Investor and technologist. Twenty years of taking rigorous tools into rooms that didn't have them yet.
Based in Colorado
Published Rethink Press, 2022
Media CBS · Reuters · WSJ
All human flourishing is downstream of technology.
So the only question worth asking is where the next one comes from, and how early you can see it.
That's not luck, and it isn't foresight either.
It's a habit: go where the practice has outrun the theory, take the rigorous tools nobody's brought there yet, and stay long enough to see it develop.
That habit has shaped every chapter.
I started in academic computing, managing systems infrastructure for a university and its regional partners. Then the Kansas Research and Education Network, where I advised state agencies on cybersecurity policy, served as registrar for the state's academic domain namespaces, and built telemetry platforms that collected and processed network data in real time.
The data-first orientation carried forward. As CTO of a web startup in the mid-2000s, I brought financial engineering to a domain that hadn't seen it — bid automation and yield management for programmatic advertising, with real-time revenue attribution and anomaly detection underneath. Nobody in ad tech was thinking about it as a markets problem. It is one. The company grew from zero to $30 million in revenue in about eighteen months.
Classical statistical tools, applied with engineering discipline to the right problem, produce outsized results.
Managing a first-generation family office, I pointed the same lens at markets.
The strategies that worked became systematic. The systematic approaches became funds. I launched a quantitative cryptocurrency hedge fund, applying the same ML discipline to digital asset markets. The trading worked. After four years, I took it private. Now TrueCode Capital is now a private investment management firm, taking no outside capital.
The book came out of the same period. Managing significant crypto exposure required a risk framework that didn't exist, because classical models weren't built for the asset class. So I built one for my own portfolio, then published it.
Cryptocurrency Risk Management was released in December 2022. That same month, FTX collapsed — the largest counterparty failure in crypto history. The book had mapped exactly that risk category months before it materialized. It hit Amazon bestseller status in the weeks that followed, and CBS, Reuters, and the Wall Street Journal needed a credible voice with a framework that predated the crisis.
The technologies that will matter most are being built right now, mostly by people the consensus hasn't noticed yet. That's where I've moved my attention.
I write independent research at Exponential Investing on frontier technology, emerging industries, and where the curves are actually bending.
I still build as often as I can, because the only way to understand the businesses of the future is to understand the technologies of the future.
And I deploy capital through TrueCode into the things I understand well enough to be early to as well as our real estate portfolio.