---
title: "Articles"
description: "Cameron Otsuka's articles exploring Bitcoin, technology, monetary systems, and technical insights."
url: "https://cameron.otsuka.systems/articles/"
---

# Articles

[G20 Ministers Watching Their Yields](https://cameron.otsuka.systems/articles/2026-09-01-g20-ministers-watching-their-yields/)

markets, sovereignty

Sovereign yields are back at their highs just as the political and geopolitical backdrop gets messier.

[Why AI Companies Are Hunting for Data Nobody Else Has](https://cameron.otsuka.systems/articles/2026-08-18-why-ai-companies-are-hunting-for-data-nobody-else-has/)

markets, systems

The next AI race is for data that hasn’t already been consumed.

[Formal Verification: When Intention Is Not Enough](https://cameron.otsuka.systems/articles/2026-08-11-formal-verification-when-intention-is-not-enough/)

systems

As AI gets better at exploiting the gap between intentions and implementations, formal verification becomes hard to ignore.

[Bitcoin Wallets Emptied](https://cameron.otsuka.systems/articles/2026-08-04-bitcoin-wallets-emptied/)

systems

Turns out, software is hard.

[Bitcoin's Opt-In Constitution](https://cameron.otsuka.systems/articles/2026-07-28-bitcoins-opt-in-constitution/)

systems

Bitcoin's rules are enforced by adoption, not decree.

[Wisconsin Won't Write the AI Put](https://cameron.otsuka.systems/articles/2026-07-21-wisconsin-wont-write-the-ai-put/)

markets

Wisconsin is making Oracle secure the power plants behind its AI data center

[Circle's Float Problem](https://cameron.otsuka.systems/articles/2026-06-30-circles-float-problem/)

markets

Open USD's challenge to the issuer-led stablecoin model.

[American AI Suzerainty](https://cameron.otsuka.systems/articles/2026-06-24-american-ai-suzerainty/)

sovereignty

What if export controls on Anthropic were the "right decision?"

[Blocking Your AI Access — For Your Safety](https://cameron.otsuka.systems/articles/2026-06-16-blocking-your-ai-access-for-your-safety/)

sovereignty

If 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](https://cameron.otsuka.systems/articles/2026-06-09-from-ai-tools-to-ai-loops/)

systems

The move away from prompting and towards crafting the AI ouroboros.

[Tokenmaxxing as Management Theory](https://cameron.otsuka.systems/articles/2026-06-02-tokenmaxxing-as-management-theory/)

markets

or, I sure hope finance doesn't this bill...

[Necessity Is the Mother of Huawei's Invention](https://cameron.otsuka.systems/articles/2026-05-26-necessity-is-the-mother-of-huaweis-invention/)

systems, sovereignty

Will Chinese chipmakers innovate themselves around US sanctions and re-level the AI lab race?

[Soft Wars for Hard Infrastructure](https://cameron.otsuka.systems/articles/2026-05-19-soft-wars-for-hard-infrastructure/)

systems

Are we manufacturing anxiety for the next truth machine?

[Glasswing & Daybreak: You Are (Not) Secure](https://cameron.otsuka.systems/articles/2026-05-12-glasswing-and-daybreak-you-are-not-secure/)

markets, systems

What if frontier labs can turn constrained compute into market leverage?

[TPUs Advance on Nvidia](https://cameron.otsuka.systems/articles/2026-05-05-tpus-advance-on-nvidia/)

markets, systems

What happens when AI accelerator demand is no longer synonymous with "Nvidia GPUs"?

[Bitcoin Mempools Cleared: Is Nobody Using Bitcoin?](https://cameron.otsuka.systems/articles/2025-02-09-bitcoin-mempools-cleared-is-nobody-using-bitcoin/)

markets, systems

Bitcoin mempools have cleared before and there's no immediate reason to panic.

[R1 vs. o1: AI as Commodity or Moat](https://cameron.otsuka.systems/articles/2025-01-27-r1-vs-o1-ai-as-commodity-or-moat/)

markets

Is DeepSeek's R1 an existential threat to OpenAI?

[Monetary System Enshittification](https://cameron.otsuka.systems/articles/2024-03-01-monetary-system-enshittification/)

markets

Is the US monetary system experiencing enshittification? And how do we solve it?

[Minimum UTXO Value](https://cameron.otsuka.systems/articles/2023-08-04-minimum-utxo-value/)

systems

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.

[Removing a Drive from a Btrfs Array](https://cameron.otsuka.systems/articles/2023-07-05-removing-a-drive-from-a-btrfs-array/)

systems

If a drive is failing in an array, Btrfs could block attempts at removing the drive due to corrupted files. A quick write-up of how to get it removed.