Category: Ideas + Articles

  • The Network State – by Balaji Srinivasan

    The Network State – by Balaji Srinivasan

    Summary The network state in 1 sentence: A network state is a highly aligned online community with a capacity for collective action that crowdfunds territory around the world and eventually gains diplomatic recognition from pre-existing states. Key Takeaways What I got out of it The Rabbit Hole is written by Blas Moros. To support, sign up…

  • The Coming Wave – by Mustafa Suleyman

    The Coming Wave – by Mustafa Suleyman

    Book Summary An urgent warning of the unprecedented risks that AI and other fast-developing technologies pose to global order, and how we might contain them while we have the chance. Key Takeaways: What I Got Out of It: originally from blas.com

  • Carbon Tax – an illustration

    Carbon Tax – an illustration

    How carbon tax works. Follow me on my adventure… Pretend there are 5 people living in Canada and this is what they make annually: Gertrude: $500,000William: $400,000Suzy: $50,000Spencer: $40,000Dwight: $30,000 Gertrude and William own all the stores and sell grocery, clothes and industrial supplies to Suzy, Spencer and Dwight. This is what these 5 will…

  • All It Takes Is All You Got – by Balanji

    All It Takes Is All You Got – by Balanji

    Your assets are the government’s collateral. A recent Wall Street Journal article included this wonderful graph:   That’s weird. Why is the US government issuing Treasuries at emergency rates when the official narrative is that everything is fine? And why is the Wall Street Journal acknowledging something extremely strange is going on…and that it could end badly? Here are…

  • Crypto Comparison: Solana, Ethereum, and Bitcoin

    Crypto Comparison: Solana, Ethereum, and Bitcoin

    These three cryptocurrencies have each carved out their own unique place in the digital asset landscape, offering distinct value propositions to users and investors alike. Let’s dive in. The Origins Bitcoin – the OG of cryptocurrencies, was first introduced to the world in 2009 by the mysterious Satoshi Nakamoto. This decentralized digital currency was designed…

  • Raoul Pal’s “Everything Code”: Deciphering the Interconnected Web of Finance, Economics, and Government

    Raoul Pal’s “Everything Code”: Deciphering the Interconnected Web of Finance, Economics, and Government

    I’ve been closely following Raoul Pal’s work on the “Everything Code” – a comprehensive framework that aims to unravel the complex web of interconnections between the financial markets, economic trends, and governmental policies. As a precursor to my previous article, today I’m pulling apart the peach a bit further. The Debt Trap: When Governments Can’t…

  • Raoul Pal’s “Everything Code”: A Comprehensive Exploration of the Crypto Landscape

    Raoul Pal’s “Everything Code”: A Comprehensive Exploration of the Crypto Landscape

    I’ve been closely following the work of Raoul Pal, the renowned global macro investor and co-founder of Real Vision. Pal’s latest venture, the “Everything Code,” has been generating significant buzz within the crypto community, and I’m excited to dive into this comprehensive framework and share my insights with you. Pal’s “Everything Code” is a holistic…

  • Peering into the Future

    Peering into the Future

    The Big Whoosh (disclaimer, long read) When you really boil down the entirety of what’s going on – the current state of the market boils down to one simple observation. The people buying the highs of the 1999 tech bubble were right. But they were too early. Sama’s most recent interview highlighting how “humanoid robotics…

  • The Inevitable Rise of Artificial Intelligence

    The Inevitable Rise of Artificial Intelligence

    Buckle up, because this is going to be a wild ride. Let’s start with the obvious: artificial intelligence is no longer the stuff of science fiction. It’s here, it’s real, and it’s about to turn our world upside down. And let me tell you, the government is probably going to find a way to screw…

  • The Bitcoin Standard

    The Bitcoin Standard

    by Saifedean Ammous Why Bitcoin Could Be the Future of Sound Money The history of money is a fascinating one, filled with the rise and fall of various forms of currency. In his book “The Bitcoin Standard,” economist Saifedean Ammous makes a compelling case that Bitcoin could be the solution to the shortcomings of our…