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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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.
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R1 vs. o1: AI as Commodity or Moat
- essay Is DeepSeek's R1 an existential threat to OpenAI?
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Monetary System Enshittification
- essay Is the US monetary system experiencing enshittification? And how do we solve it?
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Minimum UTXO Value
- note 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.