BLOCKCHAIN INTELLIGENCE · 11 MIN READ · OCTOBER 30, 2026
A Wallet Cluster Is a Hypothesis, Not an Identity
An explainable framework for clustering, entity resolution and evidence-aware attribution.
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— Independent thinking on finance & technology
Ideas for a world
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Analysis and field notes by Dor Arad on blockchain intelligence, payments, product building and entrepreneurship.
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INTELLIGENCE × INFRASTRUCTUREThe focus
Looking past the noise to understand the systems shaping tomorrow.
Clear, experience-led perspectives at the intersection of technology, finance and real-world execution.
Blockchain Intelligence
Tracing value, understanding risk and turning complex on-chain activity into useful evidence.
Fintech & Payments
Payment infrastructure, digital finance and the systems moving money across borders.
Technology & Product
Practical notes on building products that work in demanding, regulated environments.
Entrepreneurship
Lessons from ideas, ventures, setbacks and the discipline required to build again.
Selected writing
Latest insights
BLOCKCHAIN INTELLIGENCE · 10 MIN READ · OCTOBER 15, 2026
A Bridge Is Not an Attribution
Protocol linkage, delivery versus ownership, avoiding double counting and preserving uncertainty.
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CRYPTO SECURITY & BLOCKCHAIN INTELLIGENCE · 12 MIN READ · OCTOBER 8, 2026
Quantum Risk Is Not a Countdown
What Europol’s new report means for key inventories, wallet exposure, migration capacity, crypto-agility and forensic continuity.
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VENTURE CAPITAL & AI · 11 MIN READ · OCTOBER 4, 2026
AI Is Lifting Venture Valuations. Is It Fixing Venture Capital?
The gap between paper wealth and investor distributions, and the accountability needed to turn the AI boom into durable returns.
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AI & CAPITAL ALLOCATION · 12 MIN READ · OCTOBER 4, 2026
AI Meets the Cost of Capital
Why real cash flow is only the beginning: higher yields, infrastructure commitments and the returns needed to justify the AI buildout.
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MARKETS & ACCOUNTABILITY · 12 MIN READ · OCTOBER 4, 2026
When Big Funds Gamble
The French bond trade, the dangers of crowded leverage and the accountability gap between private rewards and broader consequences.
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AI & BLOCKCHAIN INTELLIGENCE · 12 MIN READ · OCTOBER 1, 2026
One Case, Many Signals
What Operation Shams II teaches about joining AI, blockchain analysis, biometric information and analyst review without turning a technical match into proof of guilt.
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BLOCKCHAIN INTELLIGENCE · 11 MIN READ · SEPTEMBER 17, 2026
When Value Leaves the Chain
Why modern crypto investigations must follow value across blockchains, banking, trade, cash and physical assets.
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BLOCKCHAIN INTELLIGENCE · 10 MIN READ · SEPTEMBER 3, 2026
Beyond the Transaction Graph
What a new court-authorised operation reveals about connecting blockchain tracing, asset control, domains, servers and defensible evidence.
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TECHNOLOGY & PRODUCT · 6 MIN READ · SEPTEMBER 1, 2026
Multichain Is Not a Dropdown
Why supporting EVM networks is a product, risk and operations system—not merely a wallet selector.
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BLOCKCHAIN INTELLIGENCE · 8 MIN READ
How Blockchain Intelligence Is Changing Financial Investigations
Public ledgers made transactions visible. The real challenge is turning visibility into context, evidence and decisions.
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FINTECH & PAYMENTS
The Future of Zero-Fee Payment Infrastructure
Why lower friction depends on better architecture—not only lower pricing.
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From Idea to Product in Regulated Markets
How clarity and operational design shape products where mistakes are expensive.
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ENTREPRENEURSHIP
Building, Adapting and Beginning Again
Practical reflections on ventures, teams and decisions made under uncertainty.
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