Five things I keep writing about
Sorted by subject rather than date, because a subject accumulates authority and a date does not. Where one of my firms has already published the definitive piece, I link to it and add what only I can add.
Digital-asset market structure
How liquidity actually reaches a token: desks, market makers, and the difference between a listing and a market. GDA Group publishes the research; I write about what it looks like from the inside of a desk.
The pillar page for this theme is GDA Group’s research section. My pieces cite it and never restate it.
gda.group/research/ →Permanent capital and holding companies
Why I hold rather than recycle, and what changes when there is no fund life. Gord Holdings states the principles; I write the reasoning that led to them.
Gord Holdings holds the principles page. This is the commentary layer on it.
gord.holdings →Blockchain inside a regulated bank
No property in the family owns this subject, and I have the rarest possible credential on it. This site is the canonical page for it.
Open ground and a first-hand claim. The highest-value thing on the site to write first.
Virtual real estate, after the cycle
I co-founded and sold a company in this category. Also canonical here, and the one theme where a retrospective is worth more than a forecast.
Tokens.com’s own filings are the transaction record; the operator’s account is his alone.
The agent economy, as an investor
Flashy Group is a portfolio company and describes its own products. My interest here is the allocation question, not the product — and no product framing appears on this site.
Essay titles and dates are placeholders. The structure is real; the pieces are Michael’s to write.