Writing
The full corpus, republished here with correct provenance — filter by theme, or read at the original outlet where rights require it.
Stablecoins aren’t a profit center. So the future belongs not to a dominant issuer but to 140 rivals who agree on one neutral standard, and share the upside.
Decentralized intelligence will not win in the same format as the one we're being served by the large foundation labs.
Nadella defined what decides whether your company and job stay defensible as AI improves. The economics says it holds on a single condition. One his post left out.
Anthropic quietly rationed the one domain where AI compounds fastest. Its fix made the fence visible, but didn't move it.
The moral of the Fable: verification sets the speed, and the labs draw the borders.
What 17th-century maritime commerce teaches about liability when AI agents transact on our behalf.
The banking lobby's demand for an "airtight prohibition" on stablecoin yield is a margarine law. History says the airtight prohibition causes the substitution it fears.
As AI agents begin operating real systems, the question shifts from capability to control — identity, payments, and verifiable trust for machine actors.
AI is collapsing the cost of running finance while degrading the documents it trusts. Cryptographic rails solve both—and finally make four billion investors worth serving.
Generating the output is free. Knowing when it's lying is the moat. Why verification—not intelligence—is the binding constraint on the AI economy.
AI is collapsing the cost of running finance while degrading the documents it trusts. Cryptographic rails solve both—and finally make four billion investors worth serving
What the new stablecoin rulebook means for operators and corporate strategy.
Banks worry stablecoins will drain deposits. Data says they won't. The real value is replacing settlement rails built on duct tape and COBOL with a dollar that works.
In the age of AI, money needs identity. How World and stablecoins are building the boring infrastructure to separate humans from bots and scale the economy.
Proprietary CorpChains versus open networks: the platform war over the rails of the global economy.
How the GENIUS Act’s design could concentrate the stablecoin market — and how to stop it.
Libra is crypto's favorite ghost story. Stripe is betting the sequel, called Tempo, has a happier ending.
A framework for deciding whether corporate treasuries should hold bitcoin.
See Bitcoin as “money‑as‑software” and the actual pattern snaps into focus.
Can crypto go mainstream without losing its soul? Stripe’s Tempo will test whether openness can survive at scale.
What free-banking history warns about the new U.S. stablecoin framework.
Openness versus convenience as crypto reaches mainstream scale.
Measurability decides which work AI automates first — and where humans stay in the loop.
Build utility first, bridge old-and-new tech, execute flawlessly—why most crypto projects miss these basics and how getting them right will unlock mainstream adoption.
Stablecoins are at a crossroads: either fade into bank plumbing or outrun incumbents and own the distribution. Who's sprinting—and who risks being left behind?
Trump’s aggressive tariff gamble threatens dollar dominance—will taxing the world cost America its greatest economic privilege, and could crypto emerge as the winner?
President Trump’s executive order carefully positions the U.S. to lead in digital assets without undermining the dollar’s global dominance
Instead of merely stockpiling Bitcoin, the U.S. must overhaul its financial architecture to prepare for—and ultimately succeed in—open networks.
Today, Coinbase unveiled a bold new white paper, proposing permissionless networks as the key to transforming payments, finance, and beyond.
Weighing the case for a U.S. strategic bitcoin reserve.
In a world overflowing with AI-generated content and AI agents, can crypto step in to bring back trust, authenticity, and scarcity?
The latest crypto narrative positions it as the future backbone of AI. But how much of the hype holds up to scrutiny?
Why stablecoins won’t crown a single winner: success requires a complementary business model, not just exporting digital dollars.
Crypto regulation should reward building real utility, not speculation.
The SEC’s regulation by enforcement stifles innovation, undermines creators, and risks leaving the U.S. trailing in the race to shape the future of digital platforms.
As the battle over content moderation escalates, digital platforms and government mandates are failing. The solution is open protocols and community-driven fact-checking.
The competitive dynamics deciding who wins the stablecoin market.
Whether network effects make the stablecoin market tip to a single winner.
Big tech will not be tamed by lawsuits, fines or draconian rules, but by the same forces that fueled its rise.
After more than a decade of infrastructure building, crypto is at a turning point, and might soon find its ChatGPT moment.
The economic breakthrough underneath bitcoin’s design.
What crypto asset prices do — and don’t — tell us about underlying value.
Cheaper, faster payment rails as a lifeline for small-business margins.
Whether portable, user-owned assets can restore contestability to platform markets.
Why stablecoins matter, how they should be regulated, and what they mean for the future of money.
The case for open, interoperable payment rails over closed networks.
How regulators should approach decentralized finance and disintermediation.
Digital ledgers beyond bitcoin: what the technology is actually good for.
Why Libra’s design points toward decentralization rather than corporate control.
Permissionless blockchains have the potential to increase competition, privacy and innovation in digital platforms.
Separating durable economics from noise in the first blockchain wave.
