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.
I record a weekly podcast, discussing geopolitics, technology, and markets through the lens of competing monetary systems—mining, printing, and hashing—as the forces that shape which empires rise and fall.
Latest Articles
Formal Verification: When Intention Is Not Enough
- newsletterAs AI gets better at exploiting the gap between intentions and implementations, formal verification becomes hard to ignore.
Bitcoin Wallets Emptied
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Bitcoin's Opt-In Constitution
- newsletterBitcoin's rules are enforced by adoption, not decree.
Wisconsin Won't Write the AI Put
- newsletterWisconsin is making Oracle secure the power plants behind its AI data center
Circle's Float Problem
- newsletterOpen USD's challenge to the issuer-led stablecoin model.