Devin Baker

With the rise of the amount of money that these tech giants are making, and the international nature that they are now able to operate at, the one risk that i’ve only seen myself talk about is the rise of corporate sovereignty.

This hasn’t really been a major issue really since the East India trading company. However with how big and how much power... See more

As unpredictable as it is, this is a revolutionary time. One in which you can make the world fit you, instead of trying to fit into the world. People will always get up on stages and sit behind desks to tell you how things are. But they will never be able to tell you how things can be. That part’s on you to determine.

Reserve currencies since we have understood them have been intertwined with the geopolitics as much as the economics of the system that sustains it. Which is why the incumbent generally converts that economic power to military dominance. When faced with a challenger, the up and coming competitor must unseat and surpass both the economic and... See more

Ever since the Second World War ended, we have spent decades holding everything with a loose grip. Loose-grip conviction is comfortable and it allows us to participate in every conversation, to be perfectly hedged in every order of life. It allows you to keep one foot in the market and one foot in the critique of the market and never commit to... See more

But even with the decentralized control of Web3, the internet still lacked a critical component: autonomous intelligence. Web3 may have decentralized the interactions made possible by Web2, but it didn’t fully automate decision-making, content creation, or economic interactions.

Humans are required at every step of the way, and machines are merely... See more

With growing demands coming from pending debt roll-overs as the ‘maturity wall’ of debt termed out during the COVID emergency comes nearer, to say nothing of the 30% of US Treasury debt that Treasury Secretary Scott Bessent must refinance, the Fed will be forced to raise US liquidity levels.

There’s a two-sided bubble at play here, too. The Trump Administration is telling people that it will be easier to build, invest in, and accomplish big things, which is already making people more excited to build, invest in, and accomplish big things. The more energy and excitement there is behind what people are building, the easier it will be for... See more

By 2027 crypto has reached over 2 billion users and surpassed $30 trillion in total market value. While I’d prefer to continue postulating on new use-cases and emerging behaviors this technology enables, the goal of this exercise has always been to project the most likely outcome given the priors. The excitement and novelty of new developments... See more