Founder, Investor, Researcher
Crypto markets, capital formation, confidential AI, and the systems taking shape between them.
Building conviction
through cycles.
Published work and research tools
28 scenarios × 5 models × 9 repeats
Stablecoins edge the aggregate, while the job changes the preferred money.
Read the studyHistorical cycle timing and drawdown context. An interactive scenario system, not a prediction.
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FEATURED ESSAY · JAN 27, 2026
From the essay's conclusion
The real perpetuals war is not Hyperliquid vs Lighter, but transparency + composability vs opacity + isolation. Short term: UX and performance win. Long term: transparency and liquidity access win.
The lesson from FTX is that opacity catches up. You can't audit what you can't see. Perpetuals are infrastructure now, not experiments, and the infrastructure that wins will be the infrastructure we can verify.
I've held Bitcoin for around ten years, and I've learned the biggest risks aren't the ones we can quantify precisely, but the ones where the timeline is fundamentally uncertain. Quantum is exactly that kind of risk. I recently reviewed materials from both @CoinShares and @nic__carter on Bitcoin's quantum vulnerability…
What do Warren Buffett, an AI agent named "Warren," and insider bets on the Super Bowl have in common? More than you'd think. And it's not about AI, it's about the nature of alpha... where it lived, where it moved, and why most people are looking for it in the wrong place…
A chain is only as fast as its slowest link. In RWA credit, that link is not the token. It is the borrower, the documents, the collateral, the servicer and the court. Goldfinch is what happens when crypto capital buys private credit and expects it to behave like a crypto product…
BR LABS · PODCAST
A BR Labs conversation on market triggers and wrappers versus native assets.
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EPIC WEB3 · PANEL
A panel discussion on stablecoin infrastructure and global liquidity.
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GFTN · ROUNDTABLE
A photo record from the Tbilisi Finance Summit roundtable.
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