A lifetime of trying, failing, learning, losing and rebuilding—and still believing one right idea, investment, business or opportunity can change everything.

Crypto may be bigger than Bitcoin. The Stablecoin Thesis explores how digital dollars, short-term Treasuries and onchain lending could become financial infrastructure—and why I'm watching who owns the pipes.

Everybody sees what’s happening in front. I’m becoming more interested in what’s happening behind the scenes—the infrastructure, capital and ownership quietly shaping what comes next.