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
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Necessity Is the Mother of Huawei's Invention
- newsletter Will Chinese chipmakers innovate themselves around US sanctions and re-level the AI lab race?
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Soft Wars for Hard Infrastructure
- newsletter Are we manufacturing anxiety for the next truth machine?
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Glasswing & Daybreak: You Are (Not) Secure
- newsletter What if frontier labs can turn constrained compute into market leverage?
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TPUs Advance on Nvidia
- newsletter What happens when AI accelerator demand is no longer synonymous with "Nvidia GPUs"?
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Bitcoin Mempools Cleared: Is Nobody Using Bitcoin?
- essay Bitcoin mempools have cleared before and there's no immediate reason to panic.