Short notes on digital assets, investing and adoption, adapted from my LinkedIn posts. Each links to the original conversation.
From Bitcoin’s evolving role to the value of identity in an AI-driven world: the questions I’m thinking about as an investor.
My views at the time of each post, not personal investment advice.
Quantum computing is a real security challenge, but I see it as a question for the wider internet—not just Bitcoin. My focus is on the response: quantum-resistant addresses, post-quantum signatures and a migration away from vulnerable keys. Rather than treating every new warning as the end of Bitcoin, I ask how quickly the network can adapt.
Read original postAn attractive promise is not a substitute for understanding the business behind it. Drawing on investment pitches and past failures, I explain why the word “assured” makes me uneasy. A few venture investments can generate exceptional outcomes; many return nothing. Nobody can promise which will succeed, and a guaranteed-return pitch deserves harder questions—not less scrutiny.
Read original postSome early critics judged Bitcoin as a currency, a way to buy everyday goods or an asset that should produce cash flow. Its role developed differently: something people hold, borrow against and increasingly compare with digital gold. I see a familiar venture lesson here—the use case that succeeds is often not the one a founder originally pitched.
Read original postCountries are not all competing for the same thing through crypto. I contrast Dubai’s appeal to founders, Singapore’s institutional infrastructure and Bhutan’s use of hydropower to build a Bitcoin position. The useful starting question is what a country already does well—and how digital assets can make that advantage valuable. There is no single winning national strategy.
Read original postIndia’s digital public infrastructure offers a lesson for blockchain: people want to make a payment or receive an asset, not learn the technology underneath it. I argue that tokenization succeeds when policy, technology and adoption move together. The breakthrough is not getting everyone to talk about chains and wallets—it is making useful financial services simple enough that they do not have to.
Read original postConvincing profiles, meeting invitations and investment offers can conceal impersonation. I describe a fake-call experience and why verifying the person now comes before evaluating the pitch. Aadhaar and World approach identity from different directions, with privacy still a central question. My view is that identity, reputation and proof of a real person become more valuable as AI makes content abundant.
Read original postMy stablecoin thesis moves beyond whether the technology can work to who captures the value around it. Issuers, payment networks, exchanges and financial platforms are building different parts of the same system. As stablecoins connect with more of finance, the questions become who controls distribution, who provides the payment rails and who benefits from the balances held within them.
Read original post