JSB
9.7K posts

JSB
@jsblair9
Venture Partner @BonkAdvisory - previously built @DeFiCarrot and @JettyFi
Texas Katılım Mayıs 2009
1.6K Takip Edilen3.6K Takipçiler
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@redacted_noah @KyleSamani In a funny full circle moment - it took about 4 weeks to realize that going back to the basics of well written PRD and scope docs was the highest and best use of time
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Features that used to require weeks of research and debate now get slopped into the codebase, which becomes a hulking beast of tech debt that becomes impossible to change without accidentally causing downtime.
PMs and implementation time were doing us a service. Not all features need to be built.
If anything, product managers have become much more important. As has engineering discipline to cut unused cruft.
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I think maybe more than 50% of the aggregate efficiency gains that come from using AI are not in pure engineering efficiency
Instead they come from removing humans from the entire software development lifecycle
Skip the PM. Skip the designer. Automate the research and QA.
Features that used to require weeks of research and debate now just skip all of that. Just spend $1k on tokens and ship it and see if you like it. In prod
It’s not about 10x engineers. It’s about 100x organizations
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Both @whatsallthiss and @alexhall3 have been a few of my favorite people to work with and I'm really excited to now be on the other side of the table helping other founders along side them!
Alex || BONK Advisory@alexhall3
Fast approaching two years supporting early stage Solana founders and we’re only just getting started here at @BonkAdvisory ; 20 PortCos, countless @superteam office hours, and we have some big announcements coming up. The first of which is to welcome our first Venture Partner into the fold. Many of you already know @jsblair9. Absolute legend of the DeFi space and positively oozing the integrity and objectivity that we pride ourselves on at BA. JSB will be helping identify the most promising founders in the space, and in particular businesses where BA can help accelerate growth. LFG🚀
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@jackbutcher have to say... that was kinda fun to go through the list and stack what I use, and discover new things I'm interested to explore later with bookmarks!

