This week, “Deconstruction” focuses on the doubling of TON, U.S. banks’ plans for Bitcoin, China’s “infrastructure diplomacy,” and vibe coding as a link to decentralization.
The Return of TON
Pavel Durov and the Telegram team have officially taken control of The Open Network, becoming the largest validator of the network and claiming leadership in transaction finalization speed (0.6 seconds).
Following the news, the project’s token rose from $1.23 to $2.56, not instantly, but with a delay of several days. Such a gradual movement indicates the work of market makers. This means that after a pause during which the ecosystem was waning, real budgets have returned to TON, and developers are seriously pushing the project.
Bitcoin’s Path to U.S. Banks
A statement from Morgan Stanley’s Shari Oldenburg confirms that the appearance of Bitcoin on the balance sheets of American banks is a matter of time. The process is hindered by bureaucracy: the barrier standard SAB-121 has been repealed, but the Fed, OCC, and FDIC still need to develop unified rules.
If realized, the breakthrough for Bitcoin lies not only in direct capital inflows from giants like JPMorgan, Bank of America, and Citi, but also in the fact that banks will bring along insurers, custodians, and auditors.
Digital Surveillance and Export of Censorship
A UN conference in Zambia highlighted society’s acute unpreparedness for the rapid development of technology. To protect journalists from AI disinformation and spyware, experts advise not only using secure messengers and protected environments but also checking devices for hacking, especially after contact with law enforcement.
However, the true state of freedom of speech was revealed immediately after the conference. The Zambian government canceled the planned RightsCon summit at Beijing’s behest. Since the international conference center was built with Chinese funds, diplomats issued an ultimatum for the absence of delegates from Taiwan and a ban on discussions about Chinese “digital authoritarianism.”
Decentralization of Web3 through Vibe Coding
The main problem of the modern internet is moderation and manipulation. True independence in Web3 is possible by abandoning centralized interfaces in favor of AI agents.
With vibe coding, users will be able to create their own applications for direct interaction with smart contracts using simple text prompts, without programming language knowledge.
This solves two problems at once: it makes the user invulnerable to blocking of official sites by IP or wallet, and it allows for deep personalization of functionality — for example, writing code for a button that withdraws liquidity and sells tokens in one transaction in fractions of a second.
This is a shortened version of the podcast. Watch the full episode:
Subscribe to the podcast: