Why I'm still bullish on payments
The dollar liquidity problem is the opportunity
All writing
10 essays2026
Cold Chains Need Offtakers
Why cold chain finance should be tied to signed throughput, not capacity targets
Not all money is the same
What African startup money actually looks like in 2026, and why the shape of it matters more than the size.
Are we screwed?
Kenya has trillions in savings, but it flows to the government and people with title deeds, not to the young people it educated.
Proximity to capital
Some thoughts on trust, capital, and being seen
What should we be building in Africa?
A journey from stablecoins and cross-border payments to a much bigger question about production
The financial container
I have been working in the blockchain industry for three years now, and I have witnessed three-quarters of the Gartner hype cycle as far as this industry is concerned.
Land reform in Japan, Korea, China and Taiwan
Notes from How Asia Works
Why There Is Always a Parallel Market
Why the premium never dies, and what it is actually telling you
Who Actually Owns Internet Money?
The simple version of how a bestselling business book quietly predicted who would control crypto, and how the trail runs from a college dropout all the way to the U.S.