I still publish new material on seelemons.com whenever I find something intriguing to write about. This monthly newsletter is to give a heads up about those articles that might be interesting.

Theme of the Month - Recession & Distractions

The questions that led me to the posts for May were:

• Why is the sky falling across all asset classes?

• What’s fun in VR? Why do I keep playing?

• How do you design a token? What questions do you have to ask to launch one?

• Which businesses has Elon Musk built when you look under the hood of its disruptive innovation?

We’re definitely in a Recession based on the latest 7 weeks of decline. I’m not that hopeful as the earning calls of large companies will likely lead to re-price of assets in the market for long term. Is it going to be a 2 year bear market? I hope not. Has inflation reached its peak? I hope so. There’s definite going to be a lot of volatility and if there is a “depression” ahead, I am more worried about companies shedding opex costs.

The blogposts I’ve published this month were:

• 30 Macro Worries (May 2022) - Accelerated climate change is probably the most important one. I think the next few years in a bear market will be shocking to most people. Likely long term higher unemployment rates. Likely harder to raise money. Good time to learn new skills and build.

• 30 Things I love in VR - I still play everyday and continue to explore new games that don’t make me sick from moving around too much. There’s still plenty of interesting immersive experiences.

• 30 Token Design and Launch Questions - Published to the cryptoeconomic blog at ConsenSys. I still do quite a bit of token designs on the side.

• 30 Elon Musk Businesses - The end-to-end disruption of these businesses are super impressive. It may take years, but the company has a foundation of adoption and continues pushing the boundaries of innovation.

Some ideas for June 2022? Crypto numbers go up and down. I’m trying to do a lot less.

Thank you for reading and I hope everyone stays safe!

Please suggest a list of 30 and I’ll write it! I’ve written 230+ lists of 30 and only publish ones that I think other people would enjoy. It’s my fun brainstorming routine.