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Wednesday, October 12, 2022

Jesus in comparative mythology

From Wikipedia, the free encyclopedia
 
Jesus has been compared to a broad variety of figures from various mythological traditions within the Mediterranean Basin, including (in rows from left to right) Dionysus, Mithras, Sol Invictus, Osiris, Asclepius, Attis, and Adonis.

The study of Jesus in comparative mythology is the examination of the narratives of the life of Jesus in the Christian gospels, traditions and theology, as they relate to Christianity and other religions. Although the vast majority of New Testament scholars and historians of the ancient Near East agree that Jesus existed as a historical figure, most secular historians also agree that the gospels contain large quantities of ahistorical legendary details mixed in with historical information about Jesus's life. The Synoptic Gospels of Mark, Matthew, and Luke are heavily shaped by Jewish tradition, with the Gospel of Matthew deliberately portraying Jesus as a "new Moses". Although it is highly unlikely that the authors of the Synoptic Gospels directly based any of their stories on pagan mythology, it is possible that they may have subtly shaped their accounts of Jesus's healing miracles to resemble familiar Greek stories about miracles associated with Asclepius, the god of healing and medicine. The birth narratives of Matthew and Luke are usually seen by secular historians as legends designed to fulfill Jewish expectations about the Messiah.

The Gospel of John bears indirect influences from Platonism, via earlier Jewish deuterocanonical texts, and may also have been influenced in less obvious ways by the cult of Dionysus, the Greek god of wine, though this possibility is still disputed. Later Christian traditions about Jesus were probably influenced by Greco-Roman religion and mythology. Much of Jesus's traditional iconography is apparently derived from Mediterranean deities such as Hermes, Asclepius, Serapis, and Zeus and his traditional birthdate on 25 December, which was not declared as such until the fifth century, was at one point named a holiday in honor of the Roman sun god Sol Invictus. At around the same time Christianity was expanding in the second and third centuries, the Mithraic Cult was also flourishing. Though the relationship between the two religions is still under dispute, Christian apologists at the time noted similarities between them, which some scholars have taken as evidence of borrowing, but which are more likely a result of shared cultural environment. More general comparisons have also been made between the stories about Jesus's birth and resurrection and stories of other divine or heroic figures from across the Mediterranean world, including supposed "dying-and-rising gods" such as Tammuz, Adonis, Attis, and Osiris, although the concept of "dying-and-rising gods" itself has received scholarly criticism.

Legendary material in the gospels

Synoptic gospels

The Sermon on the Mount from the Gospel of Matthew, depicted in this nineteenth-century painting by Carl Bloch, is an example of an instance in which one of the gospel-writers shapes his account in light of Jewish tradition. Although the sermon itself may contain some authentic sayings of the historical Jesus, the context of the sermon is a literary invention to make Jesus seem like a "new Moses".
 

The majority of New Testament scholars and historians of the ancient Near East agree that Jesus existed as a historical figure. While some scholars have criticized Jesus scholarship for religious bias and lack of methodological soundness, with very few exceptions such critics generally do support the historicity of Jesus and reject the Christ myth theory that Jesus never existed. There is widespread disagreement among scholars about the accuracy of details of Jesus's life as it is described in the gospel narratives, and on the meaning of his teachings, and the only two events subject to "almost universal assent" are that Jesus was baptized by John the Baptist and that he was crucified under the orders of the Roman prefect Pontius Pilate. It is also generally, although not universally, accepted that Jesus was a Galilean Jew who called disciples and whose activities were confined to Galilee and Judea, that he had a controversy in the Temple, and that, after his crucifixion, his ministry was continued by a group of his disciples, several of whom were persecuted.

Nonetheless, most secular scholars generally agree that the gospels contain large amounts of material that is not historically accurate and is better categorized as legend. In a discussion of genuinely legendary episodes from the gospels, New Testament scholar Bart Ehrman mentions the birth narratives in the Gospels of Matthew and Luke and the release of Barabbas. He points out, however, that, just because these stories are not true does not mean that Jesus himself did not exist. According to theologians Paul R. Eddy and Gregory A. Boyd, there is no evidence that the portrayal of Jesus in the Synoptic Gospels (the three earliest gospels of Mark, Matthew, and Luke) was directly influenced by pagan mythology in any significant way. The earliest followers of Jesus were devout Palestinian Jews who abhorred paganism and would have therefore been extremely unlikely to model stories about their founder on pagan myths.

Despite this, several scholars have noticed that some of the healing miracles of Jesus recorded in the Synoptic Gospels bear similarities to Greek stories of miracles associated with Asclepius, the god of healing and medicine. Brennan R. Hill states that Jesus's miracles are, for the most part, clearly told in the context of the Jewish belief in the healing power of Yahweh, but notes that the authors of the Synoptic Gospels may have subtly borrowed from Greek literary models. He states that Jesus's healing miracles chiefly differ from those of Asclepius by the fact that Jesus's are attributed to a human being on earth; whereas Asclepius's miracles are performed by a distant god. According to classical historians Emma J. Edelstein and Ludwig Edelstein, the most obvious difference between Jesus and Asclepius is that Jesus extended his healing to "sinners and publicans"; whereas Asclepius, as a god, refused to heal those who were ritually impure and confined his healing solely to those who thought pure thoughts. Scholars disagree whether the parable of the rich man and Lazarus recorded in Luke 16:19–31 originates with Jesus or if it is a later Christian invention, but the story bears strong resemblances to various folktales told throughout the Near East.

Adoration of the Shepherds (1622) by the Dutch painter Gerard van Honthorst. Modern secular historians regard the birth narrative in the Luke 1:26–2:52 as a legend invented by early Christians based on Old Testament predecessors.

It is, however, widely agreed that the portrayal of Jesus in the gospels is deeply influenced by Jewish tradition. According to E. P. Sanders, a leading scholar on the historical Jesus, the Synoptic Gospels contain many episodes in which Jesus's described actions clearly emulate those of the prophets in the Hebrew Bible. Sanders states that, in some of these cases, it is impossible to know for certain whether these parallels originate from the historical Jesus himself having deliberately imitated the Hebrew prophets, or from later Christians inventing mythological stories in order to portray Jesus as one of them, but, in many other instances, the parallels are clearly the work of the gospel-writers. The author of the Gospel of Matthew in particular intentionally seeks to portray Jesus as a "new Moses". Matthew's account of Herod's attempt to kill the infant Jesus, Jesus's family's flight into Egypt, and their subsequent return to Judaea is a mythical narrative based on the account of the Exodus in the Torah. In the Gospel of Matthew, Jesus delivers his first public sermon on a mountain in imitation of the giving of the Law of Moses atop Mount Sinai. According to New Testament scholars Gerd Theissen and Annette Merz, the teachings preserved in the sermon are statements that Jesus himself really said on different occasions that were originally recorded without context, but the author of the Gospel of Matthew compiled them into an organized lecture and invented context for them in order to fit his portrayal of Jesus as a "new Moses".

According to Sanders, the birth narratives in Matthew and Luke are the clearest examples of legends in the Synoptic Gospels. Both accounts have Jesus born in Bethlehem, in accordance with Jewish salvation history, and both have him growing up in Nazareth, but they present two completely different and irreconcilable explanations for how that happened. The accounts of the Annunciation of Jesus's conception found in Matthew 1:18–22 and Luke 1:26–38 are both modeled on the stories of the annunciations of Ishmael, Isaac, and Samson in the Old Testament. Matthew quotes from the Septuagint translation of Isaiah 7:14 to support his account of the virgin birth of Jesus. The Hebrew text of this verse states "Behold, the young woman [ha‘almāh] is with child and about to bear a son and she will call him Immanuel." The Septuagint, however, translates the Hebrew word ‘almāh, which literally means "young woman", as the Greek word παρθένος (parthenos), which means "virgin". Most secular historians therefore generally see the two separate accounts of the virgin birth from the Gospels of Matthew and Luke as independent legendary inventions designed to fulfill the mistranslated passage from Isaiah. Sanders clarifies that the birth narratives are "an extreme case" resulting from the gospel authors' lack of knowledge about Jesus's birth and childhood; no other part of the gospels relies so heavily on Old Testament parallels. Sanders also notes that, despite the clearly intentional parallels, the "striking differences" between Jesus and the prophets of the Old Testament are also highly significant and the gospels' accounts of Jesus's life on the whole do not closely resemble the lives of any of the figures in the Hebrew Bible.

Greek relief carving from Aphrodisias showing Heracles unchaining Prometheus from the Caucasus Mountains. Martin Hengel notes that the only apparent instance from classical literature of a god being crucified is a satirical retelling of the binding of Prometheus from the late second century.

Although Jesus's crucifixion is one of the few events in his life that virtually all scholars of all different backgrounds agree really happened, historians of religion have also compared it to Greek and Roman stories in order to gain a better understanding of how non-Christians would have perceived stories of Jesus's crucifixion. The German historian of religion Martin Hengel notes that the Hellenized Syrian satirist Lucian of Samosata ("the Voltaire of antiquity"), in his comic dialogue Prometheus, written in the second century AD (about two hundred years after Jesus), describes the god Prometheus being fastened to two rocks in the Caucasus Mountains using all the terminology of a Roman crucifixion: he is nailed through the hands in such a manner as to produce "a most serviceable cross" ("ἐπικαιρότατος... ὁ σταυρος"). The gods Hermes and Hephaestus, who perform the binding, are shown as slaves whose brutal master Zeus threatens with the same punishment if they weaken. Unlike the crucifixion of Jesus in the Synoptic Gospels, Lucian's crucifixion of Prometheus is a deliberate, angry mockery of the gods, intended to show Zeus as a cruel and capricious tyrant undeserving of praise or adoration. This is the only instance from all of classical literature in which a god is apparently crucified and the fact that the Greeks and Romans could only conceive of a god being crucified as a form of "malicious parody" demonstrates the kind of horror with which they would have regarded Christian stories of Jesus's crucifixion.

