信念
FEBRUARY 8, 2026
Ponzu: Conviction Tokens
Tokens have devolved into casinos. What if you could engineer a token that was economically irrational to dump in the first hour. Can you put conviction onchain?
Articles
Thoughts on conviction, fermentation, and building in the open.
Tokens have devolved into casinos. What if you could engineer a token that was economically irrational to dump in the first hour. Can you put conviction onchain?
This is a letter to founders staring at their screen right now, wondering if it's over.
Every token launch has three players at the table. Each playing a completely different game. Took me eight years to finally see it.
A counter-thesis to betting on extraction. The game can be changed. And the tool that changes it is the one thing that can't be faked, bought, or botted. Time.