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Capital

What do you have that others need?

Agency requires capital. Not just money — capital in all its forms. Leverage is what amplifies it. The control system is how you direct it.

Types of Capital

Ranked by durability. When software goes to zero and money is meaningless, what compounds?

CapitalWhat It IsDurabilityLeverage
GoodwillTrust, reputation, social proofHighest — survives everythingInfinite: others act on your behalf
IntellectualKnowledge, skills, capabilitiesHigh — compounds with practiceHigh: products that replicate at zero marginal cost
SocialRelationships, network, coordinationHigh — but requires maintenanceHigh: Reed's Law
TimeAttention and energy availableFinite — non-renewableMedium: only multiplied through systems
FinancialCash, assets, cryptoMedium — inflation, volatilityVariable: amplifies everything else
PhysicalHealth, location, equipmentMedium — depreciatesLow: bounded by atoms

The pattern: Financial capital buys time. Time builds intellectual capital. Intellectual capital builds social capital. Social capital builds goodwill. Goodwill is the only capital that compounds without limit.

Levers

Capital without leverage is savings. Capital with leverage is agency.

LeverHow It MultipliesRisk
StoriesNarratives compound — others retell them for freeFake stories destroy goodwill
TechnologyAI and automation multiply outputTool dependency, platform risk
StandardsRepeatable protocols scale without youRigidity if standards calcify
DistributionReach without presenceAttention is rented, not owned
FinancialBorrow to invest where returns exceed costAmplifies losses equally
LabourOther people's time and agencyCoordination cost, trust requirement

We live in a time of infinite leverage — Naval

The Agency Test

Every opportunity should answer:

QuestionWhat It Reveals
Does this expand or narrow my options?Some fast cash narrows (golden handcuffs). Some wealth-building expands (compounding assets)
Does this build or consume my time and energy?Trading time for money is neutral. Trading energy for money depletes
Does this create or erode trust capital?Goodwill builds slowly, spends slowly
Does this create conditions for flow?Money is substrate. Flow is the goal

Capital Conversion

The game is converting lower-durability capital into higher-durability capital.

Financial → Time → Intellectual → Social → Goodwill
↑ |
└──────── enables earning more ────────────┘
FromToHow
Financial → TimeBuy back hoursHire, automate, delegate
Time → IntellectualInvest hours in learningMeta-learning, deliberate practice
Intellectual → SocialShare knowledge generouslyTeaching, building in public
Social → GoodwillBe reliable under pressureCharacter over time
Goodwill → FinancialTrust attracts opportunityDeals, partnerships, investment

Dreams Need Leverage

Conversion isn't just linear. Capital types combine to turn ideas into reality.

You HavePlusYou Get
GoodwillAssets (land, machines, tokens)Leverage to build what you see
IdeasGoodwillPeople who believe before proof exists
AssetsIdeasInfrastructure waiting for direction
Ideas aloneNothingWishes
Assets aloneNothingExtraction

Dreams without leverage are wishes. Leverage without goodwill is extraction. The combination is what makes ideas become real — social capital attracts the resources, hard assets provide the substrate, and skin in the game ensures you're building for yourself, not renting someone else's dream.

Tokenization collapses this. Own fractional assets. Build goodwill in public. Combine them permissionlessly. The barrier between idea and reality has never been lower.

The Goodwill Flywheel

Goodwill isn't given. It's earned through a loop:

CREDIBILITY → PERFORMANCE → LOYALTY
↑ │
└─────────────────────────┘
PhaseWhat It ProvesWhat It Earns
CredibilityYou know how to deliverPermission to try
PerformanceYou meet expectationsTrust that compounds
LoyaltyOthers stay and invest moreLeverage for bigger ideas

Credibility is skin in the game made visible — prove you know how, not just that you say so. Performance is the evidence. Loyalty is the compound interest on both.

On-chain, this becomes verifiable. Track record in public. Smart contracts that execute on delivery. Governance tokens that weight votes by contribution. The flywheel runs faster when credibility is provable and performance is measurable.

Scarce Capabilities

When AI handles pattern-connecting, what remains scarce is people-connecting.

CapabilityWhy ScarceCapital It Builds
ConnectingConsciousness meeting consciousnessSocial + Goodwill
ShippingJudgment under uncertaintyIntellectual + Goodwill
PredictingIntuition from embodied experienceIntellectual
CharacterIntegrity under pressureGoodwill

Context