The central bank tightening and interest rate hikes that we saw last year will come to an end in the first quarter of 2023 as inflation gets under control. This will ultimately lead to a recession but my sense is that it will be more… Read More
This morning, I came across an FT article talking about how mainland Chinese people are right now flocking to Macau to receive western mRNA vaccines. Apparently the Special Administrative Region has a single hospital offering the western varietals to “tourists”, and lots of people now… Read More
It has become tradition around here that at the end of each year I write down my predictions for the following one. And in 2022, I did that here. The overarching point of writing something like this down publicly is not necessarily to be right… Read More
I love what Bright Moments is doing. And Fred Wilson’s post this morning — about their latest event in Mexico City — reminded me of that. Bright Moments describes themselves as “an NFT art collective on a mission to create environments where artists and collectors… Read More
When I was in grad school at Penn I was active in two clubs: the real estate club and some tech/entrepreneurship club (I can’t remember the exact name). These were two areas that I was interested in and so I wanted to hang out with… Read More
I don’t exactly know what “metaverse” means, but what is clear is that nobody really does right now. Here is an excerpt from a recent article by Benedict Evans: If the narrow definition of ‘metaverse’ is that VR and AR will be the next smartphone,… Read More
A lot less people are buying NFTs today compared to last year. But that’s okay, everything will be fine. So let’s talk about some of the characteristics of NFT marketplaces and how they differ from real estate marketplaces today: In some real estate markets, it’s… Read More
One of the most interesting things about NFTs is that some, but not all, come with very permissive licensing. What this could mean is that, as a holder, you are free to do whatever you would like with your NFTs, including creating businesses on top… Read More
I have heard from some of you that you don’t like it when I write about crypto and NFTs. This personal blog is supposed to be largely about city building after all. So today I thought I would write about crypto and NFTs. More specifically,… Read More
Crypto tokens are kind of like shares in a company, or at least they can be pretty similar if one wants them to be. Here is an interesting post by Tomasz Tunguz comparing the two. More specifically, he looks at inflation and deflation for both… Read More
BRANDON DONNELLY 