VDAO: Ep-1 The Next Supercycle — Joseph Lubin on Trustware, Network States & an Antifragile Future

New @greenpillnet pod out today! 🌐
In this episode of the VDAO x Greenpill mini-series, hosts Marc Ziade & Kris Miller talk with Joseph Lubin co-founder of Ethereum and founder of ConsenSys about the Next Supercycle and how decentralized trust can power a more antifragile, post-scarcity civilization.

They explore how Trustware, AI, and network states are reshaping the foundations of society from financial systems to energy, data, and governance. Lubin also shares how ConsenSys, Linea, and decentralized protocols can help humanity transition toward resilient, self-sovereign systems that thrive through stress and change.

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🌐 Timestamps

00:00 – Welcome to the VDAO x Greenpill mini-series: Antifragile Network States
01:00 – Introducing guest Joseph Lubin co-founder of Ethereum & founder of ConsenSys
02:20 – How Joseph discovered Bitcoin and the origins of Ethereum
04:00 – Early doubts about global finance and the rise of decentralized trust
06:00 – What is a Supercycle and how it defines global transitions
08:30 – The Fourth Turning: cyclical history and economic reset theory
10:40 – Why we’re at the midpoint of the fourth turning a new system emerging
12:10 – From top-down control to decentralized horizontal coordination
14:30 – How decentralized trust enables a sturdier social fabric
16:00 – The end of scarcity and the rise of post-scarcity creativity
17:40 – Collapse as evolution: why breakdowns create progress
19:10 – The birth of Trustware replacing Big Tech with transparent coordination
21:00 – Software ate the world, now Trustware will heal it
22:40 – Ethereum as the foundation for global decentralized trust
25:00 – Trust as a new global commodity and economic layer
27:20 – AI vs decentralization why they must coexist
29:10 – The hybrid human–machine intelligence future
31:30 – Decentralized AI training and tokenized incentives
33:00 – Trustware beyond code: decentralizing physical infrastructure
35:00 – Building antifragile systems for food, energy, and housing
37:00 – Learning from nature: decentralization as evolution
38:20 – The meaning of antifragility in the context of network states
39:30 – What are Network States and how they evolve beyond nation-states
42:00 – The coming overlay of 200+ nation states with thousands of network states
43:40 – The economic potential of digital sovereign territories
45:00 – The rise of tokenized economies stablecoins, commodities, and local tokens
47:30 – Monetary diversity as financial biodiversity
49:00 – The Consensus Network State & Linea ecosystem
51:30 – DeCorporatizing infrastructure: crypto meets physical resilience
53:00 – The role of VDAO and Fifth World in building antifragile communities
54:30 – Why personal sovereignty matters in a digital world
56:00 – Decentralized social graphs and tokenized communities
57:30 – How AI agents will power new governance and coordination
59:10 – The energy bottleneck and the path toward abundance
01:01:00 – Revisiting the 2047 Ethereum Vision speech
01:03:00 – Prediction markets, futarchy, and decentralized governance
01:05:00 – The next decade for ConsenSys: token economies & infrastructure
01:07:00 – Ethereum’s convergence: scaling and interoperability
01:09:00 – Network States, AI, and the next phase of collective intelligence
01:11:30 – Closing reflections: hybrid intelligence and antifragile coordination