American theologian Dennis R. MacDonald has argued that the Gospel of Mark is, in fact, a Jewish retelling of the Odyssey, with its ending derived from the Iliad, that uses Jesus as its central character in the place of Odysseus. According to MacDonald, the gospels are primarily intended to show Jesus as superior to Greek heroes and, although Jesus himself was a real historical figure, the gospels should be read as works of historical fiction centered on a real protagonist, not as accurate accounts of Jesus's life. MacDonald's thesis that the gospels are modeled on the Homeric Epics has been met with intense skepticism in scholarly circles due to its almost complete reliance on extremely vague and subjective parallels. Other scholars state that his argument is also undermined by the fact that the Gospel of Mark never directly quotes from either of the Homeric Epics and uses completely dissimilar language. Pheme Perkins also notes that many of the incidents in the Gospel of Mark that MacDonald claims are derived from the Odyssey have much closer parallels in the Old Testament. MacDonald's argument, in a misunderstood form, has nonetheless become popular in non-scholarly circles, mostly on the internet, where it is used to support the Christ Myth theory. MacDonald himself rejects this interpretation as too drastic.

Gospel of John

Late sixth-century BC black-figure painting showing Dionysus extending a kantharos, a kind of drinking cup. Some scholars have argued that the portrayal of Jesus in the Gospel of John may have been influenced by Dionysian symbolism.

The Gospel of John, the latest of the four canonical gospels, possesses ideas that originated in Platonism and Greek philosophy, where the "Logos" described in John's prologue was devised by the Pre-Socratic philosopher Heraclitus and adapted to Judaism by the Jewish Middle Platonist Philo of Alexandria. However, the author of the Gospel of John was not personally familiar with any Greek philosophy and probably did not borrow the Logos theology from Platonic texts directly; instead, this philosophy probably influenced earlier Jewish deuterocanonical texts, which John inherited and expanded his own Logos theology from. In Platonic terminology, Logos was a universal force that represented the rationality and intelligibility of the world. On the other hand, as adapted into Judaism, Logos becomes a mediating divine figure between God and man and mostly owed influence from Wisdom literature and biblical traditions, and by the time it was transmitted into Judaism, seems to have only retained the concept of the universality of the Platonic logos. Davies and Finkelstein write "This primeval and universal Wisdom had, at God's command, found itself a home on Mount Zion in Jerusalem. This mediatorial figure, which in its universality can be compared with the Platonic 'world-soul' or the Stoic 'logos', is here exclusively connected with Israel, God's chosen people, and with his sanctuary."

Scholars have long suspected that the Gospel of John may have also been influenced by symbolism associated with the cult of Dionysus, the Greek god of wine. The issue of whether the Gospel of John was truly influenced by the cult of Dionysus is hotly disputed, with reputable scholars passionately defending both sides of the argument. Dionysus was one of the best-known Greek deities; he was worshipped throughout most of the Greco-Roman world and his cult is attested in Palestine, Asia Minor, and Italy. At the same time, other scholars have argued that it is highly implausible that the devout Christian author of the Gospel of John would have deliberately incorporated Dionysian imagery into his account and instead argue that the symbolism of wine in the Gospel of John is much more likely to be based on the many references to wine found throughout the Old Testament. In response to this objection, proponents of Dionysian influence have argued that it is possible that the author of the Gospel of John may have used Dionysian imagery in effort to show Jesus as "superior" to Dionysus.

The first instance of possible Dionysian influence is Jesus's miracle of turning water into wine at the Marriage at Cana in John 2:1–11. The story bears some resemblance to a number of stories that were told about Dionysus. Dionysus's close associations with wine are attested as early as the writings of Plato and the second-century AD Greek geographer Pausanias describes a ritual in which Dionysus was said to fill empty barrels that had been left locked inside a temple overnight with wine. In the Greek novel Leucippe and Clitophon by Achilles Tatius, written in the first or second century AD,Achilles tatius narrates a herdsman takes Dionysus into his home and offers him a meal, but can only offer him the same thing to drink as his oxen. Miraculously, Dionysus turns the drink into wine. The account of turning water into wine does not occur in any of the Synoptic Gospels and is only found in the Gospel of John, indicating that the author of the fourth gospel may have invented it. A second occurrence of possible Dionysian influence is the allegory found in John 15:1–17, in which Jesus declares himself to be the "True Vine", a title reminiscent of Dionysus, who was said to have discovered the first grape vine.

First-century AD Roman wall painting from the House of the Vettii in Pompeii showing Dionysus's enemy Pentheus being torn to pieces by the maenads, Dionysus's female followers, the climactic scene of Euripides's Bacchae

Mark W. G. Stibbe has argued that the Gospel of John also contains parallels with The Bacchae, a tragedy written by the Athenian playwright Euripides that was first performed in 405 BC and involves Dionysus as a central character. In both works, the central figure is portrayed as an incarnate deity who arrives in a country where he should be known and worshipped, but, because he is disguised as a mortal, the deity is not recognized and is instead persecuted by the ruling party. In the Gospel of John, Jesus is portrayed as elusive, intentionally making ambiguous statements to evade capture, much like Dionysus in Euripides's Bacchae. In both works, the deity is supported by a group of female followers. Both works end with the violent death of one of the central figures; in John's gospel it is Jesus himself, but in The Bacchae it is Dionysus's cousin and adversary Pentheus, the king of Thebes.

Stibbe emphasizes that two accounts are also radically different, but states that they share similar themes. One of the most obvious differences is that, in The Bacchae, Dionysus has come to advocate a philosophy of wine and hedonism; whereas Jesus in the Gospel of John has come to offer his followers salvation from sin. Euripides portrays Dionysus as aggressive and violent; whereas the Gospel of John shows Jesus as peaceful and full of mercy. Furthermore, The Bacchae is set within an explicitly polytheistic world, but the Gospel of John admits the existence of only two gods: Jesus himself and his Father in Heaven.

Infancy Gospel of Thomas

The Infancy Gospel of Thomas is a short apocryphal gospel, probably written in the second century AD, describing Jesus's childhood. It is unique as the only purported account of Jesus's childhood to survive from early Christian times. It describes a variety of miracles attributed to the young Jesus. It remained continuously in popular use throughout the Middle Ages up until the time of the Reformation. Reidar Aasgaard has argued that the Infancy Gospel may have been partially intended for children and discusses how the stories in the gospel fit the genre of Greco-Roman fairy tales. J. R. C. Cousland argues that the Infancy Gospel may have been originally written for a primarily pagan audience, noting that the Greeks and Romans told stories about their gods' miraculous doings as children and that miracle stories were often instrumental in converting pagans to Christianity.

Syncretisms in late antiquity

Mithraism

Ancient Roman tauroctony dating to the third century AD, depicting Mithras slaying the bull, the most important story of the Mithraic Cult

Around the same time that Christianity was expanding, the cult of the god Mithras was also spreading throughout the Roman Empire. Very little is known for certain about the Mithraic cult because it was a "Mystery Cult", meaning its members were forbidden from disclosing the cult's beliefs to outsiders. No Mithraic sacred texts have survived, if any such writings ever existed. Consequently, it is disputed how much influence Christianity and Mithraism may have had on each other. Michael Patella states that the similarities between Christianity and Mithraism are more likely a result of their shared cultural environment rather than direct borrowing from one to the other. Christianity and Mithraism were both of Oriental origin and their practices and respective savior figures were both shaped by the social conditions in the Roman Empire during the time period.

Most of what is known about the legendary life of Mithras comes from archaeological excavation of Mithraea, underground Mithraic sanctuaries of worship, which were found all across the Roman world. Like Jesus, Mithras was seen as a divine savior, but, unlike Jesus, Mithras was not believed to have brought his salvation by suffering and dying. Mithras was believed to have been born fully-grown from a rock, a belief which is confirmed by a vast number of surviving sculptures showing him rising from the rock nude except for a Phrygian cap, clutching a sword in his right hand and a torch in his left. In many depictions, the rock is also encircled by a snake. In Mithraic cults primarily from the Rhine-Danube region, there are also representations of a myth in which Mithras shoots an arrow at a rock face, causing water to gush forth. This myth is one of the closest parallels between Mithras and Jesus. Both Christians and Mithraists used water as a symbol for their respective saviors. In the New Testament, Jesus is referred to as the "water of life" and a votive altar to Mithras from Poetovio proclaims him as the fons perennis ("the ever-flowing stream").

In the center of every Mithraeum was a tauroctony, a painting or sculpture showing Mithras as a young man, usually wearing a cape and Phrygian cap, plunging a knife into the neck or shoulder of a bull as he turns its head towards him, simultaneously turning his own head away. A dog laps up the blood pouring from the bull's wound, from which emerges an ear of corn, as a scorpion stings the bull's scrotum. Human torchbearers stand on either side of the scene, one holding his torch upright and other upside-down. A serpent is also present. The exact interpretation of this scene is unclear, but the image certainly depicts a narrative central to Mithraism and the figures in it appear to correspond to the signs of the zodiac. The closest parallel between Jesus and Mithras is the use of a ritual meal. After slaying the bull, Mithras was believed to have shared the bull's meat with the sun-god Sol Invictus, a meal which is shown in Mithraic iconography and which was ritually reenacted by Mithraists as part of their liturgy. Manfred Clauss, a scholar of the Mithraic cult, speculates that the similarities between Christianity and Mithraism may have made it easier for members of the Mithraic cult to convert to Christianity without having to give up their ritual meal, sun-imagery, candles, incense, or bells, a trend which might explain why, as late as the sixth century, the Christian Church was still trying to stamp out the stulti homines who still paid obeisance to the sun every morning on the steps of the church itself.

