Devin Baker

By 2028 the NFT landscape has shifted dramatically. While initial iterations of NFTs focused almost exclusively on profile pictures, art and gaming assets, the zeitgeist of NFTs is materially different in 2028. We now view them much more like containers for specific types of composable data to live – be that text, image, video, mapping, movement,... See more

QE (quantitative easing) operations essentially involve asset swaps. The Fed balance sheet expands by the Fed buying securities in the open market and simultaneously injecting liquidity as payment. Balance sheets still balance, but the Fed’s balance sheet has grown larger and the private sector’s balance sheet has changed its composition and,... 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.

The concept of ownership is so deeply embedded in our lives that it’s difficult to imagine how the world would look if that were taken away. Imagine if the clothes you bought could be worn only in the venue you bought them in. What if you couldn’t resell or reinvest in your house or car? Or what if you had to change your name wherever you went?

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Bitcoin is special. It was the first, and it’s still the most decentralized, credibly neutral, predictable, and reliable network. No other network can match its story, and perhaps no other will match these features.

Also, unlike most of its peers here, BTC makes no attempt to be a productive capital asset. Now, that may sound like a weakness at... See more

Technologies like Ethernet, Internet Protocol, Simple Mail Transfer Protocol, and Universal Serial Bus are among the key communication standards of our day. Of those, USB is the youngest at 28 years, while some of the others on that list are over 50 years old and still going strong. When a protocol wins out over competition in its adoption phase,... See more

Given that your project isn’t for everyone, the goal isn’t for everyone to understand it. The goal is for people who might take action to understand it enough that they will take action. Every great brand that I know of has as the unspoken next line in their brief: “This might not be for you.”

A typical liquidity cycle lasts 5-6 years from trough-to-trough and, based on the October-2022 low point, we expect the current cycle to peak around Q4 this year.