alex @ charterless.com pfp

alex @ charterless.com

@alexstein

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233 Followers
alex @ charterless.com pfp
alex @ charterless.com
@alexstein
Some days, I feel like I should just be working on anything besides crypto. But on those days, I like to think about the impact that crypto is having in the developing world. It's not all rosy. But it is important work. And there's still a lot to be done. https://www.charterless.com/p/when-nigeria-went-cryptonative
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alex @ charterless.com pfp
alex @ charterless.com
@alexstein
Do you like Starbucks? Do you like NFTs? Are you unsure that they belong together? Read on. https://www.charterless.com/p/a-starbucks-odyssey
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alex @ charterless.com pfp
alex @ charterless.com
@alexstein
Anyone seen any particularly cool mashups of GPT/LLM stuff and crypto/web3?
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alex @ charterless.com pfp
alex @ charterless.com
@alexstein
Fwb (active), occasional projects w arkive, Seed Club (lurker), And a few small investment daos
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alex @ charterless.com pfp
alex @ charterless.com
@alexstein
Also, thanks @ccarella.eth :)
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alex @ charterless.com pfp
alex @ charterless.com
@alexstein
Yeah, I think early with Nouns in particular there was a sense of "buy in early before this becomes a thing" -- much less relevant for any other Nounish DAO now that most of them have broader charters/goals to accomplish.
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alex @ charterless.com pfp
alex @ charterless.com
@alexstein
Gonna throw out there a quick plug to the @purple team who have been leading the way on a fascinating adaptation of this platform.
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alex @ charterless.com pfp
alex @ charterless.com
@alexstein
@nouns / @nouns-dao has rapidly become the most interesting experiment, not just in the NFT space, but in how to build a brand. This week: Don Draper, Dawn Ducks, Open Source Delis and the future of brands. https://www.charterless.com/p/what-is-a-brand-when-don-draper-met
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alex @ charterless.com pfp
alex @ charterless.com
@alexstein
Went to Paris with my partner two weeks ago, and seeing "priceless" art got me thinking about NFTs. In particular, if you see "art" as a bundled good of status and the art, itself, what happens when you unbundle it? What if NFTs innovated directly on status? https://www.charterless.com/p/the-emperors-new-nft
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alex @ charterless.com pfp
alex @ charterless.com
@alexstein
Thinking of writing a history of the Nouns project. Who should I interview from the Nouns community that are key culture carriers/community voices? https://i.imgur.com/O4Cb9Oa.png
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alex @ charterless.com pfp
alex @ charterless.com
@alexstein
Civic discussion online. Who knew it was possible :) Only on Farcaster
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alex @ charterless.com pfp
alex @ charterless.com
@alexstein
tbc, i'm not a US apologist but Balaji's tweets have gotten increasingly frantic and many of the economists he cites on Twitter are like "yeah that's not what my data says" so I'm biased against strong claims without strong evidence. Esp when said claim is the collapse of the global economy.
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alex @ charterless.com pfp
alex @ charterless.com
@alexstein
3/3 2. CPI calculations are always controversial, but there are as many academics who say it undercounts as overcounts. Coli vs CPI is not as clear cut as undercutting. 3. It would indeed happen fast, but we're three years removed from the largest print ever and... well.. here we are.
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alex @ charterless.com pfp
alex @ charterless.com
@alexstein
2/x 1. BLS inflation. 2020: 1.23%, 2021: 4.7, 2022: 8. Multiplied across - net inflation of ~13%. Not good but not 30.
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alex @ charterless.com pfp
alex @ charterless.com
@alexstein
Okay, I'll bite for one round. I live on savings so I'm not indifferent to this, but we also need to check some doomerism here. People have predicted the collapse of the dollar for a century. Is this the big one, maybe, but there have been worse warning signs many times before.... 1/x
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alex @ charterless.com pfp
alex @ charterless.com
@alexstein
Cynical, maybe not. But rational hedger? Yeah I think he knows the math. (Also I believe 1M just isn't a lot of money to him)
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alex @ charterless.com pfp
alex @ charterless.com
@alexstein
I mean - they 4x'd the supply in response to a global crisis and all we got was 8% inflation. Not sure I see them doing enough to get us to 50%... especially when >50% of the country is panicking about inflation.
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alex @ charterless.com pfp
alex @ charterless.com
@alexstein
Hell of a way to move prices, though.
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alex @ charterless.com pfp
alex @ charterless.com
@alexstein
Just a quick reminder: Balaji doesn't need Bitcoin to hit $1M to profit on his bet. If he owns $2M in bitcoin, and it goes up to 40k per coin, he has already broke even on a 1M bet. If he owns $10M, he only needs it to go up to 30k.
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alex @ charterless.com pfp
alex @ charterless.com
@alexstein
Y'know, you're the first person that's asked me that haha. I'll look into setting up a mirror of it :)
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