Brazil Risk
Brazil and the Silent Consolidation of Digital Money
Brazil's digital assets market isn't heading toward regulatory collapse — it's heading toward structural reorganization.
Brazil
Brazil Risk
O Brasil e a consolidação silenciosa do dinheiro digital
O mercado brasileiro de ativos digitais não caminha para um colapso regulatório — caminha para uma reorganização estrutural.
Market Infrastructure
How I would design a Brazilian power market on Hyperliquid
Listing the contract is the easy part. Building a market that companies trust enough to hedge real Brazilian power exposure is the product.
Market Infrastructure
Hyperliquid, energy and the next market infrastructure
Energy does not need another token. The more interesting opportunity is a programmable financial layer for electricity risk, collateral and settlement.
CFO Studies
What does it actually cost to move $10 million through Brazil?
The cheapest FX spread may not be the cheapest route. A framework for measuring execution, capital, time, operations and risk.
Operating Notes
The database is not the operating system
A database can store what happened. An operating system needs to understand what changed, what matters now, and what should happen next.