Markets.
Risk.
Notes.

A personal notebook for things I’m thinking about, writing down, buying, reading, modeling, or trying to understand before I forget them.

Markets

A small watchlist. If I don’t have a thesis, it doesn’t belong here.

BTCCollateral, monetary networkCore

TSLAAutonomy and city economicsResearch

GOLDPolicy-error reference assetReference

Draft · Sep 2026

Why the far edge of the risk curve does not belong exclusively to venture capital.

Favorites, recent reads, and things I keep stealing ideas from.

THE
HOBBIT

J.R.R. Tolkien · favorite

READY
PLAYER
ONE

Ernest Cline · favorite

READY
PLAYER
TWO

Ernest Cline · favorite

FIELD
NOTES

To be updated instead of faked.

Privacy infrastructure, a holdco, reinsurance, mining economics, and other things that keep surviving the first spreadsheet.

Less résumé, more running log.