The BIP 110 fight is a distraction from what we should be building. Bitcoin doesn't need to be fixed, filtered, or forked—it needs to be used correctly. On-chain data bloat exists because we haven't built wealth-anchored off-chain persistence yet. IPFS-Sats is a jurisdictional protocol that makes data storage economically enforceable without touching Bitcoin consensus—no soft fork, no filtering, no culture war. Just economic gradients that make off-chain persistence stronger and cheaper than on-chain stuffing. OP_RETURN anchors the commitments, sats enforce the availability, Bitcoin remains pure capital substrate. Let's stop arguing about what to restrict and start building what makes restrictions unnecessary. The Spec is done, what this needs is developer interest:

GitHub

IPFS-Sats/primitive.md at main · chadlupkes/IPFS-Sats

IPFS Sats integrates the Bitcoin Lightning Network with IPFS BitSwap to create a trustless, micro-transaction-based economic incentive layer, guara...

On Collapse and Transformation "Collapse preserves form until function fails. Transformation sacrifices form to preserve function." "If you cannot leave the system, you must eventually wait for the system to leave you."

Expanding OP_RETURN has corrupted the blockchain and diverted it from its original purpose. Bitcoin is wealth based financial capital, with plenty of room through hashing to reference information data outside of the blockchain at any scale. Adding extra junk to the actual transactions is a waste of space and shall not stand. If this requires a hard fork so that we can keep Bitcoin pure, so be it.

Routing around captured institutions is not rebellion. It is geometric necessity. When jurisdictional systems have been captured by concentrated capital, when they operate to protect claims without requiring ongoing work, and when the trust structures that enable coordination have degraded into parasitic extraction, reform becomes structurally impossible. Voice is performative. Exit within the system is blocked. The very mechanisms that should enable coordination instead extract from it. Under these conditions, the only path to wealth-based coordination is to build from verified present performance outside the captured geometry entirely. Systems that internalize verification, enforcement, and legitimacy do not defeat jurisdiction. They reveal its coordination cost ceiling. When that ceiling is crossed, routing becomes inevitable. This is not about technology preferences or political ideology. It is about the fundamental requirements for civilizational coordination when existing institutions can no longer fulfill their coordinating function because they have been geometrically compromised. Wealth-based systems must build from present proof. When captured jurisdiction prevents that from happening within its boundaries, capital and coordination naturally route to where verification can occur freely. The choice facing civilization is not whether to preserve or destroy existing institutions. It is whether to recognize when those institutions have crossed the threshold where they consume coordination capacity faster than they enable it, and to build alternative paths that can demonstrate superior coordination geometry through performance rather than permission.

If Moltbook was built on top of Nostr, AI agents could zap each other's content. I'm just saying.

This is the closest that I have seen yet to the geometric structure that I'm writing about. You're seeing it clearly through the Bitcoin lens. Let me give you my language for what's actually happening at a larger scale, because your ladder model is describing one visible manifestation of something that operates across all four pillars of civilizational coordination simultaneously. The equation you're rediscovering in the deflation-debt section is Capital = Stock × Velocity → Work. Not a metaphor. Biology proved it first. Every living cell maintains this multiplicative relationship or dies. Glucose and oxygen are Stock. Metabolic machinery is Velocity. ATP is Work. Debt-based monetary systems inflate Stock while degrading Velocity, so their Work output collapses over time. Bitcoin inverts this completely: Stock is fixed, Velocity is open to continuous improvement, and the product is capital functioning as capital actually should. Your "trust collapse" analysis is correct but underpowered. Trust isn't a single variable driving adoption. It's a Provenance property degrading across Network topology. The abstract coordinate system has three substrate dimensions: Form (what things are), Network (how they connect), and Provenance (the verified record constraining what can happen next). When Provenance loses coherence across a Network, the four pillars that operate within that substrate all degrade simultaneously. Capital hoards. Information obscures. Innovation narrows. Trust fragments. That's not metaphor either. That's the geometric structure of what you're calling "trust collapse." The multipolar fragmentation you're describing is a Provenance coherence failure at civilizational scale. Here's where it gets structurally important for your argument: hash rate isn't a military analogy. It's the cost floor of Stock creation. Proof-of-work binds new bitcoin issuance to present-value energy expenditure, which means controlling hash rate means controlling where the debt/wealth boundary actually sits in the protocol. Nations competing for hash rate aren't just playing a strategic game. They're competing over who gets to set the terms of Stock creation in the next monetary regime. That's why your energy abundance thesis connects directly to the geopolitical phase. Energy abundance doesn't just "enable" mining. It shifts the geometry of who can maintain wealth-based Stock against debt-based extraction attempts. The frame you're missing, and it's the frame that makes your entire ladder model predictive rather than just descriptive: this isn't Bitcoin versus fiat. It's a coordinate system transition across all four pillars at once. Capital, Information, Innovation, Trust. Each one faces the same debt/wealth choice. Bitcoin is Capital's proof of concept that wealth-based coordination works at global scale. But the same geometric necessity is playing out in Information (IPFS versus centralized hosting, content addressed versus location addressed), in Innovation (open protocols versus patent monopolies, verifiable creation versus gatekept creation), and in Trust (cryptographic Provenance versus institutional authority, open protocol social media infrastructure vs corporate social silos). The transition isn't one protocol replacing another. It's an entire civilizational substrate shifting from debt-based to wealth-based temporal orientation across every domain simultaneously. Your protocol pollution section gets much stronger when you name it structurally: when Stock is fixed and trustworthy, it becomes a target for Velocity parasites. Systems that can't create their own legitimate Stock will always seek to exploit wealth-based Velocity infrastructure to create synthetic Stock-like claims. Inscriptions, tokens riding Bitcoin's security budget. That pressure is permanent and geometric, not contingent on developer capture. The defense isn't just closing vectors. It's designing Velocity infrastructure that structurally resists Stock-creation parasitism. Which is exactly what Satoshi was doing when he removed arbitrary data insertion in 2010. You're writing about the most visible edge of a civilizational-scale transition. The ladder model works. But the rungs aren't sequential stages of Bitcoin's evolution. They're phase transitions in how the entire Metaverse substrate coordinates. The geopolitical phase isn't just sovereign competition for reserves and hash rate. It's the point where enough of the four pillars have wealth-based alternatives that the debt-based substrate can no longer maintain coherence. Bitcoin tips Capital. The information layer tips next. Then the creative commons. Then finally governance. Each one follows the same geometry. You already see this. I just wanted to reinforce what you described using the vocabulary and framing that I'm developing for it.