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All we need to do is collectively agree to help each other. That's all we need to do.
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Armand Daigle
966 posts
Armand Daigle
@_Starmand
Blockchain Dev, Author, Engineer. Dev portfolio: https://t.co/Dj6vdc6RbJ
Austin, TX 가입일 Şubat 2012
328 팔로잉115 팔로워
i’m making a bot that auto-reports sponsored KOL slop to the FTC
too bad there’s no whistleblower program as it’ll be expensive between the X API and LLM credits, but i’m doing it for the love of the game
go make an OnlyFans or beg for gifts on TikTok live, and leave us alone
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The newest and Fourth Law of Thermodynamics is that you can't finish or accomplish something without bragging about it.
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Software engineers: Context switching kills productivity.
Also software engineers: I'm now managing 19 AI agents and doing 1800 commits a day.
We’ve spent years complaining that managers who expect a quick 5-minute chat ruin our focus for the next hour. But a ping from an agent every few minutes, that’s ok?
We celebrated Paul Graham’s essay “Maker’s Schedule, Manager’s Schedule” in which he argued:
“When you're operating on the maker's schedule, meetings are a disaster. A single meeting can blow a whole afternoon, by breaking it into two pieces each too small to do anything hard in.”
Now we see software engineers claiming huge productivity gains from hordes of AI agents, celebrating thousands of commits per day from their 19 agents.
Either context switching was never really the problem, and we oversold our need for deep focus. Or we're not actually reviewing 1800 commits a day.
If we couldn't context switch before, we're not managing 19 agents. We're blindly trusting them.
That’s not engineering, it’s gambling.
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@mert “agreeing on information on a neutral protocol was already a solved problem before crypto (see: email)”
- ? Email is a neutral delivery protocol, not a neutral agreement protocol. Blockchain consensus and shared state are completely different and will excel in non-financial uses
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chris and haseeb are both partially correct and incorrect
crypto is not web 3.0, it is capitalism 2.0
i) blockchains are explicitly financial architecture
this is not an opinion, this is objectively why they must work with economic incentives at the core level
agreeing on information on a neutral protocol was already a solved problem before crypto (see: email)
the unique addition of blockchains is that they allow consensus on information with monetary value, namely they solve the double spend problem
so using blockchains for a system that does not require consensus on money is by definition inefficient
this is also why those decentralized social protocols like nostr, bluesky, and farcaster for example don't actually use blockchains
ii) since this is the case, it [currently] makes no sense to use blockchains for any app that requires 0 integrations with monetary value. but more on this in a sec.
iii) as a result, the market will necessarily use blockchains for financialized apps
iv) but there are two historical issues. a) regulation, b) scale
crypto is not actually 18 years old, that's bitcoin
you know how bitcoiners say: "bitcoin, not crypto", well the converse is also true. that is "crypto, not bitcoin"
the downsides of draconian regulation on the creation of new products is obvious so I won't waste time
but blockchains that scale for finance really have only been a thing for, maybe, 2 years, with solana finally solving a bunch of crippling issues since '24 and with regulation still pending
v) which means that this is now, finally, the age where we onboard apps to use blockchains as their universal API for money and finance
vi) ok and now this is where it gets interesting and where we get back to ii)
in the prior state, it did not make sense for non-financial use case to blockchains due to the overhead
however, as more users onboard, they also bring with them their socieconomic graphs and in parallel, blockchains have to provide infrastructure primitives to meet these demands
this has the effect that such a non-financial protocol or app developer can reasonably consider a blockchain for their app state as an alternative since identity, PKI, etc are all solved at scale
one good example of this is integrity of AI-generated shit
technically, you do not need a blockchain for this, all you need is 1) PKI, 2) a key directory, 3) proof-of-time, 4) a database to store key revocations
however, at that stage, due to scale and existing integrations, it is very likely that the blockchain is a more pragmatic solution with more favorable economics
