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Balaji· 2025-12-22 14:58
Economic Comparison - The report draws a parallel between a hypothetical country experiencing deindustrialization and dedollarization and Russia in the 1990s [1] - Russia in the 1990s faced globally uncompetitive factories, devalued currencies, and a loss of imperial identity [1] Geopolitical Analysis - America experienced economic success in the 1990s, while Russia faced significant challenges [1]
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Balaji· 2025-12-22 14:06
THE REAL VALUE OF AMERICAN REAL ESTATEMolson asks: what's safe when fiat fails? A great question. We unfortunately have more films on alien invasions and killer robots than we do on fiat failures, so relatively few have thought through this scenario. But given that decades of accumulated borrowing is now finally coming due, it's worth modeling what happens when the dollar is debased to pay the unpayable debts:We'll focus on the question of whether real estate is really safe in the event of an American fiat ...
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Balaji· 2025-12-22 12:03
To be clear: I will always be an Elon supporter, and of course Tesla pioneered modern EV technology, but the Chinese companies in this space are highly competent and not to be underestimated.BYD announced their charger earlier this year, in March: https://t.co/GS3zVqavJk https://t.co/dWAjIttIvBDominic Lee 李梓敬 (@dominictsz):BYD's charging station in China, 400km in 5 minutes!Gasoline what? https://t.co/WgWGc5Nd3q ...
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Balaji· 2025-12-22 11:57
This is the EV flippening.Electric vehicles now fill up roughly as fast as gas. The new BYD chargers add 400km of range in just five minutes. https://t.co/bw6Yg4jElc ...
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Balaji· 2025-12-21 14:37
RT NS (@ns)THE FRACTAL FRONTIERWhen David Friedberg visited Network School, we talked about how the next frontier might not be in the West. Perhaps it's actually on the Internet.Perhaps what comes next is the fractal frontier.4:14 - The fractal frontier7:45 - Network vs state12:16 - The state as a metaorganism19:50 - They always want more29:40 - America was built on rugged individualism34:50 - FDR as the least-bad communist dictator40:47 - In the West, network > state48:10 - Consensual moderation53:12 - Sav ...
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Balaji· 2025-12-21 11:27
Patriotic to what?If they’re patriotic to a people, then the specific place doesn’t matter as much. They can reassemble somewhere else on the earth. Like hitting a fire alarm to exit a burning building, and reassembling at a muster point.Desert Shark (@Great_Wh1te):@balajis The percentage that would be best suited is also the percentage most patriotic therefore least likely to fully commit to a life uprooted ...
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Balaji· 2025-12-21 09:34
The British — perhaps more than any single other culture — are perfectly suited for venturing forth from Britain and setting up startup societies anywhere in the world.So: assume London is over, for now. And set up New London elsewhere. Ideally by connecting many distributed New Londons, as if all the Chinatowns of the world were part of one commercial network.todofmm (@todofmm):@balajis How exactly would it work in case of totalitarian theocracy of say YooKay? ...
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Balaji· 2025-12-21 08:52
Decentralization & Technology - Bitcoin offers a decentralized currency solution, leveraging the Internet for global distribution of mining datacenters and users [1] - The concept of decentralization can be generalized from currency to community, utilizing the Internet to connect deindustrialized areas with digital nomads [2] Future Trends - The report suggests the emergence of a "fractal frontier," potentially located on the Internet [2][3] - The fractal frontier concept involves a shift from traditional frontiers to a network-based environment [2] Societal Impact - Falling fertility and deindustrialization have led to newly empty towns and villages [2] - Populating these areas with digital nomads could revitalize them [2]
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Balaji· 2025-12-21 08:42
Industry Focus - The industry is launching a new season of the Network State podcast [1]
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Balaji· 2025-12-19 20:29
RT vitalik.eth (@VitalikButerin)My latest views on popups, network states, coordi-nations, zones, and where all of these things could lead us.(Long poast)https://t.co/g0kIWwiV59 ...