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“This is the condition Leonardo predicted. And it explains, in a way no spreadsheet ever can, why the patient and ruthless search for asymmetric returns must become the entire structure of a serious investing life. This search is not reliable and it is not comfortable. But the man who has flown knows that flying is the only thing worth doing, and the man who has held one of the great compounders through a stratospheric run knows the same” Link in the comments ⬇️

It is with a heavy heart that we announce we are winding down the Botanix network. This decision is the hardest one we have made in four years, and we want to share the reasoning openly because the people who backed us, built with us, and used what we shipped deserve more than a quiet shutdown notice. First off, an immediate practical consideration for the Botanix community: please withdraw your Bitcoin and other assets before July 9th, 2026. When we started in 2022, the pitch was simple enough to say in a sentence: bring real utility to Bitcoin. What that actually meant in practice, and what we have spent nearly four years building toward, was more ambitious than that sentence made it sound. We were trying to build a Bitcoin-based blockchain that could find genuine product-market fit as a platform for Bitcoin applications, without using token incentives to drive growth, manufacture users, or simulate utility. Almost every chain that has launched in the last cycle has reached for the same playbook (issue a token without PMF, engineer the incentive surface, point at the resulting metrics), and we did not believe this route is a viable strategy in the long term. We wanted to know whether a Bitcoin chain could earn its users on the strength of what was built on top of it, the value it brings in the market with Bitcoin itself as the only meaningful economic primitive in the system. And we built it. The Spiderchain went live and stayed live, a year of mainnet operation with one hundred percent uptime and zero security incidents on a genuinely novel cryptographic architecture. We built Dynafed, a dynamic federation that turned the Spiderchain from a static multisig set into a rotating, decentralized one, the technical milestone that most people in this space said could not be built on Bitcoin without compromising trust assumptions. Twenty-five million transactions, two hundred thousand wallets, and tens of millions of dollars in assets moved across the chain, every single number of that earned organically without a token, without airdrops, without points programs, or any of the manufactured-demand machinery. Chainlink, Morpho, GMX, Dolomite, Fireblocks, Alchemy, Galaxy, OKX Wallet, all integrated. We shipped a Bitcoin neobank with BINK on iOS and Android, with self-custodial email login for Bitcoin (something that had never existed before), native Bitcoin yield, and the lowest borrowing rates against Bitcoin anywhere in the world, all of it downstream of owning the infrastructure. The point of saying this is not to argue with our own conclusion. The protocol works, the product works, and our team and ecosystem worked in concert to do exceptional work. We have run this experiment in earnest, with a working protocol, real applications, and a serious team, for over a year on mainnet and nearly four years in total. The honest answer we have arrived at, after living inside it every day, is that it did not work, at least not in this market and not on this timeline. We want to share what we think we learned, with the caveat that some of this is conviction and some of this is still suspicion, and we would rather be transparent about the difference than pretend to have clarity we do not have. The first thing I've had to sit with is timing. Bitcoin utility, making Bitcoin programmable, productive, and integrated into real financial activity, isn't where the real world users sit right now. The conversation is still on Bitcoin as a reserve asset, on its monetary and political positioning, on base-layer conservatism. Those questions are upstream of the ones a Bitcoin L2 needs people to be asking. I still believe Bitcoin gets there, but belief in the destination is not the same as being able to predict when, and nobody can. It's also possible the destination never materialises at all, and that Bitcoin's role as a reserve asset is simply where it settles. If that's true, there will never be a market for what we were building, and no amount of time or capital would change that. The second is the token question. We intended to eventually launch a token. We saw it, and still see it, as a genuinely new form of equity, something closer to an IPO than an airdrop, to be done when you reach product market fit and the moment is right. That moment never came. What became clear over the last year is that the market largely stopped rewarding even the more considered versions of that playbook. Token launches across the board have broadly underperformed, and those that did go to market with tokens haven't seen the outcomes or PMF that the model is supposed to produce. The third lesson is about where DeFi demand on Bitcoin actually lives. For most use cases that exist today, lending, yield, leveraged exposure, WBTC on a mature general-purpose L2 is genuinely sufficient. Users have voted with their behaviour, and the verdict is that the trust assumptions of a wrapped representation on Ethereum are acceptable to almost everyone who wants Bitcoin-denominated DeFi. Decentralisation matters to people in principle and in conversation; in practice, when something cheaper and easier is in front of them, they use it. The security case for a dedicated Bitcoin L2 is real, but it only matters for a narrower band of applications than our thesis required, one of the clearer lessons this market has taught us. The fourth lesson is structural. The on-chain economy is consolidating around venues that own the user relationship: Hyperliquid, Robinhood, the major CEXes, and now TradFi participants absorbing an ever-larger share of attention, flow, and revenue. Convenience and institutional credibility win, every time, as soon as they're available. As retail participation thins, that concentration only deepens. We were, and still are, believers in decentralisation, but the current direction of on-chain growth is running through distribution, and any team building base-layer infrastructure today is rowing upstream against that current. We were no exception. The fifth lesson is the most concrete. Both of the above played out directly in our economics. The users we attracted were primarily using Bitcoin as a store of value for yield, a legitimate use case, but not the high-frequency transaction volume that drives fee revenue on a network like ours. BINK was our answer to that: a Bitcoin neobank designed to bring daily usage of BTC and stablecoins on-chain, driving the transaction volume the network needed. It was the right strategic instinct, and one we never got the chance to fully test. BINK only landed on both app stores in the last few weeks, a product that by its nature could only be built once the underlying infrastructure was proven and live. When users choose the convenient option and economic gravity pulls toward distribution, what's left on a decentralised infrastructure layer is a user base that costs more to serve than it generates. Infrastructure costs are what they are, and the fee income never came close to covering them. If you would like to see how we were imagining a Bitcoin future and what we have been working on since September, feel free to download BINK and give it a spin: it’s a full-fledged self-custodial Bitcoin Neobank with email login, one click borrowing, a Lightning integration and more. App store: Play store: This UX is where we think Bitcoin is ultimately heading towards although it feels too early. You can use invite code 1SD31R, but remember to remove your funds by July 9th. We could keep going. We have chosen not to, however, because continuing past the point where additional time stops producing additional learning is not conviction, it is something that looks like conviction from the outside while corroding into something else on the inside. We would rather stop now, with integrity intact and resources available to take care of the people who took a chance on us, than push the experiment past the point where it still has something to teach us. Reminder: Please withdraw all your assets by July 9th. After this, the federation will sweep the remaining Bitcoin. Any other assets or tokens on the network from then onwards will unfortunately be unrecoverable. After this, the federation will sweep the remaining Bitcoin. Any other assets or tokens on the network from then onwards will unfortunately be unrecoverable. To our investors, who backed a thesis that was harder to defend than it should have been, to our partners who built alongside us and bet pieces of their own roadmaps on ours, to the developers who deployed on Spiderchain, to our users and the BINK community who showed up for something experimental and stayed, and most of all to the Botanix team who shipped a genuinely novel system with rigour and care and who made every hard day worth the difficulty: Thank you, more than the words available here can carry.