it's a bit like how javascript wasn't actually the best solution for the browser, but it worked, and enough people kept using it until it became irreplacable
vii) which means that non-financial use-cases are still very much in play, but structurally require the financial use cases to become bigger first
Haseeb ＞|＜@hosseeb
With all due respect to Chris, I completely disagree with this take. Chris argues that "web3," particularly crypto-powered gaming and media, failed due to scams and regulation, and that better regulation will unlock these non-financial cases. OK, think about this for a second. Does this pass the smell test? Do you think web3 gaming failed because of Gary Gensler? Do you think web3 media plays failed because the scammers crowded out the honest media innovators? Really? If this is true, why didn't they kill financial crypto, which had WAY more of both? Financial use cases were right in the crosshairs of the regulatory harassment, and they also attracted way more scams. Why shouldn't we instead accept the more obvious answer: non-financial use cases for crypto have failed because no one wants them. Let's just admit it. They were bad products. They failed the market test. It was not Gensler or SBF or Terra that caused these things to fail, it was that no one wanted any of it. Pretending otherwise is cope. Enormous sums of capital and talent explored these ideas, and we should acknowledge what we learned. That lesson is not "if we just had better laws, then finally people would finally be using decentralized Spotify" or whatever. Call a spade a spade. Every single use case in crypto that has worked at scale has been financial in nature. 2008: Bitcoin - non-sovereign store of value 2014: Tether - stablecoins 2015: Ethereum - programmable money 2017: ICOs - capital formation 2018: Prediction markets (Augur, later Polymarket) 2020: DeFi - literally finance is in the name 2021: NFTs - non-fungible financial assets (to the extent they worked) 2024: RWAs (the year BUIDL took off) All this stuff was adopted bottoms-up. We as investors discovered that people wanted to do these things with crypto. The web3 consumer stuff, on the other hand, was primarily conjured up by investors and pitch decks, ZIRP accelerationism, and "wouldn't it be crazy if" blog posts. This was the opposite of the "what smart people are doing on their weekends" thesis. In fact, if you go back to the Ethereum white paper from 2014, almost every single Ethereum use case Vitalik describes is financial in nature: token issuance, stablecoins, derivatives, on-chain treasuries/DAOs, on-chain savings, insurance, price feeds, escrow, gambling, prediction markets. It's all in there. This is nothing to be ashamed of. Finance is almost 10% of GDP. It's an enormous part of the world economy, and banks are some of the lowest NPS score companies in the world. People hate their banks and the outdated financial architectures their money runs on. It's literally why Bitcoin was created. There is so much to innovate in the realm of finance, and I truly believe we are only at the beginning of that displacement. You don't need to assume anything more to project the next 10x in crypto. The old saying goes "crypto will do to finance what the Internet did to every other industry." I respect Chris's optimism. But 18 years in, we should not be propagating this meme about consumer web3 use cases as though they're inevitable. If you are hanging around the rim hoping that crypto is going to disrupt media and gaming, you should know the history and look at it with clear eyes. Now if you as a founder believe that despite that, you know the secret to cracking this market--I respect that, and I certainly don't begrudge anyone to follow their convictions. But I think it's important that investors be honest that all the evidence points the other way.
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@llamaonthebrink @mdudas 100%. Blockchains were 1st billed as distributed ledgers for P2P cash systems — a suffocatingly financial lens. The hyper-focus on "number go up" / APY has dimmed blockchain's ability to handle everything else. Shared State is the much better/bigger lens.
medium.com/coinmonks/shar…
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@mdudas Even if we accept your assertion, the value distribution that you’re talking about is pretty much zero-sum
Where as the whole of non-financial goods and services are positive sum value adds
The upside in non-financial digital services is still much greater
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I’m starting realize that Vitalik was miles ahead of the rest of the industry when he prophesied that highly financialized crypto products have a hard ceiling on value.
Everyone is bullish HYPE rn, and there’s probably good upside potential there for traders. But how much upside realistically?
