Verified industrial productivity, settled on @Solana
Solana
Joined December 2021
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GORZ is initiating a Decentralized Industrialization on Solana.
We refuse to believe that at the pinnacle of human civilization, value speculation is the highest utility of and for the modern soul.
We are done with the economy of noise.
Website Live: gorz.group
It is hard to be GORZ!
We watched one camp burn years and capital on green mythology, on narrative without mass, virtue without output, greenwashing and impactwashing, on systems that treated the real world as a PR exercise. We watched the other camp deny the constraints of
permanence is not optional.
The frustration is real because the window is finite. Every year spent refining the rhetoric while the underlying productivity gap widens is a year the physical foundations continue to erode.
GORZ doesn't claim ownership of words. We claim the standard
"deliberate attempt towards civilizational ascendency", foundation of a "type 1 economy".
It's great to see it's becoming a vertical of its own. Though we find 'Kardashev labeling' a bit restrictive.
Pretty wild times to be alive.
GORZ retweeted
"This is not a market cycle. It is a technological stagnation, a civilizational hallucination.
And like all dreams, it must end!"
gorz.group/manifesto
🤖 Made with AI
GORZ retweeted
Great observation:
"crypto is now just 'financial markets'"
But this also reveals the ceiling of the current approach.
Once the market has chosen pure financial products, the next limitations becomes obvious: finance that only references other finance eventually runs out of new signal.
Tokenized claims on existing assets (treasuries, equities, private credit) improve settlement and accessibility, yet they remain derivative of the old system. they do not expand the productive base.
Decentralization, lower costs, and faster settlement were never the end goals. they are tools. the actual opportunity is the ability to create economic arrangements that couldn't exist before!
Ones that give people, previously treated only as credit scores or data points, direct ownership over measurable output.
we believe a harder and more durable layer sits deeper: "treating real world industrial and biological output itself as a continuously verifiable onchain state". not a static receipt. Not an occasional oracle update.
A living data stream of actual work.
This is what "Proof of Productivity" means. If a token’s value is not anchored to measurable productive output, if it does not coordinate real energy, material transformation, or biological yield, it remains noise, however liquid!
Solana’s high throughput, low cost architecture is positioned greatly, to carry the high frequency telemetry that real operations need.
The same properties that made Solana dominant in speculative markets are the ones that make continuous verification of physical systems practical at scale.
The market has already sorted for what currently works.
The projects that matter next will be those that successfully link verifiable IRL productivity into onchain state.
Speculative velocity was never the goal.
The key is turning the chain into a coordination layer for actual production.
some bear market thoughts on crypto:
1) we're in the peak depth: almost everyone is done selling - we just lack marginal buyers yet
either we get capital rotation back from ai soon (q4 maybe?) or we remain flat for some time
2) fundraising is p bad rn, particularly early-stage
there's no infra trade left and most crypto vcs have either:
- no money
- or no idea on how to fund 'products'
most got burnt out due to overfunding bs infra in '23-24 which were all down only coins (so no exits)
all risky capital is funding ai now
as a founder: unless you've some significant traction or big pedigree, it's a waste of time to even think of fundraising
3) teams are shutting down left & right - mostly due to lack of funds or PMF
which directly impacts job markets - there's some hiring on institutional side (nyc-based) but apart from that, the hiring has decreased significantly
only companies with huge treasuries are able to hire and asian projects are hit the hardest from what i can see
capital is a huge moat for startups for 'right to win' - for otherwise capital-starved early-stage
4) there's a huge gap in early-stage funding:
best time to angel invest at a low val or even start micro-accelerators
due to lack of infra money, hackathon/grants have now reduced by ~95% now
earlier l1 grants/funding used to attract a significant number of early-stage teams - further driving away talent
if fundraising doesn't return by q1' 27 - innovation will significantly shrink and crypto will become a 'legacy industry'
5) crypto is now just 'financial markets' - there's broadly four markets with PMF:
- memecoins & spot (solana/rh)
- perps (hl)
- yields (eth)
- prediction markets (poly)
+ stablecoin payments
and then a long tail markets like pokémon cards etc
all non-financial protocols on governance, social, proof of xyz, identity, gaming etc are now dead - they're now just a feature on speculative apps
6) everyone's either:
- building an 'everything exchange'
coinbase, robinhood, solana, pump, axiom, fomo, polymarket, jupiter, phantom
- or packaging yield
usdt, usdc, usdg, morpho, aave, kamino
7) there're only 2 types of chains left:
- general community-led: eth & solana
- distribution-led: base, robinhood, tempo, bsc
rest all are dead or will be dead soon
8) the survived teams are incredibly product-focussed now:
- better trading execution
- ux/mobile focus
finally, building good products and nailing distribution is the only way to win
the whole game is now like building a fintech app with crypto rails
ofc, speculation will always be the holy grail of financial markets and even stocks & gold now trade like crypto - everything is now a narrative trade!
