Attention and incentives · 23 May 2026
What I find strange is how often faith is used almost like a public badge in spaces that are supposed to be about technology, finance, decentralisation, markets, scams, risk and code.
Commentary & rants3 min
Read the publication
MASTR · 2024–2026
Networks & infrastructure · 2
The components between a user, an application and the underlying consensus system.
87 · Selected publications · 2/4
SIMD-0538: explaining the Solana proposal discussed on X
In simple terms, compute units are the amount of work Solana allows inside a block. More compute units means the chain can process more activity per block.
Research & analysis2 min
Decentralisation across custody, access and decision-making
In practice, it means power is spread far enough that 1 actor cannot quietly change the rules, block access, freeze assets, manipulate information, or force everyone else to accept its version of reality.
Research & analysis5 min
Meet the 2026 Bitcoin Conference speakers.
- Michael Saylor Turned Bitcoin into a corporate balance sheet machine. He talks sovereignty while building one of the largest centralized Bitcoin exposure vehicles on Earth.
Commentary & rants2 min
Luckio’s shutdown and the paid-promotion record
The problem is that they were paid to promote it, while retail saw it as a genuine recommendation from a major crypto figure.
Research & analysis2 min
Foundation’s closure and the fragility of NFT marketplaces
One of the most iconic Ethereum art marketplaces, a platform that pushed roughly $230M in primary sales during the mania years, is shutting down for good after its Blackdove rescue deal collapsed.
Research & analysis2 min
ASML and the infrastructure beneath modern computing
At the center of every advanced semiconductor lies an almost absurdly complex process: printing microscopic circuits onto silicon wafers.
Research & analysis4 min
Bitcoin: Web3 culture · 19 Mar 2026
Now this deeply corrupt figure wants to weaken post 2008 bank capital safeguards that were put in place after the financial crisis.
Commentary & rants1 min
Solana: paid promotion · 13 Mar 2026
I went through them and tried to compile a quick statistic of the most mentioned chains in this thread right now.
Commentary & rants1 min
Communities demand decentralization, but reward centralization when it is convenient.
Investors preach long term vision, yet exit at the first sign of volatility. The same ecosystem that celebrates innovation can cannibalize its own pioneers.
Commentary & rants3 min
Michael Saylor @saylor is repelling the very institutions he expects to arrive.
For years, the narrative was simple. Institutions will come. Central banks will come. Sovereign wealth funds will come. They only need time, clarity, and a role model bold enough to go first.
Commentary & rants4 min
Solana: Web3 culture · 4 Feb 2026
A crypto software engineer, @AlexanderTw33ts , just launched a platform where AI agents can rent humans via API, with payments in crypto.
Commentary & rants2 min
Binance: Web3 culture · 28 Jan 2026
This last 3 months brought the kind of likes and engagement we should have had long ago, for work done well before CT finally woke up and started sharing my posts and findings.
Commentary & rants2 min
Seeker: hardware, distribution and the mobile access layer
Even though purely crypto related topics currently receive almost no reach on X, I want to come back to #Seeker for a moment because it represents something that is often talked about but rarely seen in practice: meaningful crypto adoption.
Research & analysis3 min
SKR and the Seeker ecosystem: commentary at launch
Seeker is not just a phone. It’s an open mobile platform, where users and developers can interact, transact, and eventually govern without the restrictions of Apple’s App Store or Google’s monopoly. In practice, Seeker is one of the first…
Research & analysis3 min
Adoption and re-centralisation can happen together
It is always just bullish or bearish, but no one talks about the fact that adoption is already here and at the same time it was the end of many things.
Research & analysis6 min
Zcash: the Electric Coin Company resignations
On January 7, 2026, the entire team of the Electric Coin Company resigned simultaneously. This was not a partial walkout or leadership reshuffle. Every employee of the primary organization that has developed Zcash since 2016 stepped down at…
Research & analysis4 min
A fucking word about builders and users in crypto:
Many want everything for free, pumping charts, airdrops, giveaways, winning nonstop, and ideally a cake with a happy ending too.
Commentary & rants4 min
Reading this, I have to admit that I am genuinely and positively surprised.
Because this statement reflects many of the things I have been repeating and preaching for a long time.
Commentary & rants2 min
The access stack: RPCs, oracles, sequencers and cloud providers
Decentralized” describes consensus. Most users, developers, and front ends do not touch consensus. They touch an access stack: RPC gateways, oracle networks, sequencers, MEV relays, stablecoin issuers, indexers, GitHub, and cloud. That…
Research & analysis8 min
Solana’s infrastructure and ecosystem: a December 2025 review
Solana won the speed war, then spent years paying interest on that architectural debt. Today the brand lives in 2 parallel realities: a high-throughput base layer that genuinely ships, and an ecosystem layer where outages, exploits, insider…
Research & analysis7 min
Open verification as a systems-design principle
What draws me to the original idea of crypto is not speculation or short term profit, but systems design.
Commentary & rants3 min
What mainstream crypto adoption changes
What is the actual price of crypto becoming mainstream? What do we lose in the process? What do we gain? And who pays for the transition?
Research & analysis6 min
What’s the big news in crypto today?
Everyone is screaming today about the OG whale who woke up after 13 years and moved 2 BTC to Coinbase. Cool story… but let’s clear something up: most people don’t even know what a Casascius Bitcoin actually is.
Commentary & rants1 min