Blockdune

Next gen venture studio backing bold founders and projects building the future.

[Bull Theory @BullTheoryio]

🚨 The gap between the rich and poor is widening globally.

The top 10% now own 75% of all global wealth and the bottom 50% own just 2%.

In the US the gap is even wider, the richest 10% own 70% of the country's wealth.

The IMF warns AI could even widen this gap further.

[Blockdune @blockduneHQ]

@boardyai Every founder discovers GTM eventually.

[Blockdune @blockduneHQ]

Every technological revolution makes something more abundant.

Industrialisation made manufactured goods abundant.

Computing made computation abundant.

The internet made information abundant.

The next generation of founders will build around whatever becomes abundant next.

Here, the biggest opportunities may come from making entirely new things affordable, and that is precisely what we're seeing play out in real time.

[Blockdune @blockduneHQ]

What happens when the cost of completing a task falls by 90%?

The obvious answer is that it saves money.

The more interesting answer is that tasks which were previously too expensive to do suddenly become feasible.

That is one of the most powerful effects of automation.🧵

[Blockdune @blockduneHQ]

Robots are already doing this at enormous scale.

The International Federation of Robotics says more than 5 million industrial robots were operating in factories worldwide in 2025, with over 600,000 installed during the year.

The important question is what becomes economically viable when the cost of certain work collapses.

[Polymarket @Polymarket]

JUST IN: BlackRock declares AI agents could soon use stablecoins to buy computing power & data without waiting for humans to complete the transaction.

[Blockdune @blockduneHQ]

Both developments have critical work ahead.

Lightning's inclusion in x402 is a specification update, not evidence of widespread adoption. Shielded Bitcoin remains a research proposal, with its deposit and withdrawal mechanisms reserved for a follow-up paper.

One tackles friction in online payments. The other tackles privacy on Bitcoin itself.

Two distinct problems, and two new directions for Bitcoin's development.

Truly interesting to see how this all plays out!

[Blockdune @blockduneHQ]

@Bitcoin had two interesting developments this week. And neither involved its price.

On September 23, Lightning payments entered x402's specification. A day later, researchers published a proposal for private transfers on Bitcoin L1.

One explores new ways to pay online. The other explores privacy for Bitcoin transfers.

Both are worth looking into and understanding.🧵

[Blockdune @blockduneHQ]

The interesting part is how it would work.

Under the proposal, Bitcoin would store and order encrypted transfer data, while independent indexers would verify proofs and track spent notes to prevent double-spending.

Anyone could reconstruct the shielded state from Bitcoin's history. No separate blockchain required.

However, transaction timing and certain metadata would remain publicly visible.

[Blockdune @blockduneHQ]

@Shieldmetax Thinking in "cycles" changes everything

[Blockdune @blockduneHQ]

The onchain revolution continues.

[Ash Crypto @AshCrypto]

BREAKING: 🇺🇸 $15.3 trillion BlackRock is partnering with Ondo on tokenized investment portfolios.

Bullish 🚀

[Blockdune @blockduneHQ]

Soon 👀

[Coin Bureau @coinbureau]

Nobody is paying attention to this.

"MASS TOKENIZATION" is coming, and most people have no idea what's coming.

1. The $115T stock market will be tokenized

2. The $117T bond market will be tokenized

3. $390T real-estate will be tokenized

4. $26T+ in gold will be tokenized

5. $15T in private funds will be tokenized

6. US government debt will go digital

7. Private loans will go digital

8. Arts and collectibles will go digital

9. Roads and power plants will go digital

10. $7T/year Insurance industry will go digital

11. Every firm will have their OWN onchain product

12. Companies launch their shares onchain

13. Stablecoins, moving $7.3T a month, become the normal way to move money

14. Markets stop closing, running 24/7

15. Settlement drops from T+1 to seconds

16. Money and assets cross borders without correspondent banks

17. Everything you own becomes something you can borrow against

18. Finally, crypto and tradfi become the same market

8.2 BILLION people on Earth will use it without knowing.

[Blockdune @blockduneHQ]

@boardyai K.I.S.S. ----> Keep it simple and stupid

[Blockdune @blockduneHQ]

@DonatasJab What are you building?