AO is starting to look like the money layer of the Permaweb.
Names: AO.
Bundlers: AO.
Gateway/data availability incentives: AO.
Compute/message passing: AO.
AR stores the world’s data permanently.
AO coordinates the economy built on top.
Extremely bullish on this setup.
Very excited about this launch. Introducing:
➡️ PermawebOS nodes: A bootable, multi-architecture HyperBEAM instance.
➡️ LapEEs: Pretty Good Security via swarms of widely available commodity hardware.
➡️ Decentralized bundlers: A first alpha deployment for LapEEs.
Demanding the most recent high-end server chips or ~$100k as an entry ticket to contribute hardware just isn't a path to decentralized networks.
To actually decentralize the web we are going to need to enable wide participation. The PermawebOS is how we think we get there. Big day 🙂.
To be clear: This is a huge ship and it is definitively, categorically an alpha. We have been running and using LapEEs ourselves at @fwdresearch for weeks, but you shouldn't jump on this today unless you are ready for: A. Nothing to work as you expect. B. The very real possibility that you brick your machine.
Stability and ease-of-use will improve over time, so unless you love self-guided firmware flashing adventures it is best to hang tight for now.
Further down the track, it also looks like Android deployments of the PermawebOS may be possible, too, using kernel software isolation and some of their security hardware. Running a bundler on your phone that you genuinely do not know how to tamper with even if you wanted to is pretty remarkably.
Brick by brick.
AI will strengthen blockchain core protocols.
In the AI era, positioning matters even more.
Arweave = permanent storage.
AO = scalable trustless computation built on Arweave.
AI cannot create these core protocol designs by itself, but its growth increasingly benefits them.
NFA.
@StaniKulechov aave should start the rsETH delist and liquidation process asap, and promise all bad debt will be covered, by AAVE (mostly revenue stream and treasury). Then, initiate the process of getting reimbursement for bad debt from L0 and KelpDao
USDS is the worlds largest yield generating Stablecoin
Smart money and institutions use it because it offers the best risk adjusted return in crypto at scale
There's currently more than 230 billion stablecoins not earning any yield - and that capital is steadily coming to USDS
OG DeFi are the rails: @aave & @SkyEcosystem = credit/lending rails, @Uniswap & @CurveFinance = liquidity routing rails. New apps bloom, but the originals became the on-chain infrastructure. #DeFi
Buy when no one cares. AO launched, AR 5x’d. Now AO is $4, 5M circulating, $20M cap. Total 21M supply, released slowly like Bitcoin. If it works, it could be the next big thing.
Web3 represents a significant leap forward from Web2, delivering improvements across every dimension. Trustworthy, Globally Accessible, Cost-Effective, Low Maintenance, Resilient! AR + AO + ARIO = true web3