It's all over | bits from mc
~ Justin Smith, _ <div class="reply-button-container"> <a class="reply-button" href="mailto:bits@caseyjr.org?subject=Re:%20{{ post_title }}">...
It's all over | bits from mc
~ Justin Smith, _ <div class="reply-button-container"> <a class="reply-button" href="mailto:bits@caseyjr.org?subject=Re:%20{{ post_title }}">...
Metanomad | bits from mc
One of the writers I've since I started using Bear Blog is . I've enjoyed going through his archive of posts at a leisurely pace, and decided to give his...
Metanomad | bits from mc
One of the writers I've since I started using Bear Blog is . I've enjoyed going through his archive of posts at a leisurely pace, and decided to give his...
Will data center capex crowd out private investment? | bits from mc
Interesting from Carlyle's Jason Thomas: _ <div class="reply-button-container"> <a class="reply-button" href="mailto:bits@caseyjr.org?subject=R...
Will data center capex crowd out private investment? | bits from mc
Interesting from Carlyle's Jason Thomas: _ <div class="reply-button-container"> <a class="reply-button" href="mailto:bits@caseyjr.org?subject=R...
The Fear of Failure | bits from mc
I received a note this morning from a founder in the frontier hardware space. After a grueling process over many months, he was able to consummate the sa...
The Fear of Failure | bits from mc
I received a note this morning from a founder in the frontier hardware space. After a grueling process over many months, he was able to consummate the sa...
The Tincture of Nihilism | bits from mc
I was keen to turn the page on 2025 and usher in the new year with vision, verve, and vigor. Alas, I am neither energized nor optimistic. This may be ...
The Tincture of Nihilism | bits from mc
I was keen to turn the page on 2025 and usher in the new year with vision, verve, and vigor. Alas, I am neither energized nor optimistic. This may be ...
On Music NFTs
During a postprandial conversation last Christmas, one of my nieces brought up Taylor Swift’s drama with Carlyle over the sale of her back catalog. I had recently minted my first music NFT on Sound (Daniel Allan’s “Too Close”), and the potential for crypto to disintermediate industry incumbents and empower artists was top of mind. Somewhat embarrassingly, in retrospect, I grabbed an unused dessert plate, retrieved a dry-erase marker, and began to diagram two stylistic visions of the world on ...
On Music NFTs
During a postprandial conversation last Christmas, one of my nieces brought up Taylor Swift’s drama with Carlyle over the sale of her back catalog. I had recently minted my first music NFT on Sound (Daniel Allan’s “Too Close”), and the potential for crypto to disintermediate industry incumbents and empower artists was top of mind. Somewhat embarrassingly, in retrospect, I grabbed an unused dessert plate, retrieved a dry-erase marker, and began to diagram two stylistic visions of the world on ...
Thinking on a tokenized investment vehicle
At the beginning of the year, I participated in Wharton's course on the Economics of Blockchain and Digital Assets. The capstone project entailed brainstorming up an idea for a digital asset. In the spirit of building in public, I thought I'd share where my head was back in February. If this sounds interesting to you and you'd like to build it — or if you (or someone you know) is building an equity vehicle like this already — then please send me an e-mail here. This tokenized i...
Thinking on a tokenized investment vehicle
At the beginning of the year, I participated in Wharton's course on the Economics of Blockchain and Digital Assets. The capstone project entailed brainstorming up an idea for a digital asset. In the spirit of building in public, I thought I'd share where my head was back in February. If this sounds interesting to you and you'd like to build it — or if you (or someone you know) is building an equity vehicle like this already — then please send me an e-mail here. This tokenized i...
Is the Dollar Standard Ending?
Last month, world governments learned that property rights do not apply to foreign exchange reserves. Recall that before Russia’s abhorrent invasion of Ukraine, the United States government froze $7 billion of Afghanistan’s U.S.-based assets. The United States earmarked half for humanitarian aid in Afghanistan, while the balance was reserved to cover potential claims from U.S litigants who sued the Taliban for losses due to terrorism, including the attacks of September 11, 2001. In effect, th...
Is the Dollar Standard Ending?
Last month, world governments learned that property rights do not apply to foreign exchange reserves. Recall that before Russia’s abhorrent invasion of Ukraine, the United States government froze $7 billion of Afghanistan’s U.S.-based assets. The United States earmarked half for humanitarian aid in Afghanistan, while the balance was reserved to cover potential claims from U.S litigants who sued the Taliban for losses due to terrorism, including the attacks of September 11, 2001. In effect, th...
The DAO of (Risk) Capital
Thousands of strangers recently came together to bid on an original copy of the U.S. Constitution at Sotheby’s. I was one of them. If you’re into crypto / web3, then you know what’s up. If you’re not, then you may have come across a story about it in The Wall Street Journal or The New York Times … but maybe you’re thinking: scam! In brief, a group of people formed a decentralized autonomous organization — a DAO — to crowdfund a bid for the Constitution (and deal with all the legal and financi...
The DAO of (Risk) Capital
Thousands of strangers recently came together to bid on an original copy of the U.S. Constitution at Sotheby’s. I was one of them. If you’re into crypto / web3, then you know what’s up. If you’re not, then you may have come across a story about it in The Wall Street Journal or The New York Times … but maybe you’re thinking: scam! In brief, a group of people formed a decentralized autonomous organization — a DAO — to crowdfund a bid for the Constitution (and deal with all the legal and financi...
Crypto v. College
In Ayn Rand’s “Atlas Shrugged” (cue snark), the builders and independent thinkers escape to Galt’s Gulch whilst a constellation of communists and conformists grind society to a halt. It’s been a minute since I read the book, but over the last couple of years the notion of Galt’s Gulch has popped up in my conversations with friends — particularly when discussing higher education for our children. Most of my friends are operating under the assumption that a conventional university education is ...
Crypto v. College
In Ayn Rand’s “Atlas Shrugged” (cue snark), the builders and independent thinkers escape to Galt’s Gulch whilst a constellation of communists and conformists grind society to a halt. It’s been a minute since I read the book, but over the last couple of years the notion of Galt’s Gulch has popped up in my conversations with friends — particularly when discussing higher education for our children. Most of my friends are operating under the assumption that a conventional university education is ...
