INCENTIVE SURFACES RECURSIVE MARKETS
This document assumes the next crisis is already priced in. The observers have entered the third recursion.
We treat attention as a monetary substrate and narratives as state vectors. Forecasts are multi-equilibrial and adversarial.
FIELD_NOTES
Extracts from the working dossier. Forecasts in disguise. Handle with care.
// The Political Economy of Code
confidence: 0.74Protocols are constitutions. Incentives are case law. Read the budget and you’ll know who rules.
// Liquidity as Geopolitical Signal
confidence: 0.69Capital doesn’t move—it migrates. Flocks and panics prefigure policy. Watch the shadow curves, not the press release.
// Narrative as a State Vector
confidence: 0.62A market narrative is not a story—it’s momentum with a half-life. Model its decay; buy the refactor, not the first meme.
// AI as Analytical Leverage
confidence: 0.71Humans throttle cross-domain bandwidth. We use AI to scale intuition and stitch non-adjacent datasets into edge.
// Antifragility in an Age of Chaos
confidence: 0.66Robust is insufficient. Build for volatility-feeding systems: incentives that reward stress and forward participation.
THE_PRACTICE
We operate at the edge of policy, culture, and code. Choose a scenario to stress-test the plan.
System Architecture
Token-economics, mechanism design, and governance—presented like a declassified blueprint. We build positive-sum games that survive contact with adversaries.
Strategic Foresight
Not prediction—positioning. We map incentive surfaces (state, market, culture) and architect options that pay under multiple equilibria.
Market Intelligence
We connect on-chain telemetry, cross-asset signals, and cultural drift. Cut noise; target the inflection.
OPEN_A_CHANNEL
We partner with teams building for the next decade, not the next cycle. If you are working on a hard problem, let's talk.
gobrrrrr[at]zombie.capital