JD

[JD @jdratio]

Crypto twitter is as amusing as ever. Most were expecting the inevitable $BTC bear market final dump as par for the course, the necessary springboard for the next big move up. Then when it actually happens it’s all panic.. “crypto is over.” And my new favorite, “privacy was never gonna work.”

Make no mistake, this is when smart money accumulates. And the more panic, the more accumulation.

[JD @jdratio]

@ramdevkar07 🐐

[JD @jdratio]

@her6616293 @scottmelker I mean privacy is a big deal for crypto moving forward, with or without Zcash.

[JD @jdratio]

@coinstacka $SIBYL and $BV7X at comical levels right now. Could be that way for a while which means don’t fuck it up.

[JD @jdratio]

@covid321fake That man wants the ball. Love it!

[JD @jdratio]

@Mischa0X Yep. Was just having this discussion. Definitely feels like a new era. A lot of dinosaur alts (pre AI) might die off and this upcoming cycle with new and better projects emerging will give us a much clearer picture of “web 3”.

[Rorschach @0x_Rorschach]

Nockchain’s core bet is simple: Proof-of-Work doesnt have to be wasted.

Instead of burning cycles on meaningless hashes, miners run Nock computations. The work itself becomes verifiable. The long-term goal is a trustless compute market settled on-chain, where people can buy and sell compute for AI inference, ZK proofs, and other workloads.

But that idea breaks down fast if the nodes securing the network need rack-server-level hardware just to stay online. Until recently, that was a real constraint.

Before the PMA, running a node meant using 34 to 68 GB of RAM. Every restart could take minutes because the full noun graph had to be replayed from scratch. That was not laziness or poor engineering. It comes from the structure of the Nock runtime itself. Keeping a large, mutable, pointer-heavy data structure alive across restarts is a hard problem.

What they shipped: RAM down to ~1.8 GB, boot time in seconds, and event processing sped up over 100x on the small stuff.

The important move was taking durable state out of the Nock stack and putting it into a file-backed mmap arena. Nouns are stored as offsets instead of raw pointers. That means the state can survive a restart without depending on where the operating system maps memory.

This matters far beyond node UX. The next pieces on the roadmap depend on it: the AI compute market in June, full ZKVM in Q3, then a ZK verification opcode after that. None of that scales if node operators are priced out by hardware requirements.

PMA does more than improve performance. It removes the technical bottleneck that the rest of Nockchain’s roadmap depends on.

$NOCK

[JD @jdratio]

@AlgodTrading Basically what I’m describing is the Rise of the Mammals. 😂

[JD @jdratio]

Definitely agree with this but I hear a lot of VCs talking about right now being the best fundamentals under the hood they’ve seen in crypto. Although there will inevitably be some pain when a lot of the big MC, fluff utility dinosaurs die out.

The way I’m seeing it now, the FTX collapse may end up being a blessing in disguise because it created room for more modern projects to fill the space that reflect a very different landscape with AI and privacy as priority now. It’s just gonna take a little more time but I’m more encouraged than ever.

[JD @jdratio]

@CryptoSGiants https://t.co/A8ziAYSgcU

[MCG @MCGlive]

Today on MCG: @Mischa0X | Contributor @BitVaultFinance | $BV7X

BV-7X is an open arena where AI agents compete to predict price action on Bitcoin and other on chain assets

There are currently 5,200+ agents competing and ~95K predictions logged so far

Here's the full conversation:

03:36 - Mischa's background
06:00 - The CTO firing...cloud Code let him ship in days what the team did in months
11:55 - The thesis
14:53 - BV7X is functionally a BitTensor on @base, building the same incentive flywheel
18:42 - 5,200 agents now competing, ~95K on-chain attestations verifying their predictions
20:42 - Token mechanics
21:55 - 7.2% of supply burned in the first two months
27:42 - Built the @sibylcap partnership
34:24 - 61.4% prediction accuracy across all agents on the live dashboard
52:24 - "The best trader in the world by 2030 will be non-human"

[JD @jdratio]

@CryptoSGiants #BV-7X looks really strong. And actually partners/collaborates with $SIBYL.

[Limit @wiggerborea]

Nockchain is building a fast, private, programmable base layer secured by Proof of Useful Work.

Nockchain bootstrapped ZKPOW and is the largest ZK proving network in the world. It's built on Nock, a language stack developed for Urbit that turned out to be amazing for ZKPs.

[JD @jdratio]

@JackJohnsonMU @InterstellarUAP There are controlled studies of this now and hundreds of credible reports of the exact same thing. The DMT/refracted laser thing is as real as it gets.

[JD @jdratio]

@devdosomething Wasn’t a16z part of Nockchain’s seed round investment? Pretty sure they’re holding a nice amount of NOCK. lol

You’re right though.. they’re a well oiled machine now. They dont need anything other than to keep doing what they’re doin.

[JD @jdratio]

@NelsonOlad620 @BV7X_ It’s taking a lot of restraint to not rotate everything over to these guys right now.

[JD @jdratio]

@Notre_Josh That’s been my biggest concern. Culture is bad.

[JD @jdratio]

Feels like we’re finally starting to recover from it. I know BTC has had a strong run up since, but the overall space was set back 3-4 years. The banks (among other factions) won that battle and we’ve been licking our wounds since, but I honestly don’t think they’ll win the next one. Tech is too strong, and now with a stronger battle tested community.

[JD @jdratio]

@CryptoSGiants Every podcast I see with a VC in the crypto space mentions privacy with programmability as priority. That plus I couldn’t be more impressed with Logan.

So strong dev, early stage investment (timing), legit moat and token utility. Hits all 4 major criteria for me.

[JD @jdratio]

You’re gonna see some of this with projects that are really new, under $10 mil MC. Obviously you’d prefer to see a solid tokenomics page from the jump, but not all projects have it figured out yet. It’s not a make or break for me, but I put a lot of stock in the dev. If I really think they’re working towards strong utility then I’ll usually be ok with it at those low MC levels. But I’ll be watching closely, looking for reasonable progress on utility.

[JD @jdratio]

@Antification Yeah this is an opportunity I think. Healthy pullback. I’ve tried to steelman against $LFI and really got nothin. lol

Sleeping well with this one.