Vinay

ALL ON THE SAME SIDE? Can regulators and crypto ever get along?* My talk from #Login #Vilnius #Lithuania youtube.com/watch?v=CnN8mh…

Synthetic Jurisdictions CEO @leashless posits that synthetic jurisdictions – which assert the location of the transaction, not the network – as a solution to the ongoing problem of where exactly an event on the Internet actually happens. From @rwaworld X Space, Jan 22nd 2026

@leashless Environmentalists? I think I see a worse problem: country C tries to do something potentially sane (say, cloud seeding) but country U says "OMG they are attacking us with chemtrails, now we have an excuse to bomb them"?

Having this heatwave occurring at the same time as AI acceleration goes critical AND the global energy infrastructure starts to buckle under pointless war in the Mid. East is just bad writing, man. If this was a show, you'd call the writers out for self-indulgent doom-porn.

The line between paranoia and discernment is clearly defined

@WaxingProlific Can't get off oil without killing the petrodollar google.com/search?q=hassa… a 1977 song has the following lyrics

@leashless On the bright side, it will give us something to pay attention to besides the simultaneous collapses of the petrodollar system and the last pretenses of American democracy…

this year's US temperature anomaly is _much_ worse than you think and probably is going to bring fire on a scale we can hardly conceive of later in the year -- read on for last year's analysis

@canister_queen oh Wyoming, amazing place - I used to live in Colorado, spent quite a bit of time in Montana. I love the west. en.wikipedia.org/wiki/Buffalo_C… let's hope we can find a way forwards for the dry America, the Great Plains. I think this is a critical piece.

@leashless I've never seen it even close to this dry in my county in Wyoming. No snow all winter. Everyone is praying for some heavy early spring precipitation.

I don't think people realize just how extraordinary what we're witnessing with Iran is. I was arguing with a dear journalist friend of mine yesterday who was telling me that Iran was winning, yes, but only on the strategic level, not tactically. The type of thing a skinny kid getting stuffed in lockers in highschool tells himself to make himself feel better: "These people will BEG to work for me in ten years. Everyone knows jocks peak in highschool. They'll literally beg." 😏 I think that's precisely wrong, and that's what makes the Iran war different. As of now, Iran is in fact holding its own tactically too. Think about other U.S. wars of aggression these past few decades. Take Vietnam, Afghanistan, Libya, Iraq, Serbia, etc. (the list is unfortunately very long). The pattern was roughly always the same with an immense power differential between aggressor and victim. These wars were, by and large, imperial: the empire attempting to crush a much weaker people whose only realistic recourse was guerrilla resistance. And that is when they actually had the will to resist: some - like Libya - barely even bothered, just resigning themselves to their fate (despite being, at the time, the richest country in Africa). As spectators of these wars, if you had any moral sense, the dominant emotion was a kind of helpless disgust: you were watching a giant stomp through someone else's house. Sure, the U.S. actually lost many - if not most - of these wars, famously replacing the Taliban with the Taliban or being expelled with their tail between their legs from Vietnam, but the power differential was no less real for it. It's just that power doesn't always guarantee victory: sometimes the giant can't kill everyone, and eventually tires of trying. But the “victories” won this way were always pyrrhic at best: the people endured, yes, but what they were left with was a country in ashes that takes decades to rebuild. Meanwhile, in the grand scheme of things, the giant walked away with little more than a bruised ego. Iran is - remarkably - proving to be an entirely different beast: when others were merely surviving a giant, Iran appears to be able to compete with one. What just happened over the past 48 hours is the best illustration of this. You had the President of the United States issue a formal ultimatum: reopen the Strait of Hormuz within 48 hours or we "obliterate" your power grid. Iran's response was essentially: we dare you, if you do this we'll make all your Gulf allies uninhabitable within a week. And, as we saw, Trump backed down: pretexting non-existent "VERY GOOD AND PRODUCTIVE CONVERSATIONS" with Iran, he said his ultimatum no-longer applied (or, rather, became 5 days). Adding he now envisaged the Strait of Hormuz being “jointly controlled by me and the Ayatollah.” To the amusement of Iran’s diplomacy (x.com/IraninSA/statu…). That, folks, is a textbook tactical victory. It is, remarkably, Iran demonstrating in this instance that it had escalation dominance over the United States of America. That is, the ability to credibly threaten consequences so severe that the US - for perhaps the first time since the Cold War - found it preferable to stand down. That's no skinny kid being locked in a locker dreaming of revenge fantasies. That's the kid grabbing the bully's wrist mid-shove and watching his face change. And it's not the only tactical victory in this war so far. Take the episode over the Israeli attack on Iran's South Pars gas facility. Iran had warned that if that happened U.S. allies in the region - including Israel - would face a symmetrical response. And they delivered: famously devastating Qatar's Ras Laffan facility - which produced roughly 20% of global LNG supply - and leading, according to Qatar themselves, to a $20 billion loss of annual revenue for the next 5 years (oilprice.com/Latest-Energy-…). Not only that but they also managed to hit Israel's Haifa refinery (aljazeera.com/news/2026/3/19…), one of the country's most strategic and protected sites. The result was Trump distancing himself from the South Pars attack, saying that Israel had "violently lashed out" unilaterally and that "NO MORE ATTACKS WILL BE MADE BY ISRAEL pertaining to this extremely important and valuable South Pars Field." Israel then said it wouldn't strike Iran energy sites anymore (bloomberg.com/news/articles/…). From where I stand, that's another tactical victory. It is, at least, Iran demonstrating that is can fight back **symmetrically** against the U.S. and its allies. Not through asymmetric resistance with IEDs hidden in the roadside or traps hidden in the jungle, but eye for eye, and against some of the most heavily protected sites on the U.S.'s side. That's qualitatively different from any other adversaries the U.S. has directly fought in recent wars. There's plenty more, such as the pretty relevant fact that Iran has gained control of the single most strategic energy chokepoint on earth and the U.S. is finding it impossible to break that control. To the point where Trump has been reduced to publicly begging China - of all countries - for help, which given Trump's ego mustn't have been easy to do. Only to be told no. By China. And by everyone else he asked. This is the topic of my latest article: how this is, in fact, the first genuine "multipolar war." First, in the narrow sense: because Iran is revealing itself to be a genuine pole of power - not a superpower, but an actor that cannot be submitted, which is all multipolarity is. And second, because the war itself is accelerating multipolarity everywhere else: the U.S. has never been more isolated, never looked weaker and its security guarantees have never been more hollow. In my article I lay out the full scoreboard - military, economic, political - and explain why this war has already changed the world, regardless of how it ends. Enjoy the read here: open.substack.com/pub/arnaudbert…

