Cameron Otsuka

The first question you would probably ask if I told you that Google bought Spirit Airlines’ data at auction, including internal emails, documents, booking information, and other corporate data, is whether Google would use it to improve Google Flights (Google’s flight booking tool) or start its own airliner. The answer, is no. As far as I’m aware, Google is not planning to launch Google Airlines anytime soon. Instead, the data provides Google with a large corpus of real, internal, corporate…

What would a Bretton Woods for the stablecoin dollar era look like? Matt Dines thinks Asheville might be the key. Yen intervention, rewired trade routes, tokenized gold and new settlement rails all converge towards the next evolution in the monetary system.

queen, wwe, sean connery as a spaniard with a samurai sword? this movie has it all romance with roxanne came out of nowhere way too much screaming cuts are too often and sometimes incoherent i really like the cartoonish special effects wait, so the prize was just mortality? there can be only one

I’ll start today’s article off with a definition of formal verification as provided by Keagan McLelland on the Bitcoin Development Mailing List: Formal Verification is a practice in software development that gives greater assurances than typical testing procedures or forum arguments on how various schemes, protocols, and implementations behave. When we argue about how Bitcoin is designed or how it ought to be designed, engineers will make statements of fact about how the system works, but…

the movie making magic is on display here. the cyclops, the moving trees, guys getting picked off the ship, etc. really liked the saturn devouring his son reference hades scene was my favorite in both tone and how it was made odysseus somehow knows both his place in eras and how future audiences will hear of his story? this could have used some more editing. i think it could have been a 2.5 hour film, especially in the last few sections i think nolan does too much trying to spoon feed his…

The “Yentervention” is the key to understanding everything at stake: Matt Dines takes us through the carry trade, Treasury demand, Fed liquidity tools, and Japan’s role in the next U.S.-aligned AI and industrial system.

In the Bitcoin world, it would be incorrect to think a Bitcoin wallet actually holds any Bitcoin. Despite the similar names, Bitcoin wallets carry out very different functions from the common cash wallet we carry around in our pockets. Bitcoin is technically “stored” on the public blockchain and a user can “unlock” that Bitcoin to send it somewhere using a private key. That private key is what is actually being stored in a Bitcoin wallet. Across Bitcoin’s history, there have generally been two…

really toed the line between too much and okay if you don’t have a connection to the original material this is probably a tough watch, but felt they did a solid job updating for a modern audience while keeping the ridiculousness

main takeaway is i’m getting too old for bachelor parties couple funny jokes, but nothing special popcorn flick, watch for a good time, forget about it

the songs are so good, i wish i hadn’t seen this lots of references to korean culture, but midway through it was overdone i found the animation and design to be very generic

While the Fed maintained rates, Matt Dines thinks the vote split may be a hint of economic data to come. China is piloting a SOFR-style lending benchmark, and the US’ missile stockpile telegraphs a defense cycle that could last for years.

While protocols are generally all agreed upon and adhered to, it is extremely common to have competing pieces of software adhering to said protocol with slightly different understandings of how specifics are implemented. For example, we all use the HTTP (Hypertext Transfer Protocol) daily. The protocol is updated over time by first proposing a new change via an RFC (Request for Comments). These RFCs describe how changes to the HTTP protocol are intended to work: methods, behaviors, terminology,…

Bond markets are pricing a world that needs more resources. Matt Dines reviews the week of Houthi disruption and Hormuz tension, constraining Middle East energy flows to Asia, adding another force behind rising sovereign yields.

Oracle wants to build four datacenters in Wisconsin, estimated to cost $15 billion, as part of its broader compute infrastructure deal with OpenAI. But before Oracle commits to the development, they need to ensure the energy infrastructure needed for the massive data center will be built. Wisconsin considers these, “Bespoke Resources,” aka “power plants we built for a customer.” So We Energies builds the energy infrastructure, Oracle promises to buy the electricity for a long enough period of…

the target audience doesn’t realize this is the shopping addiction version of requiem for a dream hits every cliché branch on the way down

“de-gene-erates” is hilarious the core premise is an interesting thought experiment, but the overall plot unfortunately doesn’t do it justice

CPI cools, moving housing affordability to the center of Fed policy. Circle gets its national trust charter approved. China competition heats up with Kimi K3 and US election tampering announcements. with Matt Dines and I

Precursors of future dollar stablecoin headlines have hit the tape: SCOTUS rules on Fed independence, but Matt Dines sees breadcrumbs for the next legal fight I outline Open USD’s challenge to issuer-led stablecoins Mexico’s Brady Bond debt comes to roost

Stablecoins are a pretty easy concept to wrap your head around: you give the stablecoin issuer a dollar, they invest that dollar into some specified mix of “safe” assets, and in return they give you a digital token. That digital token has some magical properties that I won’t get into today, but they theoretically enable use cases that you aren’t able to achieve on traditional monetary rails. There have been many people who have noted this is kind of similar to what banks do, with one key…