Thoughts
Posts on finance, technology, and building things.
The Convergence of Power Markets, AI, and Bitcoin Mining
February 20, 2026Energy generators are sitting on an unprecedented optionality stack. AI and Bitcoin mining have turned electricity into a direct input for value creation — and the market hasn't fully priced it in.
Why I Automate Everything
January 15, 2026On the philosophy of automation in finance — when to build systems, when to stay manual, and why the answer isn't always obvious.
The Future of Open-Sourced Finance
December 1, 2025Why the finance industry's default toward secrecy is starting to crack — and how open-sourcing tools, frameworks, and process can create more value than it gives away.