“It's not what you look at that matters, it's what you see.” – Henry David Thoreau ||
Hello everyone! I hope you’re all doing well – it has been a spectacularly exhausting week, so I expect you’ll be glad to hear that today’s email is relatively short and chart-heavy. It touches on something important, though, and that is how we’re perhaps not fully appreciating the scale of the global mood shift in 2024.
The latest episode of Bits & Bips, which I co-hosted together with James Seyffart, Ram Ahluwalia and Alex Kruger, is out – you can listen here (Spotify), or watch here (YouTube).
I’m having tech troubles with my recording setup today 😭, hopefully I can fix it and do an audio, but given the limited time window, I may have to try again tomorrow.
IN THIS NEWSLETTER:
Trust: more than just surveys
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WHAT I’M WATCHING:
Trust: more than just surveys
On a daily basis, we get bombarded with posts and headlines highlighting the drama of discontent generally aimed at politics, media and other societal institutions. That’s our standard diet now, which not only gets exhausting but also numbs us to the bigger and deeper shifts that will end up impacting much more than we realize.
On Tuesday, I wrote about the weakening hold of old-school “elites” on global development, and why that matters for crypto. I pointed to the absence of global leaders at this year’s Davos event, the presence of four of the world’s five richest men in a crowded rotunda the other side of the ocean, and Trump’s withdrawal of the US from several key global agreements and organizations as just some examples. Today, I bring more receipts.
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