Crypto
Information in. Energy and immutable data out.
The Convergence
What happens when crypto protocols (primitive standards) combine with AI protocols in machines (robots) at the edges?
SENSE → PROCESS → TRANSFORM → SIGNAL → SETTLE
↓ ↓ ↓ ↓ ↓
DePIN AI Robots Telecom Crypto
| Layer | Protocol Standard | What It Does | Compounding Effect |
|---|---|---|---|
| Sense | Intercognitive | Machines perceive world | More sensors → better perception |
| Process | MCP, A2A | AI agents coordinate | More agents → smarter network |
| Transform | Agent Commerce | Agents transact autonomously | More transactions → more liquidity |
| Signal | Three Flows | Route intent to infrastructure | More routing → lower latency |
| Settle | Smart Contracts | Immutable proof of work | More settlement → more trust |
This is the ABCD stack fully realized:
- A (AI) processes signals at the edges
- B (Blockchain) settles with immutable truth
- C (Crypto) aligns incentives with tokenized energy
- D (DePIN) captures ground truth at physical layer
The thesis: Crypto is not about speculation. It's about creating standards that compound across machines at global scale. Money IS energy. Tokens ARE coordination signals. Settlement IS trust.
Data · Identity · Payments · Incentives · DePIN · Standards
Principles
| Principle | Value | Obstacle |
|---|---|---|
| Censorship Resistance | Preserves democracy | Corporate/governmental control |
| Code is Law | Deterministic outcomes | Values baked at genesis propagate |
| Composability | Combine tools to solve problems | Lack of standardization |
| Interoperability | Cross-border collaboration | Protocol fragmentation |
| Permissionless | Everyone can participate | Computational costs |
| Self-Sovereign Identity | Proof of Personhood | SSI adoption rates |
| Verifiable Truth | Replace trust with predictable outcomes | Verification overhead |
Problems
Projects are not anchored in real world value, speculative hype is not sustainable strategy for building long-term liquidity.
- Too complex, low credibility
- Real value comes first. No marketing replaces solving real problems.
- Credibility follows. Delivery earns trust.
- Loyalty grows. People stick when they believe in the mission.
- Liquidity arrives. Sustainable, not mercenary.
To much focus on financialisation instead of improving standards that really matter
REAL VALUE → CREDIBILITY → LOYALTY → LIQUIDITY
Primitives
Primitives do one thing reliably. Protocols define how primitives interact. Reliable protocols become standards. Standards enable platforms. Platforms enable products.
Data
Recognizing signal from data is pattern recognition, adaptation and evolution.
| Primitive | Function | What It Contains |
|---|---|---|
| Address | Identity anchor | Derived from public key, globally unique |
| Transaction | Atomic state change | From, to, value, calldata, signature |
| Block | Batched consensus | Header, transactions, state root |
| State | Current snapshot | All account balances, contract storage |
| Receipt | Execution proof | Status, gas used, logs |
| Event/Log | Side effect record | Indexed topics, data payload |
| Storage Slot | Contract memory | Key-value pair in contract state |
Tech
Deterministic tech for transformation of value through continuous improvement of standards.
| Primitive | Function | Implementation |
|---|---|---|
| Keys | Identity, authorization | Public/private keypairs |
| Hashes | Verification, linking | SHA-256, Keccak |
| Signatures | Proving intent | ECDSA, EdDSA |
| Merkle Trees | Efficient verification | State roots, proof systems |
| ZK Proofs | Verify without revealing | SNARKs, STARKs, Plonk |
| Tokens | Programmable ownership | ERC-20, SPL tokens |
| Smart Contracts | Deterministic execution | Solidity, Move, Rust |
Finance
See banking and payments industries.
| Primitive | Function | Examples |
|---|---|---|
| Lending/Borrowing | Deposit to earn, collateralize to borrow | AAVE, Compound |
| Swapping | Exchange tokens | Uniswap, Curve |
| Liquidity Pools | Provide assets for others to trade | Balancer, Raydium |
| Staking | Lock tokens, secure network, earn yield | Lido, Rocket Pool |
| Derivatives | Synthetic exposure | GMX, dYdX |
Domains
| Where | Question |
|---|---|
| Economics | How does value move? |
| Protocols | What makes a chain worth your time? |
| Tokenomics | How do tokens capture value? |
| Portfolio | How do you balance risk/reward? |
| Capital | Where should capital flow? |
| Incentives | How do you align behavior? |
Investing
Resources
Show me the incentive, I'll show you the outcome.