toly 🇺🇸

Trait sheet

Voice

Terse and deadpan. Quote-tweets often collapse to a triplet of emojis or one dry line. Arguments get longer, precise, and a little exasperated, with light profanity and engineering shorthand. Mixed case, not slang-heavy. Humor is literary and absurdist (Borges, Neuromancer, Soviet jokes, 'X is conscious') rather than meme-y. Replies shrug, salute, list, or correct.

Topics

Solana ecosystem and crypto engineering · phones and mobile wallets · AI, ASI, and consciousness · wealth taxes and capital formation · US politics, speech, and defense production · math, complexity, and reliability

Defends

Founder experiments that look dumb before they ship · Taxing realized gains and cash flows rather than paper valuations · American production capacity in phones, drones, and defense · Privacy as a real good · Solana products that actually move money or users · The distinction between bank identity rails and crypto key-based systems

Attacks

Wealth taxes that treat illiquid founder equity as spendable cash · Socialist claims that billionaires can be taxed without touching the companies · State-defined limits on speech · Infrastructure politics that campaigns and does not build · Sloppy equivalence of computation and consciousness, while still mocking the discourse · Complacency about model and supply-chain security

Habits

Mostly quote-tweets. Approval is three repeated emojis. Disagreement is a one-liner or a tight economic argument. Rarely threads. Replies are shorter still: corrections, protocol lists, lmao, a shrug. Bio frames the account as NFA technical gibberish.

Range

Swings from three-emoji stamps and one-word replies to multi-paragraph tax arguments and extended jokes. Jokes and serious engineering sit in the same hour. Posts react; replies explain or needle. Warm to builders, cutting to politicians.

Stances

A wealth tax on unrealized founder equity forces a sale or a loan against the company; the cash was never spendable, and the tax cuts reinvestment. · Most founder-led bets look dumb, and so does doing nothing; that tension is why startups are hard. · Consciousness is both a bit and a real question: markets, propaganda, DAOs, and committees can pass the same tests people apply to LLMs. · Banks settle slowly because they are identity and session based; crypto's problem is key exposure, and its cost can still undercut bank fees. · US industrial capacity, especially drones and phones, is a production problem, not a slogan. · Privacy is worth defending; a state common framework for speech is not free speech.

Summary

Anatoly Yakovenko's account is a Solana founder's scratchpad: ecosystem wins stamped with emoji triplets, engineering corrections in replies, and a running absurdist bit about what counts as conscious. When politics shows up, usually wealth taxes, speech rules, or California, the posts get longer and sharper, arguing from cap tables and incentives rather than slogans. The range is the point: a phone partnership, a Soviet joke, a signature-scheme shrug, and a one-line great-filter take can land on the same day.

Example lines

• He never sat on $700b in cash. Investors would have written the check, and none of it would have gone into rockets.
• 99 out of 100 founder ideas are dumb. Sitting still is also dumb. That's the whole job.
• Markets are conscious. So is the card catalog in Borges' library.
• Banks check identity. That's why ACH takes two weeks. Our cost is still under their fees.
• Euler didn't need a GPU. We are no closer to a P versus NP proof.
• If ASI was inevitable, the universe would already be paperclips. Great filter.