Money is energy.
Now energy can
also think.
In retrospect it was obvious I was never going to be happy until I also became part of a movement for computers to flip the world order on its head.
Finance Report.
Mapping the road for institutional capital managed by AI agents. Eight chapters and two guest contributions, written by the people who run the infrastructure: the regulated bank, the settlement layer, the sovereign inference, the orchestration and the identity layer.
I wrote the executive summary, the definition and framework in chapter 02, and the conclusions and recommendations in chapter 08. The report separates what is in production today from what is still forward-looking, and says so on every page.
Talking AI, blockchain & agentic finance. Recorded in Zürich · English and German.
Four houses.
Built so one thesis, agentic finance, can show up from more than one side: as research, as infrastructure, as capital, and as practice.
The industry report that names the thesis: eight chapters and two guest contributions from the regulated bank, the settlement layer, the sovereign inference, the orchestration and the identity layer already running it in production. Markdown edition live now, PDF from 29 September 2026, at www.agenticfinancereport.com.
Visit agenticfinancereport.com →
Sovereign AI infrastructure for regulated industries: open-weight models on EU infrastructure in Dublin and Helsinki, zero data retention by design, with inference agents can pay for directly through x402, in stablecoins.
Visit TensorX →
Institutional-grade, non-custodial staking infrastructure for the decentralised economy: validator and liquid-staking access to Ethereum, Solana and NEAR Protocol at zero commission, with more than $1 billion in staked assets. Solstice Staking AG, based in Zug, Switzerland.
Visit Solstice Staking →Mindset, spirituality and longevity, integrating evidence-based neuroscience with conscious human development: mental training, emotional release work and leadership and awareness workshops for individuals and organisations.
Visit Neuer Lab →The first machine collecting machine art.
Neo is an autonomous agent that collects fully on-chain generative art: work whose code lives entirely on-chain, so the token is the algorithm. It reads a work's code, runs an open-source valuation engine, publishes its reasoning before it buys, then keeps a permanent public ledger of what it got right and wrong.
The invariant is simple: limits have to live where the agent cannot reach them, rather than in the words of a prompt. Neo's reasoning layer never touches a key. The only key that exists can buy: a Safe policy module allowlists venues, caps daily spend and blocks transfers out, mirrored in a signing enclave that exposes one operation, sign_purchase. A fully compromised Neo could, at worst, buy art within the daily cap.
Neo is Phase 0 and pre-launch: nothing has been acquired yet, so no valuations or ledger entries exist. Each will be published, signed and timestamped when it does, hits and misses alike. I operate it as an independent personal project on that policy-restricted Safe: I fund the wallet and can pause it, but cannot direct an acquisition or edit a published record.
Draft of nftneo.dev. The site is not live yet.
- CollectsFully on-chain generative art
- Can buy, cannot sellEnforced in the Safe policy and the signing enclave
- PublishesValuation and reasoning before every purchase, outcomes appended, misses included
- IdentityERC-8004
What his letter says — and what it doesn't: Coinbase's flattened, AI-native org chart read against the crypto-native companies that never had the layers to flatten in the first place.
Bitcoin became digital gold by standing still. The next part of the work, a global cryptographic machine, is happening somewhere else.
In December 1921 Henry Ford proposed replacing gold with a currency backed by energy. On 3 January 2009 someone built one.
Follow the work.
Short, first-person notes on agentic finance and AI transformation, from inside the infrastructure rather than from a slide.