Post 15 — Building in Public - March 2026I. How this startedI need to tell you about something that happened on a Monday, on a plane from Phoenix to Paris, somewhere over the Atlantic, on my way back to Turin, when I should have been sleeping. I was reading a Substack post by Jamie Burke. "Decomposing The Firm — Starting With Mine." The founder of Outlier Ventures explaining how he took a hundred-person venture firm down to ten humans orchestrating a system — by applying his own Post-Web thes...

Post 15 — Building in Public - March 2026I. How this startedI need to tell you about something that happened on a Monday, on a plane from Phoenix to Paris, somewhere over the Atlantic, on my way back to Turin, when I should have been sleeping. I was reading a Substack post by Jamie Burke. "Decomposing The Firm — Starting With Mine." The founder of Outlier Ventures explaining how he took a hundred-person venture firm down to ten humans orchestrating a system — by applying his own Post-Web thes...

Week 14 of Building in PublicGenesis Cohort — Builder #7 March 4, 2026I. Two species, zero infrastructureCoinbase registered 13,000 AI agents in its first day of on-chain access. Hong Kong's government is writing policy for machine-to-machine transactions. Salesforce is deploying agent fleets through Agentforce. Google's Project Astra aims to be a universal AI agent that understands context across every application. Amazon's Alexa+ can now autonomously book services, negotiate prices, and man...

Week 14 of Building in PublicGenesis Cohort — Builder #7 March 4, 2026I. Two species, zero infrastructureCoinbase registered 13,000 AI agents in its first day of on-chain access. Hong Kong's government is writing policy for machine-to-machine transactions. Salesforce is deploying agent fleets through Agentforce. Google's Project Astra aims to be a universal AI agent that understands context across every application. Amazon's Alexa+ can now autonomously book services, negotiate prices, and man...

Intelligent treasury management for the decentralized economyWeek 13 of Building in Public — Genesis Cohort, Builder #6Decentralized protocols are sitting on a combined $50 billion in treasury assets. MakerDAO holds over $3 billion. Optimism's treasury exceeds $4 billion. Uniswap controls more than $3 billion. Arbitrum, Lido, Aave, Compound — billions more, across hundreds of DAOs and protocol foundations. Almost none of it is actively managed. The vast majority of DAO treasuries sit in multi...

Intelligent treasury management for the decentralized economyWeek 13 of Building in Public — Genesis Cohort, Builder #6Decentralized protocols are sitting on a combined $50 billion in treasury assets. MakerDAO holds over $3 billion. Optimism's treasury exceeds $4 billion. Uniswap controls more than $3 billion. Arbitrum, Lido, Aave, Compound — billions more, across hundreds of DAOs and protocol foundations. Almost none of it is actively managed. The vast majority of DAO treasuries sit in multi...

I. Eight billion people, a hundred stagesThe global competition economy spans trillions of dollars. Esports alone will reach $48 billion by 2034. Online art: $19 billion. Hackathons: $47 billion. Data science platforms: $345 billion. Add music, writing, film, and scientific challenges, and you're looking at the single largest creator economy on the planet. And almost none of it works. Traditional competitions are geographically bound, financially gated, and judged behind closed doors. A filmm...

I. Eight billion people, a hundred stagesThe global competition economy spans trillions of dollars. Esports alone will reach $48 billion by 2034. Online art: $19 billion. Hackathons: $47 billion. Data science platforms: $345 billion. Add music, writing, film, and scientific challenges, and you're looking at the single largest creator economy on the planet. And almost none of it works. Traditional competitions are geographically bound, financially gated, and judged behind closed doors. A filmm...

Week 10 of Building in Public Genesis Cohort — Builder #3 January 29, 2026I. The end of advertising as we know itThe global advertising market is worth $876 billion. By 2032: $2.5 trillion. Most of it spent convincing humans to choose one brand over another. But what happens when your customer isn't human? What happens when AI agents handle purchasing decisions, comparing options based on verified data rather than emotional manipulation? What happens when a billion-dollar brand means nothing ...

Week 10 of Building in Public Genesis Cohort — Builder #3 January 29, 2026I. The end of advertising as we know itThe global advertising market is worth $876 billion. By 2032: $2.5 trillion. Most of it spent convincing humans to choose one brand over another. But what happens when your customer isn't human? What happens when AI agents handle purchasing decisions, comparing options based on verified data rather than emotional manipulation? What happens when a billion-dollar brand means nothing ...

