Kerman Kohli
Kerman Kohli, Nicolasthinking in systems. data, identity, growth and war stories from being a founder in crypto.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 317 | Founded | 7 years ago | Last Issue | 7 days ago |
| Active | |||||
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kermankohli.substack.comLatest Issues
RPC Client Research
RouteMesh is now in a spot where we have thousands of nodes in our system. Part of that means we can start to understand the software client landscape of these chains themselves. There’s not a lot of data around what client software runs on...
The Great Memory Trade
It’s now been just under a year since I’ve been investing in semiconductors actively. My first article around “We don’t have enough compute” was basically spot in in August 2025. RAM shortages kicked in around September 2025 and semis have...
Crypto 2028
I’ve been thinking a lot about what comes next in terms of crypto markets and where we go from here. The market generally feels lost and aimless, like a lost cause on its way to greatness. Most of the easy money has gone.
Tokens are basica...
Building an AI Inference Machine
As you may have noticed, I’ve been down the “you must own your own hardware” rabbit-hole in my writings. I am please to announce that I have fallen even deeper in this space.
It’s my belief that compute is going to become increasingly hard...
RPC Data Quality
Something that I’ve spent a lot of time going deep on recently is around RPC data quality. How do you know if the data you’re getting from a node is correct? Do you just trust they’re doing a good enough job? If so, you’re probably getting...
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