The First Aligner

Thank you @Based_UAE for spreading the word & helping innovations.

@DarrelFrater Dm

Any founders interested in pitching my friends at Redbud VC tomorrow? They are a Pre-Seed venture capital firm investing in people strengthened by struggle, building massive tech companies. 💰 Check Size: $250K - $500K Comment "DM" below. Happy to get you connected.

@abdulsamad2443 indeed

@First_Aligner It's been a while Rogers

🙏

@kenanhsaleh @a16z @speedrun 👀

I'm opening my calendar for 1:1 office hours today and next Friday Applications for the next @a16z @speedrun cohort open next week - come AMA before they do. Happy to chat about your idea, fundraising, or application strategy Reply and I'll DM a Calendly link for 15-min slots

@BasithM11 Thanks god we survived

@First_Aligner How have you been Roger

@ZacPrater @X @base @baseapp

@First_Aligner @X @base @baseapp Looking for you

The Based Builder Network just hit 1,000+ members on @x! 🔥 If you're building on @Base or @baseapp, you NEED to join our X Community! I'm letting in another 500 builders today — request access, @ me in the comments and I'll add you! x.com/i/communities/…

@RKRigney @speedrun Dm me your calendly please

If you're interested in chatting with a partner from the a16z @speedrun team, my calendar is open this Thurs and Fri morning! applications for the next batch open later this month, so come AMA 1:1 first come, first served. drop a comment + like and I'll DM you a calendly link

@sjdedic 👀

The level of audacity from Binance is ridiculous. After paying billions in fines, with CZ stepping down as CEO and even going to prison, just two years later they don’t seem to care at all. They continue to ignore compliance requirements, and CZ is clearly back in the decision making role since getting out of prison. How will this ever change if you keep using their exchange? If you keep paying horrendous listing fees? If they can continue treating this industry like an infinite money printing machine? As long as nothing changes, they’ll simply remain too powerful, and they’ll keep laughing at the rules because they can just buy their way out of trouble. At your expense. Stop using CEXs.

@stoneyfrg @sjdedic I never left 😉

@First_Aligner @sjdedic Your back!! Welcome

I’M BACK IN CONTROL Simon: 1 Scammers: 0 Hope none of you fell for that low-effort attempt of me "promoting" a scam memecoin. Huge thanks to everyone who reached out, helped spread the word that the account was compromised, and especially the few chads who helped recover it so quickly. The effort hackers & scammers put in is annoying, but it doesn’t compare to the power of this community and every single one of you. Love you all.

@sjdedic Algorand used KPI based vesting and lost the race of L1 against Solana even when they had much better technology & token structure

MegaETH’s gtm should be a blueprint for every founder and token project in crypto: - Build a super-loyal community from day one by giving them access on the same terms as institutional investors. Great upside creates great loyalty. - Don’t waste tokens on meaningless listings and shady exchanges. The more you treat your token like Monopoly money, the more you’ll get dumped on. - Stop using time-based vesting as a lazy default. Time-based vesting is mostly luck, not strategy, especially in a hyper-volatile and fast-paced industry like crypto. KPI-based vesting is the only way to align token unlocks with actual progress and hence (more likely) performance. It’s obvious. It’s simple. And yet nobody had the courage to do it, because of monopolistic CEX pressure, rigid investors stuck in legacy playbooks, and impatient communities chasing quick gains. What the MEGA team understood: The only people who hate this approach are the ones who are toxic to long-term sustainability anyway. I honestly can’t think of a go to market strategy I’ve seen that looks more promising. Hope this becomes the new standard for how tokens should be brought to market, the right way.

@sjdedic All the current TGE solution lead to imminent dump post TGE. what's the solution in case it exists?

Zama TGE: The Full Story TLDR: we fucked it up because we trusted Binance and other CEXs who are dumping The same old story, over and over again. When will founders learn?

@sjdedic More experiments = more innovation

For months the MegaETH team has been positively surprising me with how differently they approach things. Real experimentation on how to go to market, instead of following the broken playbook of 99% of crypto projects that just perpetually bleed out. This might be one of my favorite experiments so far: Time-based vesting fundamentally makes no sense. Vesting should be aligned with what actually drives the business forward and what enables long-term token performance through real milestones. Anything else aligns short-term extractors, not long-term believers. Even though I feel massively underexposed with my tiny public sale ticket, I’ll keep rooting for the brilliant team @NamikMuduroglu @hotpot_dao @bread_ for continuously pushing this industry forward. OMEGA

@rom1919 @Based_UAE @AlignerZ_Labs The contracts & the app are finalized. We’re currently implementing minor upgrades.

Hi Roger, I’ve been following @AlignerZ_Labs closely; I genuinely believe it’s one of the few projects that can change the course of Web3. However, given the Wallchain situation, I have to ask: Does AlignerZ have the technical capacity to execute its roadmap independently? Is the IWO core product development still active?

Thank you @Based_UAE for spreading the word & helping innovations.

