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 Personally, I care about the philosophy of Bitcoin, but there will be periods where getting a product into as many hands as possible is more important 📈
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 The takeaway: Quantum concerns are real but years away. Bitdevs are moving deliberately, not panicking. Most current “quantum will kill Bitcoin” takes are FUD. Nobody knows for certain. Stay informed, not anxious.
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…
Beyond the HODL: Unlocking Bitcoin’s Utility
I want to talk about something potentially controversial – but timely – after spending a few days immersed in conversations at Bitcoin 2025 in Las Vegas. We’re all Bitcoiners. I don’t need to convince you of bitcoin’s soundness or the uniqueness of the Bitcoin network. But I do want to explore how we can do…
Should Bitwise launch a managed NFT fund?
A thought piece reflecting on a side degen project I ran in 2023 and a potential opportunity for a leading crypto fund manager. Just for fun. All thoughts and opinions expressed are my own. NFTs [Non-Fungible Tokens] have served as a gateway into crypto for millions. Unlike many digital assets, NFTs don’t require deep technical…
The Future
In earlier posts, I shared my career arc, motivations and the systemic issues plaguing our global financial system. 👋 I quit a cushy ‘TradFi’ career to go back to school and bone up on nascent technologies (big data, ML, AI), aiming to leverage them in a more socially impactful career. That path is still evolving,…
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