Musings on Technology
A personal collection of notes, reflections, and essays on technology, finance, and building — written over the years as I made sense of the ideas shaping our industry.
The Fourth Halving: Bitcoin Enters Uncharted Territory
Bitcoin's fourth halving reduced the block reward to 3.125 BTC. For the first time, a halving occurs with spot ETFs creating structural demand. The supply-demand dynamics are unlike anything in Bitcoin's history.
Ethereum Dencun and the Layer 2 Fee Revolution
Ethereum's Dencun upgrade introduced proto-danksharding (EIP-4844), slashing Layer 2 transaction fees by 90-99%. Transactions on Arbitrum and Optimism now cost fractions of a cent. The scalability problem that has plagued Ethereum for years is being solved — not on the base layer, but above it.
Claude 3 and the New Frontier of AI Reasoning
Anthropic's Claude 3 Opus matches or exceeds GPT-4 on most benchmarks. The AI frontier is no longer a one-company race. Competition is driving capability improvements at a pace that is difficult to comprehend — and the implications for every industry are accelerating.
AI Coding Assistants Are Changing How We Build Software
GitHub Copilot, Cursor, and a wave of AI coding tools are transforming software development. After months of daily use, I can report: the productivity gains are real, the limitations are significant, and the implications for how we build technology — including crypto infrastructure — are profound.
RWA Tokenisation Crosses $1 Billion — The Tipping Point
Tokenised real-world assets on public blockchains have crossed $1 billion. Treasury bills, corporate bonds, and private credit are flowing on-chain at an accelerating pace. The convergence of DeFi and traditional finance is no longer a thesis — it is a market.
The Spot Bitcoin ETF Is Approved — A Decade in the Making
The SEC has approved 11 spot Bitcoin ETFs simultaneously — including BlackRock's iShares Bitcoin Trust. After a decade of rejections, Bitcoin now has a regulated, efficient investment vehicle accessible to every brokerage account in America. The implications for capital flows and market structure are profound.