Why Most CIOs Are Quietly Praying for Retirement — And the Few Who Aren’t Are About to Get Very Rich I had a moment this week where I was sitting across from a Director of IT and it hit me — this poor bastard has the toughest job in the entire company. The business folks get to be full-time dreamers: “Hey, can we automate this? Can the AI just know what to do? Can it walk my dog while I’m in this meeting?” Meanwhile he’s over there thinking about data security, system reliability, whether some employee is gonna click on an email that says “You’ve won a $1,000 Walmart gift card!”, whether Ukrainian hackers are going to steal their customer data at 2 a.m., and whether his entire team is about to get replaced by three interns and ChatGPT — all while knowing none of this stuff actually works the way the brochures promised. And here’s the part that makes me feel for the guy — for his entire career he’s been rewarded for keeping the machines running and not getting fired. Now we’re asking him to suddenly become a profit center, to be out over his skis with AI initiatives. It’s like telling the hall monitor he’s now responsible for running the company’s underground poker game. Did I just compare our AI software to an underground poker game? Yeah, probably not the best analogy, but hang with me here, I’m rolling. Meanwhile the C-suite is over there wondering why nothing’s happened yet, completely oblivious to the fact that they’ve spent twenty years brutally punishing IT for not playing defense. Hell, I know CIOs who got fired because Windows 95 sucked. The real kicker is how to even get started. Our philosophy has always been to start small — automate one workflow, prove it works, and then compound fast. Smart in theory. In practice, with a big organization, that feels like bringing a birthday candle to a forest fire. The C-suite doesn’t get excited about incremental. They want to see something that actually moves the needle. So you’re stuck trying to thread this ridiculous gap: build something small enough to actually work, get real user adoption, and make sure the vendor isn’t full of shit. Honestly, I don’t envy that seat one bit. At Collide, we’re committed to being real partners with the folks actually doing the building. I’ve got serious scar tissue from getting fired for not being “openly collaborative” with other oil and gas companies on well spacing back in the shale days, and I’m never making that mistake again. We’re gonna share what we learn, educate when we can, and actually listen — God knows we have a lot to learn too. Truth is, my tech guys are dying to find some partners in crime — and I really gotta stop with the crime analogies, I swear that’s not what we’re doing here — because they get all excited explaining the latest and greatest AI breakthrough and I respond with the technical sophistication of a man asking if his rotary phone has Bluetooth. Sip slowly, my friends.

