I don't remember signing up for Thesis Driven's newsletter, but I'm on it, and it does sound like something I would do. Their latest post, the first of this year by Brad Hargreaves, is called "Seven Real Estate Predictions for 2026." And I'd like to draw your attention to the last one. Here it is verbatim:The word “sponsor” has historically implied episodic activity: raise capital, do a deal, return capital, repeat. That framing made sense when real estate investing was primarily about financ...

I was sidelined during the early 2017 run. I watched the 2021 cycle unfold in real time. I Missed cycles taught me the game. This year I play it. My 2026 crypto thesis on narratives, teams, and being early.

Invocations of the Lump of Labor Fallacy have recently been superseded by appeals to Jevons paradox in claiming that we shouldn’t worry about what AI progress will do to workers. As with the case of calling something a fallacy, a paradox also suggests that those who understand it are smarter and more sophisticated than those who don’t. Case in point is Einstein’s famous Twin paradox, which people love to throw around in discussions of space travel but is quite difficult to actually understand...

This update focuses on the coordination layer behind ZABAL: Empire Builder. ZABAL uses Empire Builder as a coordination surface, not just a launch tool. It functions as a live, onchain control panel for how participation, alignment, and rewards are surfaced and managed over time.ZABAL Empire

Wishing everyone and their loved ones a very Happy New Year Steve Yegge's 37 minute Youtube video linked below is what I've been sending to many engineers alongside Andrej Karpathy's and Boris Cherny's (creator of Claude Code) tweets to get them to understand the shakeup that is coming in AI assisted coding Deepseek's paper which gives a hint at what is likely to come with Deepseek v4 as well how Chinese open weights/open source models might evolve in 2026 is exciting many people Whilst unrel...

It's a new year, and I'm focusing on three things. Here are my 2026 predictions.

The following is intended to serve as a compass and an offering of core ingredients meant to be interpreted by you, the reader, a representative of your pocket of culture, as you build with and for Nouns. This article addresses the What, Who, Why, and Where of Nouns and intentionally minimizes visual elements to spark your imagination. The HOW is intentionally left to you, the reader, to discover opportunities to put a smile on people’s faces.What is Nouns DAO?Nouns are born from Art and Ethe...