Senate forced the bill to markup. Killing it over yield is strategic suicide.

Don't trade permanent developer rights for a temp dispute. Secure the architecture now, fix pricing later.

vernstacks.substack.com/p/the-yield-...

#Crypto #CLARITYAct #Stablecoins #DeFi #Policy

Trump's coalition is cannibalizing itself to survive.

Venezuela is "uninvestable." The H-1B ban is a tariff on intelligence.

Entropy is undefeated.

open.substack.com/pub/vernstac...

#Geopolitics #Markets #Tech

Jim Barksdale said business is just bundling and unbundling. As 2025 ends, the cycle flips.

To enable the AI economy, we are moving from fragmented apps to the Sovereign User Agent.

My final post of the year: vernstacks.substack.com/p/the-great-...

#AI #Web3

Uber drivers built the network but captured 0% of the upside because equity is too illiquid. The next era belongs to hybrid orgs: equity for the team, tokens for the users.

Software ate the World. Now, Incentives eat Software.

substack.com/home/post/p-...

#Web3 #VC #Tokenomics

Privacy is flipping from a compliance cost to a production requirement.

To let AI agents handle money, we need Verification (truth) without Surveillance (tracking). Zero-Knowledge Proofs are the infrastructure for this shift.

open.substack.com/pub/vernstac...

#Privacy #ZK #Web3

We have built a global information network on top of a local banking network.

The solution isn't better platforms; it's separating content from settlement. We need HTTP for money directly in the browser to unlock the Internet's true GDP.

open.substack.com/pub/vernstac...

#Fintech #Web3

Live-streaming is migrating from "Play" to "Work." Developers and traders streaming their screens are the new Open Plan Office.

In an AI world, the process is now more valuable than the product.

open.substack.com/pub/vernstac...

#CreatorEconomy #Tech

I wrote a piece arguing that memecoins aren't just a casino—they're the answer to Web2's "free attention" problem. We are moving from algorithmic central planning to market-based price discovery. I’d love to know if you agree.
open.substack.com/pub/vernstac...

We’re moving from clicking to declaring what we want and letting agents do it. The front-end internet collapses and the search index becomes the power center. I wrote about why the Intent Era changes this

vernstacks.substack.com/p/from-inter...

#ai #agents #search #infrastructure #web #intent

Identity isn’t just paperwork anymore. It’s turning into a new form of compute that decides what agents can do, what they can access, and who they can trust. I wrote about why the identity layer is about to matter a lot more than people think.

vernstacks.substack.com/p/identity-i...

Trump’s coalition looks chaotic from afar, but the logic is simple. He’s the hub. They key power factions all orbit him because he’s their only route to power.

I broke down how that structure works and why it matters for the years ahead.

open.substack.com/pub/vernstac...

West coast is back.

The sky ain’t a ceiling