Mithras rising from the rock (National Museum of Romanian History)
 
Mithras born from the rock (c. 186 AD; Baths of Diocletian)

A few Christian apologists from the second and third centuries, who had never been members of the Mithraic cult and had never spoken to its members, claimed that the practices of the Mithraic cult were copied off Christianity. The second-century Christian apologist Justin Martyr writes in his First Apology, after describing the Christian Eucharist, that "...the wicked devils have imitated [this] in the mysteries of Mithras, commanding the same thing to be done. For, that bread and a cup of water are placed with certain incantations in the mystic rites of one who is being initiated, you either know or can learn." The later apologist Tertullian writes in his De praescriptione haereticorum:

The devil (is the inspirer of the heretics) whose work it is to pervert the truth, who with idolatrous mysteries endeavours to imitate the realities of the divine sacraments. Some he himself sprinkles as though in token of faith and loyalty; he promises forgiveness of sins through baptism; and if my memory does not fail me marks his own soldiers with the sign of Mithra on their foreheads, commemorates an offering of bread, introduces a mock resurrection, and with the sword opens the way to the crown. Moreover has he not forbidden a second marriage to the supreme priest? He maintains also his virgins and his celibates.

According to Ehrman, these writers were ideologically motivated to portray Christianity and Mithraism as similar because they wanted to persuade pagan officials that Christianity was not so different from other religious traditions, so that these officials would realize that there was no reason to single Christians out for persecution. These apologists therefore intentionally exaggerated similarities between Christianity and Mithraism to support their arguments. Scholars are generally wary of trusting anything these sources have to say about the Mithraic cult's alleged practices.

Iconography

Christian statue of Jesus as the "Good Shepherd" (c. 300-350) from the Catacombs of Domitilla, Rome
 
Late Roman copy of a fifth-century BC Greek statue showing Hermes, the god of travelers, carrying a ram over his shoulders in his role as Kriophoros (the "Ram-Bearer")

In late antiquity, early Christians frequently adapted pagan iconography to suit Christian purposes. This does not in any way indicate that Christianity itself was derived from paganism, only that early Christians made use of the pre-existing symbols that were readily available in their society. Sometimes Christians deliberately used pagan iconography in conscious effort to show Jesus as superior to the pagan gods. In classical iconography, the god Hermes was sometimes shown as a kriophoros, a handsome, beardless youth bearing a ram or sheep over his shoulders. In late antiquity, this image developed a generic association with philanthropy. Early Christians adapted images of this kind as representations of Jesus in his role of as the "Good Shepherd".

Early Christians also identified Jesus with the Greek hero Orpheus, who was said to have tamed wild beasts with the music of his lyre. The Church Father Clement of Alexandria writes that Orpheus and Jesus are similar in that they have both been subject to admiration on account of their "songs", but insists that Orpheus misused his gift of eloquence by persuading people to worship idols and "tie themselves to temporal things"; whereas Jesus, the singer of the "New Song" brings peace to men and frees them from the bonds of the flesh. The later Christian historian Eusebius, drawing on Clement, also compares Orpheus to Jesus for having both brought peace to men. One unusual possible instance of identification between Jesus and Orpheus is a hematite gem inscribed with the image of a crucified man identified as ΟΡΦΕΩΣ ΒΑΚΧΙΚΟΣ (Orpheos Bacchikos). The gem has long been suspected to be a forgery created in the late seventeenth or early eighteenth century, but, if authentic, it may date to the late second or early third century AD. If authentic, the gem would represent a remarkable instance of pagans adopting Christian iconography, rather than vice versa as is generally more common. The gem was formerly housed at the Altes Museum in Berlin, but was lost or destroyed during World War II.

Early Christians found it hard to criticize Asclepius because, while their usual tactics were to denounce the absurdity of believing in gods who were merely personifications of nature and to accuse pagan gods of being immoral, neither of these could be applied to Asclepius, who was never portrayed as a personification of nature and whose stories were inscrutably moral. The early Christian apologist Justin Martyr argued that believing in Jesus's divinity should not be hard for pagans, since it was no different from believing in the divinity of Asclepius. Eventually, Christians adapted much of the iconography of Asclepius to suit the miracles of Jesus. Images of Jesus as a healer replaced images of Asclepius and Hippocrates as the ideal physician. Jesus, who was originally shown as clean-shaven, may have first been shown as bearded as a result of this syncretism with Asclepius, as well as other bearded deities such as Zeus and Serapis. A second-century AD head of Asclepius was discovered underneath a fourth-century AD Christian church in Gerasa, Jordan.

In some depictions from late antiquity, Jesus was shown with the halo of the sun god Sol Invictus. Images of "Christ in Majesty" seated upon a throne were inspired by classical depictions of Zeus and other chief deities. By the fourth century AD, the recognizable image of Jesus as long-haired, bearded, and clad in long, baggy-sleeved clothing had fully emerged. This widespread adaptation of pagan iconography to suit Jesus did not sit well with many Christians. A fragment of a lost work by Theodor Lector preserves a miracle story dated to around 465 AD in which the bishop Gennadius of Constantinople was said to have healed an artist who had lost all strength in his hand after painting an image of Christ showing him with long, curly hair, parted in the same manner as traditional representations of Zeus.

Christians also may have adapted the iconography of the Egyptian goddess Isis nursing her son Horus and applied it to the Virgin Mary nursing her son Jesus. Some Christians also may have conflated stories about the Egyptian god Osiris with the resurrection of Jesus. The title of kosmokrateros ("Ruler of the Cosmos"), which was eventually applied to Jesus, had previously been borne by Serapis. The Church Father Jerome records in a letter dated to the year 395 AD that "Bethlehem... belonging now to us... was overshadowed by a grove of Tammuz, that is to say, Adonis, and in the cave where once the infant Christ cried, the lover of Venus was lamented." This same cave later became the site of the Church of the Nativity. The church historian Eusebius, however, does not mention pagans having ever worshipped in the cave, nor do any other early Christian writers. Peter Welten has argued that the cave was never dedicated to Tammuz and that Jerome misinterpreted Christian mourning over the Massacre of the Innocents as a pagan ritual over Tammuz's death. Joan E. Taylor has countered this argument by arguing that Jerome, as an educated man, could not have been so naïve as to mistake Christian mourning over the Massacre of the Innocents as a pagan ritual for Tammuz. During the sixth century AD, some Christians in the Middle East borrowed elements from poems of Tammuz's wife Ishtar mourning over her husband's death into their own retellings of the Virgin Mary mourning over the death of her son Jesus. The Syrian writers Jacob of Serugh and Romanos the Melodist both wrote laments in which the Virgin Mary describes her compassion for her son at the foot of the cross in deeply personal terms closely resembling Ishtar's laments over the death of Tammuz.

Birthdate

The Bible never states when Jesus was born, but, by late antiquity, Christians had begun celebrating his birth on 25 December. In 274 AD, the Roman emperor Aurelian had declared 25 December the birthdate of Sol Invictus, a sun god of Syrian origin whose cult had been vigorously promoted by the earlier emperor Elagabalus. Christians may have thought that they could attract more converts to Christianity by allowing them to continue to celebrate on the same day. 25 December also falls around the same time as the Roman festival of Saturnalia, which was much older and more widely celebrated. Many of the customs originally associated with Saturnalia eventually became associated with Christmas. Early Christians may have also been influenced by the idea that Jesus had died on the anniversary of his conception; because Jesus died during Passover and, in the third century AD, Passover was celebrated on 25 March, they may have assumed that Jesus's birthday must have come nine months later, on 25 December.

General comparisons

Aspects of Jesus's life as recorded in the gospels bear some similarities to various other figures, both historical and mythological. Proponents of the Christ Myth theory frequently exaggerate these similarities as part of their efforts to claim that Jesus never existed as a historical figure. Maurice Casey, the late Emeritus Professor of New Testament Languages and Literature at the University of Nottingham, writes that these parallels do not in any way indicate that Jesus was invented based on pagan "divine men", but rather that he was simply not as perfectly unique as many evangelical Christians frequently claim he was.

Miraculous birth

Attic red-figure stamnos (c. 470–460 BC), depicting the birth of Erichthonius from Gaia, an Athenian story which bears some similarities to the Christian account of the virgin birth of Jesus.
 

Classical mythology is filled with stories of miraculous births of various kinds, but, in most cases of divine offspring from classical mythology, the father is a god who engages in literal sexual intercourse with the mother, a mortal woman, causing her to give birth to a son who is literally half god and half man. A possible pagan precursor to the Christian story of the virgin birth of Jesus is an Athenian legend recounted by the mythographer Pseudo-Apollodorus. According to this account, Hephaestus, the god of blacksmiths, once attempted to rape Athena, the virgin goddess of wisdom, but she pushed him away, causing him to ejaculate on her thigh. Athena wiped the semen off using a tuft of wool, which she tossed into the dust, impregnating Gaia and causing her to give birth to Erichthonius, whom Athena adopted as her own child. Thus, Athena was able to produce a "son" without her losing her virginity. The Roman mythographer Hyginus records a similar story in which Hephaestus demanded Zeus to let him marry Athena since he was the one who had smashed open Zeus's skull, allowing Athena to be born. Zeus agreed to this and Hephaestus and Athena were married, but, when Hephaestus was about to consummate the union, Athena vanished from the bridal bed, causing him to ejaculate on the floor, thus impregnating Gaia with Erichthonius.

