There are three pillars to crypto x AI: aggregation, verification, and self-custody. Loved diving in to this with Jeff Wilser - excerpt below and full podcast for the brave here: open.spotify.com/episode/6bNXc4…

Bitcoin showed us how to coordinate resources at massive scale. Now Decentralized AI can leverage that playbook to unlock an even bigger opportunity: Collective Intelligence. Here’s why I'm excited & the principles Decentralized AI can borrow from Bitcoin. Link below

Variant is hosting co-working with Phantom on May 21 at our office. If you're at Solana Breakpoint 🇦🇪 Abu Dhabi Dec 11-13 sign up here: lu.ma/xqouspi6

In crypto, moats are weak. Open supply lets new apps piggyback on incumbents, aggregate demand, and then spin up their own stack. This recursive loop plays out again and again. Jack Longarzo and I call it the fractal pattern — and this piece is a playbook for defending against

Congrats to ya3kov and the 3Jane team. 3jane is a novel DeFi protocol pioneering crypto native credit expansion and I'm excited to see this play out.

For those ready to seize the challenge: Felix Labs is hiring for three roles: 1. a senior frontend engineer 2. a senior full-stack/generalist engineer 3. a senior (or hungry junior) BD Want to come build out the future of Hyperliquid and Felix? Comment / DM me or

Excited to announce our seed investment in Project 11 Imagine waking up in a decade to find your Bitcoin wallet drained. Not because of a hack, but because the math that once protected it has silently broken down. No alerts. No patch. Just physics, catching up. The financial

Love it or hate it sparking controversy to get attention and then launch a product is a playbook that isn't going anywhere

Today’s focus on revenue is largely a response to the lack of clarity as to what most tokens do or what the intentions of the teams behind them are. The easiest way to provide clarity on both is to pour cash into buying back the token on a public blockchain.

The delta between tokens and equity will converge as we figure out neither structure is inherently better than the other and it depends on what you’re building and how you’re building it. As a result those who have not been thoughtful about governance, operational efficiency,