One email a month. No filler.

I send a single newsletter per month with long-form analysis on the things I work on daily – DePIN economics, blockchain governance, enterprise adoption of decentralized infrastructure, and occasional notes from building Titan Network. It’s the stuff I’d write anyway, delivered straight to your inbox without the Twitter algorithm’s opinions on what you should see.

What you get:

  • One or two in-depth pieces, grounded in real metrics and lived experience
  • Curated reading – the few things I actually read that week worth your time
  • Occasional research previews before they’re published elsewhere

What you won’t get: price predictions, hype, partnership announcements with no substance, or anything I wouldn’t want to read myself.

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Recent editions

  • The Revenue Question in DePIN – why node count is the wrong metric and what to look at instead
  • Governance is Political Philosophy, Not a Tech Feature – notes from Lido dual governance research
  • What Filecoin’s Utilization Jump Actually Proves – from 3-4% to 36% and the work behind it