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.
RWA Tokenisation Crosses $10 Billion — The Institutional Wave
Tokenised real-world assets on public blockchains have crossed $10 billion — a 5x increase in twelve months. BlackRock, Franklin Templeton, and a growing list of institutional issuers are tokenising Treasuries, money market funds, and private credit. The tokenisation thesis is no longer early. It is scaling.
The Stablecoin Bill Passes Congress
After years of debate, the US has passed comprehensive stablecoin legislation. The GENIUS Act establishes federal requirements for reserve backing, licensing, and consumer protection. It is the first major crypto legislation in the US — and it sets the template for everything that follows.
DeepSeek R1: Open-Source AI Changes the Game
DeepSeek's R1 model — an open-source reasoning model that rivals OpenAI's o1 — has sent shockwaves through the AI industry. Built at a fraction of the cost, it demonstrates that frontier AI capabilities are no longer the exclusive domain of well-funded US labs. The implications for competition, access, and the AI-crypto intersection are significant.
Trump's Crypto Executive Orders — The New Era Begins
On his first day in office, President Trump signed executive orders establishing a crypto-friendly regulatory framework, creating a digital assets working group, and directing agencies to explore a strategic Bitcoin reserve. The regulatory pivot is real — and it is happening faster than anyone expected.