Balaji Srinivasan

Clip from @TomBilyeu and @RayDalio's excellent interview here, which has racked up >2M views in two weeks.

Concept and clip are from this excellent 2017 talk by @aantonop.

I’ll hunt down the original, but if you have 40 minutes the video below is the one to watch. Dalio has a different ordering of historical reserve currencies; he says it’s the US dollar, then before that the British pound, then before that Dutch Guilder.

Original video. What a classic. Ten years old, yet evergreen.

Dalio's video is good. Worth watching. But he doesn't model the effects of tech. Yes, China is rising & US state capacity is in decline. Yet US corporations still wield phenomenal digital power, and BTC/web3 are rising, as is India. So it's more complex.

This remarkable video, apparently from a day or so ago, shows that the financial attacks may be getting to Putin. I’m amazed this is public for a variety of reasons. But if real…he’s trying to reassure the Russian economic elite.

Here's a great podcast between Helm founder @giri_sreenivas and early Coinbase investor @garrytan on redecentralizing the world.

This is an interesting discussion between @CarlZha and @Noahpinion on US/China relations. It's more substantive than most Twitter repartee and gives a good snapshot of the Chinese nationalist and (fast-disappearing) American internationalist views.