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Ten Years Ago, Crypto Built the Most Important Derivative of the Decade
May 14, 20267 min read

Ten Years Ago, Crypto Built the Most Important Derivative of the Decade

How perpetual futures quietly became a $7 trillion market, and what they mean for the next decade of finance

I Found a Token That Acts Like a 30-Year Mortgage on AI Compute
May 12, 20269 min read

I Found a Token That Acts Like a 30-Year Mortgage on AI Compute

Why Venice is the most interesting AI ecosystem in crypto, plus three other AI plays I’m watching

The consensus about Consensus. I went so you didn’t have to.
May 10, 20267 min read

The consensus about Consensus. I went so you didn’t have to.

Five takeaways, three winners, three losers this week, and what I’m chewing on next.

Five Layers Down: The Investable Stack Behind the Steroid Olympics
May 8, 20266 min read

Five Layers Down: The Investable Stack Behind the Steroid Olympics

Enhanced Games prices its IPO Today. The investment thesis runs deeper than the swim meet.

Buffett Just Compared Markets to a Church with a Casino Attached
May 5, 20266 min read

Buffett Just Compared Markets to a Church with a Casino Attached

Omaha was quieter than usual on Saturday. By Monday morning, Buffett's metaphor had become the whole market.

An Update on What We're Building, Where We're Going and How You Can Join!
May 3, 20269 min read

An Update on What We're Building, Where We're Going and How You Can Join!

The methodology, the stack, the roadmap, and how to be part of it from the start.

The Quiet Pivot Inside Ripple That Reframes How to Think About XRP
May 1, 20265 min read

The Quiet Pivot Inside Ripple That Reframes How to Think About XRP

A $4 billion transformation, the post-trade rails that nobody noticed, and why I hold both XRP and Bitcoin without contradiction.

Saylor’s Bitcoin 2026 Pitch: Bitcoin Is the Collateral. Digital Credit Is the Product.
April 29, 20265 min read

Saylor’s Bitcoin 2026 Pitch: Bitcoin Is the Collateral. Digital Credit Is the Product.

What Michael Saylor closed Day Two with, and why it matters more than the price action.

Thirteen Trading Trials, Zero Survivors
April 25, 20268 min read

Thirteen Trading Trials, Zero Survivors

Three famous market anomalies walked onto the beach this week. Five basis points sent them all home.

I Spent an Afternoon Talking About AI With a Local Nonprofit. Here’s What I Learned.
April 23, 20266 min read

I Spent an Afternoon Talking About AI With a Local Nonprofit. Here’s What I Learned.

A faith-based community here in Durham asked me to run a workshop for their operations team. Ten of us gathered in the library; here are the takeaways.

$13 Billion Walked Out of DeFi This Weekend
April 21, 20264 min read

$13 Billion Walked Out of DeFi This Weekend

A single attack froze $5 billion in depositor funds, dropped my Aave position 20% overnight, and rewrote how I think about crypto allocation.

How I'm Building a Monetization Machine Out of a Mac Studio, 1,200 Pages of Quant Books, and 1TB of Compressed Data.
April 18, 20269 min read

How I'm Building a Monetization Machine Out of a Mac Studio, 1,200 Pages of Quant Books, and 1TB of Compressed Data.

How an eight-week backorder forced a planning phase that turned out to be worth more than the hardware.

97% of Day Traders Lose Money and The SEC Just Invited More of Them In.
April 16, 20267 min read

97% of Day Traders Lose Money and The SEC Just Invited More of Them In.

The $25,000 day trading rule is officially dead. Two decades of guardrails, gone in a single order. Here’s what the data says happens next.

The Greatest Roster in Sports History Can’t Save This Stock.
April 14, 20268 min read

The Greatest Roster in Sports History Can’t Save This Stock.

Nike’s brand machine is still world-class. The business model isn’t. What investors should learn from a 76% decline.

I Let an AI Run 4,300 Weather Experiments While I Slept. Here's What It Found.
April 12, 20268 min read

I Let an AI Run 4,300 Weather Experiments While I Slept. Here's What It Found.

I'm building a system that can predict the weather better than your local newscaster. Here's how it works, what it's finding, and where it's actually going.

12 Companies, 83 Days: The Digital Asset Custody Monopoly Is Over
April 10, 20265 min read

12 Companies, 83 Days: The Digital Asset Custody Monopoly Is Over

Anchorage Digital held the only federal crypto bank charter for five years. That era just ended. Here’s what it means for your digital assets.

The Results Are In: What I Learned Putting Real Money Behind an AI-Powered March Madness Model
April 7, 20265 min read

The Results Are In: What I Learned Putting Real Money Behind an AI-Powered March Madness Model

Nobody's retiring (yet!), but deploying real capital into a systematic prediction market strategy was an incredibly valuable experiment. Here's what the data actually showed.

I'm Building an Engine That Tests Trading Ideas So You Don’t Have To
April 4, 202610 min read

I'm Building an Engine That Tests Trading Ideas So You Don’t Have To

How I'm using AI, SMART goals, and dedicated hardware to create a rigorous idea factory for trading indicators.

$4.4 Billion in 12 Months. The Investment Vehicle You Haven't Heard Of (Yet!)
April 2, 20266 min read

$4.4 Billion in 12 Months. The Investment Vehicle You Haven't Heard Of (Yet!)

Onchain vaults are changing what investors can see, control, and earn. Here’s what that actually means for you.

5 Lessons Backtesting Taught Me That Every Investor Should Demand From Their Fund Manager
March 31, 20266 min read

5 Lessons Backtesting Taught Me That Every Investor Should Demand From Their Fund Manager

What building an autonomous trading system revealed about how most strategies are sold versus how they should be evaluated.

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