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Money

What makes money valuable?

Primitives

What are the irreducible functions of money?

PrimitiveFunctionQuestion
Unit of AccountNaming valueHow do you measure?
Medium of ExchangeTransferring valueHow do you move it?
Store of ValuePreserving valueHow do you keep it?

The first primitive is Unit of Account — a naming problem. You can't exchange or store what you can't measure. This is first principles applied to money.

Money is tokenized time and energy stored as opportunity.

Properties

What makes good money?

PropertyDefinitionBitcoin
ScarcityLimited supply21M cap
DurabilityLasts over timeCode is forever
DivisibilityCan split small100M sats
PortabilityEasy to moveInternet native
FungibilityUnits interchangeableMostly
VerifiabilityCan prove authenticityCryptographic

Flow

What makes money go round?

Psychology

Why do rational models fail?

Myth

Money works because we believe it works. The shared fiction enables coordination at scale.

Context

Questions

What is the most important question this topic raises that current discourse tends to avoid or understate?

  • Which assumption in the standard framing of this topic is most likely to be wrong in a 5-year horizon?
  • How does the DePIN or agent-native lens change what matters most about this topic?
  • Which first principle, if violated, would make the analysis of this topic fundamentally incorrect?