizon Problem ↗
There is a hard limit on what any investor can actually know, and that limit is getting closer. As complexity compounds — AI, quantum, geopolitics, synthetic instruments — the gap between what moves markets and what participants can model grows structurally wider. The question isn't what you know. It's what you can't.
AI / portfolio
The Only Honest AI Portfolio ↗
Three branches, one hedge. A framework for positioning across AI outcomes without pretending to know which scenario wins. Branch A: incumbents dominate. Branch B: new infrastructure layer emerges. Branch C: distributed disruption. Bitcoin sits outside all three as the branch-agnostic bet.
macro / structure
The Great Convergence ↗
Crypto and traditional markets are no longer separate systems. Institutional capital, continuous trading, and macro sensitivity have merged them into one risk market with different expressions. The old rules were built for a world that no longer exists. The investor who adapts to a faster, more reflexive, more psychological market has a structural edge.
foundation
The System Is The Substance ↗
Most investors analyze markets. This is an argument that the market is the analysis — that financial infrastructure, incentive structure, and information flow have become the substance of economic reality itself. The foundational frame for everything else on this publication.
projects
JavaScript · AI · Music
betterMidi ↗
A web-based MIDI editor and enhancer. Upload a MIDI file, visualize it on a piano roll, edit notes, and use AI to extend melodies, add harmonies, or enhance the composition. Built because the music production background and the coding obsession finally had a reason to be in the same room. Powered by Magenta.js.
Python · Claude API · Web
ProverbsAI ↗
An AI app that takes your problem and searches the Bible and Catholic teachings to recommend scripture as a starting point. Doesn't alter or interpret text — just finds the relevant passages and links to multiple translations. Inspired by TempleOS. Originally shipped as ihaveaproblem.xyz, rebranded to ProverbsAI.com.
Python · Discord API
fee-dar ↗
A Discord bot that monitors a server for members currently "feeding" in League of Legends or Valorant and calls them out in real time. Novelty software with a real use case. Built for the group chat.
JavaScript · Anthropic API
ai-todo-list ↗
A todo list that uses AI to automatically categorize tasks as you add them. Simple premise, clean implementation. One of the first things built directly on the Anthropic API.
the catalog ▾