Joe Adkins

Developer

[jimmyrunsmoney @jimmyrunsmoney]

Last night, I attended @ousterlidar ‘s rev8 tech talk, their first notable public appearance since their $OUST SPAC IPO. Here are some things I learned:

1. Expect them to be more vocal about partnerships and new client wins, NDA/stealth mode is over. I suspect there also has been a change in the legal terms surrounding this disclosure with the rev8 iteration

2. Ouster has been learning a lot about working with the department of war to secure military contracts, since their BlueUAS approval. They have ongoing talks with Army, Navy, Airforce, etc, the sales team has been busy traveling, and obtaining security clearance and speaking the language is important.

3. Im incredibly bullish on their drone partnerships- I expect a proliferation of drones not just for surveillance, but increasingly for counterUAS (Argus) and increasingly in drone vs drone warfare. Recall that there are ethical complications for targeting people, but drone vs drone warfare is already here. $OUST is working with Anduril, Rheinmetall, and every country is already looking to see how they can deploy a combination of drones and humanoids to decrease human operators. The LTV of supporting a US marine is well in excess of $1M. Forget exoskeletons, save money and heartbreak with robots.

4. The developer community is growing and they have a nice GitHub resource center- they are willing to work with startups for full turn key solutions, and also agree to let the companies own the data, which is super important in some fields where there are privacy concerns. In other places, their entire SDK is open source and we should expect more communal data and premade onboarding tools to reduce the friction to “hello world”.

5. I continue to see their biggest bottleneck as the lack of qualified lidar engineer operators at the client level to handle larger Fortune 500 company deployments. This will ease over time as the sector and technology grows. The reason why ITS has been so successful is that there is an embedded group of nerds and engineers who work on behalf of the DoTs and can onboard and retrofit legacy camera solutions. This is massively profitable and I love the SaaS/r&m/long term sticky contracts with good margins.

6. Right now for retail/security usage, their customers are still learning about the technology and it’s about getting in front of the right people with the right narrative and vision, vs geeking out on hardware. Here I think rev8 makes the biggest difference, as native color is an emotional and foundational light switch in front of an investment committee. It’s easy for ppl to now see the vision of what Ouster can do.

7. A lot of speculation about insider sales, most notably from Mark Frichtl the CTO. He was absent at the event, which I found notable, but I maintain that the preplanned sales we now see from recent 144 filings from him, Cyrille and others represents a 2025 year where many long time insiders finally broke even and achieve some type of meaningful liquidity event. SF is not a cheap place to live!

8. The event was 1/3 ouster employees, some developers and prospects (I spoke to someone from $TMUS ) who has been talking to Ouster. Unfortunately I was probably one of 3-4 investors, so for what it’s worth the company is still in stealth mode from a capital markets visibility standpoint. Probably better that they don’t know how excited and bullish the retail community is on their story.

9. $HSAI and the Chinese competitors will remain in auto, where the multinationals have to play nice with China. Increasingly outside of auto, there is a bigger geopolitical push for secure supply chains and made in America. Compared to last year when more customers were in startup mode, I think as they achieve scale and think about volume $OUST is a no brainer. There is a reason why we haven’t seen $MVIS, $AEVA, or $INVZ will real sales volumes- you can’t trick people into buying an inferior lidar product!

10. Physical AI is here to stay. I’m LONG

[Barstool Sports @barstoolsports]

Dale Earnhardt Jr with a beautiful tribute to Kyle Busch

Rest in Peace, Rowdy

[Coffee House Stocks @CoffeeStocksGuy]

$OUST now being integrated into NASA.

NASA Marshall selected Ouster's system for the Astrolab FLIP rover - launching late 2026 to the lunar south pole for navigation, obstacle detection, and hazard avoidance.
Here's why this is more than a headline.

1. The Moon is the hardest environment a sensor can operate in.

Temperature swings of over 300°C. No atmosphere. Radiation. Abrasive dust that destroys mechanical components.
Getting any LiDAR to survive those conditions requires serious engineering validation - not a press release. NASA Marshall signed off on this system. That means something.

2. $OUST's digital architecture is why they were selected.

