Selected Writing

Thoughts on scaling products, building communities, and the intersection of content and growth.

State of DeFi 2025

A comprehensive overview of decentralized finance in 2025, covering capital flows, LSTs/LRTs, yield aggregation, and sector deep dives.

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x402 and the Race to Build the Payment Layer for Autonomous Software

Is agentic commerce becoming real infrastructure, or are we watching another category get marketed into existence? Examining Coinbase's x402 protocol.

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