Categories
Emotional Work Preparedness

Day 844 and Blooming

Spring is in the air. Not in Montana so much as it’s still mud season, but metaphorically. Life is blooming and blossoming all around me after what feels like a lifetime of winter. Everyone in my orbit is flourishing and optimistic about how they are choosing to live their own lives. Which is wild as I’m friends with a lot of doomers.

The cost of an exceptional springtime was quite high. The flourishing is happening amongst those in my ecosystem who addressed their suffering head on in deep dark winters of soul and body. Between the pandemic and the financial calamities in the following polycrisis, people had it rough.

I’m not saying any of that is over so much as I’m seeing people reconcile that life is just going to be bumpy for the foreseeable future. Maybe it was always this bumpy. I gather that Americans are the ones experiencing the most dissonance on a changing world because we had it pretty good for a long while.

But it’s a choice to come to terms with a fallen world. Both in the Christian sense and in the wider “shit is crazy” sense. We still need to be housed and fed and educated and kept safe. Especially if times bad. Maslow’s hierarchy of needs still applies. But if you take care of your own needs you can blossom even in hard times. Maybe even especially. Spring follows winters.

Categories
Finance Internet Culture Preparedness

Day 807 and Hyperinflation

Everyone calm the fuck down and stop panicking while we consider the most dreaded phrase in Silicon Valley: “Balaji was right”.

Sometimes people use a method of persuading you from the extremes. Remember “he means it seriously but not literally?” It works, it nudges the new position into your frame of reference and anything else feels moderate by comparison. But you get to choose what you adopt. You can be optimistic, you can chose new ways of being, you control yourself. But warning: it takes so much energy and effort, which I know because I did a lot of work to adjust my life to tail risks while still believing that you have to live your life.

Also, I’m not going to censor anything, so if you’ve got an inclination to cuss me out for not being on your “side”, I’d ask you to remind you that I’m human and winging it just as much as you are. Let’s all remember our humanity.

So are we going into hyperinflation in the next 90 days with Bitcoin going to $1,000,000?

The Next 90 Days

I mean, an apocalyptic scenario is pretty hard to do in ninety days no matter what is happening. Because life finds a way and as my husband Alex likes to say, people revert to the mean. So while I don’t fucking know and neither do you, I don’t think on balance the physics of hyperinflation in 90 days works from where we are now, when talking about the US in particular.

I’m not doing elaborate math though I’ve read the materials. I can make some good guesses based on logical observations of my available data and on human nature. And I think a shock of that magnitude is basically the end of the world. And as much as I think we’ve got to end denialism about how bad shit is for a lot of people, I’m also not sure it’s going to go sideways that fast. Maybe I’m over indexing on having read Gibbon’s “Decline & Fall of the Roman Empire”.

And to the idea that “it’s ok, we’ll all just move to a Bitcoin economy: we’ve got a so much work ahead of us to make crypto and in particular Bitcoin work as a viable alternative for a practical economy it’s not even funny. I think I’m reasonably active in crypto (though probably not as much as you think on a day to day basis). I participate in some DAOs, I have bags with Bitcoin. I believe we can build a better future. But we are small and the problem is big and we need more of you to come in and build it with us if you want an alternative economy that’s actually usable by everyone.

I think this is a good thing because I have had some good experiences with how American capitalism works but I think we can do better. I have some money but I’m not .01%. I like capitalism but I’ve experienced the deep lows of navigating a chronic illness in America before everyone became obsessed with fragility. I’m not saying the systems works.

So while I think a change is ultimately coming (and I’ve made plenty of bets to that effect), I’m not so sure I want the apocalypse to come just to further that end.

After all we can’t build software if it’s the end of the world. Which isn’t a huge leap to make if the dollar hegemony collapses before August. Literally nobody wants that. But a lot of people want more options and it’s our jobs to convince them we can provide it.

So we can use Bitcoin but again, let’s not get ahead of ourselves.

Changing Systems

But I want to be transparent about what I am weighing. I believe we have some negative trends that haven’t been addressed in fractional reserve banking. I believe our world has strained trust about state run capital and currency feels inherently political.

We aren’t that far off the church and state separation, historically speaking. And it took a long time for the separation to hold. But even if time moves faster now, I’d be surprised (though not shocked) if we took down money and state in a quarter. Maybe I’m underestimating dramatically on the exponential. I clearly don’t think it’s impossible because I live in Montana and my revealed preferences tell you something. But I also live near a yuppie city and I make investments in a market economy. I’m torn.