Let’s say HL becomes wildly successful. It’s mcap would probably trade at some modest multiple of the NASDAQ (~$55B), for arguments sake, let’s say 3x.
That would translate to a hefty $165B dollar HYPE valuation. Thats about a 4-5x price increase from its current level. And that’s on the most optimistic scenario.
Or a more reasonable comparison would be to that of present day Robinhood (~$80B mcap), which is a mere 2x from HYPE’s current Val. Again, this is in a very optimistic scenario.
The reason for this capped upside is that financial applications are but a small part of societal utility. The largest companies in the world sell goods and services unrelated to finance.
Google - An internet and digital products conglomerate - nothing to do with finance
Nvidia - chipmaker - nothing to do with finance
Meta - social media monopoly - nothing to do with finance
Tesla - EV maker / robotics company - nothing to do with finance
SpaceX - aerospace company - nothing to do with finance
EliLilly - pharma company - nothing to do with finance
Apple - computer and smart phone producer - nothing to do with finance
The list goes on and on and on.
For crypto to level up from here, we need to begin building non-financial (or semi-financial) use cases that are enhanced by decentralization.
Money and Finance were the proof of concept for crypto, but we need to begin venturing outside of that bubble.
If you peer hard enough, you’ll realize that Vitalik was 1000% right when he said that indexing too much on finance will make crypto an ouroboros.
That’s not to say that DeFi is small potatoes.
Quite the contrary, I think DeFi will eventually enable finance to grow much larger than its present day size.
But that doesn’t mean it’s wise to make DeFi the only onchain use case.
The leap doesn’t have to be too foreign either, imo the crypto industry as a whole can grow big time simply by combining the best of what we have in DeFi right now to create semi-financial super apps.
The lowest hanging fruit here is decentralized social media with some financial gamification built in.
Other more futuristic applications that are far above my pay grade would be zk-proven LLMs that use crypto-economics for verifiable compute.
But we need to begin building in these directions.
Failing to do so means the upside for all of us will remain severely capped.
A 5x isn’t cool.
You know what’s cool? 500x.
The year of the tail eating snake is over.
The year of the conquering Horse is here.
Time for crypto to stop eating its own tail and begin conquering uncharted territory outside of money and finance.
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Vibe coders: it’s time to see if you want to make money.
Prizes: up to $10,000
Every year, there are blockchain integrations we just cannot get to.
So I want to try something.
Vibe code a simple site that:
- takes a wallet address
- gets all of the transactions
- allows you to view them in a nice table
- download to csv button in Awakens csv format (in comments)
Open source the code, deploy it, and send me a link.
If what you build is good, and we use it.
I’ll send you 1,000 USDC per integration.
And link to it for our 30k+ users.
Here are some ideas:
- Bittensor
- Polkadot
- Osmosis
- Ronin
- Variational
- Extended
- Any other chain you think is worth something
See if you can turn vibes into $.
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@big_duca I wouldn't want to work on them just to have someone do it a little faster than me. Why not create a site with tickets of everything you want done and what you're willing to pay? Have people apply for the tickets for a few days and it assigns to whoever has the best GitHub
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Armand Daigle 리트윗함
Now that ZKEVMs are at alpha stage (production-quality performance, remaining work is safety) and PeerDAS is live on mainnet, it's time to talk more about what this combination means for Ethereum.
These are not minor improvements; they are shifting Ethereum into being a fundamentally new and more powerful kind of decentralized network.
To see why, let's look at the two major types of p2p network so far:
BitTorrent (2000): huge total bandwidth, highly decentralized, no consensus
Bitcoin (2009): highly decentralized, consensus, but low bandwidth - because it’s not “distributed” in the sense of work being split up, it’s *replicated*
Now, Ethereum with PeerDAS (2025) and ZK-EVMs (expect small portions of the network using it in 2026), we get: decentralized, consensus and high bandwidth
The trilemma has been solved - not on paper, but with live running code, of which one half (data availability sampling) is *on mainnet today*, and the other half (ZK-EVMs) is *production-quality on performance today* - safety is what remains.
