My research & thoughts on crypto, financial markets, & geopolitics.
The DePIN Energy Breakpoint
Decentralized infrastructure meets the world’s need for energy resilience.
The DePIN Energy Breakpoint
Decentralized infrastructure meets the world’s need for energy resilience.
The Syrup Standard: How Maple is Leading Private Credit into the On-Chain Era
Maple has defined itself as a full-stack, institutional on-chain asset management rail. Its ecosystem now spans syrupUSDC and syrupUSDT; Aave-integrated vaults that distribute that yield to a broader liquidity base; and a maturing governance token economy under SYRUP, upgrades that have allowed Maple to achieve record monthly protocol revenues last month.
The Syrup Standard: How Maple is Leading Private Credit into the On-Chain Era
Maple has defined itself as a full-stack, institutional on-chain asset management rail. Its ecosystem now spans syrupUSDC and syrupUSDT; Aave-integrated vaults that distribute that yield to a broader liquidity base; and a maturing governance token economy under SYRUP, upgrades that have allowed Maple to achieve record monthly protocol revenues last month.
Permissionless Perpetuals: Hyperliquid's HIP-3 and the Next Era of Derivatives
Ever wished you could 10x long a private company like SpaceX or Polymarket? Or a sports card? This week, it became possible.
Permissionless Perpetuals: Hyperliquid's HIP-3 and the Next Era of Derivatives
Ever wished you could 10x long a private company like SpaceX or Polymarket? Or a sports card? This week, it became possible.
From Seoul to SF: How Oobit’s Model Can Turn U.S. Crypto Holders into Everyday Spenders
South Korea just flipped a switch on crypto utility. With Oobit live, millions of Koreans can tap their phones at any Visa terminal and pay in their local currency, directly with crypto. It’s one of the cleanest real-world wallet → checkout bridges we’ve seen yet. The move follows Oobit’s partnership with Kaia, connecting USD₮-on-Kaia and $KAIA to everyday checkouts across Asia through the existing card network. Users are able to pay from Klip/Kaia wallets online and in store while merchants ...
From Seoul to SF: How Oobit’s Model Can Turn U.S. Crypto Holders into Everyday Spenders
South Korea just flipped a switch on crypto utility. With Oobit live, millions of Koreans can tap their phones at any Visa terminal and pay in their local currency, directly with crypto. It’s one of the cleanest real-world wallet → checkout bridges we’ve seen yet. The move follows Oobit’s partnership with Kaia, connecting USD₮-on-Kaia and $KAIA to everyday checkouts across Asia through the existing card network. Users are able to pay from Klip/Kaia wallets online and in store while merchants ...
The New Standard for Moving Money
Stablecoins are entering their supercycle, and they require chains purpose-built to operate at financial scale. Plasma is a Layer 1 chain that takes on that role.
The New Standard for Moving Money
Stablecoins are entering their supercycle, and they require chains purpose-built to operate at financial scale. Plasma is a Layer 1 chain that takes on that role.
From Seoul to SF: How Oobit’s Model Can Turn U.S. Crypto Holders into Everyday Spenders
South Korea just flipped a switch on crypto utility. With Oobit live, millions of Koreans can tap their phones at any Visa terminal and pay in their local currency, directly with crypto. It’s one of the cleanest real-world wallet → checkout bridges we’ve seen yet. The move follows Oobit’s partnership with Kaia, connecting USD₮-on-Kaia and $KAIA to everyday checkouts across Asia through the existing card network. Users are able to pay from Klip/Kaia wallets online and in store while merchants ...
From Seoul to SF: How Oobit’s Model Can Turn U.S. Crypto Holders into Everyday Spenders
South Korea just flipped a switch on crypto utility. With Oobit live, millions of Koreans can tap their phones at any Visa terminal and pay in their local currency, directly with crypto. It’s one of the cleanest real-world wallet → checkout bridges we’ve seen yet. The move follows Oobit’s partnership with Kaia, connecting USD₮-on-Kaia and $KAIA to everyday checkouts across Asia through the existing card network. Users are able to pay from Klip/Kaia wallets online and in store while merchants ...
Plasma: The New Standard for Moving Money
Stablecoins are entering their supercycle, and they require chains purpose-built to operate at financial scale. Plasma is a Layer 1 chain that takes on that role.IntroductionIn 2009, WhatsApp proved a simple idea: messaging should be instant, global, and free. Sixteen years later, money is set to have its WhatsApp moment. Stablecoins are exploding in scale and relevance, outpacing Visa and Mastercard in yearly transaction volume and establishing themselves as the rails of a new monetary OS. B...
Plasma: The New Standard for Moving Money
Stablecoins are entering their supercycle, and they require chains purpose-built to operate at financial scale. Plasma is a Layer 1 chain that takes on that role.IntroductionIn 2009, WhatsApp proved a simple idea: messaging should be instant, global, and free. Sixteen years later, money is set to have its WhatsApp moment. Stablecoins are exploding in scale and relevance, outpacing Visa and Mastercard in yearly transaction volume and establishing themselves as the rails of a new monetary OS. B...
