LexSokolin
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Hot take: every $1 in memecoins is $1 not building real web3 infrastructure
DePIN projects are literally laying the foundation for decentralized physical infrastructure
While PEPE holders pray for Elon tweets
DePIN projects are literally laying the foundation for decentralized physical infrastructure
While PEPE holders pray for Elon tweets
2013: "Bitcoin mining is wasteful"
2015: "GPUs are just for games"
2025: "$NVIDIA owns the AI future"
Funny how that worked out 🤔
2015: "GPUs are just for games"
2025: "$NVIDIA owns the AI future"
Funny how that worked out 🤔
Bitcoin mining margins get crushed every halving
DePIN mining margins expand as new networks are added
DePIN mining margins expand as new networks are added
The real fintech opportunity isn't building another neobank
It's figuring out how to unlock the $80B+ of staked ETH sitting idle
Web2 Fintechs are leaving money on the table here
It's figuring out how to unlock the $80B+ of staked ETH sitting idle
Web2 Fintechs are leaving money on the table here
Let's talk about value creation vs value extraction
Memecoins are just moving money from one pocket to another. Zero sum game.
But DePIN? That's different:
🔋 Real infrastructure being built
🌐 Actual networks being deployed
💰 New economic value being created
One is a casino, the other is building the future.
Memecoins are just moving money from one pocket to another. Zero sum game.
But DePIN? That's different:
🔋 Real infrastructure being built
🌐 Actual networks being deployed
💰 New economic value being created
One is a casino, the other is building the future.
Imagine having GPUs worth millions just collecting dust
This is why Web3 compute networks are inevitable
The thing to solve is Web3 DeGPU aggregators selling into Web2 customers without crypto being "icky"
This is why Web3 compute networks are inevitable
The thing to solve is Web3 DeGPU aggregators selling into Web2 customers without crypto being "icky"
AIt is pointless to rail against the inevitable march and evolution of progress. Everything will be democratized, decentralized, and tokenized.
The Technium expands, and it leads to here.
It leads to large AI attention platforms that amplify our differences, make us angry, and separate us into political camps. It leads to large returns for those who play harsh PVP games and sell at the expense of those who buy. It shortens our attention, pulling us away from books into 10-second rage-bait videos. It makes us prefer the dopamine hit of a 1000x bet over the certain but boring future of 6% annual asset allocation returns.
Financial nihilism is a failed philosophy. It brings us nowhere good.
The Technium expands, and it leads to here.
It leads to large AI attention platforms that amplify our differences, make us angry, and separate us into political camps. It leads to large returns for those who play harsh PVP games and sell at the expense of those who buy. It shortens our attention, pulling us away from books into 10-second rage-bait videos. It makes us prefer the dopamine hit of a 1000x bet over the certain but boring future of 6% annual asset allocation returns.
Financial nihilism is a failed philosophy. It brings us nowhere good.
Thrilled to be a part of the House of Block event coming up June 12th in London, alongside some other incredible folks. I'll be sharing my thoughts on the state of digital assets, AI, and Web3!
Hope to see you there.
Hope to see you there.
Everyone's talking about Figure and Tesla Bot
But nobody's asking how these robots will buy stuff
🤖 Autonomous agents need autonomous money
💸 Smart contracts > bank accounts
🔑 Digital identity will be built different
The future is weird and I'm here for it
But nobody's asking how these robots will buy stuff
🤖 Autonomous agents need autonomous money
💸 Smart contracts > bank accounts
🔑 Digital identity will be built different
The future is weird and I'm here for it
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