Category Archives: Tableau

Fragile States Index 2016

The Fragile States Index 2016 was just mentioned on beBee and I saw a nice dataset to visualize in Tableau. Here is the original high resolution image:

2016fragilestates

And here is the image that resulted from my very simple import of the data into a Tableau workbook:

FragileStates2016Tableau.png

The states of the Mideast, North Africa, and the Horn of Africa have been an interest of mine for the past several years. Here’s a nit with Tableau, but it’s probably a deficit on my part – the only way I could make Syria visible would be to suppress the appearance of Lebanon. Tableau also treats Western Sahara as Terra Nullius, when it’s an ongoing problem between Morocco which administers it and Algeria which hosts many refugees.

MENAFragileStates.png

Here are the grimmest of the grim, seven states with fragility scores in excess of 110. Iraq is one bad summer away from joining them.

FragileStatesWorst.png

I’ve made a copy of the Fragile States 2016 workbook available. I really should start pulling in other data, but what I want here would be food and water security information, and that’s often scattered and dated.

EU GDP, Countries & Cities

Here are the European Union’s countries and their respective GDPs.

EUcountries

 

Here are the top twenty metro areas and their GDPs.

EUcities

 

France, Spain, and the U.K. each have a capital city that makes up 15% to 20% of their GDP. Germany, with an economy 30% larger than the next biggest country, has no specific economic center. Can you envision why that might be?

 

Here are the top four German cities.

GermanCity.png

And here is a map of Germany in 1946, during the Allied Occupation. Germany was utterly ruined by World War II, then rebuilt as four separate areas.

 

Occupation Germany.png

 

The phrase Deutschland über alles is commonly associated with Nazi Germany’s conquest of Europe, but it has much older roots. The German Unification in 1871 finished a century long process of melding 300 principalities into a single nation.

Germany1871

 

The U.K.’s decision to leave the European union has rocked financial markets, despite the fact that they retained the Pound Sterling rather than switching to the Euro. There are serious political implications as well; the U.K. has almost always been first aboard when the United States is in the mood for an adventure. The U.K. will be less able to herd the rest of Europe into line behind them.

 

Germany’s unification in 1871 preceded a series of six realignments among Europe’s powers … which left them in a configuration that only needed a spark in Sarajevo to set World War I in motion. The idea that there might be a ground war in Europe, beyond the Cold War turning hot, was considered far fetched, at least until the breakup of the Soviet Union provided the preconditions for the dissolution of Yugoslavia.

The U.K.’s recent decision will not lead to armed conflict in Europe; the U.N. Security Council is very good at thwarting such things. It will lead to significant changes in the Mideast, as conflict averse France makes gains, while warlike (but war weary) U.S. contemplates a world where its facilitator in chief no longer has a seat at the EU table.

European Imperial Network 1872-1907

European Imperial Network 1872-1907

 

Crypto-Assets Report 2016-06-17

The major news this week is the $50 million heist from The DAO. Due to value fluctuation our charts only show a $39 million loss. The Tableau Workbook is available as CryptoAssets-2016-06-17.

CryptoAssets-2016-06-17.png

Here are the six crypto-assets platforms, in order by decreasing market capitalization with their own tag lines.

Ethereum – Blockchain application platform

OmniLayer – Open-source, fully-decentralized asset platform on the Bitcoin blockchain

Counterparty – Platform for free and open financial tools on the Bitcoin network

Nxt – Advanced blockchain platform

BitShares – Your share in the Decentralized Exchange

NuBits – The World’s Best Stable Digital Currencies

 

Sorry this is so short, it’s been a long week, and I have to get my head around the robbery of The DAO. I may update this later in the weekend.

Crypto-Assets Report 2016-06-10

As I hinted in Crypto-Asset Market Capitalization, I’m going to be producing a weekly infographic each Friday based asset values listed on CoinMarketCap. Once I get a better grip on what is happening we’ll delve into the particulars of the six platforms in use by the fifty nine markets. This was produced used Tableau and the CryptoAssets-2016-06-10 workbook is available for you to download.

CryptoAssets-2016-06-10

Here are those six platforms, in order by decreasing market capitalization with their own tag lines.

Ethereum – Blockchain application platform

OmniLayer – Open-source, fully-decentralized asset platform on the Bitcoin blockchain

Counterparty – Platform for free and open financial tools on the Bitcoin network

Nxt – Advanced blockchain platform

BitShares – Your share in the Decentralized Exchange

NuBits – The World’s Best Stable Digital Currencies

Four of the fifty nine crypto-assets do not use any of the six blockchain based platforms employed by the others and there is no information available on their value. Given that there are six solutions that provide the foundation for fifty five assets, that is more than enough diversity to cover whatever those fringe players were attempting. Life is short; we’re going to ignore them unless they do something press worthy.

CryptoAssets-Pie-2016-06-10

Thanks to the explosion of interest in TheDAO, Ethereum’s 76% of the total crypto-assets market capitalization equals Bitcoin’s dominance in the overall cryptocurrency market. The two Bitcoin based systems command 17%, leaving just 1.9% of the notional value to Nxt based systems.

But here’s another view that matters:

CryptoAssets-bar-2016-06-10.png

Nxt has the smallest overall market capitalization visible in our pie chart, but twenty eight of the fifty five assets we’re watching are based on it. Knowing nothing beyond what can be discerned from these charts, it’s a reasonable guess that Nxt is a rich development environment, and we may see some of those assets jump to the newly energized Ethereum bandwagon.