Traditional mechanical LiDAR fails in vacuum - moving parts break down under extreme heat and cold. Ouster's solid-state design has no moving parts to fail.
The same silicon architecture that delivers colour LiDAR on Earth is what made this system hardenable for space.

3. A lunar qualification is a permanent commercial reference point.

Every defense contractor, autonomous vehicle platform, and infrastructure operator now has one data point: this sensor survived NASA's qualification process for the harshest environment we've ever sent a rover into.
No competitor can buy that reference. It compounds over time.

When I first covered $OUST, the thesis was that their digital architecture would prove itself across environments no mechanical system could reach. The Moon is the proof of concept.

$OUST $NASA $NVDA

[Joe Adkins @joeadk]

@ashleevance

[Joe Adkins @joeadk]

@samstein just to cancel so they see the mass exodus and change their mind

[Rolling Stone @RollingStone]

James Van Der Beek Was the Heart and Soul of ‘Dawson’s Creek’

The star, who died yesterday at 48, didn’t just play the title character in the popular WB series. He changed how we talked about TV and pop culture.
https://t.co/Pa6UIpy566

[TIME @TIME]

TIME’s new cover: Artemis II is poised for the first lunar mission since 1972 https://t.co/FVr569aQR3

[Hans Moog @hus_qy]

Have you ever looked at different DLT projects and realized they're all converging on the same ideas, just with different terminology?

And have you ever wondered what would happen if you forced all DLT projects to have a baby, where each could only contribute their most powerful ideas?

You'd be surprised by the overlap - how non-unique many projects actually are - and how few genuinely good ideas exist. Often they sound almost trivial once you strip away the noise.

The problem is that fundamental breakthroughs get buried under layers of unnecessary complexity - the inevitable result of gradually expanding a protocol's capabilities as research progresses.

With Kaspa, we have the benefit of being late. In fact, we're so late that we arrive at the party when almost all the research has already been done. We can skip the archaeology and just make that perfect baby - making the final breakthrough on our quest for perfection.

Today we are open-sourcing our vprogs framework: https://t.co/eCvvSAyt1n

A post-Amdahl execution engine that enables inter-block parallelism and linear scaling beyond boundaries traditionally assumed to be possible in the context of DLT execution.

By deeply understanding causal actors and domains, we eliminate almost all logic and instead encode behavior in dependencies and relational properties of a generic type framework.

This allows us to transparently map hardware resources to workload - achieving linear scalability.

The design principles:

- No fsync / WAL flush boundaries
- No mutexes / locks
- Versioned append-only data with efficient rollbacks
- Maximal parallelism - even inter-block - breaking through Amdahl's law
- No wasted CPU cycles on speculative execution

This repo is still heavily WIP with rough edges (we don't even prune state yet). But the goal of this repository is to create a concrete instantiation of all existing research directions condensed into a singular, maximally performant type framework that gets away with almost no logic.

There's still room for improvements (zero-copy deserialization, NUMA affinity, etc.) but we're converging toward a system that can eventually no longer be optimized or simplified.

The holy grail of blockchain execution isn't more complex but orders of magnitude less complex than anything that exists today!

I am really looking forward to tell you more about this in the coming weeks (I just ordered a new microphone pre-amp to be able to host regular hangouts where we can discuss and explain how everything works under the hood - let's pray for a fast delivery 😅).

[Fight With Memes @FightWithMemes]

Eddie Vedder’s grunge mumbles were custom made for pronouncing South Asian and Southeast Asian names at 3 a.m. after three whiskeys. 🤨

[Joe Adkins @joeadk]

@TheMoCoSnow You could not have had a more perfect scenario for the 2 hour delay yesterday. This was obvious looking out the window at 6:30AM. Also, gaslighting was the first thing that came to my mind here.

[Joe Adkins @joeadk]

@MCPS They weren't, it turns out, ready - https://t.co/BEOyqKKiBV

[MCPS @MCPS]

❄️ Winter weather season is here… and Superintendent Taylor is bringing the heat.

We’re ready. Are you?

@ThomasTaylorEdD

[Counting Crows @CountingCrows]

Happy "A Long December" month to all who celebrate.

