balajis avatar
balajis
@balajis.eth
Author of the Network State. Founder of the Network School. Work with us at jobs.ns.com.
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Come to Singapore on October 3. ns.com/conference2025
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All Farcaster network staters that are in town for Token2049 or Solana APEX should come.
This year's Network State Conference is on Friday October 3 in Singapore. Our speakers include Vitalik Buterin, Bryan Johnson, Ben Horowitz, Brian Armstrong, Amjad Masad, Ranveer Allahbadia, Arthur Hayes, Nas Daily, Noah Smith, Andrew Huberman, and the governments of Singapore, Dubai, Abu Dhabi, and El Salvador. Regi
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This year's Network State Conference is on Friday October 3 in Singapore. Our speakers include Vitalik Buterin, Bryan Johnson, Ben Horowitz, Brian Armstrong, Amjad Masad, Ranveer Allahbadia, Arthur Hayes, Nas Daily, Noah Smith, Andrew Huberman, and the governments of Singapore, Dubai, Abu Dhabi, and El Salvador. Regi...
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Individually alpha is collectively beta. That’s actually the centrist argument against the sort of caricatured ultra-masculinity that’s in vogue today. I understand how that ideology arose, but it actually makes you weak, because it inhibits scaled cooperation. Essentially: in almost every context in life you can’t a...
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Great line from a recent podcast interview with @balajis.eth: β€œIndividually alpha is collectively beta.” He describes how designing for cooperative, positive-sum behavior in Internet-first communities is hard. It got me thinking that first defining the community itself might also be a challenge. Is Farcaster one comm
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New talk from Bitcoin Asia, with some new ideas. What happens when Bitcoin wins?
Balaji Srinivasan: What Happens When Bitcoin Wins | Bitcoin Asia 2025
youtu.be
Balaji Srinivasan: What Happens When Bitcoin Wins | Bitcoin Asia 2025
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Thesis Farcaster should unapologetically use AI to keep the vibe positive and pro-builder in the default client. Anyone can do what they want in other clients, but defaults matter.
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AI could determine whether a Farcaster post is on topic. And whether it’s more positive or negative than you intended. In general, it can scale up opt-in content moderation. Many kinds of UX uses that are just beginning to be explored.
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AI is for prototyping, not production. (At least, not without heavy review.)
Normie friend on vibe coding. Context: Has studied engineering, used to be b2b software pre-sales, has his own retail business now. Likes to fiddle with SQL and Excel macros, and a couple of lines of code copy-pasted from here and there, but he's no developer. - About a month ago: "Software developers are done, LLMs
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AI is amazing. But AI is also awful. I see so much sloppy, low quality, absolutely midwit work done with AI. The worst part is that many AI users have no taste whatsoever, and are actually proud of their completely error-prone midwit slop. And they don’t understand that the numbers AI generates are often wrong, becau...
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The Internet is going to win. It will win much bigger than most people yet realize. And few if any institutions that predated the Internet will survive the Internet. So we’ll need to rebuild Internet-first replacements for those institutions.
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What’s the best tool for token-gated sites or Discords in 2025? As an experiment, I will buy the NFTs of the best replies πŸ™‚
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I think where it actually landed up is: Bitcoin > Fed Exchanges > banks Ethereum, Solana > tradfi Stablecoins > fiat And Farcaster/Base/Zora are just starting to take on social. The rest of big tech isn’t yet directly touched by crypto-based competition but eventually it will be (eg ENS/SNS vs Google login, hardware...
First, Bitcoin took on the banks. Then Ethereum took on Big Tech. Now, Farcaster takes on Big Social. Perhaps they win. Perhaps not. But the last walled garden *will* fall.
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Today, all internet companies launch digital currencies. Ten years from now, all digital currencies form physical communities.
US regulatory clarity means we'll see a bunch of incumbents with existing distribution launch both chains and stablecoins.
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Of the top ten assets: - six digital companies - one digital currency - three physical commodities So, the 20th century American economy is nowhere to be seen. It’s been deprecated in favor of the virtual 21st century and the physical 19th. The future and the past, together against the present.
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This pod went mildly viral among Bitcoiners. Full episode here:
Balaji avatar
Balaji
@balajis
4mo
Here's the podcast that @BritishHodl and many Bitcoiners liked. 0:00 - Introduction 1:32 - West vs East 6:33 - The ascending world 10:30 - Denying while declining 14:00 - Millionaire migration map 18:20 - Several exponentials 20:10 - Four factions (Blue, Red, China, Internet) https://t.co/a0jHp0d20D
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