weaponised inefficiency erodes systems faster than explicit aggression

enough with the roll-ups bro, someone launch a shawarma chain

I've been very deep in the AI x Crypto rabbithole for a bit. In particular

1. Open-data marketplaces for niche data-sets
2. Physical infra marketplaces (DePin) (GPU seems in demand , wonder why)
3. ZKML for verification of AI outputs and
4. Incentivisation/identification layer…

attention deficit financial disorder

no amount of deal making, lawyering, “quid quo pro” brokering can match the strength of a partnerships formed inside of high-trust networks built with pay-it-forward culture and abundance mindset

this is why the valley keeps winning

Been working on a story around tooling on Farcaster and can't help but realise - there's a generation of founders that lost years of effort because products like Twitter/FB deplatformed them

Those guys, have a chance to build with a vengeance
On open protocols. Bullish

ETH has a lot going for it on the ETF side, but from a relative positioning angle - both NFTs and meme-assets have flocked to other networks.

Which leaves one with more questions than answers around value accrual. Some good notes from Saurabh Deshpande

A rare look at VCs twapping into memecoins.
Visualised from on-chain data.