controlled randomness
🛡
Joined January 2021
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We can use zero-knowledge proofs to solve the dilemma of retaining privacy whilst staying compliant. If I can prove I’m not on a list and haven’t interacted with addresses that are, I should be able to keep my identity private and transact as I wish. Are any teams building this?
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The internet democratized access to information, but not intelligence.
AI will democratize access to intelligence, but not creativity.
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Data visualization inspiration thanks to DALL-E: how Rothko, Basquiat, Picasso, and Monet would create an academic chart.
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Walmart lowers forecast and shares tank after hours
the message is pretty simple: regular people getting squeezed hard and can’t afford to buy as much as they used to
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And oldie but such a perfect definition of today’s monetary policy objectives written 90+ years ago.
No wonder boomer economists are so comfortable with QE … the grew up with it!
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1/ when I saw @GrantYun2 "american grid" for the first time, I knew I wanted to make a generative version of it.
simple at first glance but with some hidden complexities
"generative american grid #1"
Ironically labeling protocol tokens as securities might be a positive tailwind for the entire space.
Disclosure requirements are already publicly available information to the inquiring party.
Hard to fathom the flood of liquidity in light of sensible regulation.
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Without cryptocurrency, a cashless society is a surveillance society coincenter.org/we-must-prote…
This. But my play is skewed toward crypto assets.
The physical gold thesis is simple:
For those who believe that status quo (gross excess of fin claims vs future CFs backing them) is unsustainable, phys gold is an indispensible core holding.
For those who believe status quo is sustainable, gold is just another spec trade.
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In the real free market blow ups and deleveraging have dominated.
Do we not ascribe some reasonable probability that a similar event is on the horizon for financial markets?
Bottom line - the markets are priced for a "goldilocks" outcome - low inflation w/out low earnings. I. E. Investors remain unconcerned about counterparty or other systemic sovereign risks.
Those who see nothing but blue skies ahead have no use for gold.
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Tracking core inflation, excluding food and energy, is like tracking core health, excluding cancer and heart disease.
