On finding your builders
Bitcoin is hard. Hard money, yes, but also hard to find consensus and the people in your corner. I often hear people refer to Bitcoiners as being tribal. While I’m proud to count myself a member of that tribe, they don’t mean a fun club; they mean a difficult and provocative group of people who…
On product design redlines
I wrote recently about getting Bitcoin (and Bitcoin products) into the hands of as many people as possible. I was talking through a product lens – the slow orange pill still has its place! – as there is too much at stake with tradfi players increasingly gaining market share with Bitcoin being offered alongside ‘comparable’…
On global products + borderless capital
Bitcoin promised decentralization and global reach. With 17+ years of history and its long-term survival no longer in doubt, what does on the ground adoption look like and can anyone truly offer a global Bitcoin product? For self-custody wallet builders the answer is probably yes, but most Bitcoiners are looking for broader utility – and…
On coherence in the AI era
AI is quietly dissolving the walls between company functions. Sales can write product specs. Developers speak fluent “commercial-ese.” Everyone’s more empowered, more informed, more capable. So who’s actually steering the ship? A thought piece by a product peer1 fueled my thinking here. They describe scenarios where the decision owner is fuzzy and product debt quietly…
On DATs [Digital Asset Treasuries] and L2s
I’m experimenting with short form articles here and on socials. Check out https://linktr.ee/davidrolls The DAT premium party is mostly over. Since the November 2024 peak, over $60B has been wiped from DAT market caps. Nakamoto’s stock price crashed ~98%, now trading at a double digit discount below net asset value – the biggest failure to date.…
On the four year cycle
I’m experimenting with short form articles here and on socials. Check out https://linktr.ee/davidrolls This has been in my drafts for months and – somewhat depressingly – the topic is still around today. The thinking is that the economy moves in four year cycles and, perhaps more relevantly, Bitcoin price does too. We got our Q4 crash…
On optionality (and growing up)
I’m experimenting with short form articles here and on socials. Check out https://linktr.ee/davidrolls I used to think optionality (the ability to keep as many options available as possible) was a unique strength of mine. This made me aloof and evasive on my position on many topics. The fear of offending somebody (and burning bridges) was real,…
On global adoption of cryptocurrencies (stringing together thoughts from recent interviews)
I’m experimenting with short form articles here and on socials. Check out https://linktr.ee/davidrolls Bitcoin gave us a unique opportunity to think about things on a truly global, decentralized scale. Most humans have some form of bias based on their geography and direct use case. Americans and Europeans (on the whole) are not bothered enough about debasement…
On the quantum threat to Bitcoin (insights from a recent Bitdev seminar)
I’m experimenting with short form articles here and on socials. Check out https://linktr.ee/davidrolls Current quantum tech can’t even crack factor-15 problems, let alone SHA-256. We’re talking orders of magnitude away. The “secret quantum computer” theory doesn’t hold up. Given the public $Bs in quantum R&D, a similar shadow program would be nearly impossible to hide.…
Death, Bitcoin and Taxes: Three Certainties in Life
This is a follow up to my thoughtpiece on Bitcoin utility: Beyond the HODL: Unlocking Bitcoin’s Utility The title may be clickbait – tax isn’t a sexy topic – but nearly every BitcoinFi company building for institutions that I have spoken to sees it as a major barrier to entry. Tax obligations for Bitcoin and…
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