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.
Blockchain in Supply Chain: Hype vs. Reality
Supply chain is one of the most cited enterprise use cases for blockchain. Some of it is real. Much of it is marketing. The key is understanding where shared truth matters — and where a database is enough.
Why I'm More Bullish in a Bear Market
The best signal in crypto isn’t price. It’s what people build when nobody is watching. Bear markets strip away tourists — and what remains is the part of the ecosystem that actually compounds.
Crypto's First Real Bear Market: What History Tells Us
When prices fall, narratives collapse. But bear markets are not just destruction — they’re selection. If crypto is building real infrastructure, the downturn will reveal what’s durable and what was just leverage and storytelling.
The Coincheck Hack: $530 Million and the Case for Decentralized Custody
Coincheck’s $530M loss isn’t a one-off. It’s a predictable outcome of a market where users park billions on centralized honeypots. If crypto is serious about becoming infrastructure, custody must evolve from an afterthought into a first-class design principle.
The $800 Billion Question: Is Crypto Overvalued?
At the start of 2018, crypto is brushing up against a trillion-dollar market cap. The numbers feel unreal — but the right question isn't whether prices are high. It's whether the infrastructure being built can justify global scale.