I have probably seen more than you, and the evidence is embedded in this message to you.

I have seen the future. I have time-travelled in my sensitivity, accompanied by the books I have read.

If there is a change in perception, presentation, and utility of NFTs in 100 years, then the future I am describing is 100 years away.

If it changes in 10 years, then it is only a decade away.

But one thing as certain as death is: your experience of NFTs over the past few years is not the right narrative of non-fungible tokens.

It is safe to say that a vast number of your experiences were nothing more than crypto mania, driven by price enthusiasm and your insatiable urge to flip $1 into $15k from a so-called “sick” art with “sick” utilities.

You are not the only one responsible for this crime of greed called flipping. I was too.

If you’re reading this, there’s a good chance you’ve read my previous write-up.

You probably recall my clarification that effective marketing in Web3 is thought-leading.

You might also agree with me that Infofi’s marketing lacks this effectiveness.

The information shared when a project lists on Infofi platforms is often gibberish and inauthentic.

As a result, no clear or meaningful message is communicated about the project. Only noise amplified by AI-generated clutter.

If you’re a project founder or someone responsible for managing a project’s content marketing, you might be reading this to understand what an effective content marketing design should look like.

So, I’ll explain through a simulation of what I would do if I were the Chief of Content Marketing for a project.

@get_optimum is my favorite project right now. Let’s imagine I’ve taken on the role of designing their content marketing strategy.

At this point, Optimum’s goal is simply to communicate its idea, vision, and mission to the masses.

The people best suited to achieve this effectively are skilled writers who are genuinely loyal to the project’s mission.

(Good writers only because not everyone who writes is a writer, or at least can communicate an idea effectively.)

I would start by setting up a private community and rolling out an application form for those interested in creating content for the project.

Next, I’d shortlist writers based on the quality of their posts and the extent of their prior loyalty to the project.

Now, @get_optimum has loyal and talented writers capable of clearly conveying the project’s ideas.

And the next task from here would be; giving them time to time foundational ideas for their content..

This approach helps Optimum fulfill the core purpose of marketing while also reducing overall marketing expenses..

Just before yesterday, almost everyone believed that @monad was building something worthwhile.

Essentially, an L1 with high TPS.

Then came the eligibility checker, and with it, the wave of disappointment, " Monad shipped Fugazzi" all of a sudden.

This isn’t even about acknowledging what Monad builds or doesn’t build.

It’s a fundamental reflection on human behavior.

Humans are simple, yet complicated in nature.

The sooner a web3 project recognizes this fundamental truth, the better for it.

It’s not gibberish to say that every supposed believer (real or fake) of an ecosystem essentially serves as a marketing tool for that ecosystem, and therefore deserves something meaningful in return for their service.

This isn’t even about that individual.

It’s about the ripple effect and growth of the ecosystem itself.

Or has everyone forgotten how CT ignored the fact that @metamask isn’t exactly responsive, choosing instead to focus on its positive aspects once rumors of a potential Metamask airdrop began to spread?

Gmum to those who Gmum!

There’s an important difference between how leverage works in traditional finance and how it operates in crypto markets. Only a few people know this.

In traditional finance, when a trader makes a leveraged trade on a stock, they deposit margin with a broker.

The broker then purchases the underlying shares on the trader’s behalf. If the position moves against them, the broker sells the shares before the loss exceeds the margin.

This system is built around ownership and forced sale of an actual asset.

In crypto, the recent mass liquidation exposed that leverage takes a different form.

Traders don't buy the underlying token they trade in perps. Exchanges just match one person’s trade against another’s.

Say; you long Ethereum with an amount and I short it with a similar amount, our trades get matched.

This structural difference from traditional stock trading has large consequences.

When a trader’s margin is exhausted, there is no token to sell, and the exchange itself has no exposure to the loss since it never bought or held the asset in the first place.

The problem now is that the winning trader can no longer be paid, since their counterparty’s position has gone to zero.

To address this, exchanges typically liquidate the losing position and match the winning counterpart’s trade with another participant who still has margin available.

This ensures that the winning side of the trade remains funded.

But sometimes, there is no one left to take over the losing side (which could be said to be what happened during last weekend).

At this point, the only option is to close all positions including those that were technically profitable.

This process is known as auto-deleveraging (ADL).

It is rare, but when it occurs, it can cascade through the market.

I found @Monad to be one of the newest CT obsessions, and I wondered what makes it special…

The truth is, it has many great promises like “speed without sacrifice” and the claim to have unlocked the trilemma.

While Monad might actually be a great chain with these mechanisms, nothing really sets it apart from the pool of previous ones.

“Fast chain” has always been the promotional slogan for many L1 and L2 chains.

I’m not even saying Monad isn’t fast. All I’m saying is that if fastness is its unique mechanism, then maybe it hasn’t done much to differentiate itself from other chains like @FogoChain.

