17 Mar 2026

Over the past few years, we've seen the emergence of cleaner interfaces to interact with money (Revolut, Nubank, Robinhood) and rails to move it programmatically (blockchains/stablecoins). But money itself has remained dumb, with no context on the person who holds it and no ability to act on...

12 Feb 2026

We're at a strange moment in time in the crypto industry. There's never been more reason for optimism: we're on the verge of regulatory clarity, the infrastructure is ready, and mainstream adoption is finally happening. DeFi is merging with TradFi. Crypto is being exported...

03 Feb 2026

One of the best ways to keep up to date with all progress in AI is to use the latest products. Last week I finally got around to redesigning my blog, something I'd been meaning to do for a while. I use Ghost as my content management system,...

23 Dec 2025

The Farcaster team recently announced that they’re shifting focus away from building a standalone social app and toward a wallet with social features layered on top. Some were quick to interpret the move as a failure, a sign that decentralized social didn’t work, but I don't...

11 Dec 2025

Last week we announced our investment into Gondor, a company building financial services for prediction market users. In our investment post I wrote about how prediction markets are not just end user destinations, but also developer platforms and I wanted to expand on that. The two leading prediction markets today,...