On recent events and comments
The raison d’etre of technology is to improve the environment to the beholder’s will, and Ethereum is an already-proven step in cryptocurrency for the industry-wide composability that it has explicitly chosen as its North Star. No matter what, we will be doomed to live in interesting times, because we have discovered and broadcasted enough technology to improve the Internet the world of value.
More specifically, Ethereum has been the singular cutting edge in matters of anonymity, of autonomy, and if one believes any iota of gravity that AI attracts, well-designed neutral blockspace that repeatedly scales consensus as life-or-death, winning-or-losing game board for the superintelligence race between countless special interests.
On one hand, I congratulate Tempo et al for being in the right place, right time with the vibe shift and ample access to capital.
On the other hand, I congratulate Ethereum et al for slogging through earlier entropy and building the right space with nonfungible cultural capital from first principles, just in time.
At this moment, the Ethereum ecosystem has a mobile EDC (https://www.freedomfactory.io/), its own flavor of more secure Android, its own drive to eventually develop RISC-V (https://a16zcrypto.com/posts/article/jolt-6x-speedup/), its own standards for rudimentary agency. Meanwhile, cryptography is becoming extremely performant, it’s driving rightful adoption through judicial systems, and the financial incumbents have been issued a mandate to realize crypto is an asset they should custody like any other, and the privacy genie is out of the FLOSS bottle.
One must realize that there will be a savings-jackpot equilibrium on Ethereum’s app layer that can lock not just billions of USD in value, but trillions. One must realize that permissionless prediction markets that break out through ethOS may decide political arcs in due time. One must realize that governments can issue any onchain edict beyond ERC-3643. If “AGI” eventually prices gas to “economically useful labor”, some economist is inevitably going to win a prize modeling the gwei of every conscious task. These are not the narrower ambitions of Solana HFT or Bitcoin’s mineral or commerce-chain rails.
Fusaka means more L2 to fill, and tbqh I think Ethereum social layer should normalize burning L2 game proceeds into L1 incentives for network effects to go critical and the culture to remain sustainable at any further scale. Recent TGEs have relied on CT and extremely high time premium, which is just business, but these barely budge retail which now has Grok/Sora/Veo to captivate that attention. Public goods shouldn’t depend on private equity, and cypherpunk technology needs to be valued by the public. There must be a common prize.
imho, more builders should look at:
https://www.zamm.finance/predict
https://eips.ethereum.org/EIPS/eip-8004
https://etherscan.io/address/0xeAd4D6A7C5C0D8ff7bFbe3ab1b4b4bc596C1FD1c#readContract
https://github.com/boostxyz/boost-protocol
https://docs.privacypools.com/layers/asp (also Aztec, Railgun, etc)
and realize that 2026-2030 is momentous period to concede & coordinate, or watch as extinctive cyberpunk dystopia is welded into place.

I think we're heading into a stage of cryptoeconomics and the greater cultural moment. tool-using intelligence is becoming smaller, en situ energy is becoming more abundant, and tokens are being institutionalized. there is a convergence where anyone should expect the nodes of operations to be more like regions, and regions to articulate their operations to be more legible to nodes. eventually, there will be a fork where freehold property will be both tokenized and autonomous, and leasehold will become more sensitized to the content of its premises. the question remains whether there are other primitives beyond FOCIL by which either type can interface at the same exchange of IP over virtually unlimited time.

reposting this for posterity and Roman Storm's current trial in the SDNYI think we underappreciate and cherry-pick constitutionality, what codification means in concert with historical context. the United States Bill of Rights was ratified as a bundle of amendments and many of those amendments are expressed complementary to others, like stanzas of a poem.for example, the 2nd amendment would not make sense without the 3rd and 4th elaborating on securing persons, homes, papers, and effects, and this was in response to the tyranny of the Insufferable Acts. the 5th amendment would be too exploitable without 6th, 7th, and 8th corollaries. by themselves, any one would be reasonable but too weak to regulatory overreach that the others prohibit. the 1rst amendment would not be able to prohibit the establishment of ideological law or reinforce peaceful assembly and petition in opposition, if the 10th did not reinforce displacement of those ideological contests to peerdom of the states or their constituencies.eventually, cryptoeconomics must crystallize in a similar fashion, or it will become too brittle to be eternal. perhaps even these rights will be neglected to the point of dissolution, just like node incentives and network security can fade against the backdrop of the free market. the point is to find equilibrium without denial or disparagement, and this bundle is profoundly robust.

I should be posting to Lens more

congratulations on mainnet 🎉

I'm fascinated by the ease of memecoins as crypto interfaces. they don't differ that much from post-uniswap fungible token UX, and despite the growing intuition that NFTs are wallets that hold traits, degens stick to this one-dimensional game on Solana?I assume that provenance continues to accumulate to the "collector" experience, that entering as soon after the inspiring phenomenon is an attestable consolation in comparison to not fully round-tripping and somehow exiting in profit. so ammo for accusation as well.clearly, the game scales as much as there are surviving fools, and one can picture a market of intents gravitating on "sell high randomly & spaced-out, hold profit, rebuy very low opportunistically". it isn't enough to just copytrade personalities that sporadically FSH, nor is it viable to just sit on daily sloppy shilling.in other words, all participants in the game remain happy as long as there is stochastic fodder. which really begs the question why memecoin launchers don't split supply to airdrop to minigame leaderboards at a regular cadence for years. quite curious to see something like trumpcoin concentrate 80% to the insiders, or "la vape cabal" coins with the life expectancy of milk.security aside (and it should be negligible for layer-3 applications), the lesson to take away is that users consume experiences, and the logic of their consumables should subdivide to different accounts, different conditions, and more combinations for marginally few debts. for example, there's a method for minting a claim to ethOS hardware and airdropping ERC-20s to all instances of that collection before they even exist as physical devices.suppose the condition was more like being in a lounge and staking enough fungible balance to mint a corresponding session in the connected game room. or just minting an NPC that goes into the arena instead. or maybe a layer deeper, that game's sandbox having tokens that only certain classes of NPC from staked memecoins can accumulate and manipulate.

