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• Argument for Supplyco

  June 16, 2025 Tags: markets, work, ai, industrial, manufacturing, supply chain

• Token: Considered Harmful

  In which I tell my peers exactly where they can stick their unlicensed securities.

  May 23, 2024 Tags: writing, research, work, crypto

• Will we ever get PMF as a better money?

  This post will discuss the possibilities in the market for blockchain-based money and financial products outside of speculation. I will argue that the situation isn’t great.

  The product-market-fit of money is the stability and ease of transacting

  May 22, 2024 Tags: writing, research, work, crypto

• C2PA Bear Thoughts

  This is a Twitter thread I posted about C2PA, reproduced and edited here for posterity because my Twitter auto-deletes.

  May 09, 2024 Tags: c2pa, provenance, decentralized-storage, writing, work

• Enterprise PMF for Filecoin talk

  I gave a talk at Fildev Reykjavik in September 2023 about why Filecoin doesn’t have product-market fit, the steps necessary to get there, and how my company attempts to make the network work. Based on market and product research conducted at Banyan.

  September 04, 2023 Tags: work, decentralized-storage, filecoin, talks

• Side zk work

  While I was at Zuzalu, I got pretty into writing Rust code for ZK / specifically folding.

  August 10, 2023 Tags: projects, work, zk

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