Devin Baker

How early or late you are to something is now an essential component of your relationship to that thing. The timelines and reels that represent “what is going on” are increasingly about a single meta-topic: are you predicting it, or is it predicting you? This has become the main thing that you feel. And it is a complete break from the postmodern... See more

The US is likely heading toward:

• Lower rates (circa 3%) despite near-term inflation


• More liquidity injections (US$1.5 trillion in 2026)


• Continued unconventional policy tools (Treasury QE, stable coin-driven demand)

Investment Implications

• Risk-On: favor Bitcoin, equities, and growth assets


• Watch for Fed rate cuts and monitor US Treasury bill

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The Ideological Investor does not abandon analysis but reorients it. Instead of treating geopolitics, technology, or culture as “externalities” to be hedged, they treat them as the primary drivers of value. This means integrating geopolitical intelligence into risk analysis, and treating AI not merely as an industry to bet on but as a structural... See more

I wish I realized that so much of the return—of integrating the journey—is just being willing to be seen in whatever stage of the process you are in and inviting others to meet you there , instead of assuming they won’t understand and hiding because of that.

When content production is infinite, we’re left asking, “ What is this all for?” An abundance of content leaves us with a dearth of context and meaning. Under the physics of infinity, media doesn’t need to be a vehicle for delivering more content. Instead, it should act as a lens through which we sensemake with content, and as a container for... See more

The hoped-for results might materialize, or the negative consequences might be felt, or some combination of the two. It must be borne in mind, however, that whereas the negative ramifications from tariffs will probably be felt almost immediately, any gains are likely to come only in the long run, following a multi-year period of adjustment.

On January 1st, the US debt ceiling will be reinstated (based on the amount of debt outstanding on that date). Until legislation is passed to raise or suspend the debt ceiling (yet again), the US Treasury will have to tap cash on hand in the TGA to finance its spending obligations.

These organizations often position themselves as the future of communities, but they look a lot more like the past, a sort of romanticized feudalism.