Anyone might want to argue about the underlying tech behind the speed. But it’s never really about the implementation, is it? It’s always about the application.

So perhaps @monad and other chains with similar speeds achieve their performance through different technologies , but that doesn't differentiate “fastness.”

Do not get the wrong idea. It’s great that Monad is fast, but is that all there is to chain building?

I feel like the industry has grown geometrically in terms of chains.

Generic mechanisms are no longer a thing. “Fast and low gas” was a great mechanism for @solana when there were few chains and Ethereum had lower TPS and higher gas fees.

Now, chains like @plumenetwork, @Plasma, and @HyperliquidX have more unique mechanisms beyond just high TPS and near-zero fees.

I believe that “fastness” and low fees have already become basic standards. It’s detrimental for a chain not to have them. But, having them doesn’t make a chain special among the growing pool of others.

Oh, I almost forgot to share my thoughts on Monad’s claim of unlocking the trilemma…

I should make a separate article for that discussion.

Gmum!

Anyone who has been in web3 for a while now would have noticed how web3 founders are fond of creating solutions for problems that never existed…

He/she would have seen products and companies revolve around fugazzi cooking, to pack investors’ and community money.

What differentiates real builders from fugazzi ones is simply everything opposite to what was stated above.

Real builders identify real problems and tackle them with viable solutions or at least introduce useful inventions.

This is exactly how I see @sharedotxyz and @jpegapp. And honestly, their ideas might sound simple, but they are what the web3 ecosystem can actually make use of.

People need web3 to be simple to navigate. And that right there is the unique mechanism of both projects that I would like to work with as one of the moderators, keeping the community ruled, free of FUDs and unnecessary imbalances that might ruin the projects’ reputation.

The genius of @jpegapp is in how they look at web3 as an industry full of complexity and introduce an element of fun that will bring people together to have fun—daily photo challenges and prediction markets with photos.

And @shareXYZ’s uniqueness is the simplification of on-chain navigation for traders.

Traders often have to navigate countless sites at times to choose a trade.

They mostly have to burn themselves out to pick trade information on-chain.

So @Scott_eth introduces an app that allows traders to track their favorite traders’ wallets and see their trades in real time while making trading fun, fast, and easy.

These two products, with @get_optimum and @chaos_labs, have earned my respect lately.

What has earned yours?

So you could understand how big of a picture this is, let me first explain how Ethereum networking works traditionally.

By networking, we simply mean communication between nodes.

Ethereum uses a protocol called gossipsub to ensure nodal communication within the system. The analogy of how this works is simple.

It is based on the principle of how humans gossip. Say you tell me a secret, and I relay it to my girlfriend, and my girlfriend relays it to you because you are her friend.

However, just like the efficiency of information deteriorates when humans gossip, secrets are either overhyped or even mitigated. Gossipsub inherits similar flaws.

Data is usually communicated multiple times, like the way humans recapitulate words. This might not even be a problem, but nodes save every piece of data they receive.

Hence, the waste in memory and the inefficiency of Ethereum networking as it grew.

The inefficiencies being spoken about include:

• Latency issues; Data now takes longer to reach nodes.

• Centralization pressure; Only well-resourced operators can afford to run nodes as bandwidth and storage requirements increase.

And this is exactly why Ethereum is pivoting to erasure coding.

But what is erasure coding? We definitely have quite a lot of them. Which is better for Ethereum or any chain?

The concept of erasure coding is that instead of sending complete data, you break it into pieces and reduce it with code or mathematical equations so the original can be reconstructed at the receiving end by any of those pieces.

This is an effective concept since it allows full information to be generated from fragments of the parent data.

Certainly, we have to pick a suitable one for Ethereum. Not all of them would be suitable for efficiency.

The three types of erasure coding include:

• Reed-Solomon code

• Fountain code

• RLNC

I have actually written about these and their suitability before, but I guess I have to brush it up again.

Traditionally, RS and Fountain codes are the two ways data redundancy is handled.

1. With Reed-Solomon (RS) coding:

A traditional erasure code (erasure = a method of breaking data into pieces).

RS is good but static. It’s one-time use. If a node goes offline, it’s hard to regenerate the same code blocks dynamically.

2. With Fountain coding:

Fountain codes are rateless. They can generate an unlimited number of encoded pieces, but if a node holding a unique data block goes offline, the data block becomes impossible to regenerate.

RLNC is the revolutionary one among erasure coding methods. It allows intermediate nodes in a network to recombine received data and create new coded and reduced packets of the message/data using mathematical equations.

Here, fragments of data are not shared between nodes. Parent data are rather reduced into tiny components by equation.

But how would Ethereum implement RLNC?