So do I think it takes more time to unwind an empire? Yeah I do.

Do the network affects at play impact monetary policy? You tell me.

We poured a lot of cash into a lot of hands and we have the option of gossiping at scale in public. It feels like no one learned anything from GameStop but I can assure you I did. We don’t totally understand emergent behaviors. Egregores are real and we can summon demons, though we probably shouldn’t and I think it’s a little weird to do so because I’m not confident it won’t kill me.

And there’s a lot of new ground to cover. More deeply tied financial systems, and networks magnified 1000x. Last time around we barely had a functional Twitter and now we have, well ok it’s barely functional now (jk but not).

So we shouldn’t in fact continue to do that by building credibility through showing our work and support and investing in that future?I think so. It’s astonishing it’s as cheap as it is now given how much opportunity it provides. But again we have to keep building it out.

Opening the Window

Finally, one tactical issue I want to address is that Balaji may simply be trying to expand our minds on the possible in front of us and how fast we can do it. I believe the most pejorative way of describing it is manifesting but you can in fact apply energy to making a system move in your favor.

One way you do that is by opening the Overton Window on what is possible and seeing if people step up to the plate to build norms and tools that further your cultural view of the world.

So if you really believe that a change is coming and that people need to prepare for it, yes you push even farther than you might think is actually going to happen. That way, even if someone only comes halfway there, they’ve landed right where you think they need to be.

All this to say: chill out everyone – we’re living in the fastest, craziest times there have ever been and it’s damn easy to get sucked into the vortex. So take a step back, breathe, and make your decisions from a place of calm, not panic.

Categories
Politics Preparedness Startups

Day 799 and Black Friday

I suppose it’s now quite clear why I felt like I was driving through a snowblind yesterday. For someone who spent the year telling everyone to watch Margin Call you’d think I’d be pretty prepared for the inevitability of pricing affecting risk.

I am, of course, discussing the collapse of Silicon Valley Bank. We’d discussed in our household scenario planning around what would happen if we saw banks forced to compete on better interest rates. Perhaps the same old story of mis-pricing your risk would play out. Discussions of contingency planning and multiple accounts and insurance policies both personal and professional. I really didn’t expect for any of the emergency use cases to manifest as to even contemplate it is simply too horrifying.

But horrible things happen every day and I am skeptical of my capacity to judge my own need for a comfort in a situation in which there is none to be found. I do however believe that in the wake of the Great Recession we’ve come to believe that money always gets bailed out. And why would Janet Yellen (of all people) hang out the singular shining star industry that keeps the lights on in the hollowed out shell of post-industrial American capitalism.

That said humans have been known to do spitefully stupid things that hurt themselves so long as it also hurts someone they dislike. Cut off your nose to spite your face. I don’t know if the drive for vengeance is strong enough for some populist reactionary spill over. I’d want to at least offer up a scapegoat and I’ll be curious to see who has this fate.

This seems like the crumbles to me. The logic of the Jankening is that we cannot always predict the downstream effects because this is a complex system. All I know is that to let a large chunk of the wider technology ecosystem fail would be catastrophic.

However, we have now effectively put in the minds of a new generation that banks do stupidly silly things occasionally (Lmao) and you have to be careful who you trust with risk. Everyone is running to the big banks and that will have its own consequences. I am curious to see what the downstream consequences will be.

Be careful who you trust, use some common sense and don’t be overly sure of the value of powerful people telling you want to think. They might not have your best interest at heart.

Categories
Homesteading Politics

Day 784 and Endocrine

In case you haven’t heard, everyone is bracing for apocalypse. Well, that’s just the headline to get your attention. Everyone is watching the decline in American state capacity as we struggle with distrust across all forms of institutional power.

It’s really challenging to discuss this subject as it is unpleasant to look bad things happening straight in the eye. But if you have read some history, maybe own a copy of Gibbon’s Decline and Fall of the Roman Empire, you’ve probably got theories. But I understand that it’s hard to look at worst case scenarios. Your life may still look normal. But know that for millions of people the consensus is that shit sucks.

I’m not placing any moral or ethical judgements on the wide variety of kooks & characters that have traditionally espoused the various flavors of doom. I don’t particularly care for my compatriots in doom included in the Vanity Fair piece. They don’t like me either. I will self identify as degenerate libertarian who is skeptical of governmental and corporate power.

