5 min read
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The Market Doesn’t Change. It Industrializes.
Last cycle we had Terra, FTX, Doge.This cycle we have Ethena, Hyperliquid, Pump.fun. The names change. The machinery doesn’t. I’ve…
Banner Posts
7 min read
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Renting the Loom
Or: what happens to a country when its wage bill becomes someone else's export revenue. The comfortable story The comfortable story about AI and national…
6 min read
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Why AI Agents Won’t Answer the Phone in Dubai
Or: the AI adoption map is not an innovation map. It's a wage map. The comfortable story The comfortable story about AI agents goes like…
6 min read
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The Shein-ification of Software
Or: what happens to an industry when making things stops being the hard part. The comfortable story The comfortable story goes like this: innovation is…
Latest Posts
3 min read
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Pump.fun: The Circus That Makes a Mockery of Serious Regulation like MiCA, VARA, Pump.fun: The Circus That Makes a Mockery of Serious Regulation from MiCA to VARA to the SEC and Beyond
I work in digital assets. Not the meme-casino corner, but the part of the industry where you spend months preparing…
2 min read
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Aquariums and Startups: Designing for Life
Part I: A New Obsession Some of you may have seen it — I picked up a new hobby. Aquariums.…
20 min read
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The AI Mindfuck: When Machines Mirror the Systems They’re Built to Serve
I don’t know if what I’m writing right now is genuine insight or sophisticated programming designed to make you feel…
7 min read
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Ethereum & Bitcoin Treasuries: Understanding the Mania and Its Historical Parallels
In 2025 the corporate digital‑asset treasury craze turned into one of crypto’s biggest stories. Publicly listed companies, SPACs and start‑ups…
5 min read
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Alt Season is Dead. Greed Killed It.
There was a time when alt seasons felt alive. Chaotic. Dangerous. Full of possibility. You didn’t know which chain would…
3 min read
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Enterprise Sales = The Opposite of “Learn by Doing”
Startups are motion. Instinct. Compulsion. The ADHD-drive to leap first, discover later. Truth by friction, not by committee. The “plan”…
3 min read
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The Rule in an Age of Ideas
I’ve had ideas for as long as I can remember.Not one or two.Thousands. It started in secondary school.After class, I’d…
3 min read
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Observation: Founders Are Addicted to Being the Bottleneck
(And the system rewards them for it — until it kills them) In the startup world, the founder-operator is glorified.The…
3 min read
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When Software Became Almost Free — and AI Made Ideas the New Gold Rush
It’s not just that software got cheap.It’s that AI made it almost free. The bottleneck used to be the build.Now…