The ACID Capitalist Podcast
The ACID Capitalist Podcast
Hugh Hendry
double voltage. the trade no one sees.
21 minutes Posted Apr 15, 2026 at 11:00 pm.
in transit / the setup
the game beneath the noise.
talks fail, market rallies.
building the system.
treasuries are a condition.
conviction vs dislocation. enter oracle.
double voltage: conviction + dislocation = explosive setup
ethereum as a system.
double voltage again = discounted asset + discounted wrapper
bono. the edge & misalignment.
outro. become a pirate. four tet 2007
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Send us Fan Mail it broke. the talks. iran, the us, all of it. the kind of weekend that’s supposed to matter. the market sells off. of course it does. and then it gets quickly bought back. clean. no hesitation. and by the time you’re ready to process it, it’s back at the all time high again. so now you’ve got a problem. because that isn’t noise. it’s instruction. price telling you what it doesn’t care about, and what you should stop caring about too if you want to invest like an adult rather ...