Decentral Station

Middle IQ takes. destn.eth

[Decentral Station @DecentralStn]

If this is indeed the device, it is futile.

The real alternative to phones and computers is not a single device but a modular one where different small devices work in sync.

Quick kill is audio only device. Just look at Deepseek speakers in Taobao.
Wearable camera with mic in tiny form factor of pendant or glasses but they should’ve observant and not conversational.
Bone conduction earphones
Small interactive screen as watch.

All of them should work individually and together.

Modular vs Monolithic in hardware too

[Ben Geskin @BenGeskin]

WSJ on Jony Ive and Sam Altman’s OpenAI device:

• The product will be capable of being fully aware of a user's surroundings and life, will be unobtrusive, able to rest in one's pocket or on one's desk, and will be a third core device a person would put on a desk after a MacBook Pro and an iPhone.
• The Journal earlier reported that the device won't be a phone, and that Ive and Altman's intent is to help wean users from screens.
• Altman said that the device isn't a pair of glasses, and that Ive had been skeptical about building something to wear on the body.

via: https://t.co/30nJY4gL2b

[Decentral Station @DecentralStn]

sbf invested in anthropic. Maybe he should’ve used it ;)

[Decentral Station @DecentralStn]

Man I thought they might launch an L2

[zerohedge @zerohedge]

OnlyFans Owner in Talks to Sell Platform at $8B Valuation: Rtrs

Damn, there goes the hooker economy: payouts about to plunge

[Decentral Station @DecentralStn]

It has become clear that chains and protocols have to now choose between decentralisation and stopping bad actors.

Instead of being reactive, Chain Validators, Protocol developers, Governance participants should have a proactive strategy.

What should I do if the protocol is hacked for say 9 or 10 figures?

Any protocol which has more than 100MM TVL which can be controlled by token holders should have this strategy.

Chain Validators should also have this discussion.
Bridges should do too.

Protocols can go immutable to avoid having to make this decision but that ain’t happening anymore.

[Sui @SuiNetwork]

We’ve learned that a Cetus smart contract was hacked this morning for approximately $223M and Cetus subsequently paused their smart contracts to prevent further theft.

Cetus worked together with the other DeFi protocols, the Sui Foundation, and the Sui validators to collectively protect the ecosystem. A large number of validators identified the addresses with the stolen funds and are ignoring transactions on those addresses until further notice.

The Cetus team is exploring paths to recover those funds and return them to the community. An incident report from Cetus is forthcoming.

The Sui Foundation and the rest of the ecosystem are committed to supporting Cetus as they work through this incident.

[Decentral Station @DecentralStn]

Hardware is where big money is.
Wild card entrant here

[Decentral Station @DecentralStn]

VCs, Founders everyone know this. Not specific to crypto.

But the money spread is little more complicated than this.

During FTX bankruptcy and before that when Binance banned US users in 2019, there were some surprises on transaction value, cumulative txn value for a period and number of users split by geography

[Asaf Nadler @AsafNadler]

You raised a $7M seed from Silicon Valley VCs.

You hired a KOL agency in Dubai.

But your users, they’re in Lagos, Manila, São Paulo, Accra, and Jakarta. 

Still think you know your market or should I let you in on a secret that’s gonna determine your success?

If you’re a crypto founder…this will be the most important data you’ll see all year.

We just analyzed wallet activity of 15M users across @MetaMask , @phantom , @bitgetglobal , Coinbase Wallet, Rainbow, OKX, and more, layered with geolocation data from @addressableid (link in comments).

And what we found was a hard truth, this will shake your belief;

• The money is in the West.

• But most users are everywhere else.

The USA and Western Europe dominate transaction value.

But Africa, Southeast Asia, and Latin America dominate wallet volume.

This means, If your product runs on a fee model, you want capital density.

But if you need users, you’re probably building for the wrong continent.

Let’s make this real, I feel like you aren’t feeling the gravity yet:

Imagine a founder in Berlin.

They raise $4M and build an app on Arbitrum. 

Target New York, and on launch day?

Their top users come from the Philippines. Nigeria. Brazil. Indonesia. 

They’re on cheap Android phones.

They’re skipping your 50MB wallet SDK because it won’t load. They bounced and moved on. 

Not because your product sucks, but because your assumptions do.

This isn’t a glitch, it’s a mirror.

The crypto revolution isn’t coming from where you pitch, it’s coming from where you’ve never looked.

And that’s a wake-up call:

Are you building for reach, or are you building for revenue?

Because the market that funds your runway
is not the same market that feeds your retention.

You can raise in Manhattan…but if you ignore Manila, you’ll stall.

You can plan for a TGE in Paris…but if you don’t localize for Lagos, you’ll bleed churn.

Here’s the paradox:

Most crypto products are funded by the West…but scaled by the rest.

If you don’t know that, you’re not in the game. You’re in the dark.

So ask yourself:

Who are you building for?

The VCs on your pitch deck, or the wallets that are actually active?

Because in crypto, users don’t follow your roadmap.

Your roadmap should follow your users.

[Decentral Station @DecentralStn]

I see everyone with anti KYC posts here. Honestly KYC rehaul is more from Governments but Companies like Coinbase can atleast avoid asking more details every time.

Also, what about operational security? How a support agent can have access to everything? What about domain filtering, access matrix stopping same agent from accessing both PII and monetary details of the same customer?

Putting up a brave front by not giving in to hackers is great posturing but not apologising for having bad security practices is worst.

