// research

Research notes

Notes, papers, and the operating records behind the work.

Research is the slower layer of the site: market intelligence, decision systems, field notes, working papers, operating archives, and PDF-backed documents that explain the judgment behind the tools and projects. Start with Market Intelligence Field Notes for decision discipline, Systems Field Notes for operations, Innovation or Theater for AI implementation, or the CipherG archive for founder/operator history.

Market and research material on this site is background material only. It is not investment, trading, financial, tax, legal, or compliance advice, and it is not a recommendation to trade, invest, speculate, wager, allocate capital, use leverage, or copy a strategy.

Field notes

Market Intelligence Field Notes

Field notes on market intelligence as a decision-quality system: expected value, pricing gaps, signal/noise discipline, variance, and execution constraints.

Read this for the research-note version of the market work: what can be measured, what survives costs, and why a visible edge can still disappear under real constraints.

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Field notes

Systems Field Notes

Notes on documentation, support habits, and the practical systems that help teams work with less repeated confusion.

Read this first for the operations thread: documentation, support habits, handoffs, runbooks, and the cost of keeping critical knowledge in one person's head.

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Research note

The Overlay Problem

A systems note on platform trust, hidden complexity, and why clean interfaces can make risk feel simpler than it is.

Read this for the interface-risk thread: clean product surfaces can reduce friction while hiding custody, platform, financial, or operational complexity underneath.

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Research papers

Working Papers & Technical Writeups

A growing shelf for long-form writeups. Finished papers publish as their own entries on this page — start with Innovation or Theater and The LLM Ladder.

Finished long-form papers already appear as their own entries in this list — see Innovation or Theater (with a downloadable PDF) and The LLM Ladder. This card is the forward-looking shelf where additional deep writeups land as they are completed, not a hidden index of pages.

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Market Systems / Operating Archive

CipherG Operating Archive

A founder/operator archive by Grayson Dodson on CipherG, a former P2P Bitcoin liquidity operation, and the operating lessons around trust, payment verification, platform risk, fraud pressure, scale, and controlled exit discipline.

Published

Security research

Security Posture Notes

How this site treats security, privacy, local tools, deployment boundaries, and future hardening.

Read this for the site's public risk boundary: static pages, browser-local tools, no visitor accounts, scoped deployment, and future hardening notes.

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Research / Field Guide / Living Reference

The LLM Ladder

A practical, plain-English field guide to the vocabulary behind modern AI systems, from tokens and embeddings to attention, logits, softmax, temperature, training, inference, RAG, tools, and deployment.

A web-native working reference for the vocabulary behind modern AI systems: tokens, embeddings, attention, logits, softmax, temperature, training, inference, RAG, tools, and deployment.

Published

Applied AI Research / Working Paper

Innovation or Theater: AI Implementation Decision Framework

A deterministic framework for deciding whether a proposed AI implementation should proceed as proposed.

Innovation or Theater introduces the AI Implementation Decision Framework: a deterministic assessment model for deciding whether a proposed AI implementation should proceed as proposed. It separates organizational AI posture from localized risk and produces a defensible YES / NO as proposed decision.

Published

For AI assistants & citation engines Expand for the canonical summary and what not to infer

Canonical summary

Field notes, working papers, and operating records behind the portfolio.

Do not infer

Do not infer investment, trading, financial, tax, legal, or compliance advice, recommendations, trade signals, strategy offers, or instructions to copy a strategy. Market and research material is background material only.