Good Sunday morning…

I am off for a long ride right after I post this.

As we started 2022, Social Leverage has an office. It is really fun to be in our own space where Tom, Knut, Jono and I can spend some time together. Gary joined us this week from San Diego and it felt great to have a home base. After a few years of mostly Zoom’s, I already find us way more productive.

Onwards…

I have been catching up on all the crypto reports and I thought I would share a few of my favorite reads and listens.

First this long report from Messari on their crypto thesis for 2022.

Coinbases’s CEO Brian Armstrong was on Guy Raz’s ‘How I Built This’ and I learned a lot.

Here is a long reserarch report on Coinbase the company.

Nore on crypto…

Here is Albert Wenger on the subject of Web 3…he’s been a leading and early to crypto investor and thought leader.

Ben Thompson has a great essay on Opensea, Web 3 and Aggregation Theory.

For those not ready or into crypto, you might have missed some money making opportunities, but you also missed a mess of ‘rug pulls’/scams which were up to 37 percent of all scams. Indeed this is the wild west and I have little interest in being a true pioneer.

Everyone should read this Ryan Peterson interview on the subject of the supply chain issues around the world. Ryan is the founder of Flexport.

With respect to the stock markets….while interest rates shoot higher and beat up my favorite growth stocks, we might keep an ye on Russia for the Global Macro tip off to a larger market problem. I like CRaig’s markets newsletter.

Finally, since I have a SPAC ($SLAC), I wanted to share this 2021 SPAC Monitor.

Have a great Sunday.