I am Head of Data and Analytics at Build Asset Management, where I've helped launch a private credit fund investing into over-collateralized bitcoin-backed loans, a fixed income ETF and related vehicles, and built the internal tech stack that glues everything together.
Latest Articles
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Bitcoin Mempools Cleared: Is Nobody Using Bitcoin?
- memo Bitcoin mempools have cleared before and there's no immediate reason to panic.
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R1 vs. o1: AI as Commodity or Moat
- memo Is DeepSeek's R1 an existential threat to OpenAI?
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Monetary System Enshittification
- memo Is the US monetary system experiencing enshittification? And how do we solve it?
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Minimum UTXO Value
- memo A look at what Bitcoin dust is, historical fee rates, how fees are calculated, and a decision on a minimum UTXO value to stay above the dust threshold.
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Removing a Drive from a Btrfs Array
- note If a drive is failing in an array, Btrfs could block attempts at removing the drive due to corrupted files. A quick write-up of how to get it removed.