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Terminally Onchain by YB
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Terminally Onchain by YB
Onchain Strategy
Terminally Onchain by YB
Onchain Strategy
Written by
YB
Written by
YB
Terminally Onchain by YB
Nov 23
Crypto Enabled Accelerationism Bubble
Market maturity + Pro-Crypto regulation + Improvements in Crypto Infra
Terminally Onchain by YB
Nov 23
Crypto Enabled Accelerationism Bubble
Market maturity + Pro-Crypto regulation + Improvements in Crypto Infra
Terminally Onchain by YB
Dec 4
What did Marc Andreessen see?
Bottom up alignment is all downstream of the Simulator Theory Cabal
4 collected
Terminally Onchain by YB
Dec 4
What did Marc Andreessen see?
Bottom up alignment is all downstream of the Simulator Theory Cabal
4 collected
Terminally Onchain by YB
Jan 10
Dropping $7.5k to source high quality alpha
Analyzing mindshare, smart engagement, & the agent metagame through Cookies
2 collected
Terminally Onchain by YB
Jan 10
Dropping $7.5k to source high quality alpha
Analyzing mindshare, smart engagement, & the agent metagame through Cookies
2 collected
Terminally Onchain by YB
Nov 15
Don't midcurve your FAFO Fund
Bull runs are isomorphically more similar to playing a video game than they are to investing
8 collected
Terminally Onchain by YB
Nov 15
Don't midcurve your FAFO Fund
Bull runs are isomorphically more similar to playing a video game than they are to investing
8 collected
Terminally Onchain by YB
Nov 27
Bret Taylor, Marc Benioff, & Fartcoin walk into a bar
Lock in, we're going full stack: Onchain AI, Crypto-AI Infra, & TradAI Agentic Frameworks
1 collected
Terminally Onchain by YB
Nov 27
Bret Taylor, Marc Benioff, & Fartcoin walk into a bar
Lock in, we're going full stack: Onchain AI, Crypto-AI Infra, & TradAI Agentic Frameworks
1 collected
Terminally Onchain by YB
Nov 20
Announcing Sponsorship Splits
How much of TOC rewards pool do you own? It pays to be early and believe in something
2 collected
Terminally Onchain by YB
Nov 20
Announcing Sponsorship Splits
How much of TOC rewards pool do you own? It pays to be early and believe in something
2 collected
Terminally Onchain by YB
Dec 17
96 deep dives, 8.8k subscribers, & 38k page views
Celebrating 1 year of Terminally Onchain
2 collected
Terminally Onchain by YB
Dec 17
96 deep dives, 8.8k subscribers, & 38k page views
Celebrating 1 year of Terminally Onchain
2 collected
Terminally Onchain by YB
Jan 7
Upcoming trends in Q1 for the agent meta
The new L1 trade, Verifiability, Diversified Trading, & Consumer IP agents
Terminally Onchain by YB
Jan 7
Upcoming trends in Q1 for the agent meta
The new L1 trade, Verifiability, Diversified Trading, & Consumer IP agents
2 collected
2 collected
Terminally Onchain by YB
Dec 13
Terminally Onchain but Artificially UNintelligent
Meta rotations in the Onchain AI vertical: next focus is on Middleware & Data
1 collected
Terminally Onchain by YB
Dec 13
Terminally Onchain but Artificially UNintelligent
Meta rotations in the Onchain AI vertical: next focus is on Middleware & Data
1 collected
Terminally Onchain by YB
Jan 14
Roundup #3: Agentic Protocols, DLPs, & the Crypto X AI stack
Metrics overview, sponsorship update, & ending my pro subscription
1 collected
Terminally Onchain by YB
Jan 14
Roundup #3: Agentic Protocols, DLPs, & the Crypto X AI stack
Metrics overview, sponsorship update, & ending my pro subscription
1 collected
Terminally Onchain by YB
Dec 6
DLP Tokens as an asset class
Forget the sovereignty narrative, ride the market cap moment
1 collected
Terminally Onchain by YB
Dec 6
DLP Tokens as an asset class
Forget the sovereignty narrative, ride the market cap moment
1 collected
Terminally Onchain by YB
Nov 13
The BAYC of Onchain Agents
Search, Memory, Cross-Chain, Cross-Social, & Agentic Pumps
2 collected
Terminally Onchain by YB
Nov 13
The BAYC of Onchain Agents
Search, Memory, Cross-Chain, Cross-Social, & Agentic Pumps
2 collected
