


Leah Wald
7.9K posts

@LeahWald
bitcoin + decentralized identity | thinking about markets, human agency, and maintaining digital autonomy in the age of AI






Larry Fink just outlined the best opportunity of the next decade: "The U.S. is short on power, compute, and chips - I believe a new asset class will be buying futures of compute." Those who get in on the AI compute gold rush will print money.

*CME TO CREATE FUTURES MARKET FOR COMPUTING POWER BACKING AI *CME, SILICON DATA PARTNER TO LAUNCH FIRST COMPUTE FUTURES

Abaxx Advances Digital Title Toward Commercial Implementation; Names Alta as First Singapore Integration Partner The agreement supports the formation of a Singapore-based VCC structure to enable the use of MMF shares as T+0 collateral at Abaxx Clearing. investors.abaxx.tech/press-releases…






We are very close to the birth of the #SovereignComputer. 🆔++ We are currently in the transition stage of AI, quickly evolving from chatbots and monolithic applications adding an agentic help chat, to the early CLI agents executing the blurry line between deterministic software runtime and a random walk of compounding decision agency to reach an outcome. To run with the PC revolution analogy, I agree that we are in the “Apple II / Commodore PET” era where the ‘hobbyist’ harness engineers of today are showing a sneak peak of the inevitable, moving from personal computing to agentic sovereign computing. What we’re waiting for is our “VisiCalc” moment, ie the birth of the PC spreadsheet. Here’s my thesis: 🔹 The Personal Computer vision moved from debateable to inevitable with the birth of the spreadsheet “cell”. 🔹 The Sovereign Computer vision will move from debatable to inevitable with the birth of a robust Agent Identity application to the harness. What was so powerful about the spreadsheet? It was a sovereign interface of infinite paths. Before the cell, software was a series of rigid, temporal "if/then" corridors built by a programmer who had to anticipate your every move. The spreadsheet flipped the script. It provided a functional, two-dimensional grid where the user defined the relationship and the engine managed the plumbing. It was a "programmable canvas" that didn't require a computer science degree to master, it just required a mental model of the problem. In the Sovereign Computer era, the "Skill" is the new "Cell," but the Agent Identity layer is the grid that makes it functional. The spreadsheet succeeded because it gave the user "Computational Sovereignty", the power to build complex logic without a middleman. But the cell was a static unit, it was a container for data and math. The Agent Identity is the breakthrough primitive because it transforms a static skill into a personalized, executable extension of the self. When you anchor a Skill to a Sovereign Identity, the paradigm shifts: 🔹Identity as the Primary Key: In a spreadsheet, a cell knows its coordinates. In a Sovereign Computer, a Skill knows its owner. It doesn't need to ask for your name, your preferences, or your history, it inherits them from your Personal Knowledge Graph, and the private "data lake" (ID++ DWN) of your life. 🔹 From "Apps" to "Orchestration": We are moving from a world of "navigation" (opening apps, moving cursors, pulling drop down menus) to a world of "intent." You don’t "use" an application, you grant a Skill the right to represent your Identity. The "Robot Hand on the Doorknob" disappears because the door recognizes your cryptographic signature and opens itself. 🔹 The Sovereign Stack: If the spreadsheet allowed a finance pro to turn their mental model into a tool, the Sovereign Computer allows anyone to turn their Identity context into a swarm of delegated intelligences. The "VisiCalc moment" for this era is the realization that Identity is the ultimate Integration. We no longer need to wait for SaaS companies to build "bridges" between their walled garden silos. When you own your identity and your knowledge graph, you are the platform. The skills are simply the formulas you choose to run across the infinite grid of your own agency. The old computer organized your files. The Sovereign Computer organizes an infinitely scalable extension of your left brain.

As solar becomes a larger share of Germany’s power mix, weather-driven swings in output are introducing new sources of generation risk. Enwex Germany Solar futures, launching April 23, provide the first exchange-cleared benchmark to hedge that exposure.














