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crypto
Bitcoin’s Next Demand Shock Won’t Come From Humans
The market still models Bitcoin demand as a human behavior problem. That model breaks the moment autonomous agents start settling value natively on-chain.
8 min readMar 18, 2026
bitcoinagentic-aimarket-structuredigital-scarcityinstitutional-adoption
ai
AI’s Bottleneck Isn’t Chips. It’s Water.
The AI race looks like a compute contest because compute is visible. The real constraint sits under the floorboards: water, and the systems that keep thermal failure from ending your uptime.
7 min readMar 17, 2026
ai-infrastructuredata-centerswater-stressengineering-leadershipcapacity-planning
ai
What Your Glasses See, They Own: The Ambient Data Problem in AI Wearables
AI wearables don't collect data the way your phone does — they collect ambient reality. The trust architecture that governs that data was never designed for what these devices actually capture.
7 min readMar 10, 2026
aiprivacywearablesdata-architecturesurveillance