[Coinbase 🛡️ @coinbase]

Cyber criminals bribed and recruited rogue overseas support agents to pull personal data on <1% of Coinbase MTUs. No passwords, private keys, or funds were exposed. Prime accounts are untouched. We will reimburse impacted customers. More here: https://t.co/TUULYI5mWK

[Decentral Station @DecentralStn]

@setanimals Yes but you need to provide source of funds for suing also

[Decentral Station @DecentralStn]

I understand the frustration but seems better deal than pill pushers

[Lefteris Karapetsas @LefterisJP]

The quintessential German house doctor visit translated in 1 pic.

1. Advice: Stay home and drink lots of tea. (€10.72)
2. "Examination": Please cough. (€ 21.45)

Sumup: Wait for 2 hours in queue. Given no medicine. € 32.17.

[Decentral Station @DecentralStn]

@GwartyGwart Brooks died so that red could survive

[Decentral Station @DecentralStn]

@DarkCryptoLord Every single fkin time

[Decentral Station @DecentralStn]

We won’t tell you what we want.
You should figure out what we want but if it is not correct, we will penalize.

Sounds like heard it somewhere

[unusual_whales @unusual_whales]

Japan is reportedly asking the US what it wants in trade talks and can't get an answer, per FOX

[Decentral Station @DecentralStn]

@ASvanevik Actually consumer products if too big creates an identity on itself displacing the country.

[Decentral Station @DecentralStn]

People who want L1 to scale to satisfy their ego (plus bags).
Same energy as those who want companies to manufacture in America but don’t want to work in them.

[Chase Wright (mysticryuujin.eth) @mysticryuujin]

Gas is 0.4 gwei, everyone keeps saying the L1 needs to scale, but ummm for what exactly? Who is limited by the L1 right now?

Yes, I understand planning ahead, but I also live in reality, and the reality is block space is NOT in demand.

[Decentral Station @DecentralStn]

Fee markets will bring users to L2 has the same vibe as Tariffs will bring back jobs to America.

[Justin Drake @drakefjustin]

@dankrad @notnotstorm @TrustlessState @bankless @eth_proofs Right—it's really the top 0.1% of transactions, less top 0.1% of users :)

L1 access is ultimately permissionless and the fee market naturally filters for the highest-value activity.

[Decentral Station @DecentralStn]

Sometimes, people automatically assume experts in one field are able to display expert thoughts in all areas.

Strong opinions are good but can be wrong also. Problem is not V but the people simping.

You can appreciate a persons expertise and criticise their bad opinions at the same time

Disagreements doesn’t mean disrespect.

Very much relevant in today’s geopolitics?too.

[Ameen Soleimani @ameensol]

crazy thing is that @simondlr came up with all of the "attention markets" &amp; "bonding curves" stuff in 2017 and it was good then but somehow @a1lon9 turning the concept into a hit product on @solana makes it "bad" according to @VitalikButerin

I'm on team @jessepollak here

🤷‍♀️🤷‍♀️🤷‍♀️

[Decentral Station @DecentralStn]

One who pays for it.

[Georgios Konstantopoulos @gakonst]

Everybody wants to own the Sign In button across tech whether it is crypto, ai or other.

Who will win and why?

[Decentral Station @DecentralStn]

@DarkCryptoLord @coinbase April 14 is the day Sun enters Aries. New year for several cultures.

Astrology is never wrong.

[Decentral Station @DecentralStn]

Entertainment

[Bill Ackman @BillAckman]

A willingness to adjust a strategy based on new facts and data is a sign of the strength of a leader. It is not an indication of weakness.

[Decentral Station @DecentralStn]

Man, I never thought they’ll fold so quickly. Now, slowly Wall Street flexing and getting exemptions.

This gonna stretch out middle class. Watching Marine Traffic. Almost sure, More goods are flowing over to SG, MY, TH soon.

https://t.co/sZsig0N0kz

[Decentral Station @DecentralStn]

The real tariff war is between hyper financialized economy and hyper industrialized economy.

Others are just passerby with no stakes but gonna have wildcards.

In real, Tariffs are not going to dent both.

The real deal is in both trying to cutoff other from rest of the world. China has succeeded so far. US trying to counter.

Imo, the other stake holders are three fold.

Global West: Canada, UK, EU, AU
Global East: Japan, Korea, ASEAN
Global South: India, Middle East, Africa

US wants all three to reduce trade with China and increase with US. This is the key condition in the 90 day discussion.

Problem is US don’t have what they want.

Global West is past which doesn’t have workforce or industrialisation
Global East is reasonably industrialised but doesn’t have workforce
Global south is not industrialised but has the workforce.

So, There is no way these groups can reduce trade with China and increase with US.

Russia is probably chilling with no stakes on.

[Decentral Station @DecentralStn]

China isn’t out of the woods too. Just like how hyper financialized economy suddenly cannot industrialize, hyper industrialised economy cannot financialize itself out of this.

Devaluation of currency is again a stop gap. Wealth would flow out. China also have a trust issue. EU, Japan, India all are very vary of Chinese. In these 90 days unprecedented Chinese exports to other countries have already started with deep discounts.

EU and Canada are politically left leaning and are having trouble with having same wavelength with US now.

Japan and India have nationalist governments which are in better sync with US.

China probably will reroute a huge chunk US export through these. Probably in the second half Aug - Nov, both US and China realize they’re enabling EU, Japan, India at their cost and will strike a deal.

Trump will portray it as their victory.