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  • 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....
  • ZK

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...