Yair Cleper@yaircleper · 2026/08/22赛道影响SMB → SaiB. Small Al Business.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Yair Cleper@yaircleper · 2026/08/19赛道影响Cosmos is where @lavanetxyz started, and the reason was technical, not tribal.
Lava needed things that had to live in the protocol itself. Pairing between consumers and providers. Compute-unit accounting. Conflict detection with commit-reveal voting and slashing when a provider lies.
In 2023, that wasn't a contract you deploy on someone else's chain. It was a sovereign appchain or nothing. So we built one with the @cosmos SDK, and a lot of what Lava is today comes from that decision.
That is what makes this conversation important.
The question I've been sitting with is: does Lava still need to run its own chain to do what it does?
My honest answer is that I don't know yet. I'm putting my evaluation out in the open so people can argue with it, including the parts I'm least sure about.
Looking forward to hearing from our community, which will ultimately decide where we go from here. 🌋
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Yair Cleper@yaircleper · 2026/08/18赛道影响@shawn_onchain 🫡
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Yair Cleper@yaircleper · 2026/08/13赛道影响Every serious infra team eventually asks what it really needs to operate itself.
Part one applied that question to Lava’s chain.
Part two goes through the alternatives and reaches a position: keep the protocol, outsource the chain.
Good read for anyone thinking about appchains versus shared infra
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Yair Cleper@yaircleper · 2026/08/10观点输出@bneiluj @elonmusk He had a transplant
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Yair Cleper@yaircleper · 2026/08/06赛道影响Every serious infra team ends up asking what to run in-house and what to outsource. Applying that to the chain itself is is the same question.
Good read for anyone building an appchain!
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Yair Cleper@yaircleper · 2026/08/06赛道影响RT @lavanetxyz: Libertum is now running on Lava RPC. 🌋
A licensed, white-label RWA tokenization platform that lets institutions issue, man…
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Yair Cleper@yaircleper · 2026/07/30观点输出@lavanetxyz https://t.co/5nzBytNhez
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Yair Cleper@yaircleper · 2026/07/30观点输出Germany threw away 2,700 GWh of solar last year. 573 hours of negative electricity prices. Nowhere to put the power.
The fix is batteries. The bottleneck is financing.
@lavanetxyz Tokenization Sandbox just went LIVE with its first energy deployment: Electric Blue targeting up to €500M in tokenized financing for battery storage across Germany.
The first facility: a battery that powers a small town for ~3 hours. Online ~late 2026.
Full scale: enough storage for a mid-size city's evening peak (~580 MW / 1,750 MWh).
Only since June there are 40+ institutional applications. Real estate, payments, bonds, commodities.
Tokenization doesn't change the battery. It changes who can fund it, and how fast. 🌋
Link for @DefiantNews in the comments
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Yair Cleper@yaircleper · 2026/07/29政策影响There are moments when you sit in a room and feel you're part of history.
This week, the board of BitCore Capital convened for the first time.
Around the table: the 10th President of Israel @RuviRivlin, 17th Commissioner of the Israel Police Yohanan Danino, founder of Israel's Anti-Money Laundering Authority Yehuda Shaffer, and former Minister of Science & Technology @Izhars7.
This is not another fintech board. It's a statement: trust first, regulation first, and only on that foundation, technology.
We were working on a shekel stablecoin. Crypto-backed lending. Regulated payment rails.
Huge credit to Yudi Lazar for assembling this team.
With a lineup like this, the sky is the limit.
We're off 🇮🇱
AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。
评论
暂无评论