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
Why AI Companies Are Hunting for Data Nobody Else Has
- newsletterThe next AI race is for data that hasn’t already been consumed.
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
- newsletterTurns out, software is hard.
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