Blog
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Korea’s $590 Billion AI Bet: Chips or Hype?
There’s a pattern forming in major AI infrastructure announcements, and Korea’s latest move fits it almost too neatly.
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OpenAI’s IPO Delay Is Not a Setback — It’s a Mirror
The market treated OpenAI’s reported IPO delay as bad news. I think it’s asking a more uncomfortable question.
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The Asset That Ate Bitcoin’s Lunch Isn’t Another Cryptocurrency
BlackRock’s head of digital assets said the quiet part out loud this week — and it reframes the entire crypto selloff narrative.
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OpenAI Built Its Own Chip — But Is That Good News for AI, or Just for OpenAI?
Nine months from kickoff to tape-out is fast. Whether it’s fast enough to matter is a different question entirely.
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The Man Who Called Bitcoin a Bubble Is Now Building on Blockchain — and That’s Not a Contradiction
The loudest critics of crypto often end up being its most revealing validators — just not in the way anyone expects.
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Binance’s EU Crisis and America’s Crypto Law Push Are Actually the Same Story
Two headlines from opposite sides of the Atlantic — but I think they’re pointing at the same inflection point.
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The Bitcoin Miner That Sold Everything: A Signal or Just Survival?
When a public mining company sells 100% of its newly mined Bitcoin, it’s worth pausing to ask whether that’s a business decision — or a distress signal.