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In 2015, someone invited me to join a crypto startup instead of pursuing a PhD. They told me directly that the value of an academic degree was going to decline. I didn’t get it at the time. The credential felt important, the path felt legitimate, and the startup felt risky.... [Read More]

Not investment advice. Do your own research. [Read More]

What happened in 2025 wasn’t just a bad year on the charts. It was a structural transition. The uncomfortable part is that most people are still trying to interpret a new market using old cycle instincts. [Read More]

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]