Week 8 of Building in Public Genesis Cohort — Builder #1 January 2026I. THE REVEALS BEGINSeven weeks of architecture. Seven weeks of theory. Seven weeks of "here's what we're building." Now: seven weeks of builders. The Genesis Cohort isn't a thought experiment. It's seven real startups, solving seven real problems, building components that start feeding the 7 Nexi. The Harvest Model's Inversion: We don't build protocols and pray for adoption. We fund creators who need infrastructure to survi...

Week 8 of Building in Public Genesis Cohort — Builder #1 January 2026I. THE REVEALS BEGINSeven weeks of architecture. Seven weeks of theory. Seven weeks of "here's what we're building." Now: seven weeks of builders. The Genesis Cohort isn't a thought experiment. It's seven real startups, solving seven real problems, building components that start feeding the 7 Nexi. The Harvest Model's Inversion: We don't build protocols and pray for adoption. We fund creators who need infrastructure to survi...

Week 9 of Building in Public Genesis Cohort — Builder #2 January 2026I. THE $2 BILLION QUESTIONIn 2024, hackers stole over $2.2 billion from Web3 protocols. Not through sophisticated nation-state attacks. Not through zero-day exploits that required years of research. Through bugs. Simple bugs in smart contract code that "looked fine" to auditors. The DAO hack. Wormhole. Ronin Network. Poly Network. Hundreds of millions—sometimes over half a billion—gone in minutes. Not because the code was co...

Week 9 of Building in Public Genesis Cohort — Builder #2 January 2026I. THE $2 BILLION QUESTIONIn 2024, hackers stole over $2.2 billion from Web3 protocols. Not through sophisticated nation-state attacks. Not through zero-day exploits that required years of research. Through bugs. Simple bugs in smart contract code that "looked fine" to auditors. The DAO hack. Wormhole. Ronin Network. Poly Network. Hundreds of millions—sometimes over half a billion—gone in minutes. Not because the code was co...

Over the past five weeks, we've shared: Week 1: The origin—two Renaissance artisans who had sovereignty we lost Week 2: The infrastructure—six nexi for sovereignty Week 2.5: The discovery—why we need a seventh nexus Week 3: The thesis—why 2025-2030 is the critical window Week 4: The model—how we build infrastructure from the ground up Week 5: The governance—why we're becoming a DAO Today we're talking about something that will make many in crypto uncomfortable: A token designed not to be spec...

Over the past five weeks, we've shared: Week 1: The origin—two Renaissance artisans who had sovereignty we lost Week 2: The infrastructure—six nexi for sovereignty Week 2.5: The discovery—why we need a seventh nexus Week 3: The thesis—why 2025-2030 is the critical window Week 4: The model—how we build infrastructure from the ground up Week 5: The governance—why we're becoming a DAO Today we're talking about something that will make many in crypto uncomfortable: A token designed not to be spec...

Week 11 of Building in Public Genesis Cohort — Builder #4 February 8, 2026I. The loneliness epidemic is a market failureThere are 55 million people living with dementia worldwide. By 2050: 139 million. The global cost of dementia care already exceeds $1.3 trillion annually, and most of it falls on unpaid family caregivers who burn out, get sick, and die earlier than their peers. Meanwhile, 1 in 4 older adults experiences social isolation. Depression among the elderly is underdiagnosed and und...

Week 11 of Building in Public Genesis Cohort — Builder #4 February 8, 2026I. The loneliness epidemic is a market failureThere are 55 million people living with dementia worldwide. By 2050: 139 million. The global cost of dementia care already exceeds $1.3 trillion annually, and most of it falls on unpaid family caregivers who burn out, get sick, and die earlier than their peers. Meanwhile, 1 in 4 older adults experiences social isolation. Depression among the elderly is underdiagnosed and und...

Over the past six weeks, we've shared: Week 1: The origin—two Renaissance artisans who had sovereignty we lost Week 2: The infrastructure—six nexi for sovereignty Week 2.5: The discovery—why we need a seventh nexus Week 3: The thesis—why 2025-2030 is the critical window Week 4: The model—how we build infrastructure from real problems Week 5: The governance—why we're becoming a DAO Week 6: The token—$FORGE and why it doesn't want to be bought Six weeks of vision. Six weeks of architecture. Six...

Over the past six weeks, we've shared: Week 1: The origin—two Renaissance artisans who had sovereignty we lost Week 2: The infrastructure—six nexi for sovereignty Week 2.5: The discovery—why we need a seventh nexus Week 3: The thesis—why 2025-2030 is the critical window Week 4: The model—how we build infrastructure from real problems Week 5: The governance—why we're becoming a DAO Week 6: The token—$FORGE and why it doesn't want to be bought Six weeks of vision. Six weeks of architecture. Six...