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Web3 小柴郡
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Web3 小柴郡
While other public blockchains are still hyping up their concepts, this project has already secured funding from the British government! In the history of crypto, it is often the project teams that spend millions of dollars lobbying governments, begging for a license. But this time, the script has been reversed. IOTA not only secured £3.5 million in seed capital from the UK government to build digital infrastructure for Teesside port and airport, but also seconded four UK government trade officials to IOTA for 12 months full-time. Why is the British government willing to pay money and send people out of its own pocket? Because they encountered a problem in international trade that could not be solved by traditional means—efficiency taxes. Take a shipment of goods from Poland to the UK as an example: the truck may only need two days to cross Europe, but the relevant paper documents, health certificates, and certificates of origin may be delayed at the UK border for several days due to human error or system incompatibility. This is the data black hole that drives countless traders crazy: the truck is already parked at the border, but the data is still on its way, or the entire truckload of goods is stuck in place just because of a spelling mistake. Every second of delay represents a loss of real money. Hey? Smart people will have already figured it out: Can't blockchain perfectly solve this problem? Therefore, IOTA partnered with Teesside University to launch TWIN (Trade Worldwide Information Network) technology, which creates a blockchain-based digital twin certificate for each container. (TWIN means twins, and the project leader will choose the name.) In this project, IOTA delivered a result that the British government could not refuse: It allows critical data to reach customs 20 hours before the goods themselves. This means that while trucks are still speeding along European highways, UK customs has already completed its preliminary review. The system accurately displays relevant data about the goods, eliminating the need for customs officers to guess. It is estimated that the full implementation of this system could save the UK £224 billion and directly boost GDP growth by 1.3%. For the efficiency-driven trade and logistics industry, being 20 hours ahead means increased inventory turnover and reduced capital costs. This is the advantage of blockchain technology in the real economy! This also means that every shipment of goods that passes through TWIN and enters/exits the UK customs network in the future will contribute real, non-speculative TPS and network activity to the IOTA mainnet. This is not simulated data from a testnet, but real on-chain activity driven by the import and export trade of major global trading nations. While the market was still hyping up the RWA concept and trying to put US Treasury bonds on the blockchain, IOTA had already skipped that step and directly become the highway for RWA circulation. The UK government's deployment of personnel is a clear signal: blockchain technology is shedding its financial casino attributes and returning to its essence as a trust machine. For long-term builders who have persisted in this industry for many years, this may be the moment we have been waiting for: Code is starting to truly change the world, not just account balances. twitter.com/0xCheshire/status/...
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Web3 小柴郡
01-28
Last October, I shared with everyone a Web3 infrastructure project that has been around for ten years, @iota. Recently, their founder published an article titled "IOTA Manifesto: Bringing the World On-Chain," which really resonated with me. Those who frequently read my tweets should understand that IOTA's chosen business strategy is a reflection of the ideas of Silicon Valley godfather Peter Thiel: Competition is for losers. We want a monopoly, not competition; we want to establish our own unique advantages. Compared to Memecoin, which fails to create value, and the highly competitive DeFi sector, IOTA has chosen to focus on the vast untapped global trade market, providing infrastructure for the real economy. Founder Dominik Schiener calls it the "Blue Ocean Strategy": ▶️Avoid the fiercely competitive red ocean of blockchain and target the monopolistic $35 trillion global trade market. You might find this unbelievable, but in my opinion, the IOTA team is extremely pragmatic. More importantly, they have strong government partnerships: Lukka compliance, Islamic finance certification, and the backing of multiple governments. ⬇️At the end of last year, IOTA, in partnership with the African Continental Free Trade Area Secretariat, the World Economic Forum, and the Tony Blair Institute for Global Change, launched the Africa Trade Digital Access and Public Infrastructure (ADAPT) initiative, which will connect 1.5 billion people in Africa. ⬇️The East Africa Trade Logistics Information Pipeline (TLIP) has reduced border clearance time from weeks to days, and IOTA is building and expanding the global trade information network (TWIN) based on this success. ⬇️Through the RESULD program, they have digitized the end-to-end fruit and vegetable supply chain between Kenya, the Netherlands, and the United Kingdom. ⬇️Core Web3 infrastructure providers such as BitGo, Uphold, LayerZero, Stargate, and Turnkey enable IOTA to be accessed, integrated, and used globally. These are not just theoretical concepts, but real achievements that have already been implemented. Technically, the Rebased mainnet upgrade on May 5, 2025, enabled IOTA to support 50,000+ TPS and a 0.4-second confirmation time, providing strong support for the IOTA ecosystem. All of the above sounds different from our everyday understanding of Web3; it's too RWA and too involved in the real world. Many people even resent the integration of the crypto world with the real world, believing that it violates the fundamentalism of cypherpunk. But it is indeed very blockchain-like. Who remembers that we were born to change the world? Respect to idealists, and respect to true builders! 🍺 Appendix: Full Chinese text of the IOTA Manifesto: Bringing the World On-Chain techflowpost.com/zh-CN/article...… twitter.com/0xCheshire/status/...
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Web3 小柴郡
01-27
"It's a very simple story. From developing a new mine to producing copper, it takes about 12 years. Meanwhile, you'll see a surge in electric vehicles, power grids, data centers, and something you might not even imagine—military munitions. These missiles contain a significant amount of copper. Add to that the increasingly heated global situation, and we believe the supply and demand dynamics will be incredibly dynamic over the next five to six years." In the next 20–30 years, copper demand will surge, driven by the AI boom, energy transition, and increasing defense spending; while supply is rapidly contracting due to factors such as aging mines, lengthy approval processes, and declining ore grades. Copper is standing at the starting point of a multi-decade bull market. twitter.com/0xCheshire/status/...
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