I’ve been called a Bolshevik by the Christian right and a crypto fascist by the DSA so I’ll assume your average rational mind will recognize that perhaps that the common cause of an America in decline is a bigger fight than tribal affiliations. If you cannot retain a calm mind in your analysis I hope I can convince you that this is a problem.

She thought something had gone wrong with us physically too. “Endocrine systems get fried. There’s too much cortisol, you’ve been running on adrenaline, eventually you tap out. Everyone feels nuts right now,” she said, “because what on earth are we supposed to do with the fact that we’ve had this incredible rate of change for so long. We think we’re keeping up with it, but our bodies are like, ‘Oh, actually no. We have no idea what’s going on.’ ”

Dissident Fringe

We are all overreacting to everything because we’ve come out of the stress of three years of a pandemic that has overlapped with such an incredible array of natural, industrial and political disasters anyone would be edgy. Oh and remember how we had 4 years of Trump? We are acting nuts because stress made us more reactive.

Some argue the great weirding goes back much further but the point is that we are all victims of a long now of persistent anxiety, exhaustion and adrenaline. I don’t know if we can even hear each other trying to grapple with problems in good faith because we are just so tired from being driven nuts by all this.

Imagine a future where this kind of endocrine draining stress simply never relents. And that’s the future I’m earning you about. Everything gets a little harder and less reliable. You trust everyone a little less. It’s harder to eat healthy and maintain healthy habits. It’s harder to trust mainstay civic services like schools, police, and the postal service. The roads are worse and infrastructure is crumbling and do I really need to tell you? Use your imagination

Decline is hard on the body and you need to be planning on how to manage disruptions if only so you can keep at the business of raising your family, going to work and trying to have a life.

If your ambitions outstrips these goals and you’d like to make money on the realignment of the world you will need to do more, build more, investment more. So I’d probably do some basic resilience work so you can maintain focus. If you want to make money trying to solve for the many customers all looking for solutions to all the shit that is going wrong you might want to stabilize your life with basic preparedness.

I don’t know what systems will evolve. But if we don’t start investing in them now we are in serious trouble. I’ve been investing in solutions that are venture scale for sometime. If you want to join me on this journey, DM me on Twitter or join as an LP

Categories
Homesteading Politics Preparedness

Day 782 and Vanity Fair

I am extremely proud of being a subject in Jame’s Pogue’s new Vanity Fair piece. It is about managed decline, the death of state capacity, and whispers of a post state world. I’d say it’s a bombshell except I think there are some very sober people discussing how life in a chaotic world filled with distrust might work out. Spoiler alert, not great.

“Preppers, techies, hippies, and yuppies are converging on the American West, the safest place to “exit” a society gone haywire.”

The Dissident Fringe

I worry that the next frontier in American cultural battles will be figuring out how to stay out of our versions of “the troubles.” And I don’t like the sound of that.

I think you may find yourself agreeing with me. I don’t want a culture war and I certainly don’t want it to turn into a hot war. Apparently that makes anyone who agrees with the above premise a dissident fringe. Didn’t realize it was controversial to enjoy civilization. But I am in fact comfortable saying I don’t want any kind of war.

But I’m not sure everyone feels that way. So in a show of our seriousness we’ve decamped to the imagined demilitarized zone of the Rockies. I don’t want any chaos but I am literally betting the house on us having a bumpy ride maintaining course in America as we deal with long delayed issues from infrastructure, education, logistics and supply chains to capital markets and trade. I intend to capitalize on this uncertainty. You can do so with me if you’d like as an LP in chaotic capital.

If you are curious about how it might play out, in this nearly 9,000 word opus, every angle of how to survive in the American West in the near future is captured in empathetic detail by Pogue. It’s almost like reading William Gibson in how it shows a present that feels a bit off. Cyberpunk right before the Jackpot, but make it from a gonzo Hunter S Thompson type. I appreciate it on purely aesthetic grounds. You should read it.

But practically how do we all muddle through a greyzone war that has no agreed upon values, including whether the enlightenment & liberalism are worthwhile?

As we fight it out as a nation, most of us are just going to continue living our lives as crashing stare capacity and war over institutional norms gets in the way of raising a family and doing business. And it’s this scenario—a muddling, unhappy, middle course—that most people in this sphere tend to predict is coming. It’s not fun but it’s not the end of the world.

