James Davies 3/13/26 James Davies 3/13/26 The bilateral problem in crypto margin Read More James Davies 3/11/26 James Davies 3/11/26 What blocks institutions from crypto at scale Read More James Davies 3/10/26 James Davies 3/10/26 The CFTC’s August 2026 window Read More James Davies 3/9/26 James Davies 3/9/26 Why build a new Clearinghouse Read More James Davies 2/19/26 James Davies 2/19/26 Engineering out mutualised risk in clearing Read More James Davies 2/16/26 James Davies 2/16/26 Stablecoin holding limits are a velocity control Read More James Davies 2/13/26 James Davies 2/13/26 A week of building with AI tooling Read More James Davies 2/13/26 James Davies 2/13/26 Two windows, two models, one afternoon Read More James Davies 2/12/26 James Davies 2/12/26 Getting Claude Co-work running on Windows Read More James Davies 2/10/26 James Davies 2/10/26 A rabbit hole on bank grade stablecoins Read More James Davies 2/10/26 James Davies 2/10/26 The New York Fed Just Published 43 Pages on Stablecoins. Here's what else needs to be said. Read More James Davies 2/10/26 James Davies 2/10/26 Claude Code, Cowork and the changing shape of business Read More James Davies 2/1/26 James Davies 2/1/26 Fix the default waterfall and everything scales Read More James Davies 1/16/26 James Davies 1/16/26 Section 11: Macro Economics & Financial Markets — The Foundation Beneath the Institutional Thesis Read More James Davies 1/15/26 James Davies 1/15/26 SECTION 10: PRIVACY — FROM CYPHERPUNK IDEAL TO INSTITUTIONAL REQUIREMENT Read More James Davies 1/13/26 James Davies 1/13/26 Section 8: Prediction Markets — From Niche Experiment to Mainstream Information Discovery Read More James Davies 1/13/26 James Davies 1/13/26 Section 9: Layer 1 & Layer 2 Infrastructure — From "Build Everything" to "Who Captures Value" Read More James Davies 1/12/26 James Davies 1/12/26 Section 6: Institutional Adoption - From Experimentation to Allocation Read More James Davies 1/12/26 James Davies 1/12/26 Section 7: Real World Assets & Tokenization - The TradFi Integration Bridge Read More James Davies 1/11/26 James Davies 1/11/26 Section 5: Regulation & Policy - From Enforcement to Framework Read More Newer Posts Older Posts
James Davies 2/10/26 James Davies 2/10/26 The New York Fed Just Published 43 Pages on Stablecoins. Here's what else needs to be said. Read More
James Davies 2/10/26 James Davies 2/10/26 Claude Code, Cowork and the changing shape of business Read More
James Davies 1/16/26 James Davies 1/16/26 Section 11: Macro Economics & Financial Markets — The Foundation Beneath the Institutional Thesis Read More
James Davies 1/15/26 James Davies 1/15/26 SECTION 10: PRIVACY — FROM CYPHERPUNK IDEAL TO INSTITUTIONAL REQUIREMENT Read More
James Davies 1/13/26 James Davies 1/13/26 Section 8: Prediction Markets — From Niche Experiment to Mainstream Information Discovery Read More
James Davies 1/13/26 James Davies 1/13/26 Section 9: Layer 1 & Layer 2 Infrastructure — From "Build Everything" to "Who Captures Value" Read More
James Davies 1/12/26 James Davies 1/12/26 Section 6: Institutional Adoption - From Experimentation to Allocation Read More
James Davies 1/12/26 James Davies 1/12/26 Section 7: Real World Assets & Tokenization - The TradFi Integration Bridge Read More
James Davies 1/11/26 James Davies 1/11/26 Section 5: Regulation & Policy - From Enforcement to Framework Read More
