Head of Research @indexingco 🟩 | Onchain and payment data streams through The Neighborhood
Joined December 2015
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It's sad how good @higgsfield could be but they decide to overload the user and internet with upselling, offers and weird gamification.
Could be an amazing product to do video-gen if they focus on the workflows and actual product vs. the stupid marketing game they are playing.
Peak bear market: I get X spaces invites to "insert whatever topic" to be a speaker every week.
The frequency really goes up
It's insane how much more credits you get from Codex vs. Claude for the same plan. Codex seems way more efficient.
I always enjoy my conversations with @DarrenCamas. I was happy he joined for this Block by Block episode to chat institutional and TradFi adoption of crypto.
Darren told this story he was at the New York Stock Exchange speaking about vault infrastructure at a conference so packed they were turning away ticketholders at the door. During his flight back to Europe he rewatched The Big Short. The timing felt weirdly appropriate.
The movie is about structured products, tranching, and the lack of opacity. The 2008 crisis happened in part because nobody could see what was actually inside the CLOs and CDOs stacked up across balance sheets. Fast forward to 2025, and we're rebuilding a lot of that same financial machinery but this time, transparently on-chain.
This is what IPOR Fusion is built for. It's institutional-grade infrastructure designed to let asset managers deploy sophisticated, automated strategies without having to reinvent the entire stack. Users don't have to trust some other fund manager's bespoke tooling. Fusion gives you open, composable connectors (called fuses) that plug into DeFi protocols, handle on-chain accounting, and enforce transparent guardrails. Build once, everyone can use. No opacity. No trust required.
The thesis Darren and the @ipor_io team has held for years still stands:
Institutional capital would eventually need on-chain fixed income infrastructure
At this point IPOR as partnered with Tesseract, a MiCA-licensed custodian serving BitGo clients, to bring Fusion vaults into regulated environments. The infra is ready. The adoption is happening in real-time.
If you want the full conversation on how we got here and where institutional DeFi is headed check out the latest episode of Block by Block.
YT: youtu.be/VhvoS9Dd7k4
Spotify: open.spotify.com/episode/6ac…
Codex is way more precise in its engineering, just because it respects the rules of the harness and the user more precisely.
Claude just goes overboard way quicker and overthinks. Nice for more creative work.
You get more out of AI if you can reflect and analyse your own patterns. This applies to a business too.
If you can see what is missing in your business, you can build now easily towards MVPs and experiment.
If you understand your strengths, you can have AI be that amplifier.
I'm was not active on X since I am shipping like crazy with agents and building fast.
I feel my current angle for me to post here would be agentic engineering, since there is so much to learn and share + I am opinionated.
Wondering if that would be interesting for followers.
Hear me yap on agents and infra tomorrow on this broadcast.
Podcast 3pm UTC Thursday 17th June with @indexingco
xitter.cf/i/broadcasts/1qKVmQolg…
For an all AI Agentic discussion on payment systems and infrastructure, because AI agents go way beyond what "Siri" on your iPhone just can't do.
Join in, get smarter for it🤜🤛
Claude A: Do this task Claude B and C
Claude B: I did this task, continue Claude C
Claude C: You didn't do this task Claude B, but I finished mine though
Claude A: you didn't finish your tasks Claude B and C. Main task completed.
User: ...
One framing I have for LLMs is that they are mostly compression tech.
They compressed an insane amount of data, files, knowledge and language into parameters. With prompts we can unpack that information and put it to use.
A step further past this mindset is seeing that LLMs can compress time when you use them well in automation. You can do tasks that used to take 4 hours, and do them in 15 minutes. Now you can even run tasks in parallel too with agents.
You need a full software team to ship a product, for agents it is not different.
Clear roles, handoffs, automated tests, CI/CD, reviews will have to run in loops. A single agent is weak. Agents checking other agents will massively improve multiagent development.
On Cluster Protocol's X space this Friday about open source in AI models.
I've been doing a lot of testing with local models lately and seeing the limitations, but also the implications for businesses. Tune in!
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Blockchain gaming hasn't been very successful apart from the token speculation and farming games.
My conversation with @SommerChase revealed this sector has been solving the wrong problems.
Chase spent years building MMOs with blockchain economies, first at Game7 and later on his own experimental projects. What he learned from web2 gaming veterans was humbling: most blockchain games are objectively not good games. They are attempting hard mode, combining MMO development, blockchain integration, and economy design. All without the experienced game designers who know how to make something people actually want to play.
The tokenomics problem is fundamental. Most projects create full economies without sustainable revenue models. They pay players to play, which attracts farmers instead of genuine gamers. The focus is on allocation-based payouts rather than building actual player-to-player economies with proper token sinks. Chase's insight here is sharp:
every successful MMO already has black markets for gold and items. The question isn't whether players will trade value, it's whether that value flows through the game's economy or around it.
What gives me hope is the combination of smaller, grassroots teams and AI tooling. Chase is using AI-generated assets to build games solo that would have required full studios a few years ago. The bar is lower in crypto, which means more experimentation. The breakthrough won't come from VC-funded studios chasing token pumps. It'll come from someone who builds a genuinely good game first, then integrates blockchain in ways players barely notice, creating sustainable economies where players can actually earn through skill and community contribution.
Hear the full conversation here:
Youtube: youtu.be/QP4bvdHR9yU
Spotify: open.spotify.com/episode/3ZQ…
Looks like LayerZero is still signing 1-of-1s even after the claim on 9th of May.
There are 6 transfer events on this 1-of-1 DVN services by LZ.
Any exceptions to the claim or still waiting to stop servicing?
Standing corrected here thanks to @rookie_of_Ph
The config isn't pure 1-of-1. It's required=1 [LZ Labs] + optional=2 [Deutsche Telekom, Google Cloud] with threshold=1. Verification needs LZ Labs and at least 1 of the optional DVNs. Three DVNs actually attested the mint at block 25062423.
Fixing the dashboard now.