This was a 10-year journey (see the first commit of my original post on DAS here: github.com/ethereum/resea… , and ZK-EVM attempts started in ~2020), but it's finally here.
Over the next ~4 years, expect to see the full extent of this vision roll out:
* In 2026, large non-ZKEVM-dependent gas limit increases due to BALs and ePBS, and we'll see the first opportunities to run a ZKEVM node
* In 2026-28, gas repricings, changes to state structure, exec payload going into blobs, and other adjustments to make higher gas limits safe
* In 2027-30, large further gas limit increases, as ZKEVM becomes the primary way to validate blocks on the network
A third piece of this is distributed block building.
A long-term ideal holy grail is to get to a future where the full block is *never* constituted in one single place. This will not be necessary for a long time, but IMO it is worth striving for us at least have the capability to do that.
Even before that point, we want the meaningful authority in block building to be as distributed as possible. This can be done either in-protocol (eg. maybe we figure out how to expand FOCIL to make it a primary channel for txs), or out-of-protocol with distributed builder marketplaces. This reduces risk of centralized interference with real-time transaction inclusion, AND it creates a better environment for geographical fairness.
Onward.
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@bentossell Appreciate your notes on this. One thing not mentioned is that 3 billion tokens is $6,000 in 4 months, according to your pricing plans. Lots of people can’t do that.
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@RobertJ585 @BrianRoemmele I think he’s oversimplifying. There won’t be an abundance of everything. There will always be some sort of problems and things to overcome. And in that, we will find purpose. And I know it’s shocking, but there is also purpose in celebrating how good life will be.
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@BrianRoemmele Abundance of everything produced at leisure leads to a lack of purpose. Humans are incompatible with a lack of purpose. This leads us to several possibilities, all of which are undesirable if we wish to continue as a species.
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Elon Musk painting the ultimate post-scarcity future:
AI + robots → unlimited production → universal high income → money becomes meaningless → we design dream homes on demand, travel in tunnel EVs or electric VTOLs, and live for fulfillment, not survival.
As he mentioned it is straight out of Iain M. Banks’ Culture series, I would read them all to understand the future.
But start here:
Consider Phlebas: an epic space opera showing the Culture at war, full of pirates, megastructures, and a glimpse of what true abundance looks like (even if seen through an enemy’s eyes).
This is the future we’re building and will arrive at.
Elon Musk@elonmusk
@farzyness The robots and AI will build whatever house you want and high speed electric vehicles in tunnels and electric aircraft will transport you wherever you want, so you don’t have to be super close to things. Iain Banks Culture books are a pretty good prediction of the future.
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@farzyness @elonmusk It is thinking like this, and humans like you, that deter and will deter us from ever achieving any kind of social peace in the future. The power and status hungry must always feel a difference between what they have and what the rest has.
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On my list to read.
It's still unclear to me how we "decide" who gets to live in the "primest" real estate in an abundant future.
If money is worthless, we would still have competition over the scarcest things, no? So the primest real estate, like Malibu or Malibu++ once Robots/AI develop the infrastructure/land for that new place, would still be in extremely high demand.
Is it just whoever has the largest legion of bots that they can send to that place to fight it out for the land? lol
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If there's not need to save money, what will we use to decide who gets what piece of land?
Elon Musk@elonmusk
@RayDalio It is certainly a nice gesture of the Dells, but there will be no poverty in the future and so no need to save money. There will be universal high income.
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At 41, I finally realized that “cocktails” is a very weird word.
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How long will it take until this spins out of control and degenerate gamblers/investors start funding different factions in African conflicts. Imagine some psycho betting $5 million on the RSF or JNIM taking over a town and sending them $500k worth of fpv drones for support.