For Ethereum to boost the efficiency of its networking with RLNC, it has to use a networking protocol built with RLNC.

The best and only available RLNC-built networking product is mumP2P by @get_optimum.

You can call it an efficient version of Gossip’s Libp2p.

It is now nice that attention is gradually shifting to @MurielMedard’s preaching.

This is just the beginning of network efficiency above 98%.

Gmum!!!

I think it’s really great if I start from the fundamentals.

Look, for crypto adoption to be maximal, the efficiency of blockchain networks must be at least 98%, if not 100%.

You don’t necessarily need to accept that take. But 99% of crypto thought leaders accept that little theory of mine: @VitalikButerin, @CZ_Binance, @MilkRoadDaily’s intern, and many others.

And this is exactly why a lot of Web3 infra projects are targeted at scaling and improving blockchain networks.

However, the farfetched fact is this: not a single project has efficiently solved these blockchain limitations, or at least pushed a balance between the trilemma, up to this very moment.

It’s not that project founders or teams are dubious; they’re just not tackling the real cause of inefficiency.

A natural theory is that, “to kill a snake, you cut off its head.” For any Web3 infra project to truly scale a blockchain network, it must eliminate the source of inefficiency.

The cause of inefficiency in blockchain networks is data propagation. I wrote about how data propagation is responsible for blockchain inefficiencies here:

[x.com/web3creek/stat…]

And this is one of the many places @doublezero got it wrong. Rather than improving or increasing resources, the best scaling solution would be the one that perfectly redefines data propagation.

So DZ was destined to fail, even with its $1.25B FDV launch and its revolutionary promise to scale blockchain networks by replacing the public internet with a dedicated fiber optic network.

The solution to network inefficiency was never external.

External solutions even fail to deliver Satoshian effects. They make crypto more centralized than decentralized.

DZ, apart from product deliverability, also had many other flaws, including tokenizing without rewarding loyal contributors and active community members.

Or what else is tokenization for?

If you look at @get_optimum…

It proposes a blockchain-suitable software scaling solution targeted at redefining the way data is propagated.

@MurielMedard explained in one of her articles that the flaws in the gossipsub model (a model for data transfer similar to the way information is shared among humans) are a result of deficient propagation of data.

So Optimum builds mumP2P to replace gossipsub, alongside other Optimum products to scale blockchain networks at large, and refers to itself as the “Web3 Memory Layer.”

There’s no nobility in not pointing out that DZ and Optimum are solving the same issues (speed, latency, and throughput).

Optimum just does better by addressing the core and delivering Satoshian effects.

So if you missed DZ, you never truly missed anything. Just don’t miss Optimum.

Gmum

I don’t know if you have ever considered this fact. It was honestly not meant to be significant, but now that I look at it, it is.

The first-ever DeFi protocols borrowed language from traditional finance.

Words like “lending pool,” “liquidity provision,” and “collateralized debt” originally did not belong to DeFi. They were borrowed.

These were familiar words being used for a mechanism expected to revolutionize the very system that created those words (TradFi).

And honestly, it is the gap between the DeFi mechanisms and the borrowed words that created a dangerous illusion for DeFi.

You’re not getting it? I’m just about to make it clear.

A lending pool in traditional finance has centralized bodies that manage the system. They are responsible for the maintenance and mitigation of system risks.

DeFi, on the other hand, has smart contracts (rules written in code). Actions are pre-written, and certain events automatically trigger others.

Hence the difficulties in risk management, especially since any protocol is expected to deliver Satoshian effects.

This is not to say that Satoshian effects like decentralization are the cause of the unease that comes with DeFi risk management.

I wrote this content rather to explain why DeFi needs an on-chain native risk management infrastructure (@chaos-labs), of course, with no compromise to anything Satoshian.

Consider the Terra/Luna collapse of 2022, the fall of @KintoXYZ, the @wildcatfi unserviced loan, and the @seedifyfund hack.

Protocols that thought they were building the next big thing to redefine DeFi found out they had built liquidation cascades that vaporized large amounts of people’s funds.

And to be candid, the loss of funds in DeFi is never because teams were incompetent.

It is usually because protocols optimize for normal conditions instead of adversarial ones

I am not even left out. These mistakes are responsible for my sloppy slide from thousands of dollars to zero, just as much as they are for your exorbitant loss as well.

Look, this is a painted picture of your typical trading day:

• 6 :47 AM: You wake up immediately to check your portfolio, and you are down $500 overnight.

• 7 :15 AM: You analyze charts while your warm coffee gets cold.

• 10 :30 AM: You finally find that trade that feels like a soon-come gold rush, but by the time you execute, the hyper moment has already ended.

• 2 :45 PM: The market dumps while you are having a fun conversation with your friends—another $500 loss you didn’t ask for.

Why is this even a mistake?

