From Singular Logic to Pluralistic Systems. As we build complex AI, we must move from seeking one "correct" model to managing a multiverse of conflicting but internally consistent logical frameworks.
Audit for Incompleteness. When designing protocols, identify the "independent" variables that your system cannot prove or settle internally.
Truth is bigger than code. Over the next year, the winners will be those who stop trying to "solve" the universe and start navigating the multiverse of possible truths.
Outcome-Based Intelligence. We are moving from AI as a Service to AI as an Outcome where value is tied to results rather than usage.
Target Non-Public Data. Build applications in sectors like law or lending where the most valuable data is private and un-crawlable.
The next two years will separate companies that use AI to save pennies from those that use AI to capture entire markets through autonomous systems and proprietary data loops.
The transition from stateless chat interfaces to stateful, personalized agents that learn from every interaction.
Prioritize memory. If you are building an application, treat state management and continual learning as your core technical moat to prevent user churn.
Stop chasing clones of existing apps for reinforcement learning. Use real-world logs and traces to build models that solve actual engineering friction.
The Macro Pivot: Intelligence is moving from a scarce resource to a commodity where the primary differentiator is the cost per task rather than raw model size.
The Tactical Edge: Prioritize building on models that demonstrate high token efficiency to ensure your agentic workflows remain profitable as complexity grows.
The Bottom Line: The next year will be defined by the systems vs. models tension. Success belongs to those who can engineer the environment as effectively as the algorithm.
1. Ethereum’s native rollups are set to revolutionize scalability, offering enhanced transaction speeds while maintaining security.
2. Security remains a cornerstone in the development of native rollups, ensuring the integrity and reliability of the Ethereum network.
3. The economic benefits of native rollups, including reduced transaction fees, are poised to drive greater adoption among developers, users, and investors.
1. Collaborative Regulation: The SEC’s new approach under Hester Peirce aims to foster innovation through collaboration rather than confrontation, creating a more supportive environment for crypto development.
2. Increased Custodian Participation: The repeal of SAB 121 unlocks opportunities for traditional financial institutions to engage in crypto custody, potentially leading to greater market stability and trust.
3. Encouraging Transparency and Compliance: Tools like no-action letters and safe harbor mechanisms are designed to promote transparency and voluntary compliance, helping to legitimize the crypto industry while protecting investors.
1. Ethereum faces significant challenges in token value and leadership engagement, making way for competitors like Solana to capitalize on speed and innovation.
2. App-specific blockchains, championed by Initia, are gaining traction by offering tailored solutions and shared standards, addressing fragmentation issues in the blockchain ecosystem.
3. Celestia is emerging as a crucial infrastructure layer, potentially dominating the data availability market and enhancing scalability for various blockchain projects.
1. ZK proofs are reshaping blockchain security, offering more efficient and scalable alternatives to traditional staking models.
2. Unichain and Succinct are leading innovation, enhancing cross-chain interoperability and simplifying proof generation, which can drive broader adoption.
3. Enhanced security measures, like Arbitrum’s bug bounty, are critical for maintaining trust and attracting institutional investment in the crypto ecosystem.