Pentagon Pizza Watch@pizzintwatch
POLYGLOBE JUST GOT ANOTHER MASSIVE UPGRADE 🌐 DeepStateLive’s Ukraine war map is now draped directly onto the globe, live and synced with @Polymarket . Shaded control zones, shifting frontlines, Russian/Belarusian unit icons and direction of attack arrows all sitting under your markets and OSINT in near real time. These Ukraine geo markets confuse people constantly. is it the city limits, the oblast, “enter” vs “capture all of”? Now, when you hover a market, we draw the exact area of operation it resolves on and spell out the rule in plain English. No more rule debates, no more guessing what actually settles. The only way to monitor the situation.
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@TaikiMaeda2 Taiki, I think it'd be good to widen your binoculars into the many non-financial use cases of Ethereum that will be just as impactful if not more to daily life than DeFi. Valuing ETH goes well beyond TVL and current revenue.
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I Made $578,000 Shorting ETH. What I’m Doing Next.
Watch: youtube.com/watch?v=vT65jK…
YouTube
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@signulll @hugethanks It's all incredibly ironic, because e.e. cummings and bell hooks wrote in lowercase as rebellion against hierarchy/patriarchy/identity, but then I've seen lots of Gen Zers on X say, "wtf, bro, you don't type in all lowercase, haha, loser."
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since a fuck ton of people dm on why lowercase writing & now some complaints on copying… lemme explain the my thesis on lowercase:
i have a deep disdain for capital letters because uniform text is cleaner, more elegant.. there is no arbitrary hierarchy, no forced structure disrupting the flow.
lowercase removes friction, lets ideas stand on their own. everything exists on the same plane, creating balance, visual harmony, & a kind of effortless cohesion. it also lets your brain process information faster ironically.
i’ve been writing this way since middle school, even in professional emails. when i worked in corporate i would send vp’s emails in all lowercase. people lose their minds over it, mistaking it for laziness when it’s actually a deliberate considered choice. ppl’s frustration only proves the point… which is how fragile their attachment to meaningless formality really is. also sama didn’t invent lowercase writing just like he didn’t invent the transformer.
lowercase is better.
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@tulipking @PillageCapital Thank you! Even with the recent brutality, this shows much different dev activity than Artemis: developerreport.com
I think if we check back in 7-8 months, the curve will look even better.
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The perspective about builders leaving is kinda weak imo. This dataset is calculated from open source submissions to electric capital's repo. It's a cool dataset to watch but developer metrics have fallen out of favor and a super majority of crypto is not being tracked. See how consistently active the DL repo for project adapters is. The dev metrics aren't keeping up.
Interesting dataset but flawed, especially for the point you're looking to make
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@PillageCapital This shows much different dev activity than Artemis: developerreport.com
The true value of BTC/blockchains was never "future money." It has always been decentralized consensus, which will impact all areas of life, financial utility being only a small sliver.
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I hope I hear more and more people speak up about this. I could fill a handful of books on how I think the young founder/entrepreneur trend is a large negative to society. Childhood should be for exploring and not extinguished by a false dream sold.
Julia Turc@juliarturc
Dear “15-18 yo founder”s sending me DMs, don’t. Go and hug your parents, fall in love, eat chocolate cereal for breakfast, read poetry. Nobody will give you back these years. And sure, do your homework and learn math and code if that feels fun. But stop building SaaS and hustling. Even if career is what you are optimizing for, this is not the way. You need deep education that will withstand automation. You need to sit with linear algebra and probability theory and philosophy and literature. It won’t get you go viral on X but it’ll make you whole. And mute all the SF performative assholes. Oooops sorry this last one was a note to self.
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Dear “15-18 yo founder”s sending me DMs, don’t.
Go and hug your parents, fall in love, eat chocolate cereal for breakfast, read poetry. Nobody will give you back these years.
And sure, do your homework and learn math and code if that feels fun. But stop building SaaS and hustling.
Even if career is what you are optimizing for, this is not the way. You need deep education that will withstand automation. You need to sit with linear algebra and probability theory and philosophy and literature. It won’t get you go viral on X but it’ll make you whole.
And mute all the SF performative assholes.
Oooops sorry this last one was a note to self.
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