[Joe Adkins @joeadk]

@kaspaunchained Kaspa to the barber

[Joe Adkins @joeadk]

@NASASpaceOps @NASA Shout-out to Rocket Lab @RocketLab for building and managing the satellites.

[Ashlee Vance @ashleevance]

Well, I wrote a book and made a movie about him. And now @Will4Planet comes on the podcast. And he comes in HOT with the three Copernican Events he sees happening in the next decade.

Thanks to @brexHQ and @e1_ventures for making these conversations possible!

Get the @corememory podcast on all major platforms and down below . . .

[XXIM Podcast @xximpod]

🚨 NEW Episode w @michaelsuttonil vProgs MasterClass (MUST WATCH)

Full Youtube - https://t.co/Pk9XTDt3Yh

CC @hashdag @FreshAir08
In this exclusive 90-minute deep-dive, Ankit sits down with @michaelsuttonil, Co-Author of #KASPA #vProgs, for the most comprehensive explanation of vProgs (Verifiable Programs) to date.

This isn't just another crypto interview - it's a masterclass in next-generation blockchain architecture. This is the conversation that will define how we think about blockchain scalability, liquidity fragmentation, and the future of decentralized applications.

vProgs represent #Kaspa's answer to what many consider blockchain's greatest unsolved problem: the fragmentation crisis.

While Ethereum's rollups trap developers and users in isolated silos (Base, Arbitrum, Optimism), vProgs create a unified, one-dimensional space where programs can synchronously compose while maintaining sovereignty.

@michaelsuttonil breaks down complex concepts like #basedrollups, canonical ordering, #computationalDAGs, and #synchronouscomposability into understandable explanations.

Whether you're a developer evaluating blockchain platforms, a researcher studying L2 solutions, or an investor trying to understand #Kaspa's technological edge, this episode provides the clarity you need.

What makes vProgs revolutionary? Unlike traditional L2s that require trust assumptions and complex bridging, vProgs inherit L1 security directly, eliminate censorship risks, and create true unified liquidity through atomic composability.

The experience? As Michael explains, it should feel "as if programs are on L1" despite executing off-chain with ZK proof verification.

TOPICS DISCUSSED:
vProgs Fundamentals - What they are and why they're called "verifiable programs" instead of smart contracts
Single Sequencer Architecture - How Kaspa L1 enables synchronous composability that fragmented L2s cannot achieve.
Based Rollups Superiority - Why having all roles on L1 eliminates trust assumptions and inherits full security
Ethereum's Fragmentation Problem - The "failure supernova" that inspired Kaspa to design differently from day one
One vs Two-Dimensional Liquidity - Why current L2s trap users in bundles and how Vprogs solve this
Unified Liquidity & Asset Hubs - Creating a single liquidity space without bridges or fragmentation
L1 Experience on L2 - How atomic composability makes off-chain execution feel native• Multiple VM Support - Supporting different virtual machines (Solana-style, EVM-adapted) as templates
Validity Proofs vs Zero-Knowledge - Clarifying the cryptographic architecture behind vProgs
Sovereignty + Composability - Balancing program independence with seamless communication
ComputationalDAG - The breakthrough that made the entire vision click into place

--------------------
This video is for educational purposes only and not financial advice. Always conduct your own research before engaging with blockchain projects or investments.

#vProgs #kaspa #kaspa #kaspacurrency #kaspaupdates #kaspaecosystem #kaspanews

[Unfiated @Unfiated]

An Open Letter to @binance

Dear Binance Team,

First of all, I want to acknowledge the positive impact you’ve had on the crypto world. Binance helped bring accessibility, liquidity, and exposure to millions of users globally. But with great power comes great responsibility, and it’s time to address the growing disconnect between the crypto dream and the crypto reality.

Crypto started as a cypherpunk vision, a rebellion against centralization, censorship, and control. Today, it feels more like a casino: fast listings, influencer-driven pumps and liquidity extractions. Everyone around me sees crypto as a joke, a gamble, pure chaos. There’s been a clear shift from the cypherpunk ideology that started it all to the digital wilderness that crypto has become today. You’re not the only reason for this shift, but as the largest exchange in the world, you are undeniably one of the strongest forces shaping it.