It is my personal belief that we are struggling to find any alignment because regardless of your personal politics, religion, or even overriding philosophy, your actual physical body is just fucking done with this bullshit. I mean it literally. We feel it in our bodies.

Endocrine systems get fried. There’s too much cortisol, you’ve been running on adrenaline, eventually you tap out. Everyone feels nuts right now,” she said, “because what on earth are we supposed to do with the fact that we’ve had this incredible rate of change for so long.”

Julie Fredrickson – Vanity Fair March 2023

We think we’re keeping up with it, but our bodies are like, ‘Oh, actually no. We have no idea what’s going on.’”

It’s too much stress on the system and something is going to have to change.

If you read the piece you will see just how much trust is lost amongst all parties that make up the American experiment. The cherry on top is that our nation state distrusts our foes & but they also distrust us the citizens and their desire for more freedom. It’s a messy battle for meaning and power.

And as Americans we’ve had the exorbitant burden of the dollar being the global currency. What happens when we no longer trust any actors on the global stage? Distrust our fellow citizens, distrust our currencies, distrust our institutions, distrust our enemies? It sure gets hard to run an economy without trust.

We need to build new systems we can trust or our bodies and minds will give out. Simple as.

I don’t know what systems will evolve. But if we don’t start investing in them now we are in serious trouble. I’ve been investing in solutions that are venture scale for sometime. Ifyou want to join me on this journey, DM me on Twitter or join as an LP.

Categories
Emotional Work

Day 781 and Accelerating

I am accelerating into the turn that is my extremely busy life. The global weirding is upon us, as I’ve been predicting for more than two years publicly on this blog and even further back in the press and on Twitter.

I was initially afraid that I wouldn’t be able to keep up with a faster life. One reason we moved to Montana was to keep the pace of our personal lives calm and level so professional obligations wouldn’t overwhelm us. And yet as more and more obligations and responsibilities became part of my daily reality, I wanted to shrink under the weight.

But I am not shrinking. I am standing tall. Sure I feel like I’m failing every day and I hate the feeling that I could disappoint folks who have placed capital and trust with me.

I am however sure that over the time horizon I have set I am doing things the right way. Everything else is luck and repeating the positive daily habits that have produced results in the past.

I feel happy with the acceleration if I stop giving the fear any oxygen. I’m starting to remember how I used to wield my talents. But this time I’ve got the benefits of five years of emotional maturing from intensive family systems therapy. I see my old coping mechanisms and bad habits withering as I bring the full maturity of my emotional journey to bear.

If life is going to keep getting faster and faster then I suppose my only choice is to enjoy the thrill of acceleration and trust that I’ve done the work to stay on the ride.

Categories
Politics Preparedness

Day 779 and Future Shock

It feels like a lot of people are finally catching up to what a shit show institutional distrust has wrought on American society. Nobody trusts anyone and everyone is going tribal. The level of panic is feeling palpable across media narratives and we are being offered a choice to either get worked up or get on with our lives.

I will admit I feel a little bit smug on this point as I’ve been prattling on about doomer shit forever. But I also got off my ass and moved to Montana and starting picking up some skills so I could continue to feel like my life had some measure of resilience to it. I ain’t getting all worked up about the end of the world because I can’t live in perpetual anxiety.

Maybe it’s because my parents are hippies that it’s not a big stretch for me to imagine what happens when cultural conventions break down. The post war generation had a whole other set of traumas around social change. And a lot of splinter subcultures emerged from how they were specifically betrayed by all major institutions as well.

So I am reluctant to say this is new. Decline is a long slow managed process and new revolutions turn up all the time to solve our problems. I believe in human ingenuity.

But I do think we’ve sped up the pace of culture as we ramped up new technology as each new instance of connectivity has somehow also wrought alienation and anxiety. It’s hardly surprising that half of the internet is in a complete panic over what rules of the game changed.

What can I say except that it’s so satisfying to lie to yourself about how you benefit each time a cheat code is revealed. Perhaps just enjoy the power and get on with it. I don’t know what to tell you to do but find a way to make peace with it. Because otherwise you will be preyed upon. There are thousands of kinds of power and I suggest you find yours.

But I am genuinely concerned that we are headed to a further and faster and new types crisis of meaning as new rules get introduced, and every actor that desires to hold power will be running to capture it.