I remember see this when it came out. This anonymous man's words are worth more than 400 years of Shakespeare criticism.

@TylerSherwin @SydSteyerhart That story is a touch stone.

@leashless @SydSteyerhart Um… ok wow. Literally exactly what I was saying but WAY better articulated!! This one is worth a deep dive 👌🏻 I need more hours in my days!!

Patrick is the best writer on Landian ideas and the best interviewer of Nick Land that exists in the sphere today.

Radiology produced much better value for money and the industry grew rapidly. Expect this everywhere.

These are dinergoths: what you get when economic mobility dies, suburbs become psychic deserts, and Discord becomes more real than your cul-de-sac. They have silently washed over the 95 percent of America that lives outside of the superstar cities.

@TylerSherwin @SydSteyerhart 2) youtu.be/mzsdORUPk48 if you saw this 200 years before we knew atoms existed… would you be sure they very nearly manufacture gold?!!!

@TylerSherwin @SydSteyerhart 1) you might love this mathshistory.st-andrews.ac.uk/Extras/Keynes_…

It's called Hypernormalisation, everyone knows the system is bogus, but nobody can imagine any alternative to the status quo, and so we collectively carry on as if this makes sense for lack of a conceivable alternative. People have spoken on it since before 2020 / Lockdown time. In general America is thoroughly a fake place. Nothing objectively works. The Schools for example do not work, everything the schools do is either dysfunctional or a scam and also dysfunctional, but new initiatives are cooked up, consultants are paid, grades inflated, people promoted and the kids become less intelligent. Nobody advocates any change that isn't doubling down on failure. The negotiations are a scam, everyone knows it, we know it, we know they know it, we all even mention it publicly that its a scam. The elections are are waste of time, both candidates are usually bought and paid for and if they are not they can be lawfared out. Nobody can make changes; after all "Peace through STRENGTH!" and belief that the USA must have secret alien tech or something, blah blah blah, the endless record of failure be damned. The entire economy is just an Ouroboros of tech VC's, Israeli arms dealers, and hype mean selling enshittifcation, mainly AI and data centers that now account for over 90% of the on paper economic growth, and its all just absurd amounts of electricity eaten up to make videos of strawberry's shitting out other strawberry's and emails nobody wants to write or read. Plus with this Iran war crippling energy prices, probably this will be harder to paper over how obviously bullshit it is. Why do Americans carry on knowing the economy, military, society in general is just a bunch of scams, grifts, and obvious illusions? Well, nobody in America can conceive of any other way of life. This simply IS how things are, nothing else can even be imagined and I suppose enough sense deadening comforts exist for now that this can carry on.

@TylerSherwin @SydSteyerhart And with that in hand “magic” seems _biological_ — like humans trying to understand heavier than air flight before we had engines. Or structural colour in feathers before we had microscopes. It’s all magic until we understand it.

Quantum as fuck and magical as fuck: Eye of newt, and toe of frog, Wool of bat, and tongue of dog, Adder's fork, and blind-worm's sting, Lizard's leg, and owlet's wing,— For a charm of powerful trouble, Like a hell-broth boil and bubble. Double, double toil and trouble; Fire burn, and caldron bubble.

"Fiat is just a way to avoid barter." Amen. Price discovery for all! Myfmv.ai

Once you have AI systems to calculate a spot price for an asset you can very, very quickly move to a fractionalized real estate and commodity-based trade system. Fiat is just a way to avoid barter. AI fixes this.

RT @mattereum: The yen will not replace the dollar. Real Estate will. CEO @leashless lays out the shape of an AI and blockchain fueled fut…

@shadowventures @pnickdurham appropedia.org/Hexayurt_proje… there are some as-yet-untested but probably-fine-with-very-little-steel models which are incredible

@shadowventures @pnickdurham The roof is an 8x8 square, and the four corner panels are half an 8x8 square across the diagonal. Literally crank them out in the field with a table saw and drill.

@shadowventures @pnickdurham the hexayurt quaddome every triangle is the same: half a sheet of 1.2 x 2.4m (4x8') sheet, could be osb, polyiso (as in this case), honeycomb panels, sips. Roughly 14 feet in radius. This is not a rendering, people actually build them. At scale?