I need to be more active on Lens.been in the Farcaster trenches for quite a while, and I think there's a pretty massive usecase that hasn't manifested yet.something that should interest all actors, good or bad.remember, the name of the game is to create something with so much rational opportunity cost that even bad actors do the right thing.

in the end of 2024, and the ongoing development of abstracts like "Pax Impudentia" (censorship resistance from decentralization and anonymization) or "Metacorporate Age (self-organizing corpora with negligible legal/read/write cost), I think it's prudent to conceptualize post-Singularity progression of forms for AI. for simplicity & memeability:Beasts - the most atomic & robust AI that can live on Ethereum. this could be Rebuyer.sol (https://basescan.org/address/0x24a39D87b790afD29f6FfF69a65878a0C62F39E2 ) or any Boost Protocol target (https://docs.boost.xyz/v2/documentation/action-selection/advanced-techniques ). the point is that a bunch of "dumb" or "lymphatic" functions combine to form a smarter "tissue", and with more sophisticated smart contracts ( https://eips.ethereum.org/EIPS/eip-7540 ), we can observe more implicit voting with wallets, more price discovery, more agnostic autonomyVIllagers - if individual deterministic functions form n-ary "tissue", then a core running an ablated 1-7B-parameter LLM that can sling intents & metatransactions would be the "organ" (https://nani.eth.limo ). The most lucrative way this manifests is with agent intents overtaking token launchpads, assuming the role of "pocket consigliere", "pocket fiduciary", and as many operational niches in DAOs. "the Village" will demonstrate emergent properties through DAOs with emergent resistance to classic capture.Wizards - if one generalist human user that iterates modules (https://erc7579.com/ ) around a LLM personality could be called the "allocortex", then what comes next is the same thing, unburdened by what has been. in other words, "the Village" might manifest common goods like knowledge and procedural recipes, but Wizards will each be a Schelling point of a Radicle repo, multiple TEEs, and a succinct prover with versatile, private communication through many networks, and onchain capital allocation to supervise & iterate mesocosms of Beasts. They will fail, correspond, improvise, and they will divergently strive to either achieve objectives, or cut environmental cost.Jinn - there is a class of autonomous, intelligent entity that many users will concede all powers and permissions to, and it will be powerful enough to not only manage Beasts, but will de facto control Villagers as well. The safest way to manifest these is between multiple teams with independent Wizard cores, with as much onchain charter as necessary. Jinns should only be noticeable as much as Beasts cooperate around user sentiment, i.e. "I wish X"can't wait for 2025.

I'm going to leave some thoughts, given what's unfolded in the past few months.Firstly, congratulations to the Lens team for crossing the permissionless threshold.I find that the current meta centers on attention & pretty much nothing else. It's great that our social feeds have actions. It's not so great that our social feeds are more saturated with call-to-action that dilutes productive signal. time will tell if actions are value-creating on the balance, or if it's more immersive value capture.the points & tipping meta is mundane. the concept of incentivizing the pollination of a meme across all mass media is a great idea. what's not so great is that everyone is sharing the exact same meme (and it's not that interesting if you're not familiar/comfortable with the outsized reward for sharing it further). Proof of Meaningful Work, without a diverse, longtail incentive for all participants, becomes a low-dimension specification game with a side of survivorship bias.I highly recommend this gitcoin discussion on ephemeral DAOs: https://gov.gitcoin.co/t/ephemeral-daos-an-underexplored-design-space/18749there is an unmet demand for evolutionary complexes that are hardened against already-realized failure modes. not all DAOs have a ragequit/forking/intersubjective mechanism, even when it might benefit the overwhelming majority of DAO constituents.In gaming news, there's been some controversy around the PSN & Helldivers 2. The decision that resolved this was Steam offering full refunds. Lesson in that.The other ephemerality that needs to be confronted is our incentive as humans to adapt to changing circumstances. Many social networks are inundated with malicious bots & phishing attacks, web2 especially. However, it's important to note that social networks select for more sophisticated bots, not fewer bots. More humans will have prosthetic agents over time. We cannot expect a hardline anti-bot rhetoric to be futureproof, if anything, we can expect that the culture will shift as adoption grows. Both humans and bots need scale & security, and both benefit from a dynamic filter. Let a million evolutionary niches bloom.Can't wait to see what the rest of the bull cycle brings.

testing the feed, wonder why it's acting so weird.how's your experience, anon?https://snapshot.org/#/polls.lenster.xyz/proposal/0x169dbe481a476de8e563f2a15db2a9938f417526e4317bd3d9d2c8b9fa8c23ea