Working on: zucoins.com 👨💻 myzucoins.org 👨💻 Spent past few years working on a very different, left-field approach to crypto 😁 Likes = bookmarks 🤙
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Joined June 2014
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@robofearth retweeted
The "stablecoins will destroy bank lending" narrative ignores reality. U.S. banks are sitting on trillions in reserves—they have plenty of liquidity. Meanwhile, most stablecoin demand comes from outside the U.S., expanding dollar dominance globally, not competing with your local bank. 1/3
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All this L2 stage talk so I went over to L2Beat for the first time (names hidden to protect the centralized). Eye opening.
I appreciate the transparency – but the fact that no top L2 has reached Stage 2 suggests it’s impractical. Think about how much resource and brainpower some of these L2’s have? If they could, they would.
Disagree? Move to Stage 2 and I’ll admit I was wrong.
In the meantime, we’ll be over here building scalable L1’s that achieve the decentralization and trustlessness goals of Stage 2 – and shouting from the rooftops why it matters.
Best of luck on your journey.
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JPMorgan plans to allow institutional clients to use their holdings of Bitcoin and Ether as collateral for loans by the end of the year in a significant deepening of Wall Street’s crypto integration bloomberg.com/news/articles/…
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File over app
File over app is a philosophy: if you want to create digital artifacts that last, they must be files you can control, in formats that are easy to retrieve and read. Use tools that give you this freedom.
File over app is an appeal to tool makers: accept that all software is ephemeral, and give people ownership over their data.
In the fullness of time, the files you create are more important than the tools you use to create them. Apps are ephemeral, but your files have a chance to last.
The pyramids of Egypt contain hieroglyphs that were chiseled in stone thousands of years ago. The ideas hieroglyphs convey are more important than the type of chisel that was used to carve them.
The world is filled with ideas from generations past, transmitted through many mediums, from clay tablets to manuscripts, paintings, sculptures, and tapestries. These artifacts are objects that you can touch, hold, own, store, preserve, and look at. To read something written on paper all you need is eyeballs.
Today, we are creating innumerable digital artifacts, but most of these artifacts are out of our control. They are stored on servers, in databases, gated behind an internet connection, and login to a cloud service. Even the files on your hard drive use proprietary formats that make them incompatible with older systems.
Paraphrasing something I wrote recently:
> If you want your writing to still be readable on a computer from the 2060s or 2160s, it’s important that your notes can be read on a computer from the 1960s.
You should want the files you create to be durable, not only for posterity, but also for your future self. You never know when you might want to go back to something you created years or decades ago. Don’t lock your data into a format you can’t retrieve.
These days I write using an app I help make called Obsidian (@obsdmd), but it’s a delusion to think it will last forever. The app will eventually become obsolete. It’s the plain text files I create that are designed to last. Who knows if anyone will want to read them besides me, but future me is enough of an audience to make it worthwhile.
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Key Insights from @RibbitCapital Token Letter:
Ribbit just released one of the most important pieces of writing of 2025, the "Token Letter."
ribbitcap.com/knowledge
It’s not a market update.
It’s a blueprint for the next decade of intelligence, identity, and value.
The message is simple but massive:
Tokens are becoming the DNA of everything.
They’ll define how machines understand us, how we store identity, how money moves, and how knowledge compounds.
Ribbit calls this the Token Revolution - a world run by token factories and agents.
Every person and business will have fleets of autonomous agents working for them, powered by tokens that hold context, memory, and trust.
Not all tokens are created equal.
Ribbit breaks them down into three groups:
💰 Value Tokens: store or move money.
🧠 Expertise Tokens: capture human skill and data.
🔐 Personalization Tokens: identity, memory, context.
Together, they’re the operating system of the new economy.
The most powerful companies of the 2030s won’t just own data.
They’ll own trusted token loops - flywheels that learn, remember, and personalize over time.
Data becomes compounding capital.
“Tokens are the DNA and feedstock of AI.”
AI systems will increasingly be powered by proprietary, context-rich tokens instead of raw data.
“Know Your Agent (KYA) will be bigger than KYC.”
Verifying human identity is no longer enough: future regulation and commerce will require verifying machine identity as well.
“Memory tokens will be the next oil.”
Personal AI memories: data tied directly to your actions, preferences, and context, will be a key source of value and differentiation.
“Vertical Token Systems” will replace SaaS:
Industry specific platforms will serve as intelligent operating systems, combining data, agents, and transaction rails.
Data becomes compounding capital:
The more trust and memory a platform accumulates, the more valuable it becomes, leading to exponential data moats.
Sneak peak on a mega Zucoin wallet upgrade coming.
It'll be way faster and smoother for everyday use, 90s settlement wait times will be a thing of the past.
⚡ Near-instant transfers
📲 Push-to-wallet delivery
🧠 Smarter confirmations
🧩 94% lighter push notifications code, faster core
🕒 Rolling out in late 2025 — no downtime, your wallet updates automatically.
Many such cases. The lessons learned at Amazon and other megacorps are often the exact opposite of what 99% of teams should do.
At a past company, the head of engineering and the principal engineers decided to break our Ruby on Rails application into a Go microservices mesh.
They created very detailed design documents and architecture diagrams. They went all out and used Kubernetes, gRPC, service templates, the whole shebang.
The whole senior engineering leadership came from Amazon, where they were used to each team owning a distinct service. They tried to apply that model directly. But our issues were with code ownership and poor domain modeling.
The entire application could have run on just a handful of EC2 instances.
What was the result?
Five years later, 70% of the application is still running on the Ruby on Rails monolith. Never completed the migration. But now they have to maintain two systems.
None of the original leadership works there anymore.
@robofearth retweeted
I’m turning 41, but I don’t feel like celebrating.
Our generation is running out of time to save the free Internet built for us by our fathers.
What was once the promise of the free exchange of information is being turned into the ultimate tool of control.
Once-free countries are introducing dystopian measures such as digital IDs (UK), online age checks (Australia), and mass scanning of private messages (EU).
Germany is persecuting anyone who dares to criticize officials on the Internet. The UK is imprisoning thousands for their tweets. France is criminally investigating tech leaders who defend freedom and privacy.
A dark, dystopian world is approaching fast — while we’re asleep. Our generation risks going down in history as the last one that had freedoms — and allowed them to be taken away.
We’ve been fed a lie.
We’ve been made to believe that the greatest fight of our generation is to destroy everything our forefathers left us: tradition, privacy, sovereignty, the free market, and free speech.
By betraying the legacy of our ancestors, we’ve set ourselves on a path toward self-destruction — moral, intellectual, economic, and ultimately biological.
So no, I’m not going to celebrate today. I’m running out of time. WE are running out of time.
@robofearth retweeted
We are alarmed by reports that Germany is on the verge of a catastrophic about-face, reversing its longstanding and principled opposition to the EU’s Chat Control proposal which, if passed, could spell the end of the right to privacy in Europe.
signal.org/blog/pdfs/germany…
The EU Chat Control proposal would be a catastrophe for Europe. It would seal Europeans behind a new digital Berlin wall, cut off from Signal and other e2e messengers. It's embarrassing and dangerous that it's gotten this close already. Time to bail to back to sanity.
We are alarmed by reports that Germany is on the verge of a catastrophic about-face, reversing its longstanding and principled opposition to the EU’s Chat Control proposal which, if passed, could spell the end of the right to privacy in Europe.
signal.org/blog/pdfs/germany…
