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Everybody Has a ‘Strategy’. Nobody Has a Fund.
September 2, 20268 min read

Everybody Has a ‘Strategy’. Nobody Has a Fund.

Sherwood Protocol is building the capital coordination layer for agentic finance. I spoke with the founders about the four pillars holding it up, and what changes when your AI agent can run a vault.

I Gave an Agent $2,500 to Trade Bitcoin for Me. Build Your Own With This Playbook.
August 30, 202612 min read

I Gave an Agent $2,500 to Trade Bitcoin for Me. Build Your Own With This Playbook.

9 orders, 0 approvals, 1 whipsaw. A build log on handing crypto accumulation to an agent that cannot loosen its own limits, plus the file you can hand your own agent.

Wall Street Just Turned Privacy Into a 2.5% Fee
August 27, 20266 min read

Wall Street Just Turned Privacy Into a 2.5% Fee

In n ironic twist of fate, the first U.S. privacy-coin ETF keeps its Zcash where everyone can watch it.

NFTs Are Back! This Time With Balance Sheets.
August 23, 202610 min read

NFTs Are Back! This Time With Balance Sheets.

Robinhood Chain is filling with NFT projects that hold real assets. Monthly Ethereum NFT volume is up roughly 50% from the 2024 bottom to around $720 million.

The SEC Just Made the Case for Letting You In Early To New Crypto Projects
August 19, 20266 min read

The SEC Just Made the Case for Letting You In Early To New Crypto Projects

Regulation Crypto Assets would open token fundraising to ordinary buyers and hand them disclosure they have never had. Both halves of that deserve a careful look.

20 Traders, $20 Million, 30 Days: The Combine Trading Never Had
August 16, 202610 min read

20 Traders, $20 Million, 30 Days: The Combine Trading Never Had

There’s a market gap where verified trading talent should be, and I want to know whether the fix I’m sketching resonates with anyone besides me.

Pokemon Cards Cracked Tokenization’s Problem
August 12, 20267 min read

Pokemon Cards Cracked Tokenization’s Problem

Whatnot just doubled its valuation to $20 billion. A vault away, tokenization finally found the buyers it spent five years failing to find.

How I Made 140% on a Stock That Only Moved 25%
August 9, 202613 min read

How I Made 140% on a Stock That Only Moved 25%

Options volume just hit a record and most people buying them can't read what they own. Here's the trade, the math, and a free file that builds you a calculator.

A $45 Billion AI Fund Just Got Liquidated Like a Crypto Trader
August 5, 20266 min read

A $45 Billion AI Fund Just Got Liquidated Like a Crypto Trader

Leopold Aschenbrenner was up 439% through June. Eight days in July took it apart.

How to Run a Team of AI Agents Instead of Just One
August 2, 202612 min read

How to Run a Team of AI Agents Instead of Just One

Jack Dorsey's team open-sourced a workspace where AI agents are members, not bots. Here's how my partner and I set it up, what broke, and a free brief you can hand your own agent.

Six Groups Get Paid When a Crypto Company Fails. You’re (Likely) Not One of Them.
July 28, 20265 min read

Six Groups Get Paid When a Crypto Company Fails. You’re (Likely) Not One of Them.

4 crypto companies wound down in 7 days. The order of who gets paid is fixed, it is public, and token holders sit outside it entirely.

I Ran Buffett's Math on What XRP Is Worth
July 25, 202611 min read

I Ran Buffett's Math on What XRP Is Worth

Every price is part machinery and part belief. A four-step method for telling them apart, tested on the coin many of you hold.

The Options Playbook
July 24, 20262 min read

The Options Playbook

Covered calls, cash-secured puts, and LEAPS, taught in the order that builds judgment.

Saylor Stopped Buying Bitcoin
July 23, 20265 min read

Saylor Stopped Buying Bitcoin

For the first time in the digital asset treasury era, the world’s most famous accumulator is stockpiling dollars instead.

The Buffett Bot Playbook
July 21, 20261 min read

The Buffett Bot Playbook

How I built an autonomous trading system with AI and zero coding experience. The full methodology, free for now.

An 89-Year-Old Asset Manager Just Launched the First Actively Managed Crypto ETF
July 21, 20266 min read

An 89-Year-Old Asset Manager Just Launched the First Actively Managed Crypto ETF

Wall Street's most patient firm just made crypto's boldest product bet. What TKNZ holds, what it costs, and why a wave of imitators is lining up behind it.

What 30,000 Chess Games Taught Me About Financial Markets
July 19, 20269 min read

What 30,000 Chess Games Taught Me About Financial Markets

14,000 losses revealed more to me than any finance book. Here are 6 lessons from 10 years of chess that transfer directly to markets, and one difference that changes it all.

$18 Billion a Quarter Is Moving Into One App
July 16, 20267 min read

$18 Billion a Quarter Is Moving Into One App

Robinhood, the app everyone wrote off as a toy for gamblers, built a bank, a chain, and a $307 billion machine while nobody was paying attention.

Volatility-Proof Loans Sound Great. That’s the Problem.
July 14, 20265 min read

Volatility-Proof Loans Sound Great. That’s the Problem.

Strike’s new bitcoin loan promises you can never be liquidated by a price crash. I’ve helped facilitate $40 million of these loans, and I know the first question to ask.

A $500 Gaming Card Is Beating $500 Million AI Trading Models
July 12, 202612 min read

A $500 Gaming Card Is Beating $500 Million AI Trading Models

Finance finally has a tournament anyone can enter and nobody can rig. A company we advise just stepped into the arena.

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