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new post, read about me losing money + life lessons -- "There are more degrees of freedom than you expect" notponzi.substack.com/p/there-are-mo…

2025 is the year of opinionated blockchains 1. Chains should make historical state access a first-class citizen with LayerZero's QMDB or an enshrined coprocessor like InfinityVM 2. Every DeFi-first chain should have an enshrined oracle, see Atlas, Hyperliquid,

you speak, and the timeline delivers

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Proof of Location by Witness Chain is one of the critical building blocks that, in retrospect, will seem obvious and inevitable In an onchain future, we'll need verifiable access to location provenance: - for rewards for sharing images of new mapped locations (like Hivemapper)

everybody talking about how deepseek r1 is just openai r1 under the hood no one's talking about how sota closed-source + $5m => sota open-source bullish for open innovation + reducing powerful moats of incumbents

wrote a little bit about what I would do if I was leading strategy @polymarket

Congrats to the Uniswap Labs 🦄 team on this incredible news! Unrelated, the launch of Uni v4 is an optimal time for Uniswap DAO to take fees on all Uni v3 pools

CeFi competes with an unfair advantage, with all liquidity available to all traders for optimal price execution. Skate levels the playing field. The future of DeFi isn't interop or chain abstraction, it's state aggregation.

1/ In 2017, Uber was growing fast in emerging markets but cash payments were quietly breaking the business. Drivers kept 100% of fares, and Uber still needed its cut. I joined the cash team to lead design. At first, it looked like an ops problem – but we fixed it with design. 👇

Working alongside Justin Mezzell and Alexis Ohanian 🗽 on the new Digg, I find myself particularly focused on what I see as the defining challenge: the battleground for authenticity. Put simply: How do we know who's real in a world of perfect AI mimicry? Right now, we don't. And

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Continuously mindblown from Bhaumik and Atrium Academy. Uniswap Hook Incubator sets the standard for every developer-facing platform in the coming years. When EigenLayer sponsored UHI s1, I was skeptical. Free, online cohort-based education rarely works. But when nader dabit

People are sleeping on Figure / Figure Markets Private credit is the largest source of RWAs, >2x US Treasuries - think Ondo's USDY and Blackrock's BUIDL >75% of private credit RWAs are issued by Figure - Figure underwrites lines of credit on home equity (HELOC), then tokenizes

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Inco brings HTTPS to crypto - fully private data structures & compute, on the chains & apps you already love mad bullish Remi ☁️

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