Month

Hope all goes well… Released a podcast with Bankless this week [listen here], it’s my favorite crypto podcast by far. We covered a wide range of topics, including a discussion on the infrastructure we’ve been building and will be bringing to market. Dusted off an anecdote from 2022 (see below), back when we saw the infrastructure opportunity beginning to present itself. It’s always kind of interesting to look back th

Hope all goes well… Dusted off an anecdote from 2023 about AI, trading, and the flaws that make us human (see below). I take late summer off from writing. Making more space for family, reading, wandering. Wishing the same for you. All the very best, Eric Week-in-Review: Mon: Canada housing starts 294.1k (265.0k). Brazil eco activity 1.38% (1.20%e). Hamas said to agree to Gaza truce deal proposed by Qatar and Egypt th

Hope all goes well… Dusted off an anecdote from 2024 about the best career advice one of my closest friends ever received (see below). I take late summer off from writing. Making more space for family, reading, wandering. Wishing the same for you. All the very best, Eric Week-in-Review: Mon: Trump extends China tariff another 90 days. Trump names EJ Antoni to lead Bureau of Labor Statistics, succeeding McEntarfer. Me

Hope all goes well… Dusted off an anecdote about the mysterious nature of markets, physics, quantum entanglement. I take late summer off from writing. Making more space for family, reading, wandering. Wishing the same for you. All the very best, Eric Week-in-Review: Mon: US durable goods orders -9.4% (-9.3%e), factory orders -4.8% as exp. South Korea CPI 2.1% as exp. Turkey CPI 33.52% (34.10%e). Trump says he will be

Hope all goes well… Dusted off a piece I wrote in January 2021 titled The Case for Digital Assets (see below). I figured back then that it would probably take a decade or so to integrate blockchain technologies into the foundation of global finance. We seem to be tracking. And the process should accelerate with the regulatory changes now underway – the infrastructure race is on, starting with dollar stablecoin.