Research

Research, as it happens.

Short notes from the desk. What I am watching, as it forms. The longer theses live in Insights.

RWA × privacy · June 2026

Private RWAs: owning the real world, privately

A deep dive into ZK-RWAs — how zero-knowledge tokenization restores privacy to ownership, protects human rights, and reconciles compliance with freedom. Real estate first, opened to Zcash (ZEC).

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AI × crypto · June 2026

Why AI and blockchain need each other

Why the two defining technologies of the decade converge — with NEAR as the primary example of user-owned AI, plus Bittensor (TAO) as a market for intelligence and Venice (VVV) for private inference.

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Published in the open, when the work warrants it. Detailed material is shared with qualified investors directly — request access.