Ancient Boeotian bell-krater showing Zeus impregnating Danaë in the form of a shower of gold (c. 450-425 BC), a story which has been compared to the Christian account of the virgin birth of Jesus

Another comparable story from Greek mythology describes the conception of the hero Perseus. According to the myth, Zeus came to Perseus's mother Danaë in the form of a shower of gold and impregnated her. Although no surviving Greek text ever describes this as a "virgin birth", the early Christian apologist Justin Martyr has his Jewish speaker Trypho refer to it as such in his Dialogue with Trypho. Scholars have also compared the story of the virgin birth to the complex narratives revolving around the birth of Dionysus. In most versions of the conception of Dionysus, Zeus was said to have come to the mortal woman Semele disguised as a mortal and had sex with her. Zeus's wife Hera disguised herself as Semele's nurse and persuaded her to ask Zeus to show her his true, divine form. Zeus eventually agreed, but, upon revealing his divine form, Semele was instantly incinerated by his lightning. Zeus rescued the unborn infant Dionysus and sewed him inside his own thigh, giving birth to him himself when it was time. In an alternative version of the story told by the Roman mythographer Hyginus, Dionysus was actually the son of Zeus and Persephone, who was torn apart by the Titans. Zeus rescued Dionysus's heart, ground it up, and mixed it into a potion, which he gave to Semele to drink, causing her to become pregnant with the infant who had been killed.

According to M. David Litwa, the authors of the Gospels of Matthew and Luke consciously attempt to avoid portraying Jesus's conception as anything resembling pagan accounts of divine parentage; the author of the Gospel of Luke tells a similar story about the conception of John the Baptist in effort to emphasize the Jewish character of Jesus's birth. Nonetheless, Litwe argues that the accounts are unconsciously influenced by pagan stories of divine men, despite their authors' efforts to avert this. Other stories of virgin births similar to Jesus's are referenced by later Christian writers. The third-century AD Christian theologian Origen retells a legend that Plato's mother Perictione had virginally conceived him after the god Apollo had appeared to her husband Ariston and told him not to consummate his marriage with his wife, a scene closely paralleling the account of the Annunciation to Joseph from the Gospel of Matthew. Origen interpreted this story and others like it as prefiguring the reality made manifest by Jesus's virginal conception. In the fourth century, the bishop Epiphanius of Salamis protested that, in Alexandria, at the temple of Kore-Persephone, the pagans enacted a "hideous mockery" of the Christian Epiphany in which they claimed that "Today at this hour Kore, that is the virgin, has given birth to Aion."

Archetypal folkloric hero

Folklorist Alan Dundes has argued that Jesus fits all but five of the twenty-two narrative patterns in the Rank-Raglan mythotype, and therefore more closely matches the archetype than many of the heroes traditionally cited to support it, such as Jason, Bellerophon, Pelops, Asclepius, Joseph, Elijah, and Siegfried. Dundes sees Jesus as a historical "miracle-worker" or "religious teacher", stories of whose life were told and retold through oral tradition so many times that they became legend. Dundes states that analyzing Jesus in the context of folklore helps explain some of the anomalies of the gospels, such as the fact that none of them give any information about Jesus’s childhood and adolescence, which Dundes explains by the fact that this is "precisely the case for almost all heroes of tradition". Other scholars have strongly criticized Dundes's application of the Rank-Raglan mythotype to Jesus, pointing out that Dundes draws the narrative patterns from different texts written centuries apart, without taking care to differentiate between them. Dundes's application has also been criticized due to the Rank-Raglan mythotype's artificial nature and its lack of specificity to Hellenistic culture. Nonetheless, Lawrence M. Wills states that the "hero paradigm in some form does apply to the earliest lives of Jesus", albeit not to the extreme extent that Dundes has argued.

Dying-and-rising god archetype

Photograph of Sir James George Frazer, the anthropologist who is most directly responsible for promoting the concept of a "dying and rising god" archetype
 

The late nineteenth-century Scottish anthropologist Sir James George Frazer wrote extensively about the existence of a "dying-and rising god" archetype in his monumental study of comparative religion The Golden Bough (the first edition of which was published in 1890) as well as in later works. Frazer's main intention was to prove that all religions were fundamentally the same and that all the essential features of Christianity could be found in earlier religions. Although Frazer himself did not explicitly claim that Jesus was a "dying-and-rising god" of the supposedly typical Near Eastern variety, he strongly implied it. Frazer's claims became widely influential in late-nineteenth- and early-twentieth-century scholarship of religion, but are now mostly rejected by modern scholars.

The main examples of "dying-and-rising gods" discussed by Frazer were the Mesopotamian god Dumuzid/Tammuz, his Greek equivalent Adonis, the Phrygian god Attis, and the Egyptian god Osiris. Dumuzid/Tammuz was a god of Sumerian origin associated with vegetation and fertility who eventually came to be worshipped across the Near East. Dumuzid was associated with springtime agricultural fertility and, when the crops withered during the hot summer months, women would mourn over his death. Tammuz's categorization as a "dying-and-rising god" was based on the abbreviated Akkadian redaction of Inanna's Descent into the Underworld, which was missing the ending. Since numerous lamentations over the death of Dumuzid had already been translated, scholars filled in the missing ending by assuming that the reason for Ishtar's descent was because she was going to resurrect Dumuzid and that the text could therefore be assumed to end with Tammuz's resurrection.

Then, in the middle of the twentieth century, the complete, unabridged, original Sumerian text of Inanna's Descent was finally translated, revealing that, instead of ending with Dumuzid's resurrection as had long been assumed, the text actually ended with Dumuzid's death. The discovery of the Return of Dumuzid in 1963 briefly revived hopes that Dumuzid might once again be able to be categorized as a "dying-and-rising god", but the text ultimately proved disappointing in this regard because it does not describe a triumph over death (as would be necessary for a true Frazerian "resurrection myth") and instead does precisely the opposite and affirms the "inalterable power of the realm of the dead" by the fact that Dumuzid can only leave the Underworld when his sister takes his place.

Frazer and others also saw Tammuz's Greek equivalent Adonis as a "dying-and-rising god", despite the fact that he is never described as rising from the dead in any extant Greco-Roman writings and the only possible allusions to his supposed resurrection come from late, highly ambiguous statements made by Christian authors Attis is never described as being resurrected either; although many myths surround his death, none of them ever claim that he was resurrected. Osiris was never truly resurrected either; in Egyptian myth, Osiris's brother Set was said to have murdered him, chopped his body into pieces, and scattered them across the land. Osiris's devoted wife Isis collected his dismembered limbs and reassembled them, allowing her to revive Osiris in the Duat, the Egyptian afterlife, where he became the king of the dead.

In the late twentieth century, scholars began to severely criticize the designation of "dying-and-rising god" altogether. In 1987, Jonathan Z. Smith concluded in Mircea Eliade's Encyclopedia of Religion that "The category of dying and rising gods, once a major topic of scholarly investigation, must now be understood to have been largely a misnomer based on imaginative reconstructions and exceedingly late or highly ambiguous texts." He further argued that the deities previously referred to as "dying-and-rising" would be better termed separately as "dying gods" and "disappearing gods", asserting that before Christianity, the two categories were distinct and gods who "died" did not return, and those who returned never truly "died". By the end of the twentieth century, most scholars had come to agree that the notion of a "dying-and-rising god" was an invention and that the term was not a useful scholarly designation.

Inclusive Democracy

From Wikipedia, the free encyclopedia

Inclusive Democracy (ID) is a project that aims for direct democracy; economic democracy in a stateless, moneyless and marketless economy; self-management (democracy in the socio-economic realm); and ecological democracy.

The theoretical project of Inclusive Democracy—as distinguished from the political project on which the ID movement is based—emerged from the work of Greek-born political philosopher, economist, activist and former academic Takis Fotopoulos, in the book Towards An Inclusive Democracy, and was further developed by him and other writers in the journal Democracy & Nature and its successor The International Journal of Inclusive Democracy, an electronic journal published by the International Network for Inclusive Democracy. In other words, the theoretical project of ID is a project emerging in Political Philosophy about social change (see e.g. Marxism, Social Ecology project, the autonomy project, the Inclusive Democracy project, etc.). On the other hand, the political project of ID (as any political project for social emancipation) is a project emerging in the History of social struggle (e.g. along socialist movement, autonomist movement, classical (direct) democracy movement, etc.).

According to Arran Gare, Towards an Inclusive Democracy "offers a powerful new interpretation of the history and destructive dynamics of the market and provides an inspiring new vision of the future in place of both neo-liberalism and existing forms of socialism". David Freeman argues that Fotopoulos' approach in that book "is not openly anarchism, yet anarchism seems the formal category within which he works, given his commitment to direct democracy, municipalism and abolition of state, money and market economy".

Conception of Inclusive Democracy

Fotopoulos describes Inclusive Democracy as "a new conception of democracy, which, using as a starting point the classical definition of it, expresses democracy in terms of direct political democracy, economic democracy (beyond the confines of the market economy and state planning), as well as democracy in the social realm and ecological democracy. In short, inclusive democracy is a form of social organisation which re-integrates society with economy, polity and nature. The concept of inclusive democracy is derived from a synthesis of two major historical traditions, the classical democratic and the socialist, although it also encompasses radical green, feminist, and liberation movements in the South".

The starting point of the ID project is that the world, at the beginning of the new millennium, faces a multi-dimensional crisis (economic, ecological, social, cultural and political), which is shown to be caused by the concentration of power in the hands of various elites. This is interpreted to be the outcome of the establishment, in the last few centuries, of the system of market economy (in the Polanyian sense), Representative democracy, and the related forms of hierarchical structure. Therefore, an inclusive democracy is seen not simply as a utopia, but perhaps as the only way out of the crisis, based on the equal distribution of power at all levels.

In this conception of democracy, the public realm includes not just the political realm, as is usual the practice in the republican or democratic project (Hannah Arendt, Cornelius Castoriadis, Murray Bookchin et al.), but also the economic, 'social' and ecological realms. The political realm is the sphere of political decision-making, the area in which political power is exercised. The economic realm is the sphere of economic decision-making, the area in which economic power is exercised with respect to the broad economic choices that any scarcity society has to make. The social realm is the sphere of decision-making in the workplace, the education place and any other economic or cultural institution which is a constituent element of a democratic society. The public realm could be extended to include the "ecological realm", which may be defined as the sphere of the relations between society and nature. Therefore, the public realm, in contrast to the private realm, includes any area of human activity in which decisions can be made collectively and democratically.

