Terminally Onchain by YB
Analyzing onchain trends and strategies through the lens of tech history. Deep dives every Tuesday & Friday.
Technical breakthrough in December, Mental breakthrough in January
AI's Google S-1 filing moment, Venice's misleading marketing, & CB listings dilemma
Mobile, Wallet Modules, Hypertokenization, & Hardware Coordination
On your mark, get set...wait...GO...idk?
Metrics overview, sponsorship update, & ending my pro subscription
Analyzing mindshare, smart engagement, & the agent metagame through Cookies
The new L1 trade, Verifiability, Diversified Trading, & Consumer IP agents
Celebrating 1 year of Terminally Onchain
Meta rotations in the Onchain AI vertical: next focus is on Middleware & Data
Forget the sovereignty narrative, ride the market cap moment
Bottom up alignment is all downstream of the Simulator Theory Cabal
Lock in, we're going full stack: Onchain AI, Crypto-AI Infra, & TradAI Agentic Frameworks