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Over the last few weeks my timeline has been full of two kinds of posts: screenshots of Tether’s latest reserve breakdown, and people dunking on USDT after S&P cut its stability score to the lowest possible level. [Read More]

The most important trend in markets right now isn’t a new L2 or a hot app. It’s the quiet growth of dollar demand and how that demand moves through stablecoins, AI, and media. [Read More]

We’re living in a time when AI tools like GitHub Copilot and Cursor have become a regular part of the software development workflow. Developers can now crank out code at lightning speed—sometimes in half the time it used to take. But as the pace picks up, something worrying is starting... [Read More]

This week, Circle’s IPO reignited enthusiasm across capital markets, bringing renewed attention to stablecoins and their strategic role in the financial ecosystem. As part of my advisory work, I had the opportunity to speak with several asset managers and venture capital firms about how they perceive the current landscape and... [Read More]

Thanks for Cursor, recently I built three AI agents as my new employees and they worked very well. [Read More]