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@lukepierceops yeah can confirm that it basically all boils down to this no matter what the business really is.
But I think the hard question becomes, what does ongoing look like once you've implemented it
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People starting AI agencies think they need to learn 50 different services.
I've built systems for 85+ companies. You're only ever doing 4 things for a client:
(bookmark this)
1. Process improvement - find what's broken, fix it before touching a tool
2. Workflow automation - remove the manual steps that eat your team's week
3. Data structure - centralize everything so the business has one source of truth
4. AI integration - layer intelligence on top of the clean foundation you built
And from a development standpoint, every project is one of three types:
- Full custom build: they're still on Excel sheets and shared folders. You build everything from scratch.
- Fix and implement: infrastructure exists but it's messy. Clean up the data structure first, then build on top of it.
- AI layer: their stack is solid. You add agents, automations, and decision logic on top. No rebuild required.
4 services with 3 delivery modes. That's the entire menu. The complexity people are scared of doesn't exist.
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@TTytionna @EllenMartn You can connect your wallet to deficarrot.com and withdraw directly.
If you have issues you can ping me on discord
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@toddsaunders Congrats! Doing great stuff and have enjoyed watching the journey!
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The trades can build anything... except the software they run on.
That changes today. We've raised $9.2M to build Dalton Mills.
Software has spent its whole history getting closer to the people who do the work.
First, the system of record. Software you stored your business in.
Then, the agentic era. Software that did the work for you.
Now, the bespoke era. Agentic software you build yourself, without code.
Each era closed the gap and this one closes it for good. Software can finally work around your business, instead of you bending your business to make it fit.
You ran on software made for everyone… never for you.
That's over.
Welcome to @DaltonMillsAI.
Let the builders build!
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I thought this said durable nonces
I’ve been in crypto too long
Thomas Gauvin@thomasgauvin
Ok but why does @Cloudflare merch go so hard
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@3eleth This is a terrible idea. Hyperliquid's killer app is Hypercore. HypeEVM is not utilized and not worth building on.
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While it's been an epic few years at Helium, I couldn't resist the call of another migration-level challenge. Those of you who know me know I can't resist chewing some glass.
As such, I am going to join @DriftProtocol team and help them relaunch. Why? Because I genuinely believe that Drift provides a valuable set of primitives to the ecosystem and is worth saving. This is also the best path to funding user recovery; we must build something so useful it can generate the revenue needed for the recovery pool. Tall order.
The landscape has shifted. Trust is eroded. Things that are worthwhile are rarely easy, and this is no exception. I fully acknowledge I could be applying for a job at Wendy’s in 6 months.
Everyone has forks in the road in their careers, easier paths vs harder paths. I have chosen the harder path at every turn; and it has paid off. Not every swing hits, but even in failure you massively level up your skillset.
My focus is on improving the security stance of Drift, getting it relaunched, then turning it into the best perps exchange in existence:
First, that means working with STRIDE to ensure we're following the best multisig and opsec practices. I won’t be taking this endeavor alone, the chads at @asymmetric_re and @osec_io have been incredibly helpful and continue to be deeply involved in auditing both new code and new operational practices. Security does not come from one individual, it comes from cultivating a culture of security and having outside professionals continuously verify that work.
Second, I am overhauling the codebase (within reason). Over the years it has picked up a large set of features, many of which no longer need to be used. The protocol has solid bones, but tight coupling has led to a buildup of tech debt that is easier to fix during this downtime.
Third, I want to build multiple levels of security and circuit breakers into the protocol. DeFi protocols must be structured to limit the ability of a single incident or contagion to create havoc. I will be thinking from the perspective of defense-in-depth; there should be layers of protection to prevent incidents like the April 1st hack. The program should reject suspicious changes even if they come from an operational multisig.
Lastly, and more long term, I want Drift to become the most compelling perps exchange on the market. I am very much looking forward to entering the arena that is perps on Solana. It is an honor to be competing with the chads on all the other teams (Phoenix, Bulk, Gm, Imperial, Pacifica, etc). Steel sharpens steel, and I eagerly await the firehose of knowledge over these next few months.
Solana needs as many shots on goal as it can get. One (or many) of us will win.
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@italoacasas this is dope - would totally love to use this and consume information on my terms rather than the firehose of twitter or substacks or newsletters
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@SolanaFndn really good stuff and super important for building a number of onchain businesses
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@toly Do you think we could use a @MetaDAOProject raise for a service business if it brought together all sorts of providers?
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Do you want a whole single grape or a slice of the watermelon? The perfect way to bootstrap a network should offer every participant a slice of the watermelon, so they chose to participate in network as apposed to trying to build their own thing. You must have minimal rent seekers, fair rewards for contributions.
Using @MetaDAOProject just to fundraise is basic. The best crypto networks and protocols all solved for bootstrapping network effects, and this is the best version of HARD crypto (thank you @TrustlessState for the term). It’s not a company with a token, it’s a network with a ton of contributors.
What would that look like for perps or any kind of hard defi? IMHO, the most valuable contributors are the ones that create new high value markets, that bring the best net additional shared liquidity.
There is just no magical succinct proof of work equivalent to verify net new liquidity, and all incentives create embedded rent seekers.
So it’s always going to end up to governance to make this work, and governance generally sucks. My hope is that futarchy fixes this.
So how to bootstrap governance?
1) you need some Sybil check
2) minimize any clear financial gain from participation. All the Merkle mine and pow schemes only worked once because as soon as the roi was clear it ended up gamed. You don’t want funds to participate in this phase. They want an roi of the network effects without contributing anything but capital. They need to do this after the network does real work, not before.
3) it shouldn’t matter who starts it, or who wins the bootstraping process. If a cabal games the bootstrap process, the Sybil check still works, and the “good” portion of the network can just leave and fork into their own. Basically, let the cabal take the whole cookie, because if they do you can exit at no cost and no loss and create your own.
Some form of this is inevitable because AI is dropping the cost of creating software and therefore protocols, and doing analysis for market decisions, aka futarchy style governance.
This was my shot at this, give me some feedback or find bugs or fork it and run with it. There is a cost to get a vote, the vote doesn’t guarantee anything, all the good participants can gtfo and leave at any time and do their own thing.
github.com/aeyakovenko/pe…
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@stevensarmi this is sick - know you're not gonna release it, but any chance for a peak to draw some inspiration from?
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@GuiBibeau @NotebookLM ball knower
this is also useful once you have a codebase to then share with the team as a resource to answer their own questions too
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Do this before vibe coding anything:
1. Find all relevant links on your idea
2. Ship it to @NotebookLM
3. Do the long podcast.
4. Take written notes
Thank me later
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@alexfacelesslbs @jito_sol @SuperteamUSA man this event looked stacked! Sad to miss out on the wise words being shared there
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This just in - Evan repping @jito_sol as he uses @jsblair as an example of great comms during a crisis
Great talk today about crisis communication at the @SuperteamUSA GTM Bootcamp

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