Smart Money

July 2 1999

Anselm Hook

 

Introduction,

 

Imagine a form of money which could only be spent on causes that you believed in.  That if you hired somebody, paid them money for their labour, you could still have some fractional say in how they choose to in turn spend the dollars you gave them.  By such a mechanism you could in some small measure steer your work energy - the dollars you traded - away from causes that were harmful to yourself.  This essay argues that even if you give somebody dollars, that those dollars are not entirely freed and liberated, that those dollars ultimately still reflect your work energy and that they should in some small way still reflect your code of ethics even if they are out of your hands.

 

Consider what a strong role money has in our society.  Money has become the glue which ties together the rest of our lives.  Everything has become an expression of the dollar.  When we intend goodwill to a third party we often donate money to their cause.  We spend money on things we are passionate about, and we use the dollar to vote against causes we do not favour.

 

Money hasn't always been so much at the core of all transactions.  Even a hundred years ago things were different for many people.  It used to be that our fial relationships, our affiliations and associations were built on top of the long term acquaintance of the respected individuals of the communities we lived our whole lives within.  We would contribute energy to persons we knew were of sound moral character, and we knew that they wouldn't use our contributions in a way that would harm us.  The small towns of our youth were rich in alternative currencies - debts of honor, relationships of trust.  Today that is in a large sense gone - the sheer liquidity of cash means that if we give a person a dollar, there is some chance that they might use that dollar in a way that we would never have agreed to.  Our society lacks the follow-through of the implicit values and trust we placed in other persons.  We believe today that a person can do whatever they choose with their own dollars and trust in the broader legal system to protect and defend our principles and freedoms.  Because of this we can't choose to favor certain kinds of work or behavior over other kinds of work or behavior.  If a neighbour was going to dam a local stream one might choose not to contribute to that effort, however if that neighbour earned dollars - rather than a debt - they have lower impedance barriers to acting in directions that might be harmful to oneself.  We see this every day in our society.  Recently in California there has been an effort to buy back some of the redwood forests that form a local watershed.  The forestry company in question technically owns these resources and has few impendances to doing what they wish with them, even though the total cost to the community is unreasonably high.

 

Today we are on the verge of having the kind of technical infrastructure which will allow us to have smarter money, money that can carry a set of desires and ethics along with it, and which can in some degree continue to reflect your own moral principles and values even when no longer directly in your hands.  This is a kind of money that could report back to you what it was spent on, or could create transactional penalties for being translated into uses which you fundamentally disagreed with.  Such currencies could form a powerful basis for decision making, and could help our society engage on large scale endeavors such as improved Internet capability, manned space-travel, aid for third world countries, improvements in health and education local to your community.  These kinds of currencies could also have a reciprocal effect - people who believed in certain ideas would have to back up their arguments - to be willing to create dollar encumberances that might make their dollars somewhat more expensive to certain buyers in their community.  The values of a geospatial or internet community could become explicitly bound by the licensing agreements and transactional exchange rates associated with their dollars.  The burden of responsibility would shift away from formally declared constitutions and legal structures to those values entrenched in the dollars themselves.

 

The Exchange mechanics,

 

Technically the challenge is to design a currency exchange mechanism that allows both buyers and sellers to express their values and the work energy they are interested in, and to then allow the floatation of those values in combination with work energy on a value exchange system.  We want to formalize the colloquial values of our community into the currency itself.  The currency itself becomes a digital "agent", advocating for certain interests and negotiating on your behalf with other agents.  At the end of successful transactions the two parties trade ownership of their respective agents in such a way that the identified goods the agent represent still exist but are now in differing hands.

 

A smart money agent can represent a bid to offer.  It is backed up by some discrete physical resource such as access to computation, access to work labor, or access to physical goods.  Alternatively an agent can represent a bid to purchase.  In this case there is a transaction that takes place.  If one party offers labor then the other party typically offers dollars in exchange, or service in kind.  When the transaction has taken place then the "ownership" of the agents is exchanged.  The same encumbrances still apply but now the ownership has changed.