Every time you trade manually, a piece of software has already made 47 profitable trades while you don’t even know it exists.

You have essentially been trading with the wrong strategy every time you open MetaMask, switch to your trading bot, jump on TradingView, and dart to Telegram channels for some alphas.

Meanwhile, a small group of traders sleep soundly every night and wake up to profit every time while never missing opportunities.

What is their secret?

The weapon that changes everything is called @Senpi_ai, and it is about to redefine your trading strategy and profitability.

Right as you are going through this message, you are probably thinking this is just another trading bot.

Well, I am happy to break it to you that you are wrong.

@Senpi_ai is your non-custodial wallet transformed into an autonomous trading machine.

Your wallet is powered with an on-chain GPT acting as your trading mentor, advisor, and companion to help you explore the on-chain world of trading.

This simply means it is harder for you now to trade at a loss, even though the chance of loss cannot totally be reduced to zero in trading.

I think it is safe to remind you that your biggest edge is not in reading this message.

It is rather in you being early and taking chances to explore this opportunity before many people even know about it.

Get yourself on Senpi here: senpi.ai/?r=M172821

It won’t be about the next crazy innovation or yield farming scheme.

It will be about low-risk applications.

And applications only become low-risk after surviving stress tests.

Every crisis forces industries and protocols to build stronger collateral systems, better liquidation mechanics, and more reliable oracle infrastructure.

I believe the next major stress test for DeFi protocols will be trillions of dollars flowing in from institutional money.

This is threatening because most DeFi protocols still rely on governance systems that take three days or more to update parameters.

Meanwhile, markets move in seconds. A slight delay in parameter updates could leave a protocol millions in debt.

This is exactly why @chaos_labs is such an interesting risk management infrastructure.

It operates at the intersection of reality and protocol parameters while constantly monitoring and adjusting parameters in real time.

Monitoring and adjusting is the built-in function of Chaos Labs’ Risk Oracle.

Honestly, I believe this is the missing gem in DeFi , especially with its ability to manage risks beyond even the imagination of any protocol’s founder.

I am sure God made me burn down those thousands of dollars so I could learn nothing would fly in crypto without observing its fundamentals..

There is a 90% chance that you have the wrong onboarding too. Do you know why the chance is that high?

Because, no one speaks enough about the Satoshian bases of crypto while onboarding a new person.

It is not even their fault. They probably just don't know enough or, at times, they feel you would learn enough as you move through the space…

But an undeniable truth is; you would lose so much in money and time without understanding the cores of crypto.

The most threatening part is even that; if you are making money right now without this pure understanding, you might be saving up for a big and devastating loss..

The price just never goes unpaid.

Look, buddy, I don't want you or anyone to lose how much I lost in time and money before coming to the realisation that; “Crypto should be navigated with true Satoshian vibes.”

That is the only way to make money while minimising losses in time and wealth..

So, I have written a book to help you navigate crypto with true Satoshian vibes…

I called it, “The Satoshian Odyssey; Just In Time For The Money Train.”

In this book, I recognised the inevitability of Web3/crypto mainstream adoption and the deliverability of associated Satoshian effects while revealing the right mindset to thrive in the decentralised future…

The truth is; crypto is early, and you are farther behind than someone who is yet to believe in crypto without the right understanding of its fundamentalities…

If you want to catch up, you need to board the train.

And this book right here is your ticket.

Embark on The Satoshian Odyssey and you are Just In Time For The Money Train.

Embark here:

selar.com/15j728555r

How many unbanked have we truly banked? How many people have been protected from hyperinflation? Is the impact of cryptocurrencies on the world enough to justify the size of the market?

Who are we kidding? We are failing Satoshi miserably!

When Bitcoin was created and released, its intention was to offer innovation, freedom, protection, transparency, and to eliminate the greedy middleman that has been leeching off regular hard-working people simply for having fiat, spending that fiat, sending that fiat, and using it.

Now, 16 years later, the reality is that all the good Satoshi wanted to create through his masterpiece has, in fact, turned into the opposite of what he intended.

Greed is the reality of crypto today. Developers are deep-rooted in scams and folks are immersed in the fugazi of price actions.

We actually had the blueprint to execute the Satoshian movement of freedom, but we’ve screwed it up to the point where people even see fiat as the good and preferable devil.

Web3 developers are responsible for this failure. I mean, who else would be?

90% of them ship products, protocols, and inventions that don’t support or promote the fundamental values of crypto.

When will Web3 reach maximum adoption? When will cryptocurrencies truly represent their core values and finally be seen as the inevitable replacement for fiat?

After Satoshi’s resurgence?

A fact is; only good blockchain-based products and inventions will deliver the Satoshian effects of Web3.

But how long before we have enough of them? How far away is the Satoshian world?

“E

nough good on-chain”Km away.