The U.S. military invests in advanced weapons, autonomous aircraft, and artificial intelligence. But there is a less glamorous question: Can it get the right fuel, ammunition, and spare parts to the right place at the right time? In an October 2026 interview with Axios, Woody Glier, CEO of Gallatin
Stablecoins are supposed to be dollars. USDC is designed to be worth one dollar. USDT is designed to be worth one dollar too. So here is something I find strange. If they are all based on the same dollar, why do we need so much infrastructure just to make them
DeFi has spent years trying to solve one of its biggest limitations: over-collateralization. Want to borrow $1,000 in DeFi? You may need to lock up significantly more than $1,000 in crypto first. That makes lending safer for the lender. But it also defeats one of the main
For more than a century, modern society has been built around a simple idea: people work to survive. We go to school to become employable. We choose careers based on income and status. We measure success through salaries, promotions, titles, and professional achievements. Governments measure economic health through employment, productivity,
Silicon Valley has spent decades telling us that disruption means replacement. A new technology company arrives, finds an old industry that seems slow and inefficient, builds a better alternative, and eventually takes over part of the market. It is easy to imagine defense following the same path. A venture-backed
The rise of companies like ARX Robotics did not happen in isolation. Defense technology has been undergoing a broader shift toward venture-backed startups, dual-use technologies, and faster development cycles—a transition I explored in my earlier piece, Code to Combat: How Venture Capital, Dual-Use Tech, and Agile
If you walk into a traditional bank and ask to borrow ten million dollars without putting down a house, a car, or any form of collateral, the loan officer will probably laugh you out of the room. In traditional finance, credit is built around trust, history, and collateral. DeFi works
In the previous article, we asked a simple question: What happens if a Rollup sequencer lies? What Happens If a Rollup Sequencer Lies? A sequencer may process transactions and propose a new state. But what stops it from simply making something up? The answer is that a Rollup needs a
A Rollup can process many transactions without putting every transaction directly on Ethereum. But there is a problem. Someone still has to decide the order of those transactions and process them. That person, or more precisely, that system component, is called a sequencer. So here is a simple question: What
For the longest time, the unspoken rule of Web3 development was absolute obedience to the Ethereum Virtual Machine (EVM). If you were building anything serious, you wrote in Solidity, deployed to an EVM-compatible chain, and prayed to the congestion gods that your transactions wouldn’t get stuck in a
If you ask ten people what a Zero-Knowledge Proof (ZKP) is, nine of them will tell you it is a privacy tool used to hide transaction amounts or anonymize crypto wallets. For a long time, that was the mainstream narrative. ZKPs were treated as a digital cloak, designed to
For the past couple of years, the intersection of AI and crypto felt like a massive marketing gimmick. Every random token project slapped "AI" onto its whitepaper, promising decentralized ChatGPT wrappers or GPU-sharing networks that went nowhere. It was pure noise designed to hype retail investors. If