As an Ethereum person dealing mostly with EVM dapp, client and tooling/infra the decision to switch to Solana was not an easy one. But as an EVM environment on top of Solana’s paralelized processing Neon always seemed extremely interesting to me. While building Neon the team had to solve for many hard problems that are a part of how Solana achieves it’s performance advantage over Ethereum. Deterministic execution is existential for Solana’s long-term credibility as the Internet Capital Markets infrastructure. Ethereum achieves this easily: single-threaded EVM, strict gas ordering, serial transaction execution… But how do you keep a hyper-parallel, real time network perfectly deterministic? The only way to do it is by trading away certain things for speed. This introduces subtle problems that are technologically hard to solve if you want to build more complex apps and sofisticated DeFi on Solana and by looking at the hard work NeonLabs team had to do to make EVM on Solana technologically possible I believe we are in an unique position to help solve these problems.

Most tokens have no connection to the business behind them. This week on Supertalks we're sitting down with @imprfekt the founder of @streamflow_fi to talk about why that is and what can be done about it. hint: company tokenization 📅 June 11th, 5:30 PM CEST

🚀 amazing team, looking forward to seeing it in action

community note draft for the post below: “perp dex volume” refers to the number of perp dexes

So I kind of do consider Chess a sport, but I have problems considering golf a sport because of the following reasons. - in golf you have a guy driving you around and he also carries your stuff. If a part of the sport is that you are driven around and someone carries heavy objects for you - you are not an athlete. - when you hit a ball and it goes somewhere you have several minutes to fins it. In no other sport that involves a ball are you expected to lose the ball every now and then for a few minutes. Both of these do not apply to mini golf. Therefore mini golf is more of a sport than golf. If golf is padel, mini golf is tennis.

Using AI is making me discover a new productivity boost: Doing things without using AI.

I will be attending @proofoftalk and chatting to people about future of finance and web3 end to end infrastructure. If you are in Paris and we should meet. Let me know.

Making fun of early adopters. Not cool.

Internet capital markets don’t scale on low latency alone. They’re driven by high-performance execution: predictable ordering, dedicated blockspace, deterministic inclusion, no breaks for users. The next wave of Solana @perps will run differently. ⛱️

A bunch of people reached out to me about the video I did on the CLARITY Act the other day, so I decided to explain things in a bit more detail. If this resonates, I'll likely end up doing another video that really gets into what it is that makes this so important to get passed.

In the last few weeks I started building my own thesis around this. While oracle setups for lending and the major crypto perps are essentially a commodity at this point (specs are defined, providers comparable), the setup for tokenized equities, pre-IPO, commodities, prediction markets and live events is not. Two things now sit on the critical path of every new perp venue. Speed of listing, where being first to ship the next AAPL, a hot pre-IPO or a live event captures the flow. And security, where one bad oracle call doesn't just break a market, it breaks the venue. The team that wins this layer (fast, state-aware, manipulation-resistant) is going to take rents from every perp DEX built on top. Carefully monitoring how @PythNetwork @chainlink @sedaprotocol @redstone_defi @UMAprotocol @StorkOracle are moving on this front. The game is on.

Claude Pro does not deserve to be called Pro. Just name it starter.

special Spotlight today with our co-founder @Ginnymmm 💜 “finance bro” past, crypto marketer present, professional solana yapper forever. tap in for the Sol Sisters origin story, unfiltered web3 takes, emotionally invested prediction markets a little alpha on what's cooking. full interview w/ @inks:

🇷🇸 National team captain Jovana Nogić COOKED in her WNBA debut 😤 19 points (4-5 3PT) in just 21 minutes.

In ZK, performance is often described in terms of asymptotic complexity. But asymptotics don't tell the full story. In our setting, proving sits directly in the path between order flow and the throughput @solana already gives us at the base layer. Commitments and curve arithmetic are common operations, so even small differences in cost add up quickly. The interaction between components and concrete parameter choices is what determines performance in practice. That's where the design wins or loses. For Parasol, every microsecond saved per commitment means more matching-engine headroom on Solana. In this piece, we look at one delicate case: multi-scalar multiplication with Pippenger's algorithm. Sublinear in isolation, superlinear in theory once the security parameter enters the picture. 📝 Read it here: buildwithparasol.io/blog/asy…

Very proud of @FalaleevAndrew and @buildonparasol team today.

I think there are 3 reasons why AI/ML works well with Blockchain. - A big reason why supply chain did not go to blockchain and finance did is that you need a fully digitalized industry in order to get value from blockchain. AI accelerates that. - It is easier to abstract away a blockchain now with AI agents and chatbots, as the AI does not need human friendly UX. And abstracting away is necessary for the average user. - Access to data, protection and value of data is going to become more and more important. AI will both make data more valuable and easier to steal so a big thing for blockchains to prove now is that we can have ones that are truly private, trusted and not hackable.

here it is folks, it's finally time to understand Groth16

I usually defend software engineers vs mathematicians but it now seems software people think they invented math