 

The agent resides in a computational sea that consists of points of intense computation separated by relatively low bandwidth connections.  It behooves agents to be distributed and to be fully self contained therefore since the cost of having to always return to a home base to confirm statements of fact is too expensive.  Under this model the agent is distributed over the Internet and can reside in a multiplicity of databases - both central servers and on client machines.  Agents may exist in duplicate even though they may all refer to a single offer.  The servers themselves may only be tailored towards accepting certain agents - for example there may be servers that are only interested in contract positions in the computer engineering industry.  Agents may to replicate themselves to all servers that allow them entry.  Agents discover servers by interrogating server-to-server databases or based on their own internally specified publishing limits as defined by their author.  Agents discover each other based on a combination of database-managed queries and on unique agent interrogation code.

 

Agents themselves may simply consist of a description of the resource for sale and its encumbrances or may also have their own logic in order to be able to evaluate and respond to purchase offers as quickly as possible.  The server itself knows how to do basic evaluation on simple agent properties, but more complex queries require the agent itself to do the evaluation based on internal code logic distributed with the agent.

 

The entire system runs in a sandbox on a client’s computer, and on servers distributed over the Internet.  There are boundaries specified so that agents cannot escape into the broader Internet nor use up more computational resources than permitted.  Also there are limits to prevent agents from denying other agents access or services - each agent is throttled as to resources and presence.

 

The sandbox however isn't necessarily designed to prevent agents from doing real work.  If an agent transaction takes place, and trustworthy authorities reasonably certify those agents, then the agents can autonomously engage in the transaction itself - and this sometimes involves doing real work on a client computer or elsewhere in the computational sea.  Examples of this may be to guarantee to present an advertisement banner to a certain number of viewers, or to crack a key certificate or to deliver an mp3 file to a target or to proofread a web page, to find five other potential friends within a five mile radius who also are bored right now, or to translate a document from one language to another...or any of an infinity of other types of genuine value exchange.

 

Value based exchange and currency washing,

 

Fundamentally the point behind a digital currency exchange medium like this is to lower the barriers to sustaining more complex transactions.  Today we use the simplest possible transactions and the dollar is largely severed from the value systems of the parties exchanging those dollars.  The reason this occurs is because values are ultimately held individually, while work energy is ultimately a pair wise relationship only.  A person alone has no need of measuring their work energy - they work only according to their values.  There is a mismatch between the two concepts and enforcement of values has to be propagated explicitly.

 

Consider two parties, Alice and Bob.  Alice is opposed to slash and burn cattle farming.  Alice knows that organizations that are free and clear of this kind of behavior are denoted as such by reputable authorities, and only hygienic agents will have the proper certificates attesting to their legitimacy.  On the other hand Bob has a product to sell such as a pair of shoes.  If Bob purchased his leather from a reputable source then the certificates that Bob has from those agents will be attest to those facts.  If Bob in turn wishes to trade certificates with Alice, he must use the agents he has on hand, or use some agents.  Alice may only accept a certain rate of dirty dollars.  If Alice is too strict in her demands then she may devalue her own ability to make purchases.  On the other hand if Alice is too liberal then she dilutes her personal value systems and contributes to a cause she doesn't believe in.  As Bob trades certificates with Alice, he acquires a larger percentage of cleaner money (according to criteria set by Alice).  This action washes his currency and he can then use that in transactions with other parties who perhaps are more strict.  Ultimately the market sets currency exchange rates.  Alice and Bob choose what their values are, and the system automatically ranks the exchange rate of their currency.  A single item of currency may have dozens of discrete encumbrances, and each may hamper or favor the value of that currency in various markets.

 

User Liabilities,

 

Since smart money can reflect your values, and since it can in fact do work in some circumstances, as an owner of those currencies you become liable for the actions that currency takes.  If you program a currency to engage in malice, or if that currency by accident engages in malice you may have some degree of liability.  The best model for this today is the common corporation.  As a CEO you have a group of employees acting on your behalf.  Responsible CEO's setup some kind of liability protection for themselves and their shareholders, but at the same time not all liability can be completely avoided.