According to these four realms, we may distinguish between four main constituent elements of an inclusive democracy: the political, the economic, 'democracy in the social realm' and the ecological. The first three elements form the institutional framework, which aims at the equal distribution of political, economic and social power respectively. In this sense, these elements define a system, which aims at the effective elimination of the domination of human being over human being. Similarly, ecological democracy is defined as the institutional framework, which aims to eliminate any human attempt to dominate the natural world, in other words, the system, which aims to reintegrate humans and nature.

Institutional framework

Political or direct democracy

The necessary condition for the establishment of a political democracy involves the creation of appropriate institutions, which secure an equal distribution of political power among all citizens. All political decisions (including those relating to the formation and execution of laws) are taken by the citizen body collectively and without representation. The citizen body of a particular geographical area consists of all residents beyond a certain age of maturity and irrespective of their gender, race, ethnic or cultural identity. The age of maturity is to be defined by the citizen body itself.

The sufficient condition for the reproduction of a political democracy refers to the citizens' level of democratic consciousness and, as David Gabbard & Karen Appleton point out, "the responsibility of cultivating the democratic consciousness requisite to this conception of citizenship falls to paideia" which involves not simply education but character development and a well-rounded knowledge and skills, i.e. the education of the individual as citizen, which alone can give substantive content to the public space. This is particularly so because democracy can only be grounded on the conscious choice of citizens for individual and collective autonomy. Thus it cannot be the outcome of any social, economic or natural "laws" or tendencies dialectically leading to it, let alone any divine or mystical dogmas and preconceptions. In this sense, neither representative democracy nor soviet democracy meet the conditions for political democracy, and are simply forms of political oligarchy, where political power is concentrated in the hands of various elites, i.e. professional politicians, and party bureaucrats respectively.

The basic unit of decision making in an inclusive democracy is the demotic assembly, i.e. the assembly of demos, the citizen body in a given geographical area which may encompass a town and the surrounding villages, or even neighbourhoods of large cities. This is very close to the concept of the 'urban village' proposed today by supporters of de-growth economics. However, apart from local decisions, many important decisions are to be made at the regional or confederal level. This is why, as Serge Latouche observes, the aim of Inclusive Democracy "presupposes a confederation of demoi" made up of small, homogenous units of around 30,000 people. Therefore, an inclusive democracy today can only take the form of a confederal democracy that is based on a network of administrative councils whose members or delegates are elected from popular face-to-face democratic assemblies in the various demoi. Thus, their role is purely administrative and practical, not one of policy-making like that of representatives in representative democracy.

The citizen body is advised by experts but it is the citizen body which functions as the ultimate decision-taker . Authority can be delegated to a segment of the citizen body to carry out specific duties, for example to serve as members of popular courts, or of regional and confederal councils. Such delegation is made, in principle, by lot, on a rotation basis, and is always recallable by the citizen body. Delegates to regional and confederal bodies should have specific mandates.

Finally, political or direct democracy implies a very different conception of citizenship than the usual liberal and socialist conceptions. In this conception, political activity is not a means to an end, but an end in itself so that one does not engage in political action simply to promote one's welfare but to realize the principles intrinsic to political life, such as freedom, equality and solidarity. This, in contrast to the liberal and social-democratic conceptions which adopt an 'instrumentalist' view of citizenship, i.e. a view which implies that citizenship entitles citizens with certain rights that they can exercise as means to the end of individual welfare.

Economic democracy and the role of an artificial market

The ID project introduced a very different conception from the usual one of economic democracy. According to the ID project, economic democracy is the authority of demos (community) in the economic sphere—which requires equal distribution of economic power. Therefore, all 'macro' economic decisions, namely, decisions concerning the running of the economy as a whole (overall level of production, consumption and investment, amounts of work and leisure implied, technologies to be used, etc.) are made by the citizen body collectively and without representation. However, "micro" economic decisions at the workplace or the household levels are made by the individual production or consumption unit through a proposed system of vouchers.

As with the case of direct democracy, economic democracy today is only feasible at the level of the confederated demoi. It involves the ownership and control of the means of production by the demos. This is radically different from the two main forms of concentration of economic power : capitalist and 'socialist' growth economy. It is also different from the various types of collectivist capitalism, such as workers' control and milder versions suggested by post-Keynesian social democrats. The demos, therefore, becomes the authentic unit of economic life.

For economic democracy to be feasible, three preconditions must be satisfied: Demotic self-reliance, demotic ownership of the means of production, and confederal allocation of resources.

  • Demotic self-reliance is meant in terms of radical decentralisation and collective self-sufficiency, in the sense of relying on the demos' resources rather than in the sense of autarky.
  • Demotic ownership of productive resources is a kind of ownership which leads to the politicisation of the economy, the real synthesis of economy and polity. This is so because economic decision making is carried out by the entire community, through the demotic assemblies, where people make the fundamental macro-economic decisions which affect the whole community, as citizens, rather than as vocationally oriented groups (e.g. workers, as e.g. in Parecon). At the same time, workers, apart from participating in the demotic decisions about the overall planning targets, would also participate (in the above broad sense of vocationally oriented groups) in their respective workplace assemblies, in a process of modifying/implementing the Democratic Plan and in running their own workplace.
  • Confederal allocation of resources is required because, although self-reliance allows many decisions to be made at the community level, much remains to be decided at the regional/national/supra-national level. However, it is delegates (rather than representatives) with specific mandates from the demotic assemblies who are involved in a confederal demotic planning process which, in combination with the proposed system of vouchers, effects the allocation of resources in a confederal inclusive democracy.

A model of economic democracy, as an integral part of an inclusive democracy, is described in Towards An Inclusive Democracy (ch 6), the first book-length description of inclusive democracy. The main characteristic of the proposed model, which also differentiates it from socialist planning models like Parecon, is that it explicitly presupposes a stateless, money-less and market-less economy that precludes private accumulation of wealth and the institutionalisation of privileges for some sections of society, without relying on a mythical post-scarcity state of abundance, or sacrificing freedom of choice. The proposed system aims at satisfying the double aim of:

  • (a) meeting the basic needs of all citizens—which requires that basic macro-economic decisions have to be made democratically, and
  • (b) securing freedom of choice—which requires the individual to make important decisions affecting his/her own life (what work to do, what to consume etc.).

Therefore, the system consists of two basic elements:

  • (1) democratic planning, which involves a feedback process between workplace assemblies, demotic assemblies and the confederal assembly, and
  • (2) an artificial market using personal vouchers, which ensures freedom of choice but avoids the adverse effects of real markets. Although some have called this system "a form of money based on the labour theory of value", it is not a money model since vouchers cannot be used as a general medium of exchange and store of wealth.

Another distinguishing feature of ID is its distinction between basic and non-basic needs. Remuneration is according to need for basic needs, and according to effort for non-basic needs. ID is based on the principle that meeting basic needs is a fundamental human right which is guaranteed to all who are in a physical condition to offer a minimal amount of work. By contrast,Fotopoulos argues, Parecon follows the socialdemocratic rather than the anarcho-communist tradition and instead of proposing satisfaction according to need (as the ID project does) declares, first, that particular consumption needs such as health care or public parks will be free to all and, second, that as regards special needs, people will be able to make particular requests for need based consumption to be addressed case by case by others in the economy. In fact, Michael Albert explicitly states that what he calls 'norm four', i.e. 'remuneration according to each person's need' should be applied only in exceptional cases of basic needs and not to all needs defined as such by the citizens' assemblies, as the Inclusive Democracy project declares. Thus, as Albert stresses: "beyond economic justice, we have our compassion, to be applied via norm four where appropriate such as in cases of illness, catastrophe, incapacity and so on".

Artificial market

Proposed within Inclusive Democracy as a solution to the problem of maintaining freedom of choice for the consumer within a marketless and moneyless economy, an artificial market operates in much the same way as traditional markets, but uses labour vouchers or personal credit in place of traditional money. Because of the use of a labour voucher system in consumption of goods and services, an economy using an artificial market would have no actual flow of money and thus the only kind of market that could exist would be a market for commercial goods and services, eliminating capital markets and labour markets.

According to Takis Fotopoulos, an artificial market "secures real freedom of choice, without incurring the adverse effects associated with real markets".

The idea of an artificial market was first proposed by the anarchist theorists Pierre-Joseph Proudhon and Mikhail Bakunin with their respective systems of Mutualism and collectivist anarchism. who suggested replacing traditional currency with a system of "labour-cheques" while still retaining basic market relations for goods and services.

The artificial market however is rarely advocated as the only element for the allocation of goods and services by its proponents, as most also support a form of directly democratic planning for non-commercial goods and vital resources, and in some cases regulation of the artificial market through planning also. In the ID's system of allocation of resources, "the artificial market complements the envisaged direct democratic planning mechanism in the allocation of all goods and services on the basis of the crucial distinction introduced in this model between basic and nonbasic goods and services".

According to Fotopoulos, "the allocation of economic resources is made first, on the basis of the citizens' collective decisions, as expressed through the community and confederal plans, and second, on the basis of the citizens' individual choices, as expressed through a voucher system".

The proposed system of the artificial market aims at:

  • (A) meeting the basic needs of all citizens, and
  • (B) securing freedom of choice in a marketless, moneyless and stateless 'scarcity–society' which has not yet achieved universal autarky (self-sufficiency).

The former requires that basic macro–economic decisions have to be taken democratically, whereas the latter requires the individual to take important decisions affecting his/her own life (what work to do, what to consume, etc.). Both the macro–economic decisions and the individual citizens' decisions are envisaged as being implemented through a combination of democratic planning and an artificial market. But, while in the 'macro' decisions the emphasis will be on planning, the opposite will be true as regards the individual decisions, where the emphasis will be on the artificial market.

