Personal Update: I've joined @LayerZero_Core to work on growth for ATLAS.
A year ago, I was watching The Wire when Frank Sobotka said:
"We used to make shit in this country, build shit. Now all we do is put our hand in the next guy's pocket."
After 4+ years at CEXes, a lot of what we'd built felt short-term and vaguely ponzi-ish. It worked for user acquisition, but the attention disappeared almost immediately. The whole industry seemed to have the attention span of a goldfish. I was running out of reasons to care.
So I took a year off to figure out what I could see myself giving a shit about for the next ten.
Through all of that, more assets kept moving onchain. Institutions kept getting involved. And some people kept building after everyone else got bored and left.
That's what drew me to ATLAS. The team's been around for years and still wants to build things that last. ATLAS handles matching, clearing, settlement, and risk on Zero, giving builders and institutions a solid foundation they can keep building on. They own the experience, the users, and the distribution. ATLAS only grows if they do. And I want to spend the next few years working alongside those best builders.
If you're building better money technology and want to do it with ATLAS, my DM is open!
McDonald's lovers are welcome too (Hong Kong McDonald's is the best in the world and I'm considerably less open-minded about this part)
one thing i really dislike about crypto is how people judge new products
an app launches and within 24 hours everyone is already deciding whether its a success or failure
fuck that shit
you need time to acquire users, understand their behavior, improve retention and figure out what actually works
if anything, this obsession with instant results probably pushes teams toward short term incentives instead of building something sustainable
give people time to build god damn
Perps. Tokenization. Stablecoins. Privacy. Options. Agentic finance. Private inference.
There's so many cool sectors being built out. Memes are cooked, move on.
Learn fundamentals. Win on a long-time horizon.
never thought of ETH as just a fee-burning token. paying gas gets someone to buy a little ETH. using it as collateral, keeping it as a reserve, or holding it for future onchain activity gets them to keep a balance. those are different kinds of demand, and the burn only captures the first one.
the stronger case is an onchain economy where ETH is useful enough that people choose to park wealth in it (forgive my idealism but i entered the space in 2021 when defi was most fun so can't help). credible neutrality and capture resistance make that choice easier to defend over time. apps give people a reason to make it in the first place.
Expanding on why I believe "ETH as store of value (SoV)" makes much more sense to focus on than "ETH as fee-burning token".
Three primary reasons:
1. ETH as fee-burning token never was as strong as it seemed
2. Optimizing for ETH as fee-burning token would demand Ethereum and ETH function in ways that are very hard to make compatible with decentralization and capture resistance.
3. Meanwhile, optimizing for ETH as SoV is aligned with Ethereum focusing on its unique strengths (decentralization and CROPS)
EIP-1559 (including its burn) is fine and good, we should keep them. But we should not feel sad if fee burn is < 10% of breakeven indefinitely; the value of ETH comes from elsewhere.
The core idea: the big thing that people appreciate about Ethereum is decentralization and CROPS. The main pragmatic benefit that these things translate into is stability. SoV is the category where that is not an unneeded extra we merely put effort into for ideological reasons, but rather a pragmatic strength from the perspective of people putting in their assets. And in the era of AI disruption, stability will be highly valued.
I avoid conflicts not because my views are weak. It’s a quiet pessimism: some people lock in their beliefs at a certain point and can’t be moved. The more fixed they are, the less I say. I don’t want to burn energy on the unchangeable. I’d rather grow with people who are still willing to listen.
Personal Update: I've joined @LayerZero_Core to work on growth for ATLAS.
A year ago, I was watching The Wire when Frank Sobotka said:
"We used to make shit in this country, build shit. Now all we do is put our hand in the next guy's pocket."
After 4+ years at CEXes, a lot of what we'd built felt short-term and vaguely ponzi-ish. It worked for user acquisition, but the attention disappeared almost immediately. The whole industry seemed to have the attention span of a goldfish. I was running out of reasons to care.
So I took a year off to figure out what I could see myself giving a shit about for the next ten.
Through all of that, more assets kept moving onchain. Institutions kept getting involved. And some people kept building after everyone else got bored and left.
That's what drew me to ATLAS. The team's been around for years and still wants to build things that last. ATLAS handles matching, clearing, settlement, and risk on Zero, giving builders and institutions a solid foundation they can keep building on. They own the experience, the users, and the distribution. ATLAS only grows if they do. And I want to spend the next few years working alongside those best builders.
If you're building better money technology and want to do it with ATLAS, my DM is open!
McDonald's lovers are welcome too (Hong Kong McDonald's is the best in the world and I'm considerably less open-minded about this part)
was wondering what's the best translation of 老登 (lǎo dēng) in English (for those who have not heard about it - it's used to describe a person who lacks reflection and thrives inside patriarchy in an aggressive way)
then found this interesting article. worth a read. https://t.co/bRiXFsDSvj
Earlier this summer, @tradeon21x put Zero to the test, running their fully onchain CLOB directly on Zero with no offchain matching.
Today we share the results of their pilot: a 45x improvement in performance over their existing solution.
Learn more: https://t.co/IbrZySpKIT
As a highly sensitive person, I become easily overstimulated in noisy environments, even when I’m doing something I enjoy.
Bouldering is a good example: as soon as I walk into a busy gym, the constant background noise is often enough to drop my HRV into the single digits. In those conditions I quickly feel drained and drowsy, and my ability to think clearly shuts down. In a quiet setting, by contrast, my focus stays sharp and I work far more efficiently.
High ambient noise acts as a continuous low-level stressor that shifts the nervous system toward sympathetic dominance, reducing HRV and increasing cognitive load. For people with heightened sensory processing like me, the threshold for that shift is simply lower.