And I do mean everyone. It’s not that your tribe is good and the other tribe is bad, rather it’s hard for humans to trust each other with too much power. Independence is a very heavy burden and it’s insulting when you won’t carry your share. We’ve been negotiating the boundaries of it since Socrates got poisoned for corrupting the youth of Athens. And we still don’t have a good answer to what constitutes human excellence.

Categories
Aesthetics Media

Day 773 and First Contact

I’m a big fan of Star Trek. I have attended conventions, worn a Captain’s uniform for Halloween, and most damning of all, saw the reboot sequel on a first date with my husband. I am a huge nerd and some credit is due to Star Trek.

So I am aware that in the cannon of Star Trek’s first timeline it is Bozeman Montana where humanity makes First Contact with an alien species. I don’t want to spoiler anything but if you don’t know it’s the Vulcans you probably don’t care that I’m spoiling it.

Now I’m not saying I live in Montana because the aliens are coming, but I am fascinated by the role the Rocky Mountains play in alternative histories. It’s a particular nexus for science fiction. The future happens in the west and nothing is as canonically western as purple mountain majesty.

Colorado, Wyoming, Idaho and Montana are often settings for demilitarized zones, zombie apocalypses, and other plots appealing to the survivalist mindset. It helps to have nuclear missile silos and Cheyenne Mountain to stoke the imagination.

So it shouldn’t come as a huge surprise that as a doomer I am absolutely thrilled that Montana has now been the center of two ridiculous science fiction narratives recently. We had the Chinese weather balloon last week and Saturday night we had a full on unidentified flying object “alien” invasion over Montana.

Whatever it was ended up over Michigan, but for a brief glorious moment we got to consider whether Bozeman Montana would be the actual site of First Contact. But it’s not yet 2063 and I haven’t invented the warp drive so I’m not holding my breath.

Categories
Preparedness

Day 757 and Hunker Down

I really missed the cold and snow while I was in Prague. You might be confused. Isn’t Prague known for its cold winters? Well maybe not this winter. As it turns out, the unseasonably warm winter in Eastern Europe is good for the energy crisis on the continent, but bad for someone who prefers the cold.

Thankfully we’ve got a massive snowstorm bearing down on the Gallatin Valley that has a polar vortex of arctic air coming along as a chaser. We are expected to get a foot of fresh powder over the next 24 hours and then extreme cold (another -30 with the wind chill situation) will hit us on Sunday into Monday. Looking out on our back porch we have some accumulation but it has been melting earlier.

Several layers of snow on the back porch of our farmhouse looking out across our pasture

Alex and I have a standard storm routine that we follow that is part of our habit of preparedness. The best storm preparedness tip I’ve ever gotten was to clean your house. Wash dishes, do the laundry, take a shower, and anything else that requires power and running water. You will appreciate the clean house no matter what and it extends your ability to cope with something bad happening.

I am currently feeling very fancy as I did my Sunday grooming routine today and my skin and hair are looking fantastic. If we get socked in at least I’ll be clean and pretty. I used a hair glossing seal from BeautyPie and a Mediheal collagen mask and I recommend them both.

A shockingly long receipt from Rosaurs

I also did a massive grocery run yesterday as in addition to the storm we have a houseguest coming up. The receipt was so long I had to take a picture of it surrounded by a partial haul as it’s practically CVS length. Our guest is gluten free so I did some stocking up on options for him, along with a bunch of snacks because why not?

Categories
Homesteading Preparedness

756 and Weather Station

We live outside of town. We’ve learned that means the weather that is being reported isn’t always accurate for us as the various weather stations are mostly at the university or downtown. So what does a pair of homesteaders do? Buy our own weather station! It’s an Ecowitt 2553.

Ecowitt 2553 Ambient Weather Station installed on our side pasture fence to monitor our Montana weather at the homestead

In the US, Ecowitt weather stations are rebranded as Ambient Weather Stations but we were able to order from shop.ecowitt.com and buy it direct, which saved about 40% which we appreciated as it typically runs about $289.

Ecowitt 2553 Ambient Weather Station

The station measures wind direction, wind speed, wind gust, UV & light, temperature and humidity, as well as precipitation measurements (though that works much better with rain than snow).

The weather station feeds all the data to the display screen, which then pushes the data to our home automation system as well. Alex has quite the home automation installation so I’ll leave those details for another day but it is quite fun to know your house is heated based on the actual weather.

Ecowitt 2553 Ambient Weather Station Display