Nerdsniped: How AI and Dollars Took Back Dominance From Bitcoin
Bitcoin succeeded enough to attract everything it was built to root out
The Mesh Point
Applying complexity theory and monetary history to Bitcoin. Why the first anti-fragile money system changes everything.
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The Pitfalls of Securitization: Influence Strikes Again
What chasing the narrative actually cost you. Three papers that did the math while everyone else followed the hype.
How America Is Fighting to Keep the Dollar on Top with Nik Bhatia
Why the GENIUS Act is America's most important monetary weapon since Bretton Woods
Reading Between the Lines
Beneath the narratives in macro, money, and geopolitics
EP65 Base Money, Broken Systems, and Bitcoin's Role with Matthew Mežinkskis
Takeaways from our discussion on Bitcoin's Scaling laws and future
Are We Losing Independent Thought at the Exact Time We Need it Most?
Your context and your attention matter more than you realize.
The Dollar’s Paradox
When your currency runs the world, your government stops working only for you. Triffin’s Dilemma explains the tension Americans are finally starting to notice.
The Bitcoin Treasury Company: Modernizing the Business Development Company and the Cost of Access
Dilution, Spreads, and the Modern Bitcoin Investor's Dilemma
Asking the Right Questions in a Changing World
Stablecoins, industrial policy, and the danger of using yesterday’s playbook
Repost: Time, Money, and People Change. Liquidity Crises Don't.
With rumors swirling of a bullion dealer and major crypto entity in trouble due to leverage, a timely revisit of the past is necessary. Originally posted 2022.