@VitalikButerin voting power based on vesting length not only bag size. Quality of the votes (Aligned votes) matters not only quantity of votes.

We need more DAOs - but different and better DAOs. The original drive to build Ethereum was heavily inspired by decentralized autonomous organizations: systems of code and rules that lived on decentralized networks that could manage resources and direct activity, more efficiently and more robustly than traditional governments and corporations could. Since then, the concept of DAOs has migrated to essentially referring to a treasury controlled by token holder voting - a design which "works", hence why it got copied so much, but a design which is inefficient, vulnerable to capture, and fails utterly at the goal of mitigating the weaknesses of human politics. As a result, many have become cynical about DAOs. But we need DAOs. * We need DAOs to create better oracles. Today, decentralized stablecoins, prediction markets, and other basic building blocks of defi are built on oracle designs that we are not satisfied with. If the oracle is token based, whales can manipulate the answer on a subjective issue and it becomes difficult to counteract them. Fundamentally, a token-based oracle cannot have a cost of attack higher than its market cap, which in turn means it cannot secure assets without extracting rent higher than the discount rate. And if the oracle uses human curation, then it's not very decentralized. The problem here is not greed. The problem is that we have bad oracle designs, we need better ones, and bootstrapping them is not just a technical problem but also a social problem. * We need DAOs for onchain dispute resolution, a necessary component of many types of more advanced smart contract use cases (eg. insurance). This is the same type of problem as price oracles, but even more subjective, and so even harder to get right. * We need DAOs to maintain lists. This includes: lists of applications known to be secure or not scams, lists of canonical interfaces, lists of token contract addresses, and much more. * We need DAOs to get projects off the ground quickly. If you have a group of people, who all want something done and are willing to contribute some funds (perhaps in exchange for benefits), then how do you manage this, especially if the task is too short-duration for legal entities to be worth it? * We need DAOs to do long-term project maintenance. If the original team of a project disappears, how can a community keep going, and how can new people coming in get the funding they need? One framework that I use to analyze this is "convex vs concave" from vitalik.eth.limo/general/2020/1… . If the DAO is solving a concave problem, then it is in an environment where, if faced with two possible courses of action, a compromise is better than a coin flip. Hence, you want systems that maximize robustness by averaging (or rather, medianing) in input from many sources, and protect against capture and financial attacks. If the DAO is solving a convex problem, then you want the ability to make decisive choices and follow through on them. In this case, leaders can be good, and the job of the decentralized process should be to keep the leaders in check. For all of this to work, we need to solve two problems: privacy, and decision fatigue. Without privacy, governance becomes a social game (see vitalik.eth.limo/general/2025/0… ). And if people have to make decisions every week, for the first month you see excited participation, but over time willingness to participate, and even to stay informed, declines. I see modern technology as opening the door to a renaissance here. Specifically: * ZK (and in some cases MPC/FHE, though these should be used only when ZK along cannot solve the problem) for privacy * AI to solve decision fatigue * Consensus-finding communication tools (like pol.is, but going further) AI must be used carefully: we must *not* put full-size deepseek (or worse, GPT 5.2) in charge of a DAO and call it a day. Rather, AI must be put in thoughtfully, as something that scales and enhances human intention and judgement, rather than replacing it. This could be done at DAO level (eg. see how deepfunding.org works), or at individual level (user-controlled local LLMs that vote on their behalf). It is important to think about the "DAO stack" as also including the communication layer, hence the need for forums and platforms specially designed for the purpose. A multisig plus well-designed consensus-finding tools can easily beat idealized collusion-resistant quadratic funding plus crypto twitter. But in all cases, we need new designs. Projects that need new oracles and want to build their own should see that as 50% of their job, not 10%. Projects working on new governance designs should build with ZK and AI in mind, and they should treat the communication layer as 50% of their job, not 10%. This is how we can ensure the decentralization and robustness of the Ethereum base layer also applies to the world that gets built on top.

@kengdaica @binji_x They just did that

@binji_x scale layer 2s and fix those gas fees tbh

what can ethereum do better in 2026?

@nikitabier @JonnyQ__ Suspending accounts the moment they purchase business premium subscription. @AlignerZ & @Alignerz_ account.

@JonnyQ__ Tell me what events happened in crypto in the last 60 days that didn’t get enough visibility and we’ll debug

@about_crypto @xMETAVISION Yeah true Tipitee, there still 1 single thing not solved well (regarding the changes). Once everything finalized, it’ll be announced. I believe till Tuesday

You're right so many mistakes were made by everyone, starting from the project and team and also quackers that didn't even dare to ape in. But what we can't have is always fake promises that feel like lies at some point. Yesterday was mentioned several times in the space that there will be 26 hours and then the bidding would stop and also an announcement was prepared and send after the live. Where is this announcement? Why things are constantly being changed? That's what is harming the project, not "Agent Naim is responsible cause he FUD"

The IWO is trending, pools might fill faster than we expected. Good luck & might the most Aligned bidders win.