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
Circle's Float Problem
- newsletterOpen USD's challenge to the issuer-led stablecoin model.
American AI Suzerainty
- newsletterWhat if export controls on Anthropic were the "right decision?"
Blocking Your AI Access — For Your Safety
- newsletterIf the frontier AI models are too dangerous for the public, then who gets access to them and what does the public get to use?
From AI Tools to AI Loops
- newsletterThe move away from prompting and towards crafting the AI ouroboros.
Tokenmaxxing as Management Theory
- newsletteror, I sure hope finance doesn't this bill...