Most artificial market proponents reject the traditional socialist adoption of the labour theory of value as they believe it cannot be used as the basis for allocating scarce resources. The reason given is that even if the labour theory of value can give a (partial) indication of availability of resources, it certainly cannot be used as a means to express consumers' preferences. Thus they feel that the labour theory of value cannot serve as the basis for an allocative system that aims at both meeting needs and, at the same time, securing consumer sovereignty and freedom of choice. Instead, the model proposed here is, in fact, a system of rationing, which is based on the revealed consumers' preferences on the one hand, and resource availability on the other.

Advocates of Participism and Parecon in particular reject markets in all forms in favour of democratic participatory planning. While Parecon also uses personal credit in place of money, prices are set according to the direct requests of consumers in democratic "consumer councils" whose demands are relayed to economic facilitation boards who determine and set final prices based on a combination of marginal utility and opportunity cost. On the other hand, as Fotopoulos argues, "no kind of economic organisation based on planning alone, however democratic and decentralized it is, can secure real self-management and freedom of choice."

Democracy in the social realm

An inclusive democracy is inconceivable unless it extends to the broader social realm to embrace the workplace, the household, the educational institution and indeed any economic or cultural institution, which constitutes an element of this realm. The equal distribution of power in these institutions and self-management are secured through the creation of assemblies of the people involved in each place of work or education (workers' assemblies, student and teachers' assemblies respectively) who make all important decisions about the functioning of these places, within the framework of the decisions taken by citizens' demotic assemblies as regards the general aims of production, education and culture respectively. The assemblies are federated at the regional and confederal levels so that the confederal assemblies of workers, teachers, students and so on could be involved in a process of constant interaction with the citizens' confederal assemblies to define society's "general interest".

A crucial issue with respect to democracy in the social realm is democratisation of the household. One possible solution is the removal of the divide between the household and the public realm. Thus, some feminist writers, particularly eco-feminists, glorify the oikos and its values as a substitute for the polis and its politics. This can be understood as an attempt to dissolve the public into the private. At the other extreme, some Marxist feminists attempt to remove the public/private divide by dissolving all private space into a singular public, a socialised or fraternal state sphere. Another possible solution is, taking for granted that the household belongs to the private realm, to 'democratise' it in the sense that household relationships should take on the characteristics of democratic relationships, and that the household should take a form which is consistent with the freedom of all its members.

But for the ID project, the issue is not the dissolution of the private/public realm divide. The real issue is how, maintaining and enhancing the autonomy of the two realms, such institutional arrangements are adopted that introduce democracy at the household and the social realm in general (workplace, educational establishment etcetera) and at the same time enhance the institutional arrangements of political and economic democracy. In this sense, an effective democracy is only conceivable if free time is equally distributed among all citizens, which requires ending the present hierarchical relations in the household, the workplace and elsewhere. Furthermore, democracy in the social realm, particularly in the household, requires institutional arrangements which recognise the character of the household as a need-satisfier and integrate the care and services that the household provides into the general scheme of needs satisfaction.

Ecological democracy

Steven Best writes,

in bold contrast to the limitations of the animal advocacy movement (AAM) and all other reformist causes, Takis Fotopoulos advances a broad view of human dynamics and social institutions, their impact on the earth, and the resulting consequences for society itself. Combining anti-capitalist, radical democracy, and ecological concerns in the concept of "ecological democracy," Fotopoulos defines this notion as "the institutional framework which aims at the elimination of any human attempt to dominate the natural world, in other words, as the system which aims to reintegrate humans and Nature. This implies transcending the present 'instrumentalist' view of Nature, in which Nature is seen as an instrument for growth, within a process of endless concentration of power.

Some critics of inclusive democracy ask what guarantees an inclusive democracy may offer in ensuring a better relationship of society to nature than the alternative systems of the market economy, or socialist statism. For example, David Pepper, an eco-socialist, pointed out "the 'required' ecological consensus among ecotopia's inhabitants might not be ensured merely by establishing an Athenian democracy where all are educated and rational". However, ID supporters counter-argue that this criticism represents a clear misconception of what democracy is about because,

if we see it as a process of social self-institution where there is no divinely or 'objectively' defined code of human conduct, such guarantees are by definition ruled out. Therefore, the replacement of the market economy by a new institutional framework of inclusive democracy constitutes only the necessary condition for a harmonious relation between the natural and social worlds. The sufficient condition refers to the citizens' level of ecological consciousness. Still, the radical change in the dominant social paradigm that would follow the institution of an inclusive democracy, combined with the decisive role that paedeia will play in an environmentally-friendly institutional framework, could reasonably be expected to lead to a radical change in the human attitude towards Nature.

Supporters also claim that ID's institutional framework offers the best hope for a better human relationship to nature than could ever be achieved in a market economy, or one based on socialist statism. The factors supporting this view refer to all three elements of an inclusive democracy: political, economic and social.

Political democracy presupposes a radical decentralisation (physical or administrative) within a confederal society, which, by itself, should enhance its environmentally friendly character. Furthermore, political democracy would create a public space, a fact which would significantly reduce the appeal of materialism by providing a new meaning of life to fill the existential void that the present consumer society creates. Economic democracy replaces the dynamics of the capitalist market economy leading to growth per se with a new social dynamic aiming at the satisfaction of demos' needs. If the satisfaction of demotic needs does not depend, as at present, on the continuous expansion of production to cover the 'needs' that the market system itself creates and if society is reintegrated with the economy, then there is no reason why the present instrumentalist view of nature will continue conditioning human behaviour. Particularly so, since unlike socialist models which are 'centralist', the aim of production in an Inclusive Democracy is not economic growth, but the satisfaction of the basic needs of the community and those non-basic needs for which members of the community express a desire and are willing to work extra for. This implies a new definition of economic efficiency, based not on narrow techno-economic criteria of input minimisation/output maximisation as in socialist models like Parecon, but on criteria securing full coverage of the democratically defined basic needs of all citizens as well as of the non-basic needs they decide to meet, even if this involves a certain amount of inefficiency according to the orthodox economics criteria.

According to ID supporters, democracy in the social realm should be a decisive step in the creation of the sufficient condition for a harmonious nature-society relationship, as the phasing out of patriarchal relations in the household and hierarchical relations in general should create a new ethos of non-domination which would engulf both nature and society.

Universal design

From Wikipedia, the free encyclopedia

Universal design is the design of buildings, products or environments to make them accessible to all people, regardless of age, disability or other factors.

The term "universal design" was coined by the architect Ronald Mace to describe the concept of designing all products and the built environment to be aesthetic and usable to the greatest extent possible by everyone, regardless of their age, ability, or status in life.

Universal design emerged from slightly earlier barrier-free concepts, the broader accessibility movement, and adaptive and assistive technology and also seeks to blend aesthetics into these core considerations. As life expectancy rises and modern medicine increases the survival rate of those with significant injuries, illnesses, and birth defects, there is a growing interest in universal design. There are many industries in which universal design is having strong market penetration but there are many others in which it has not yet been adopted to any great extent. Universal design is also being applied to the design of technology, instruction, services, and other products and environments.

However, it was the work of Selwyn Goldsmith, author of Designing for the Disabled (1963), who really pioneered the concept of free access for people with disabilities. His most significant achievement was the creation of the dropped curb – now a standard feature of the built environment.

Curb cuts or sidewalk ramps, essential for people in wheelchairs but also used by all, are a common example. Color-contrast dishware with steep sides that assists those with visual or dexterity problems are another. There are also cabinets with pull-out shelves, kitchen counters at several heights to accommodate different tasks and postures, and, amidst many of the world's public transit systems, low-floor buses that "kneel" (bring their front end to ground level to eliminate gap) and/or are equipped with ramps rather than on-board lifts.

Principles

The Center for Universal Design at North Carolina State University expounded the following principles:

  1. Equitable use
  2. Flexibility in use
  3. Simple and intuitive
  4. Perceptible information
  5. Tolerance for error
  6. Low physical effort
  7. Size and space for approach and use

Each principle above is succinctly defined and contains a few brief guidelines that can be applied to design processes in any realm: physical or digital.

These principles are broader than those of accessible design and barrier-free design.

Goals

In 2012, the Center for Inclusive Design and Environmental Access at the University at Buffalo expanded the definition of the principles of universal design to include social participation and health and wellness. Rooted in evidence based design, the 8 goals of universal design were also developed.

  1. Body Fit
  2. Comfort
  3. Awareness
  4. Understanding
  5. Wellness
  6. Social Integration
  7. Personalization
  8. Cultural Appropriateness

The first four goals are oriented to human performance: anthropometry, biomechanics, perception, cognition. Wellness bridges human performance and social participation. The last three goals addresses social participation outcomes. The definition and the goals are expanded upon in the textbook "Universal Design: Creating Inclusive Environments."

