Selected public work
Research and ideas.
Markets research and notes on building with AI, by Sheldon Evans.
Abu Dhabi's investment council had 38% of its US-listed book in a bitcoin ETF at the end of June
A public research letter examining reported bitcoin ETF holdings, portfolio concentration and the limits of quarterly filings.
Your AI agents lie to you confidently. I found the fix.
Sheldon's original post on instructions and checks for AI coding agents. Read the post on X.