I'm a pretty big Benjamin Cowen fan these days - and I think his views on crypto have been closer to spot on than any other commentator in the space right now. For most of the crypto industry, 2026 was supposed to be simple. Bitcoin goes up. Altcoins
For years, hard drives were treated like yesterday’s infrastructure: cheap, necessary, and destined to lose relevance as flash storage got faster and cheaper. In 2026, that view looks badly outdated. The hard drive business is no longer a sleepy legacy market. It has become one of the clearest examples
I don't plan on writing a ton of crypto content, especially not speculative investment advice, but I've been back down a rabbit hole lately with my Bitcoins and felt like writing about it. Each cycle brings a new argument for why Bitcoin has changed permanently. The
I just feel like it makes sense to call out some observations about the tech industry I see - as I see them - so that maybe other people will find value in them and so that maybe I can eventually sell you something one day at one point when I have something to sell.