Examples

  • Smooth, ground level entrances without stairs
  • Surface textures that require low force to traverse on level, less than 5 pounds force per 120 pounds rolling force
  • Surfaces that are stable, firm, and slip resistant per ASTM 2047
  • Wide interior doors (3'0"), hallways, and alcoves with 60" × 60" turning space at doors and dead-ends
  • Functional clearances for approach and use of elements and components
  • Lever handles for opening doors rather than twisting knobs
  • Single-hand operation with closed fist for operable components including fire alarm pull stations
  • Components that do not require tight grasping, pinching or twisting of the wrist
  • Components that require less than 5 pounds of force to operate
  • Cash
  • Light switches with large flat panels rather than small toggle switches
  • Buttons and other controls that can be distinguished by touch
  • Bright and appropriate lighting, particularly task lighting
  • Auditory output redundant with information on visual displays
  • Visual output redundant with information in auditory output
  • Contrast controls on visual output
  • Use of meaningful icons with text labels
  • Clear lines of sight to reduce dependence on sound
  • Volume controls on auditory output
  • Speed controls on auditory output
  • Choice of language on speech output
  • Ramp access in swimming pools
  • Closed captioning on television networks
  • Signs with light-on-dark visual contrast
  • Web pages that provide alternative text to describe images
  • Instruction that presents material both orally and visually
  • Labels in large print on equipment control buttons
  • A museum that allows visitors to choose to listen to or read descriptions

Design standards

In 1960, specifications for barrier free design were published. It was a compendium of over 11 years of disability ergonomic research. In 1961, the specifications became the first Barrier Free Design standard called the American National Standard, A1171.1 was published. It was the first standard to present the criteria for designing facilities and programs for the use of disabled individuals. The research started in 1949 at the University of Illinois Urbana-Champaign and continues to this day. The principal investigator is Dr. Timothy Nugent (his name is listed in the front of the 1961, 1971, 1980 standard). In 1949 Dr. Nugent also started the National Wheelchair Basketball Association. This ANSI A117.1 standard was adopted by the US federal government General Services Administration under 35 FR 4814 - 3/20/70, 39 FR 23214 - 6/27/74, 43 FR 16478 ABA- 4/19/78, 44 FR 39393 7/6/79, 46 FR 39436 8/3/81, in 1984 for UFAS and then in 1990 for ADA. The archived research documents are at the International Code Council (ICC) - ANSI A117.1 division. Dr. Nugent made presentations around the globe in the late 1950s and 1960s presenting the concept of independent functional participation for individuals with disabilities through program options and architectural design.

Another comprehensive publication by the Royal Institute of British Architects published three editions 1963, 1967, 1976 and 1997 of Designing for the Disabled by Selwyn Goldsmith UK. These publications contain valuable empirical data and studies of individuals with disabilities. Both standards are excellent resources for the designer and builder.

Disability ergonomics should be taught to designers, engineers, non-profits executives to further the understanding of what makes an environment wholly tenable and functional for individuals with disabilities.

In October 2003, representatives from China, Japan, and South Korea met in Beijing and agreed to set up a committee to define common design standards for a wide range of products and services that are easy to understand and use. Their goal is to publish a standard in 2004 which covers, among other areas, standards on containers and wrappings of household goods (based on a proposal from experts in Japan), and standardization of signs for public facilities, a subject which was of particular interest to China as it prepared to host the 2008 Summer Olympics.

The International Organization for Standardization, the European Committee for Electrotechnical Standardization, and the International Electrotechnical Commission have developed:

  • CEN/CENELEC Guide 6 – Guidelines for standards developers to address the needs of older persons and persons with disabilities (Identical to ISO/IEC Guide 71, but free for download)
  • ISO 21542:2021 – Building construction — Accessibility and usability of the built environment (available in English and French)
  • ISO 20282-1:2006 – Ease of operation of everyday products — Part 1: Context of use and user characteristics
  • ISO/TS 20282-2:2013 – Usability of consumer products and products for public use — Part 2: Summative test method, published 1 August 2013.

Design for All

The term Design for All (DfA) is used to describe a design philosophy targeting the use of products, services and systems by as many people as possible without the need for adaptation. "Design for All is design for human diversity, social inclusion and equality" (EIDD Stockholm Declaration, 2004). According to the European Commission, it "encourages manufacturers and service providers to produce new technologies for everyone: technologies that are suitable for the elderly and people with disabilities, as much as the teenage techno wizard." The origin of Design for All lies in the field of barrier free accessibility for people with disabilities and the broader notion of universal design.

Background

Design for All has been highlighted in Europe by the European Commission in seeking a more user-friendly society in Europe. Design for All is about ensuring that environments, products, services and interfaces work for people of all ages and abilities in different situations and under various circumstances.

Design for All has become a mainstream issue because of the aging of the population and its increasingly multi-ethnic composition. It follows a market approach and can reach out to a broader market. Easy-to-use, accessible, affordable products and services improve the quality of life of all citizens. Design for All permits access to the built environment, access to services and user-friendly products which are not just a quality factor but a necessity for many aging or disabled persons. Including Design for All early in the design process is more cost-effective than making alterations after solutions are already in the market. This is best achieved by identifying and involving users ("stakeholders") in the decision-making processes that lead to drawing up the design brief and educating public and private sector decision-makers about the benefits to be gained from making coherent use of Design (for All) in a wide range of socio-economic situations.

Examples

The following examples of Designs for All were presented in the book Diseños para todos/Designs for All published in 2008 by Optimastudio with the support of Spain's Ministry of Education, Social Affairs and Sports (IMSERSO) and CEAPAT:

Other useful items for those with mobility limitations:

  • Washlet
  • Wireless remote controlled power sockets
  • Wireless remote controlled window shades

In information and communication technology (ICT)

Design for All criteria are aimed at ensuring that everyone can participate in the Information society. The European Union refers to this under the terms eInclusion and eAccessibility. A three-way approach is proposed: goods which can be accessed by nearly all potential users without modification or, failing that, products being easy to adapt according to different needs, or using standardized interfaces that can be accessed simply by using assistive technology. To this end, manufacturers and service providers, especially, but not exclusively, in the Information and Communication Technologies (ICT), produce new technologies, products, services and applications for everyone.

European organizational networks

In Europe, people have joined in networks to promote and develop Design for All:

  • The European Design for All eAccessibility Network (EDeAN) was launched under the lead of the European Commission and the European Member States in 2002. It fosters Design for All for eInclusion, that is, creating an information society for all. It has national contact centres (NCCs) in almost all EU countries and more than 160 network members in national networks.
  • EIDD - Design for All Europe is a NGO and a 100% self-financed European organization that covers the entire area of theory and practice of Design for All, from the built environment and tangible products to communication, service and system design. Originally set up in 1993 as the European Institute for Design and Disability (EIDD), to enhance the quality of life through Design for All, it changed its name in 2006 to bring it into line with its core business. EIDD - Design for All Europe disseminates the application of Design for All to business and administration communities previously unaware of its benefits and currently (2016) has 31 member organizations in 20 European countries.
  • EuCAN - The European Concept for Accessibility Network started in 1984 as an open network of experts and advocates from all over Europe in order to promote and support the Design for All approach. The coordination work of EuCAN and the functioning of the network are mainly voluntary work. In 1999 the Luxembourg Disability Information and Meeting Centre (better known by its acronym “Info-Handicap”) took over the coordination of the steering group, together with the implicit responsibility for the follow-up of the European Concept for Accessibility (ECA). The EuCAN publications - like ECA - aim to provide practical guidance. They are neither academic nor policy documents.

The "barrier-free" concept

Barrier-free (バリアフリー, bariafurii) building modification consists of modifying buildings or facilities so that they can be used by people who are disabled or have physical impairments. The term is used primarily in Japan and non-English speaking countries (e.g. German: Barrierefreiheit; Finnish: Esteettömyys), while in English-speaking countries, terms such as "accessibility" and "handicapped accessible" dominate in regular everyday use. An example of barrier-free design would be installing a ramp for wheelchairs alongside or in place of steps. In late 1990s any element which could make the use of the environment inconvenient was considered a barrier, for example poor public street lighting. In the case of new buildings, however, the idea of barrier free modification has largely been superseded by the concept of universal design, which seeks to design things from the outset to support easy access.

Freeing a building of barriers means:

  • Recognizing the features that could form barriers for some people
  • Thinking inclusively about the whole range of impairments
  • Reviewing everything - from structure to smallest detail
  • Seeking feedback from users and learning from mistakes

Barrier free is also a term that applies to handicap accessibility in situations where legal codes such as the Americans with Disabilities Act of 1990 Guidelines - a law focusing on all building aspects, products and design that is based on the concept of respecting human rights - don't make specifications.

An example of a country that has sought to implement barrier-free accessibility in housing estates is Singapore. Within five years, all public housing estates in the country, all of 7,800 blocks of apartments, have benefited from the program.

National legislation

Laws and policies related to accessibility or universal design

Funding agencies

The Rehabilitation Engineering Research Center (RERC) on universal design in the Built Environment funded by what is now the National Institute on Disability, Independent Living, and Rehabilitation Research completed its activities on September 29, 2021. Twenty RERCs are currently funded. The Center for Inclusive Design and Environmental Access at the University at Buffalo is a current recipient.

Tuesday, October 11, 2022

Virtual currency

From Wikipedia, the free encyclopedia
https://en.wikipedia.org/wiki/Virtual_currency

Virtual currency, or virtual money, is a digital currency that is largely unregulated and issued and usually controlled by its developers and used and accepted electronically among the members of a specific virtual community. In 2014, the European Banking Authority defined virtual currency as "a digital representation of value that is neither issued by a central bank or a public authority, nor necessarily attached to a fiat currency, but is accepted by natural or legal persons as a means of payment and can be transferred, stored or traded electronically." A digital currency issued by a central bank is referred to as a central bank digital currency.

Definitions

In 2012, the European Central Bank (ECB) defined virtual currency as "a type of unregulated, digital money, which is issued and usually controlled by its developers, and used and accepted among the members of a specific virtual community".

In 2013, US Financial Crimes Enforcement Network (FinCEN), a bureau of the US Treasury, in contrast to its regulations defining currency as "the coin and paper money of the United States or of any other country that [i] is designated as legal tender and that [ii] circulates and [iii] is customarily used and accepted as a medium of exchange in the country of issuance", also called "real currency" by FinCEN, defined virtual currency as "a medium of exchange that operates like a currency in some environments, but does not have all the attributes of real currency". In particular, virtual currency does not have legal tender status in any jurisdiction.

In 2014, the European Banking Authority defined virtual currency as "a digital representation of value that is neither issued by a central bank or a public authority, nor necessarily attached to a fiat currency, but is accepted by natural or legal persons as a means of payment and can be transferred, stored or traded electronically".

