Insights & Writing
Deep dives into blockchain, DeFi, cypherpunk principles, and the future of decentralized systems
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Can Three Regulated CAD Stablecoins Actually Get Traction?
Canada now has three regulated CAD stablecoins. They are sound on paper, but between the yield ban, commercial bank settlement, and weaker transparency standards than USDC, none of them looks positioned to win meaningful market share. A Bank of Canada wholesale settlement layer would change the structural picture.
What zkTLS Actually Costs to Run: Processing Power and the Scaling Question
Part 1 established the compliance primitives. Part 2 addresses the scaling question: what does it actually cost to create and run ZK circuits at institutional scale? We break down the processing requirements of zkTLS across MPC, proxy, and TEE approaches, and explain why circuit creation (not proving speed) is the real bottleneck.
How Zero-Knowledge Proofs Fix Compliance's Identity Problem
Zero-knowledge proofs let you prove a fact without revealing it. For compliance, that means proving KYC without showing a passport. Three primitives are in production today: zkKYC, zkProof of Solvency, and zkAudit, backed by real protocols, real metrics, and real cost savings.
Compliance Is the Bottleneck for RWA Tokenization - and That's a Feature, Not a Bug
A token representing an RWA is purely a record or receipt. Real-world law determines real-world ownership. Here is how four leading protocols bridge that gap.
The KelpDAO Exploit: An Institutional Walkthrough of the $294M DeFi Breach
On April 18, 2026, KelpDAO lost $294M in a single exploit that didn't touch a single smart contract. Here is exactly what happened, why it happened, and what it means for institutional DeFi participants.
Canton Is Not a Blockchain - Here’s Why That Matters for RWAs
Canton and Ethereum are often compared as Layer 1 blockchains. They shouldn't be. One is a DLT database built for institutional privacy and multi-party workflows. Understanding the difference shapes which system you should build on.
How Tokenized RWAs on Canton Connect to Ethereum DeFi
Tokenized RWAs on private chains like Canton don't stay isolated. Here's exactly how they reach Ethereum DeFi liquidity, and why the stablecoin-bridge model has become the institutional standard.
What Could Go Wrong: The Risks of Investing in Tokenized RWAs
Tokenized RWAs offer real advantages — but they come with risks that institutional investors need to understand before committing capital. Here's what to watch for.