Beyond Layers
A long ramble on blockspace: what it is, why it matters, blockspace as a Veblen vs Giffen good, Jevons paradox, and why scheduling beats scalability.
The Fappening
The Fat App Thesis: why value accrues from protocols to apps. Appchains, the superapp X, the Trojan Middleware and the blockspace wars of the 2020s.