In 2018, Directive (EU) 2018/843 of the European Parliament and of the Council entered into force. The Directive defines the term "virtual currencies" to mean "a digital representation of value that is not issued or guaranteed by a central bank or a public authority, is not necessarily attached to a legally established currency and does not possess a legal status of currency or money, but is accepted by natural or legal persons as a means of exchange and which can be transferred, stored and traded electronically".

History of the term

In a 2013 congressional hearing on virtual currencies, Ben Bernanke said they "have been viewed as a form of 'electronic money' or area of payment system technology that has been evolving over the past 20 years", referencing a 1995 congressional hearing on the Future of Money before the Committee on Banking and Financial Services. The Internet currency Flooz was created in 1999. The term "virtual currency" appears to have been coined around 2009, paralleling the development of digital currencies and social gaming.

Although the correct classification is "digital currency", the US government prefers and has uniformly adopted the term "virtual currency". The FinCEN was first, followed by the FBI in 2012, the General Accounting Office in 2013, as well as the government agencies testifying at the November 2013 US Senate hearing on bitcoin, including the Department of Homeland Security, the US Securities and Exchange Commission, the Office of the Attorney General.

Limits on being currency

Attributes of a real currency, as defined in 2011 in the Code of Federal Regulations, such as real paper money and real coins are simply that they act as legal tender and circulate "customarily".

The IRS decided in March 2014, to treat bitcoin and other virtual currencies as property for tax purposes, not as currency. Some have suggested that this makes bitcoins not fungible—that is one bitcoin is not identical to another bitcoin, unlike one gallon of crude oil being identical to another gallon of crude oil—making bitcoin unworkable as a currency. Others have stated that a measure like accounting on average cost basis would restore fungibility to the currency.

Categorization by currency flow

Closed virtual currencies

Virtual currencies have been called "closed" or "fictional currency" when they have no official connection to the real economy, for example, currencies in massively multiplayer online role-playing games such as World of Warcraft. While there may be a grey market for exchanging such currencies or other virtual assets for real-world assets, this is usually forbidden by the games' terms of service.

Virtual currencies with currency flow into one direction

This type of currency, units of which may also be circulated as (printed) coupons, stamps or reward points, has been known for a long time in the form of customer incentive programs or loyalty programs. A coupon loses its face value when redeemed for an eligible asset or service (hence: flow in one direction), may be valid for only a limited time and subject to other restrictions set by the issuer. The business issuing the coupon functions as a central authority. Coupons remained unchanged for 100 years until new technology enabling credit cards became more common in the 1980s, and credit card rewards were invented. The latest incarnation drives the increase of internet commerce, online services, development of online communities and games. Here virtual or game currency can be bought, but not exchanged back into real money. The virtual currency is akin to a coupon. Examples are frequent flyer programs by various airlines, Microsoft Points, Nintendo Points, Facebook Credits and Amazon Coin.

Convertible virtual currencies

A virtual currency that can be bought with and sold back is called a convertible currency. A virtual currency can be decentralized, as for example bitcoin, a cryptocurrency. Transacting or even holding convertible virtual currency may be illegal in particular jurisdictions and to particular national citizens at particular times and the transactor/recipient/facilitator liable for prosecution by the State.

Centralized versus decentralized

FinCEN defined centralized virtual currencies in 2013 as virtual currencies that have a "centralized repository", similar to a central bank, and a "central administrator".

A decentralized currency was defined by the US Department of Treasury as a "currency (1) that has no central repository and no single administrator, and (2) that persons may obtain by their own computing or manufacturing effort". Rather than relying on confidence in a central authority, it depends instead on a distributed system of trust.

The money matrix

Digital currency is a particular form of currency which is electronically transferred and stored, i.e., distinct from physical currency, such as coins or banknotes. According to the European Central Bank, virtual currencies are "generally digital", although their enduring precursor, the coupon, for example, is physical.

A cryptocurrency is a digital currency using cryptography to secure transactions and to control the creation of new currency units. Since not all virtual currencies use cryptography, not all virtual currencies are cryptocurrencies.

Cryptocurrencies are not always legal tender, but some countries have moved to regulate cryptocurrency-related services as they would financial institutions. Ecuador is the first country attempting a government run a cryptography-free digital currency; during the introductory phase from Christmas Eve 2014 until mid February 2015 people can open accounts and change passwords. At the end of February 2015 transactions of electronic money will be possible.

Estonia has been exploring various possibilities for blockchain technology, such as the use of crypto tokens within its “e-residency” program, which gives both Estonians and foreigners a digital form of identification.

The money matrix
adapted from an ECB work, Virtual Currency Schemes
Money format
Physical Digital
Cryptography-free Cryptography-based or cryptocurrency
Legal
status
Unregulated Centralized Coupon Internet coupon
Mobile coupon
Local currencies Centralized virtual
currencies
Decentralized Physical
commodity money
Digital currency,

Ripple, Stellar

Decentralized
cryptocurrencies
Regulated Banknotes, coins, and cash E-money
Commercial bank
money
(deposits)

Regulation

Virtual currencies pose challenges for central banks, financial regulators, departments or ministries of finance, as well as fiscal authorities and statistical authorities. Gareth Murphy, Central Bank of Ireland, described the regulatory challenges posed by virtual currencies as relating to:

United States of America

US Commodity Futures Trading Commission guidance

The US Commodity Futures Trading Commission (CFTC) has determined virtual currencies are properly defined as commodities in 2015. The CFTC warned investors against pump and dump schemes that use virtual currencies.

US Internal Revenue Service guidance

The US Internal Revenue Service (IRS) ruling Notice 2014-21 defines any virtual currency, cryptocurrency and digital currency as property; gains and losses are taxable within standard property policies.

US Treasury guidance

On 20 March 2013, the Financial Crimes Enforcement Network issued a guidance to clarify how the US Bank Secrecy Act applied to persons creating, exchanging and transmitting virtual currencies.

US Securities and Exchange Commission guidance

In May 2014 the US Securities and Exchange Commission (SEC) "warned about the hazards of bitcoin and other virtual currencies".

State Regulations

New York state regulation

In July 2014, the New York State Department of Financial Services proposed the most comprehensive regulation of virtual currencies to date commonly referred to as a BitLicense. Unlike the US federal regulators it has gathered input from bitcoin supporters and the financial industry through public hearings and a comment period until October 21, 2014, to customize the rules. The proposal, per NY DFS press release "… sought to strike an appropriate balance that helps protect consumers and root out illegal activity". It has been criticized by smaller companies to favor established institutions, and Chinese bitcoin exchanges have complained that the rules are "overly broad in its application outside the United States".

European Union

European Central Bank guidance

In February 2015 the ECB concluded "Virtual currency schemes, such as Bitcoin, are not full forms of money as usually defined in economic literature, nor are virtual currencies money or currency from a legal perspective. Nevertheless, Virtual currency may substitute [for] banknotes and coins, scriptural money and e-money in certain payment situations". In a May 2019 report ECB expressed concerns that "crypto assets provide opportunity for anonymous participation in illegal activities of all sorts".

Legal classification in the EU

In the European Union, a legal definition of cryptocurrency was introduced to be broadly be regarded as “a digital representation of value that can be digitally transferred, stored or traded and is accepted… as a medium of exchange” in the 5th Anti Money Laundering Directive. This also means that within the European Union cryptocurrencies and cryptocurrency exchanges are considered “obliged entities” subject to the European Union's Anti-Money Laundering Directives, and face the same CFT/AML regulations. As of July 20, 2021, the European Commission has proposed replacing the previous Directive 2015/849/EU with provisions from the 6th Anti-Money Laundering Directive.

Virtual currencies are defined as "a digital representation of value that is not issued or guaranteed by a central bank or a public authority, is not necessarily attached to a legally established currency and does not possess a legal status of currency or money, but is accepted by natural or legal persons as a means of exchange and which can be transferred, stored and traded electronically".

The fact that European Union lawmakers regard Bitcoin as the archetypal example of virtual currencies and that Bitcoin therefore fulfills all elements of the legal definition can serve as an anchor point for interpretation. Basically, the definition consists of six elements:

  1. Virtual currencies are digital representations of value. Thus, digital assets must have a certain value in business transactions in order to be considered virtual currencies under EU law.
  2. Virtual currencies are not issued or guaranteed by a central bank or public authority. Issuing is the first placement of a digital asset in the market. Guaranteeing is the assumption of third-party or own liabilities. If digital assets are issued or guaranteed by a central bank or public body, they are not virtual currencies.
  3. Virtual currencies can be attached to a legal currency. Attachment is a legal or economic mechanism that links the value of the digital asset to a legal currency.
  4. Virtual currencies do not have the legal status of a currency or money. This depends on the status of a digital asset in the EU or a Member State.
  5. Virtual currencies are accepted by natural or legal persons as a means of exchange. This is the core element of the legal definition: The term "medium of exchange" is best understood in negative terms and requires that a digital asset is neither e-money as defined by the EU E-Money Directive, nor a payment service or payment instrument as defined by EU Payment Services Directive II, nor any other means of payment as defined by EU Capital Requirements Directive IV. The concept of acceptance requires a certain minimum of actual demand for the digital asset on the market to be considered a virtual currency.
  6. Virtual currencies can be transferred, stored and traded electronically. Only digital assets that can be transferred electronically to a person (transfer), whereby the owner also has the option of preventing transfers without his intervention (storage), fulfill this concept.

The authors of the legal definition under EU law primarily had blockchain technology in mind – and Bitcoin as an archetypal form. Against this background, it is remarkable that the definition does not contain any elements tailored to the use of a particular technology. On the contrary, the legal definition is strikingly technology neutral.

In a CNN interview, the financial crime expert Veit Buetterlin explained that the raise of the cryptocurrency market opened creative channels for terror groups to finance themselves.

Equality (mathematics)

From Wikipedia, the free encyclopedia https://en.wikipedia.org/wiki/Equality_...