Infra
How many abstractions do we need?
Chain abstraction is a VC fix for a VC-created problem. The real abstraction will come from whoever builds the most...
Infra
Beyond Layers
A long ramble on blockspace: what it is, why it matters, blockspace as a Veblen vs Giffen good, Jevons paradox,...
DePin
Subsquid Pro Quo (AKA the Necessiware)
Why Subsquid is not middleware but necessiware: a decentralized data lake and query engine that feeds crypto frontends faster and...
Applications
Betting On 7 Deadly Sins
SocialFi: 100x-ing on pride, greed, wrath, envy, lust, gluttony and sloth. A history of speculation and theses on SAX, AlphaClub,...
RWA
RWA vs NWA
Real World Assets vs Networks Wit Attitude: why tokens are a new consumer product and a bottom-up commercial revolution, not...
RWA
Drop The Dash
Today's RWAs are just re-ledgering. The real prize is digitally native assets that manage their own lifecycle, starting with high-turnover...
Founders
Wedge is the Founder’s Edge
Or why you should never aim to capture 1% of a $1 trillion market. Why the wedge, not the TAM,...
Social
The Future Of OwnyFans
How social media became asocial, why friend.tech is Ponzi Social, and why Web3 is really commerce: tokens bundling culture and...
DeSci
Hair Is Money
The HairDAO thesis: a DAO of patients funding a cure for androgenic alopecia, flipping drug-trial unit economics and turning $HAIR...
Social
Crypto Chats for Crypto Chads?
Why most crypto messaging fails, and how chats can win on utility (smart messages, on-chain data) and status (on-chain identifiers)...
DePin
Decentralized Storage and Commerce in Web 3
From Napster to DSNs: how decentralized storage networks like Filecoin and Arweave could become Web 3's first real commercial market.
Social
Identity First, Apps Second: Beyond Gated Web 2 Platforms
Why crypto-native social media will emerge bottom-up: tokens and ZK identifiers indexing users, making identities primary and apps secondary.