When Binance lists meme coins with no intrinsic value within days of launch, yet leaves truly decentralized, Proof-of-Work, fair-launched projects like Kaspa out of the equation, it doesn’t just look like market manipulation, it empowers scammers, allowing them to drain liquidity, grow stronger, and repeat the cycle. These aren’t minor side effects, they trigger a cascade of consequences that erode trust and destroy the very essence of what crypto was meant to be.

Kaspa isn’t just another token. It’s a living, breathing evolution of Bitcoin’s original design, fair, decentralized, and fast, without pre-mines or VC injections. It represents the cypherpunk spirit that started this entire movement. Ignoring projects like Kaspa while promoting speculative noise sends a message: that what matters is not what’s built, but what trends.

Crypto doesn’t need more noise. It needs clarity. It needs systems that last.

@hashdag recently wrote about the three faces of crypto: commercial, casino, and cypherpunk. It’s time for Binance to decide which of these it wants to empower. You’ve already mastered the first two, now, it’s time to give back to the third, the one that made all of this possible.

As a leader in the space, Binance holds the power to shape the future of crypto, for better or for worse. I truly hope to see changes that protect the long-term mission of this industry. You can keep feeding the monster that’s been created, or you can choose to restore credibility, innovation, and belief in what crypto was meant to stand for.

Crypto deserves better. Builders deserve better. And you, with all your reach, resources, and influence, can help fix this.

@cz_binance @_RichardTeng

[Yonatan Sompolinsky @hashdag]

@binance,

Thanks for including me in the top 100 blockchain people list, appreciate the signal!

I must decline the Dubai invite though. I do not wish to disrespect, but many of the award voters are avid kaspians who rooted for my kaspa status at least as much as for my research. Let them win or count me out.

Crypto has turned from a euphoric cypherpunk project to a house-friendly casino. You may not be the culprit, but as a top player you hold the lion’s share of the responsibility to correct this, and the October crash your USDe oracle glitch helped trigger adds to what needs to be addressed.

There are three classes of crypto, as @mert put it recently: commercial crypto, casino crypto, cypherpunk crypto. <<Binance should hold a privilege policy for the latter.>> A TBTF CEX should know better and play a different game with hardcore crypto projects.

When binance lists a green frog three weeks post its “launch” but skips a fair-launched-Nakamoto-Consensus-100ms-upgrade-ATH-top-20-the-only-nonbitcoin-marathon-mined project, this is not merely binance rationally calculating; it is also binance molding the market in a way that is alas misaligned with the roots of the movement.

You may feel that kaspa’s sovereign money thesis is boring – that bitcoin is already money and that implementing an internet-speed bitcoin is useless - fine. Wrong but fine. But what’s the thesis for the green frog?

Money is a classic chicken-and-egg product. It is a scam up until one moment before tipping point, “most of the value comes from the value that others place in it.” Considering your resources and influence, I think it's safe to say you can serve as both the egg and the chicken and make it worth your while to push sound attempts towards tipping point.

@cz_binance tweeted recently that “strong projects will be listed.” But binance is part of what defines "strong", it bears responsibility for the market’s compass and impulse and definition of strong. It is not a read-only entity.

Binance listing fees are legit, they are just unfit for category cypherpunk. Kaspa devs and early supporters fairly mined less than half what satoshi and hals mined. We don’t have a 20% ZEC-style founders’ reward or protocol-enforced dev fund; this is not a jab at ZEC and the wonderful @Zooko, who was crashing in my car on a late Thursday back in the low ZEC MC days – if somebody deserves to win it is zooko – but assuming binance is not taking a maxi bet, it should revisit its relationship with hardcore crypto.

We are here through bull and bear, ICOs NFTs XYZs; and we are the source of confidence that restores faith and capital inflow post meme-induced or CEX-induced crashes.

Please fix this.

Thanks again,
hashdag

cc @michaelsuttonil

Exhibit A: Binance Innovation Zone
Exhibit B: 10 bps Nakamoto Consensus

[Joe Adkins @joeadk]

@cyberprince_rwo @MattieBeez_eth @pepecoins I like the founders as well got to meet them at the Wild Wild Space premiere. It's a tenth of the RKLB investment, but always root for them. Being buddies with Sergey I think they will have a close collab with Google moving forward.