What Happened to Treasuries, Bitcoin, and Tokenized Funds After 23 Yen Shocks?
Across 23 large USD/JPY moves, U.S. yields, BTC/ETH, and a tokenized-Treasury allocation proxy moved—but not in a stable, repeatable sequence.
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Posts
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A chronological index of field notes on research, engineering, markets, and protocols.
2026
8 recordsWhat Glamsterdam Would Change About Settling Korean Stocks on Ethereum
A settlement workload calibrated to KRX's daily trading value fits within Ethereum's theoretical block-gas ceiling at the baseline. What changes under Glamsterdam is the cost of updating balances and creating new onchain state.
What Changes When Tokenization Reaches Market Scale?
What Changes When Tokenization Reaches Market Scale?
Where RWA Exchange Risk Actually Sits
Where RWA Exchange Risk Actually Sits
When Real-World Assets Move On-Chain, What Becomes Visible?
When Real-World Assets Move On-Chain, What Becomes Visible?
The SpaceX Trade Exists. Now Watch the Tape.
The SpaceX Trade Exists. Now Watch the Tape.
Tokenization Is Not Just Putting Assets on a Blockchain
Tokenization Is Not Just Putting Assets on a Blockchain