The first day of Autumn reminds us that falling leaves and falling markets are signals of new seasons. 🐻 Macro, Bears & Adoption On Ramps Recession signs Hoping for relief from inflation, the Fed raised interest rates this week for the 5th time this year amid questions of whether single minded focus
Equality has a correlation with happiness across the globe, and lack of equality - the failure to properly value people and the planet always generates unrest, risk and long term costs. Happiness, Wealth and Equality The Visual Capitalist has created a fascinating chart comparing the relative levels of wealth vs
On this Labor Day weekend, economic and political cycles seem so unpredictable. But labor movements, water basins, even cicadas all remind us that cycles play out predictably in at least one sense: the loudest part comes near the end. 📈 📉 Macro / Headlines / Trends Labor Day History Labor Day was established by
Economic flaws - from inequity to vendor lock in - cause loss of value. But changing these flaws requires new investments, new capabilities inspired by careful influence and communication. 📉 Macro: new investments and directions The Inflation Reduction Act was signed into law this week, bringing significant new levels of investment
Some economic indicators continue to improve, but are the improvements benefitting the entire economy, or just a smaller group of well positioned investors? 📈 Macro Headlines Declining Inflation? This week's Consumer Price Inflation (CPI) report showed a surprisingly moderated rate of inflation thanks to drops in several price categories including gas.
When narratives change, new thoughts and behaviors begin and new pathways open. But getting those narratives to change sometimes requires persuasive dissent, backed by data and empathy. Changing Narratives Earlier in the year, I noted that we were entering a phase where we could expect rapid thesis shifts especially among
Crypto winter shows hints of spring. Down cycles make it easier to evaluate which projects are likely to be trustworthy over time; those taking the long view, building patiently in ways that protect personal ownership of privacy, data and financials...in strong contrast to the incumbents who have squandered trust.
We are rethinking urban spaces at different levels of scale - malls, cities, nations - in hopes of ensuring a liveable future for ourselves and our children. But no spacial or organizational rearranging is a substitute for finding your role in the teamwork sport of navigating the uncertain future. Living
In this post pandemic economic landscape with its mixed signals (recession? recovery?) we need wayfinders who can build and educate: helping all of us understand the new capabilities being built and the benefits they bring. Macro BTC kissed 22k this week, and Friday's jobs report showed the economy adding 372k
As we observe the 246th anniversary of American Independence, decentralized tech is driving an evolution in governance, offering new models for organizing priorities and coordinating resources. The secrets for making these new ways successful are older than we might think. The Future of the Nation-State Concerns over the continued viability
The web3 and crypto industry is in its fledgling stage, already showing significant promise, accepting the bear market as a time to focus on building next gen capabilities and addressing the leadership deficts of the current status quo. How early are we in crypto? A16Z's newly released State of Crypto
Harsh lessons from the trial and error in digital currency innovation. Amid tough uncertain times stakeholders adjust, adopt and continue to test and learn how to leverage new capabilities for good. Stablecoins have 1 Job The fall of Terra This week witnessed a historic and harsh lesson about a specific
Crypto may be entering a new phase of slower evolution, with more emphasis on utility and long term value vs hype. If so it represents a critical opportunity to design for equity and move toward achieving a healthy wealthy world. Environmental Justice Why it matters The phrase "Environmental Justice" (EJ)
A sentiment split may impact the crypto market as players learn to distinguish between proof of work vs. proof of stake amid healthy concerns about environmental impact. Its part of the diversifying evolution of web3 with opportunities to learn from nature's patterns. Crypto Sentiment Shift? Wikipedia mulls whether to stop
In the metaverse era, gamification takes on a new significance and economic power as Web3 enables the persistence of ownership and identity across digital and physical domains. The dawn of a decentralized gamified world is a rare opportunity to redesign incentives and share the cheat codes. Games Gaming as an