California Is Blocking a Federal Audit of Its Voter Rolls California allows first-time voters to register using forms of ID that most Americans would find surprising, including: -Gym membership card -Employer ID card -Credit or debit card -Prescription drug label -Insurance card (California provides free health coverage to undocumented immigrants) Full list: This is permitted when a voter fails to provide a Social Security number or driver’s license at registration. Our office believes this policy deserves a closer look. We also have serious concerns about how California maintains its voter rolls. There are open questions about whether the state is promptly removing deceased voters, people who have moved, and individuals convicted of disqualifying felonies. On top of that, California allows third parties to collect and turn in ballots on voters’ behalf (a practice known as ballot harvesting) with few restrictions. This makes it difficult to track who actually received, completed, and submitted each ballot. For over a year, the Department of Justice has been trying to audit California’s voter rolls. Federal law gives the Attorney General the authority to review state voter files and confirm that only eligible U.S. citizens are voting in federal elections. @AAGDhillon sent California a letter explaining our legal authority. California refused to comply, claiming state privacy laws block the review, an argument that does not hold up because those laws don’t apply to the federal government in this context. We’ve sued California in federal court, and the case is before the Ninth Circuit Court of Appeals. If California genuinely wants voters to trust its elections, it should open its records, not fight to keep them closed. What are they afraid of?

Solana Summit Germany 🇩🇪 Hosted by SobiX #5# Last episode, with the CEO of @Arcium, @yrschrade. He is one of the main speakers at the Germany summit, known by many names: Mr. CEO of Privacy, Purple Man. It’s a real-life privilege to meet him, and if you make it to Berlin on June 13th for the summit, you can meet him in person. 📅 13th June, 2026 📍 Berlin, Germany 🇩🇪 🔗 Link : Highlights include: 00:12 - Introduction 02:36 - Can you decrypt yourself and how your obsession with privacy started? 05:48 - From reading 1984 as a kid to sitting with Tucker Carlson, when did this path become serious? 09:05 - How do you see the state of privacy in Web2? 11:23 - The double standards and paradox when people say they want privacy but act differently 14:23 - Let’s talk about June 13th in Berlin, many Arcium ecosystem teams are coming 16:32 - You built this from the ground up and are a @SuperteamDE member. How does it feel to walk into the summit as an ecosystem leader? 19:00 - Which areas do you want to see more teams build in? 20:20 - The summit this year is built around ICM. How does Arcium fit into this? 22:26 - Why did you build on @solana? 24:05 - What do you say to those who look up to you and want to be the next Yannik? 26:25 - Closing and asking for any alpha from Yannik

wow this @reve 2.0 launch copy is supurb. "it is now clear that the key to both controllable image generation and editing is not denser prompts, but a highly detailed, highly manipulatable, intermediate representation expressed as code." "Creativity is not, and will never be, a one-shot workflow. But modern image generation models punish iteration through progressive degradation." "Alan Kay famously said that people who are serious about software should make their own hardware. At Reve, we believe the same principle applies to creativity: companies that are truly serious about creative tooling should train their own models." and dang look at these:

Something that perhaps isn’t clear is that, if this location works out (other locations are still in the running), SpaceX will still be paying an annual amount that increases tax revenue for Grimes County by ~25% and will be by far the biggest source of revenue for the county. Taking into account taxes paid by SpaceX employees and contractors, Terafab will far exceed ALL revenue that Grimes County currently earns! The reason SpaceX asked for this, which is standard practice for massive capital investments, is because Terafab will have a large number of extremely expensive machines for making chips. Property tax on these crazy money machines would put us at a serious competitive disadvantage relative to other chip fabs in the world.

Elon Musk back in 2017: “I intend to stay with Tesla as far into the future as I can imagine.” “I think almost every automaker has some electric vehicle program. They vary in seriousness. Some are very serious about transitioning entirely to electric, and some are just dabbling in it. And some, amazingly, are still pursuing fuel cells. But I think that won't last much longer.” Chris Anderson: “But isn't there a sense, though, Elon, where you could now just declare victory and say, ‘We did it, let the world electrify,’ and you go on and focus on other stuff?” Elon: “I intend to stay with Tesla as far into the future as I can imagine.” Source: TED Interview, April 28, 2017. @TEDchris

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