Hope all goes well… Wasn’t exactly the August I’d expected. Wyoming, Connecticut, Zurich, San Diego, Los Angeles. And I drove a Jeep halfway across America with my oldest boy, pulling a U-Haul, heading to Camp Pendleton, California, his new station. Rolled through New Mexico, its Breaking Bad desolation, Arizona, the southern border, the dark metal wall snaking through desert. Wyoming loves its guns. Switzerland its

Anecdote: “Pack your running shoes and a Bible Charlie, I’m going to introduce you to God,” texted SEAL to my youngest, now 16, and somehow taller than I. An operation had been planned for months. Nineteen of us would meet in the Tetons for Labor Day. My oldest son Jackson would fly in his favorite Marine, drop to a knee, and make her his fiancé. They’d hop in a pickup, drive deep into the wilderness, meet us all at

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.

Hope all goes well… “You go ahead at your training pace, I’ll carry on at mine,” I said to Charlie, my youngest, now taller than me, the two of us headed up the mountain, the trail straight, insanely steep, a 1,500-foot climb. “You’re going to smoke me buddy, wait at the top.” And off he went at what seemed like a run, an eager 16-year-old’s pace, leaving me to my thoughts, so many questions, heart pounding. The memo

Anecdote: “First half of the ruck went fast,” said Teddy, final day of Air Assault School, known as the toughest ten days in the army. Roughly half the cadets fail. On the last day of Air Assault, you must march 12-miles in less than 3hrs, carrying 40lbs of gear. “Then out of nowhere, I cramped up. I was well ahead of time and kept going, punching my legs to loosen up.” A pace car with paramedics carries up the rear,

Hope all goes well… An unexpected joy of having kids in the Academies is getting to know their friends, living their extraordinary lives. Of his class of 150 at BUDS, 30 survived Hell Week. He texted us a picture of the top of his raw head, the hair worn away. Someone’s got to carry the boats. “We were marching through sand, delirious, the guy in front of me wasn’t carrying his weight, he’d been lagging for weeks. We