AI Data Center is the new modularity … remember 2023 when everyone was funding and building a ZKEVM, ZKVM, Rollup, DA, L2, L1, Bridge, Oracle, Intent solver network… and now we have a web3 infrastructure glut?
We are witnessing the same phenomenon at a whole other scale in AI

Marhaba lounge is the most bear market thing I have seen in a while

To recover from the great crypto depression triggered by 10/10, we need the President to launch a "troubled crypto asset relief program" TCARP (bailout) for crypto market makers

Solana conferences have much better food.

AI VC is going through "blockchain L1 vc" moment. Not seeing apps get funded even in giant markets like India because VC is scared that value will accrue to giant "superintentelligent" models. I think they are wrong and apps will make money from open source models on the edge

Elon changed the Algo to kill my payout because I didn't like his views on race relations ( conspiracy theory )

The greatest trick DaOs ever pulled is making crypto token holders believe they have rights hahahahah hahahahah hahahaha

We have reentered 2022 sentiment and Do Kwon is in the news - the simulation is real

Even Interactive Brokers wants to extract ( stablecoins ) from the crypto market

The SEC can solve all of crypto industry's problems by recognizing tokens as a legitimate capital raising mechanism in a c-corp's capital structure - like a class of equity where issuers don't want obligations and buyers dont want rights... not that far but something like that

Breakpoint is in London next. British tourist visa is a total pain for the global south poors who want to go to England legally ie @SolanaFndn is now a tourist visa agency

Lessons we relearnt this year:
1. Limited liability c-corp is a superior form of organizing economic activity for capitalism than a DaO or nonprofit foundation (OpenAI, Uniswap)
2. Stonkmarket is a superior capital market (NVIDIA) than “internet capital markets” (extraction)

Fogo is cancelling their presale? Could cancel the whole thing and no one will notice in this “altszn”

We need the president to pardon cryptocurrency

I don’t think we need an Aave DaO. Everything is automatically decentralized unless Democrats return to power in Burgerland

They are selling coins because Oracle data centers might be delayed. Incredible technology