Writing
The Blog.
Essays on energy, money and agentic finance. Posted when I have something worth saying.
All articles
AI & organisations
Did Brian Armstrong Just Write the Bezos Letter for the AI Age?
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 & proof of work
Satoshi is working on Kaspa now.
Bitcoin chose to stand still. Kaspa is taking over and becoming the global cryptographic machine.
Economics
Energy currency.
Henry Ford proposed replacing gold with a currency backed by energy in 1921. Bitcoin built one, a century later.
The Agentic Finance Report
The framework behind this writing: eight chapters and two guest contributions on how institutions let AI agents act on capital. Free to read.