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 popular app, like Galxe.
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.
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 cheaper.
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, Polymarket, Ryzz and Kizzy.
RWA vs NWA
Real World Assets vs Networks Wit Attitude: why tokens are a new consumer product and a bottom-up commercial revolution, not a top-down financial one.
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 markets like commercial paper.
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, is the founder’s real edge, with examples from Uniswap to Amazon.
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 product into one.
Hair Is Money
The HairDAO thesis: a DAO of patients funding a cure for androgenic alopecia, flipping drug-trial unit economics and turning $HAIR into the coordination layer.
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) rather than X-on-blockchain.