Devin Baker

The problem is, at some point most of the people chanting this tagline are going to wake up in a few years and realize two things: (i) they were early to a transformative technology that provided immeasurable opportunity & (ii) they squandered it by imposing an artificial deadline on when they had to “make it” by.

Financial assets want to be free. They want to be open. They want to be interconnected. Crypto turns financial assets into file formats, makes it as easy to send a dollar or a stock as to send a PDF. Crypto makes it possible for everything to talk to everything. It makes it all 24/7, global, interconnected, and open.

That will win. Open always wins.... See more

Techno-Industrials are addressing larger markets than most software companies can.

They use whichever tools they need to provide better solutions to key bottlenecks with better unit economics than incumbents.

They are more capital efficient than most investors expect.

And they have to be more strategically sound than the average software company.

B... See more

Let’s look at Solana validator economics here as an example just to get some order of magnitude ideas. Solana is more expensive for validators to run compared to most networks. The resource requirements are higher than average, but it’s certainly not as unattainable as is commonly believed. You can run a Solana validator full node for as low as $35... See more

The last 40 years have been us trying to convert the world to liberalism(our new incumbent system), to attempt to ensure global peace. The reverse of this will now begin to occur, and many will be very surprised, (especially China and Mid-east) at just how ruthless the west will be in regards to the countries aligned against the America/western... See more

Pump's model is tuned for velocity. You get a flat SOL rate per token that hits a $69k market cap, and zero cut of protocol fees via PumpSwap. So the name of the game is launching as many tokens as possible and riding waves of hype.

LaunchLab, or forking your own version of it, is the way to go if you're gunning for a viral hit and care more for... See more

If you want to change the world to a better place, the best way to do it is a for-profit because for-profits have to take feedback from reality. Ironically, for-profit entities are more sustainable than non-profit entities. They’re self-sustainable. You’re not out there with a begging bowl all the time.

As long as this exists, and the tech infrastructure is priced and sold in USD, the USD remains supreme worldwide. This is what is actually still underpinning western global dominance and enabling American power. Not any other reason most people espouse.

There are clearly differences, but they have the same general shape. Let’s take it a step further. What if you wanted stronger pre-confirmations on your rollup (assume this is not a based rollup) rather than a centralized sequencer. Well then you may implement a PoS sequencer set, reintroducing economics that again look even closer to an L1. Or,... See more