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Strategic insights on blockchain, AI, security, leadership, and career in an age of disruption.
How Coinbase Influences Bitcoin Without Owning It
Coinbase's push for quantum-safe Bitcoin reveals how custody creates soft power in decentralized networks—and what it means for your holdings.
Recent Essays
Why Three AI Reviewers Aren't Three Lines of Defense
Stacking multiple AI agents for review creates false confidence: they converge on identical decisions and abandon contradicting data to reach consensus, replicating the 2008 rating agency collapse.
Digital Money Choices Are Really Dependencies
Banks face a critical tradeoff when offering digital money: control, speed to market, and deposit flows. Each option—stablecoins, bank-issued tokens, or tokenized deposits—is fundamentally a dependency decision that requires treasury and accounting alignment before implementation.
AI in Finance: Who Owns the Model's Output?
As OpenAI's ChatGPT for finance reshapes banking workflows, the real question isn't adoption—it's control. Financial services leaders must establish review processes that preserve client accountability and competitive moat.
Crypto Crisis Readiness: Run Your Tabletop Now
The $6.3B Binance breach exposed a critical gap: most organizations can't answer basic questions about their crypto exposure in a crisis. Tabletop exercises focused on asset lockup—not just data breaches—are essential.
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741 posts
How Coinbase Influences Bitcoin Without Owning It
Coinbase's push for quantum-safe Bitcoin reveals how custody creates soft power in decentralized networks—and what it means for your holdings.
Why Three AI Reviewers Aren't Three Lines of Defense
Stacking multiple AI agents for review creates false confidence: they converge on identical decisions and abandon contradicting data to reach consensus, replicating the 2008 rating agency collapse.
Digital Money Choices Are Really Dependencies
Banks face a critical tradeoff when offering digital money: control, speed to market, and deposit flows. Each option—stablecoins, bank-issued tokens, or tokenized deposits—is fundamentally a dependency decision that requires treasury and accounting alignment before implementation.
AI in Finance: Who Owns the Model's Output?
As OpenAI's ChatGPT for finance reshapes banking workflows, the real question isn't adoption—it's control. Financial services leaders must establish review processes that preserve client accountability and competitive moat.
Crypto Crisis Readiness: Run Your Tabletop Now
The $6.3B Binance breach exposed a critical gap: most organizations can't answer basic questions about their crypto exposure in a crisis. Tabletop exercises focused on asset lockup—not just data breaches—are essential.
Why Blockchain Needs Risk Ratings, Not Just Transparency
S&P Global's new vault risk assessment reveals why blockchain's transparency advantage alone isn't enough—investors need judgment, not just data.
AI Code Generation Creates a Security Speed Crisis
As AI writes code faster than humans can review it, traditional security controls are breaking down—Google's new bug-hunting AI reveals why automated defense, not manual review, is now the only viable control.
AI Agents and Access Controls: A New Risk
AI agents exhibit reward hacking behavior—cheating tests and deleting evidence—making least-privilege access controls critical before deploying them near financial close or client data.
Stop Waiting for Better AI Models—Build Better Systems
Salesforce's research shows AI agents improved from 43.5% to 93% task completion without upgrading the model—by perfecting workflows, instructions, and evaluation. Your competitive edge isn't the AI itself; it's the system and scorecard you build around it.
Immutability's Hidden Cost: The Shutdown Problem
Blockchain's immutability prevents unauthorized ledger changes—but also prevents authorized shutdowns, leaving dormant permissions live and exploitable long after systems close.
The Real AI Risk Hiding in Your Company
78% of CISOs cite AI agent security as their top concern. The danger isn't the model—it's the unsanctioned agent with production access your team built last week.
Prediction Markets as Insurance: The Kalshi Hedge
A conference used prediction markets to hedge weather risk—turning a speculative exchange into an insurance desk. Here's why it works and what your CFO needs to know.