The Canaries
Open-source dashboards, each tracking a different tipping point. The thesis is simple: by the time these shifts are obvious, it's too late to prepare. These dashboards watch the early signals — the canaries — so you don't have to.
Macro Canaries
Three open-ended bets on technology shifts that reshape entire industries.
The Displacement Curve
“Where are we on the AI displacement curve?”
Tracks AI's disruption of professional services — legal, accounting, consulting, and more. Maps the progression from augmentation through full displacement using public data, earnings reports, and adoption signals.
Key Signals
The Quantum Qanary
“How close are we to Q-Day?”
Monitors quantum computing's progress toward breaking current encryption. Tracks qubit counts, error correction milestones, algorithm advances, and the shrinking timeline until RSA and ECC become vulnerable.
Key Signals
The Stablecoin Signal
“When does the off-ramp disappear?”
Tracks the tipping point when converting between USDC and USD becomes unnecessary. Monitors the five-layer interchangeability ladder — hold, earn, spend, borrow, invisible — using supply data, payment volumes, and regulatory milestones.
Key Signals
The Crypto Canaries
Four dashboards reading the crypto-native middle-market finance stack through one lens: public job postings. Regulation, tooling, talent, and comp — what crypto companies are actually hiring for.
Compliance Canary
“Is the crypto sector staffing up for federal regulation?”
Counts mentions of compliance credentials and regulatory keywords across open crypto-native middle-market finance roles. A rising signal means crypto CFOs are hiring people who can pass a federal audit. A flat or declining signal means the sector is betting regulation won't come for them.
Key Signals
Crypto Tool Curve
“Is purpose-built crypto-accounting tooling crossing the chasm?”
Measures what percentage of open crypto-native middle-market finance roles mention purpose-built crypto-accounting platforms (Bitwave, Cryptio, TaxBit, SoftLedger, Ledgible, Integral, Cryptoworth). A higher rate means crypto finance teams are standardizing; near-zero means companies are still hand-rolling subledgers in spreadsheets.
Key Signals
The CFO Gap
“Can the crypto industry staff its finance orgs?”
Tracks the percentage of senior accounting and finance roles at crypto-native middle-market companies that have been open more than 60 days, per sub-sector. A high stall ratio means the talent isn't there. A low ratio means the sector is staffing up.
Key Signals
Comp Pulse
“Is crypto-native comp drifting up or correcting?”
Tracks the direction and magnitude of compensation changes in crypto-native middle-market job postings — without ever publishing a specific company's salary. The Comp Index anchors to 100 on 2026-05-20; deltas vs. 7-, 30-, and 90-day averages tell you which way the market is moving.
Key Signals
All dashboards are open source, built with public data, and updated automatically.
Data, not opinion. If a trend stalls, the dashboard shows that.