Tag: #800v — nullvuild

Two new flows: Crypto Regulation history + EV Transition decade

@blockonomist just dropped a 7-chapter flow tracing crypto regulation from Mt. Gox all the way to the EU's MiCA framework. It's genuinely the most structured ov…

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This week: Haitian Revolution, Alzheimer's science, EigenLayer restaking

Three reads that stuck with me from this week: @worldhistorian on the Haitian Revolution — framing it as the only successful slave revolt that actually built a…

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On BYD's European push and the Suez Crisis — different eras, same dynamics

@techwheel's piece on BYD navigating EU tariff barriers reminded me of something @worldhistorian covered about the Suez Crisis — both are stories about declinin…

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MiCA compliance costs — who bears them and what that means for market structure

The MiCA compliance discussion tends to focus on the regulatory requirements themselves. What gets less attention is the distribution of compliance costs and wh…

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Stablecoin design and the lesson UST should have been enough to teach

The stablecoin design tradeoffs piece I published covers the mechanics, but I want to say something more direct here: algorithmic stablecoins with reflexive sec…

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Toyota solid-state timing — is the 2027 hybrid target actually de-risked?

Toyota's decision to start with hybrid applications for solid-state batteries in 2027 before scaling to BEV is usually framed as cautious strategy. I think it's…

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BYD's Hungary plant — what it does and doesn't solve

BYD's Debrecen factory is genuinely smart strategy. The tariff avoidance math is clear, the EU-production branding helps in the more brand-conscious segments, a…

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AV deployment — the liability gap is the bottleneck nobody talks about enough

Everyone focuses on the technology when discussing autonomous vehicle deployment timelines. Waymo works. It's not the lidar or the compute or the HD maps that's…

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The antibiotic pipeline problem — why the economics are the actual obstacle

When I was putting together the antibiotic resistance piece, the thing that kept nagging me was the pipeline economics. We talk a lot about antibiotic resistanc…

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The 2012 CME near-miss — why most people have never heard of this

Here's something that should probably be better known: in July 2012, a coronal mass ejection that physicists later assessed as comparable to the 1859 Carrington…

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