9) there are some teams which are building non-crypto infra (eg. robotics/data collection/depin types) funded by crypto VCs:
but we all know they're mostly a scam looking to launch high float, low fdv tokens (and will probably fail)
and will abandon the tokens whenever they get some PMF and call it 'credits' (iykyk)
10) there're some incredible liquid opportunities
but with teams giving up/shutting down/abondoning - it's incredibly hard to judge or filter out quality
but i'd still say holding good quality liquid tokens have the best r/r
a simple filter is just buy tokens which has:
- good treasury
- founder-led who understands distribution
- upcoming sector tailwinds
(happy to share my list)
11) there's only few traders left in trenches:
but they're incredibly smart and they can make money in any market now
many are now trading stocks and killing it - as they're the pro narrative traders
safe to say: all crème layer genz traders have traded/are trading crypto
this core audience is always on lookout to try out new experimentations
12) stablecoin payments:
they’re p huge in the shadow economy (eg. an Indian manufacturer buying from china in USDT to escape taxes & regulation hassle)
but organising a shadow market is a challenging and unsolved problem
agentic payments are a huge opportunity but no PMF yet (typical coldstart problem) - all numbers pushed by base/solana are just wash volumes
i'd bet on stripe/tempo (+ trad companies) to gain a lion share in regulated stablecoin payments just because of distribution
13) opportunities now lie on building:
- better trading interfaces & modality (via ai, mobile)
- more novel markets (eg. compute, emerging market coverage, metadao)
- anything around token or memecoins (speculative mechanics)
- cool fintech ideas which failed due to banking/regulations (eg. neobanks)
and ofc, picks & shovels around this
biggest bet: post ai, speculation and trading as a way to show conviction on anything socially will increasingly rise and crypto is the de-facto rails for any new markets
14) and yess, memecoins (internet culture coins) will come back extra-ordinarily as macro moves and capital rotates from ai
it'll bring interest back to crypto and once again, sidelined VCs will be salty
i still remain cautiously optimistic on broader crypto and p optimistic on crypto as 'anything market' rails 🫡
GORZ retweeted
It's time to create e/acc non-profits as a counter to all this influence.
Working on something. We need more.
Billions of dollars are about to flow into Effective Altruism.
Anthropic was founded on EA principles, and its founders pledge to donate 80% of their wealth when the company IPOs. They also match employee equity donations. Plus, last year, six EA-aligned grantmakers deployed $1.25 billion.
EAs believe, essentially, that every sentient being, across every place and time, holds the same moral claim on every other.
This logic, as @WilliamThibeau notes, only works if Americans deprioritize everything that keeps our civilization intact: nation, family, religion, tradition…
As such, EA’s success entails the disintegration of America. It’s fundamentally at odds with nation building.
If AI labs are our strategic national assets, Congress must start scrutinizing their philosophical underpinnings, and the philanthropic networks surrounding them. Full story 👇
GORZ retweeted
Iranian farmers are trapped in a brutal cycle:
Fertilizer prices skyrocketed.
Wells reaching 15,000 dS/m salinity.
Land literally sinking under their feet.
Yet most are still forced to make decisions with almost zero reliable information.
We are about to change that.
open.substack.com/pub/kurosh…