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06 essays · since may 2025

Essays on AI agents, markets, and payments. The long-⁠form side of what I post on X.

Timeline of 6 essays, may 2025 to oct 01, 2026. Each stem is one essay at its date; its height is the essay’s length in words.

2026

04 essays · 20 min

  1. jul 05agents · 2 min

    Fable 5’s Real Job Is Writing the Playbook

    Distill Fable 5’s judgment into a Skill: top models stop doing the work and start defining it. That may be how AI agents industrialize.

  2. jun 08agents · 4 min

    How to Actually Evaluate an Agent

    LLM evals grade answers; agents have permissions. A working framework for testing outcomes, process and safety before things break.

  3. may 12payments · 9 min

    Crypto Cards, Audited: The FX Slippage Eating Your Cashback

    Ten crypto cards measured against Google’s mid-market rate: the FX slippage nobody discloses is quietly eating your cashback.

  4. mar 20agents · 5 min

    Seraphina: Anatomy of an Autonomous Solana Memecoin Agent

    A fully autonomous Solana memecoin agent powered by Claude Opus 4.6. PIXEL +647% on day one. Full architecture, rubric, and risk rules.

2025

02 essays · 17 min

  1. nov 13markets · 6 min

    Illegal Profits, Legal Liquidations: The Exchange Playbook

    Scam wicks, mark-price games, pulled plugs, wash volume: how exchanges turn your liquidation into revenue.

  2. may 06markets · 11 min

    Don’t Die On-Chain: A Survival Guide for the Memecoin Trenches

    A field manual for the memecoin trenches: read the narrative, set your thresholds, sell into the noise and keep your stack alive.

06 essays · 6,994 words · 37 min

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