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Curious Cryptos Commentary 21st November 2025 — Mark Yusko, tokenisation, & ONDO
26 November 2025 at 02:33
I Almost Wrote BlockDAG Off — Here’s Why I Haven’t and Why I’m a Real Believer Now
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“An investor’s journey from intrigue to doubt to belief in one of Web3’s boldest projects”
****** Regarding my article. I did not know my article was being used and I was not asked. I am again not happy with the marketing of BDAG and decision making. I will write an article about that today and let’s see if they circulate that. LINK TO MARKETING ARTICLE
From: Josh Case <>
Sent: Tuesday, November 11, 2025 8:10 AM
To: Antony Turner <antony@blockdag.network>
Subject: My article Fw: 🚨 We Heard You, Giveaway Cancelled but VALUE ERA is in Full Force + New AMA! 🚨
Antony, so I am very glad this giveaway got cancelled. My article is used though in the retraction and yes, it is a public document I have expectations. I expect not to be made a fool or BDAG bs marketing tool. I don’t mind being a public supporter, but I will not be used……thanks…..Josh******
When I first discovered BlockDAG Network “BlockDAG”, I was intrigued. The concept of merging Directed Acyclic Graph (DAG) architecture with blockchain sounded like something that could actually push the industry forward — faster transactions, higher scalability, and lower energy use.
So I invested early — a Whale investor since Stage 5, before the bonuses, before the buzz.
At the time, I believed I’d found something special.
But as the months went on, my excitement gave way to doubt.
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From Intrigued to HIGHLY Skeptical
I’ll be honest — for a while, I questioned if it was even real. June through September of this year it felt like I made a bad decision.
The marketing felt more like a used-car sales pitch than a serious technology company. Overly flashy videos, dramatic countdowns, and exaggerated claims made me pissed off. The worst was the BONUSES that were vastly oversold.
I remember thinking, “If this project is legitimate, why are they selling it like this?”
It was frustrating because I wanted to believe — but I’d seen enough CryptoCurrency overhype to know when something didn’t feel right.
So I started complaining. I got banned from the official Telegram group. I wrote a few Medium articles expressing my concerns, waiting for either substance or silence to tell the truth.
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The Turning Point: Transparency and Technology
(I must note Reid Davis, many other individuals I don’t know if they’d want to be named or not, BlockDag Investors groups on Facebook, Telegram, Reddit, X and others get a huge amount of credit for the changes happening.)
Then something shifted.
Leadership communicated directly with me. They weren’t hiding.
Then the series of recent Binance AMAs, the leadership didn’t hide — they confronted most of the issues directly. Some they danced around but I assume because they just can’t talk about somethings at this point. They talked openly about how the focus was changing:
less hype, more substance.
They emphasized technology, delivery, and transparency — the three pillars that actually build trust in this industry.
They’ve showed up consistently, answering tough questions, engaging the community, and most importantly, not hiding. That’s when I began to see something different: a team maturing in real time.
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Seeing Proof: The X30 and X100 Miners Running in the Office Live on the Last AMA
Then came the X30 and X100 miners.
Antony Turner Meetings — ClickMeeting
Finally, there was something tangible.
Not a roadmap, not a promise — but real hardware built, tested, and shown.
That made it clear this wasn’t just marketing — it was engineering. BlockDAG wasn’t vaporware; it was being built piece by piece, now visibly, and now publicly.
For an early investor like me, that was the validation I’d been waiting for.
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Understanding the Tech — Why It’s Not “Just Another Kaspa”
At first, I thought BlockDAG was simply a Kaspa lookalike. I wasn’t alone — the “DAG” part naturally made people draw that conclusion.
But as one Facebook post put it perfectly:
“A lot of people hear the word ‘DAG’ and instantly think of Kaspa.
But what BlockDAG is doing goes far beyond Kaspa’s model.”
They broke it down clearly:
“Kaspa uses a UTXO-based DAG — basically a parallel version of Bitcoin’s transaction system. It’s fast, but limited to simple transfers.
BlockDAG, on the other hand, built a full EVM-compatible DAG. That means it doesn’t just move tokens; it runs decentralized applications — at DAG speed.”
Then came this line from CTO Jeremy Harkness:
“We’re doing 1,400 transactions per second on EVM transactions, not UTXO — that’s a rare technical achievement.”
That’s when it clicked.
They weren’t just building faster transactions — they were re-engineering how things happen on-chain.
As one quote summed it up perfectly:
“Kaspa is like a faster Bitcoin.
BlockDAG Network is like an ethereum that learned how to run.”
So I’ve stopped doubting about if this project is real. Will it be successful or a good investment that’s another question but the project itself is real.
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The Alpine F1 Partnership: Real-World Validation
Alpine F1 sponsorship — brings credibility.
A company like Alpine doesn’t just take money and slap a logo on its car. Formula 1 partnerships go through months of due diligence, covering everything from financials to brand reputation.
Seeing BlockDAG’s name on an the Alpine website and car wasn’t just exciting — it was validation. It told me this company was being recognized on a global stage, by an organization that doesn’t gamble with its image.
That level of vetting isn’t something a “scam project” ever survives.
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Why I’m a Believer Now
I’ve watched this project evolve from loud marketing to this defining moment.
From uncertainty to facts.
From hype to hardware.
From doubt to belief.
As someone who’s been in since Stage 5, I’ve seen both sides — and I can say now, confidently, that BlockDAG has earned my belief.
It’s not perfect, but it’s real. And in a market full of noise, that’s what truly stands out.
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Final Thought
I almost wrote BlockDAG off.
But instead of disappearing, the team showed up— technology, transparency, and communication.
And that’s how a project wins people back.
Because in crypto, hype fades.
Execution doesn’t.
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I Almost Wrote BlockDAG Off — Here’s Why I Haven’t and Why I’m a Real Believer Now was originally published in Coinmonks on Medium, where people are continuing the conversation by highlighting and responding to this story.
