What we're thinking about
Analysis on the markets and rails we operate in. Not financial advice. Not tax advice. Just the work.
Tokenized Mortgage Bonds — unfreezing a market that's been stuck for two years
TMB lets MBS originators sell at 90c and lets BV recover the spread through senior, mezzanine, and junior tranches plus a 20c originator preferred claim. Here's the math and the mechanics.
How §6418 transferability unlocks a $50B secondary market
Before §6418, IRA tax credits were trapped on the originator's tax return. The transferability provision created a cash market that DeFi is uniquely positioned to clear. Here's the architecture.
BV Compute — why the AI economy needs the same primitives as the energy economy
GPU-hours, model weights, inference calls, and outcomes are commodities the financial world doesn't yet treat as commodities. We're building the four tokens that fix that.
Why BV Innovations DeFi
A note on what we're building and why. Five suites, one trust layer, and a deliberate plan to rebuild the analog infrastructure of the most consequential markets in the economy.