Cryptocurrencies
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Libra is less about an immediate benefit to Facebook, and more about creating a world where companies like Facebook have the best chance to prosper. That is why Facebook gave up so much control.
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Did you hear the one about the tulip bubble? It’s almost certainly a myth. It is myths, though, that explain why cryptocurrencies are here to stay.
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Putting aside the particulars of Bitcoin, the potential it represents is absolutely a very big deal. As I’ve written multiple times on Stratechery, the defining characteristic of anything digital is its zero marginal cost. Take…
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Zillow Pauses Home-Buying, Opendoor’s Advantage, Crypto and Energy
Zillow’s halt in buying new homes is a reminder that core competency can out-compete an Aggregator’s advantage; then, feedback on crypto and energy.
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Apple’s MacBook Pro Event; The Bitcoin Futures ETF; Bitcoin, Regulation, and Utility
Quick notes on Apple’s MacBook Pro event, then a discussion of why there is a Bitcoin Futures ETF but not one for Bitcoin itself.
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Technological Revolutions Follow-up, Crypto and Cheap Energy, The Stratechery 2+ Schedule
The current technological revolution is probably still in deployment, not mature; cypto, meanwhile, is waiting on a key input. Then, the Stratechery publishing schedule is undergoing a big change.
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The Death and Birth of Technological Revolutions
Carlota Perez documents technological revolutions, and thinks we’re in the middle of the current one; what, though, if we are nearing its maturation? Is crypto next?
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China’s Power Shortage, The Tech Angle, China and Bitcoin
Understanding the roots of China’s power shortages and its impact on tech; then, why China’s Bitcoin crackdown is good for Bitcoin
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Tech Epochs Follow-Up, Coinbase Versus the SEC, Coinbase’s Epoch
More on tech epochs, including why Coinbase’s regulatory battles — which it will likely lose — are evidence it is an app-platform, the opposite of crypto’s decentralization promise.
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Non-Fungible Taylor Swift
Taylor Swift, like Dave Chappelle, is leveraging the power of the Internet to take control of their art.
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Nonfungible Tokens, NBA Top Shot, The Creation of Consumption
NFTs are useful not simply because they are unique, but because they are an easy-to-understand way to understand the importance of blockchains.