 

Overall the market sustains some risk in order to remain attractive to users.  As well the cost of the market is increased somewhat by paying for the costs of abuse be it accidental or intentional.  This makes all currencies more expensive however this cost is probably equivalent to the same kinds of costs seen in current markets.

 

Interoperability with today's currency,

 

Translation to less encumbered currencies such as the U.S. Dollar can also be done, and in fact should be encouraged.  Ultimately the entire system can be pegged against the U.S. Dollar as a baseline.  Each form of currency can reflect some perturbation off the dollar and the dollar can be the common ground between all currencies.

 

Governments tax the exchange of work energy.  This serves to slow down the rate of the economy such that it doesn't crash, burn up or blow out, and to pay for the basic services and infrastructure support which are deemed necessary for the benefit of the society as a whole.  A similar mechanism can to be in place here in order for this system to remain legal, and also to impede the potentially rapid transaction rate - perfectly liquid markets may be subject to crash and boom cycles much like traditional ecological or economic systems but at a much faster rate.

 

Value Licenses,

 

Rather than users each inventing a unique license, many users may subscribe to well-known licenses that cover a well-defined range of interests.  These licenses will have undergone analysis by more eyeballs, and will be known to be more secure against legal but opportunistic abuse.  Common licensing models will probably evolve out of existing licenses such as the GNU Public License by Richard Stallman.  Another popular license form may be the Berkeley License.  Finally there will be a wide number of certifying authorities such as GreenPeace or the Red Cross who certify certain work and business practices of various organizations or even Governments.

 

People are still welcome to dial their own license, and generally speaking products should provide some meta information about their nature.  It may be common for example to have local community currencies which favor local community volunteerism, or certain businesses may want to encourage customer loyalty by offering currencies which favor their establishment over others.  Of course the degree of restriction these currencies choose to have does encumber their usefulness, but one can imagine being given money specifically for one purpose, such as 'beer money' to only be spent on a nights entertainment and not on anything serious.

 

There will need to be license authoring and editing tools to examine closely all of the encumbrances associated with dollars being acquired.  There will be a need for auditing programs to generally analyze uncommon currencies.  As well there will need to be network infrastructure to constantly rate and revalue popular currencies according to the market demand.

 

Volatility and Niche licensing,

 

Agents may naturally have expiry and may naturally decrease in value and this should be reflected in the valuation those agents have in the market as determined by other agents.  One way to do this is to have some automatic trading of currencies - where even less used currencies are being traded.  This forces the system to exercise, and may have to be enforced rather than a natural mechanism.  The system should try to avoid having undue labor of evaluation placed on third party agents or else this will diminish the diversity of agent license models (the impedance barrier against evaluating niche licenses may be too high).

 

Exchange Software services,

 

Servers and Agents software

 

The software itself consists of a stock market distributed over a vast number of servers.  Servers tend to be large databases at centralized locations on the Internet.  The client also has a local server.  Agents are aggregated and distributed between servers using a pollination model of random dispersement favoring the point of issuance.  The basic commands that a server needs to support should include,

 

 

Cryptographic product authenticity determination,

 

            This proposed system can only succeed if it is reasonably resistant to tampering by malicious or playful forces.  1) The authenticity of the products of the buyers and the sellers must be reasonably provable and 2) the moral values impregnated in the currency must be provable.

 

A liquid currency is backed by the government and by law.  It constitutes a guarantee that your dollar can be traded for goods that you want and so on.  Users of the system have legal recourse.  Consider Alice and Bob simply trading goods by hand.  If Bob offers to do some work for Alice, and Alice offers to pay, either Alice has to pay in advance or Bob has to do the work in advance, either way one of the parties take a risk however there are often verbal or written contractual agreements between both parties and the penalties for breaking those agreements are costly enough to make them usually not worthwhile.

 

            In our society we have legal recourse when we’re shortchanged in a transaction.  Bob can take Alice to court.  However over the Internet we may not necessarily even know whom the other party is or in fact if their goods are truly valid.  On the other side of the coin as individuals we may want to protect our own anonymity as well.  The scenario on the Internet is more like some anonymous party is offering to pay for some services rendered, and you have to decide if you want to risk that liability.  Alice may disappear from Bob’s ability to discover her after receiving her part of the transaction.  Ideally we want generalized reasonably robust protections for all transactions, outside of specialized forums such as barter groups.