BitShares, with eight assets but only about $1m in market capitalization, appears to be a set of proxies for fiat currencies and the larger cryptocurrencies. NuBits stands alone.

One of the untraceable offerings, TRMB, is a Chinese effort responsible for 39% of today’s liquidity. Ignoring this non-blockchain crypto-asset, the two that are Ethereum based move at a volume four times greater than the the rest of the assets combined. I’m not here to egg on day traders, but liquidity does matter a bit, so I need to do something to recognize it. That’ll be a programming change between now and next Friday’s report.

 

So there you have it, the adventure has begun. If there is a specific question you want answered or a specific visualization you’d like to see, contact me on LinkedIn and I’ll try to accommodate you.

Crypto-Asset Market Capitalization

I’ve been using CoinMarketCap as a source for the data used in things like Top Ten AltCoins 2016-05-31 but I have to admit to having not explored the site any further than pulling the data for those visualizations.

I decided to check out the Assets page and it’s another wonderland to explore. I already mentioned that I bought Ether and used it to buy into The DAO, a distributed autonomous organization founded as a venture capital fund. But what’s this DigixDAO? It’s also based on Ethereum … hrm.

TopTenDigitalAssetMarkets

After a little digging, it isn’t clear that DigixDAO is a distributed autonomous organization, but it seems to be a virtual gold fund tied to the London Bullion Market Association.

So I own a bit of BTC and a bit of ETH, two cryptocurrencies, and I’ve bought into DAO, which are like shares in a venture capital fund. Now there appears to be a precious metals fund. This is starting to look an awful lot like a mutual fund prospectus that can be balanced to achieve an appropriate investment strategy.

 

There are 57 asset funds listed but only 50 of them were amenable to visualization. Some lack information and appear to be failing, while others offer unique asset bases. Among those fifty, one is based on NuBits, two are based on Ethereum, five are based on Omni, eight are based on BitShares, nine are based on Counterparty, and twenty five on Nxt.

Ethereum is the largest platform with $174 million in assets. Omni is next with $40 million, 64% of which is MaidSafe Coin, the 7th largest altcoin. Counterparty is next with almost $11 million, 57% of which is Storjcoin X, itself the 22nd largest altcoin. Nxt is the 20th largest altcoin and the largest of the 25 assets using it only compromised 33% of the total. This must be a hotbed of innovation, expect I’ll be giving it further attention.

Here’s a quick first visualization.

AssetFunds-2016-05-31.png

Stripping the newly dominant Ethereum funds shows the map of the world before May of 2016.

AssetFunds-2016-05-31-02

 

There are 691 coins listed on CoinMarketCap but of those only Bitcoin really has the liquidity to support a business of any size. Once you get below the top fifty or so even the coins that aren’t intentional scams have such small market caps that they are easily manipulated. The smaller number of asset funds, the handful of platforms, and the lack of negative news (at least that I can recall) speak to something very different happening at the lower end of the market.

I’m going to do some reading on Nxt and BitShares; I suspect both of these platforms have influenced the thinking that led to the larger players.

AssetFunds-2016-05-31-03.png

Top Ten Altcoins 2016-05-31

A few days ago I reported First Ether Bought, Spent On DAO Tokens. Despite having managed to be present at the beginning, I didn’t expect to find this today on CoinMarketCap. I own $40 USD worth of The DAO, a distributed autonomous organization formed to manage a venture capital fund. I didn’t realize it was going to be listed as an altcoin all on its own.

altcoins-2016-05-31

This looks very different than even a week ago. Sorry for potato color change, I’m just getting used to producing content in Tableau, like Top Ten Altcoins 2016-05-31.

coins-2016-05-25-01

A quarter billion dollars has flowed into the ETH/DAO environment in the last thirty days. Litecoin is up $30 million in the same period, perhaps on the overall attention to the sector. The rest of the altcoins are low inertia, with market caps of less than $50 million.

I suspect my holdings in ETH and DAO are going to swell, but it’ll be due to work on proposals, rather than any speculative investment of my BTC income.

East Baltic Russian Influence

There is a lot of chatter on LinkedIn about a brigade strength U.S. four battalion NATO force making the rounds in the East Baltic NATO countries – Estonia, Latvia, Lithuania. Why they are so concerned about Russia after the seizure of Crimea might be a little more clear with an infographic.

First, something I made with Tableau. Sorry for potato layout, this is a new package for me and I can’t figure out how to get the percentage of Russian population to land anywhere but on top of the country names. The little green snippet is the Russian exclave of the Kaliningrad Oblast, obtained via ethnic cleansing after World War II. Two million Germans fled and the 300,000 that remained were gulag’d.

EastBalticRussianPercentage.png

Here’s a much modified Cold War era map with some pie charts that are no longer quite accurate, but they give a good sense of details I couldn’t work into the Tableau workbook.

EastBalticEthnic.png

 

Finland, Poland, and Sweden are all taking measures of their own, calling up troops for exercises, making a public show of solidarity, or in the case of Sweden, spooning with NATO despite long time neutrality.

Welcome to Cold War 2.0, now with added heat. You heard it hear first, folks …

 

Bonus: more tuberous Tableau goodness from my NATO & Russia Military Expenditures & Troops workbook. First number is military budget in millions, then count of personnel. The Baltic NATO members don’t have the air power to stop a reindeer stampede.

NATORussiaExpendituresTroops