Explaining the Supercycle and generational theory

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.

🎧 Learn more → greenpill.network

🐦 @owocki @greenpillnet https://x.com/0xkrisv https://x.com/ZiadeMarc https://x.com/joinvdao https://x.com/ethereumJoseph

🌐 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