Insights

Notes from the desk.

Written from a live book, not a whiteboard — survivability, building a trading operation, and validating an edge, from eight years operating crypto HFT systems.

  • Brand · Coming soon

    SBF and Us

    What the FTX collapse taught us about operational trust.

  • Build · Capital · Coming soon

    Why Trading Firms Die

    The infrastructure and risk-ops failures that kill profitable strategies.

  • Build · Coming soon

    Don't Hire a Team You Can't Find

    What it takes to stand up a crypto trading system — and why a build-partner beats a 12–24 month hire.

  • Validate · Capital · Coming soon

    Your Backtest Is Lying to You

    From backtest to live capital — the gap where edges die, and how to close it.

  • Risk & Ops · Coming soon

    How One Exchange Collapse Killed Two Banks

    The cascade from exchange failure to banking crisis.