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.
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.
Why Privacy Failed – ZK Part 2
Why privacy has failed to gain adoption and how zero-knowledge tech can deliver pseudonymous, commercially viable privacy that still stops bad actors.
The Future Of Medicine Is Tokens
The DeSci thesis: permissionless capital formation for science, IP-NFTs, and why value accrues to scientists, DAOs and vertical marketplaces like Molecule.
Commerce In The Fluid Web
Revising Mitra’s Web 3.0 into 5C: context, content, commerce, community and crypto, and how a fluid, vertically personalized web blurs content and commerce.
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.
Crypto Products, But Increasingly Useful
Applying Bill Gurley’s Increasing Marginal Utility (IMU) to web3: how social, curation and search products like Lens, Tribz, Shil.me and Sepana can lock users in through switching loss.
Part 1: Can We Kill Moloch? ZK Basics and Virtual Machines
A primer on zero-knowledge proofs in blockchains: why ZKPs matter, STARKs vs SNARKs, the proving pipeline, hardware acceleration, and the zkEVM and zkVM scaling landscape.
Why ATOM 2.0 Is Not Really A Gamechanger (Part II)
A breakdown of the ATOM 2.0 proposal: Interchain Security, Liquid Staking, Interchain Scheduler and Allocator, the new inflation schedule, and implications for Cosmos DeFi.
Searching For Scale And Value Capture In The Cosmic Noise (Part I)
A deep dive into Cosmos scaling: horizontal scaling, Interchain Security, L1 smart contract platforms (Evmos, Neutron, Juno, Archway) and modular blockchains (Dymension, Saga, Celestia).