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writing

words.

Essays and notes — mostly to figure out what I actually think. On startups, economics, computer science, and whatever else has my attention.

all catastrophe-modelling defi flask ils ilw insurance insurance-linked-securities onchain oracles projects python reinsurance zero-knowledge

From Onchain Capital to Onchain Risk: ILWs as a Starting PointReinsurance capital has moved onchain, but the underlying risk hasn't. Why industry loss warranties (ILWs) are the natural first contract to put fully onchain — and the data, privacy and collateral problems that still need solving.23 July 202601