 

Our legal system can be extended to apply online.  As well, similar systems with similar penalties can be created. In fact these kinds of penalty mechanisms works fine for online systems such as EBay since the communities are small, based on trust, and generally trade for goods in an industry and on a medium that has traditionally had a high integrity.  EBay also has defensive mechanisms which hamper the ability to engage in future trades if one participant defects.  Usually in a system of many iterations and where all parties are present over the long term it seems less likely that a given participant is going to be deceptive.  However there are exceptions – participants may deliberately grow trust and then cause a massive deception in a short period of time.

 

            Ultimately this system should use existing infrastructure such as the legal system as a starting point.  This requires some means of tracking down third parties.  It is probably good enough to simply be able to identify the other party in event of a breech.  Of course the legitimacy of the currency increases its value and so certified money is more valuable at the same time legitimacy costs money, and guaranteed or certified currencies may be naturally more expensive

 

            Parties in a smart money based system could acquire legitimacy if they owned unique unforgable certificates that were commonly recognized.  As well all parties could register with a central authority which you could goto for relief and who could pursue them and/or reimburse you.  If Alice is indeed untrackable then at least Bob is compensated for his loss – although there might be a penalty to Bob for having engaged in foolish risk.

 

            Ultimately the documents certifying certain services do point back to the advertiser of those services.  However the ownership information may be cryptographically secured against viewing by any one of a number of system maintained master keys.  The manufacturer of a product or service acquires a ‘factory’ which permits them to sign a fixed number of documents and each of their documents must be serialized to indicate where in the series they are.  Otherwise manufacturers could use old certificate factories to flood the market with fake currency.

 

            Anybody can offer any services for sale, but as they fail to deliver on those services their rating goes down, and access to valid certificate factories might indeed be closed by some kind of oversight authority.  Of course users can change pseudonyms however presumably new pseudonyms have inefficient value.

 

Cryptographic certification of user values,

 

            Third party certification of the intentions or moral values associated with a currency is required. There will be parties who certify that certain organizations have certain business practices.  Manufacturers of products obtain a license to print certain kinds of certificates as granted by organizations who go in and inspect their methods, and of course this license can be revoked for later non-compliance.  The certification parties may in themselves be subject to mass peer review, and the value of their certification may decrease in value, thus decreasing the value of documents or currencies signed with their identity.

 

            In cases where a group of users collude to deceive a third party it may be necessary to have spot checks on random transactions on the system overall.

 

Software Architecture

 

Implications and ramifications

 

            A smart money system acts to consolidate and automate a wide variety of transactional mechanisms that exist today.  It can shift control of transaction away from a centralized model to a distributed model.  It can also help better match buyers and sellers and help individuals better discover niches of opportunity.  More than simply being about currency it can also embody labor itself, and may constitute a new way to deliver client applications or application time for single use applications.  It acts to insulate the human participants from the day-to-day cost of evaluating transactions.  It can globalize labor.  It can spark a renewed interest preserving our planets ecological heritage and other such endeavors that are not traditionally weighted heavily in existing business models.  It can create more direct reward mechanisms for product vendors to reach their audiences – audiences can be directly rewarded for listening to advertisements or providing information about their interests or needs – and if needs are appropriately met between buyers and sellers then advertising as a medium ceases to exist and simply becomes valued just-in-time information.

 

            A system such as this is not difficult to build or grow and can immediately have an audience.  Such systems may emerge over time but if done as commercial ventures they will be fragmented and piecemeal with divisive splits between the vendor-owned databases of products and services.  In fact basic transactional mechanisms need to be supported as a freely developed endeavor that benefits all of society.  Systems such as this cannot be built by narrow vested interests.  Should such systems come to exist they will provide a solid bedding plane for a whole new type of work and behavior that we can’t possibly imagine today.

 

References

 

            First Monday

            Idea Futures

            Agents

            Community currencies and local money

            Retailer discount coupons

            Traditional money systems

            The GPL Open Source License

            The Berkeley License