On The Sovereignty Fallacy
Can a continent be sovereign over a coordination record?
The Notes of Lu Heng
Who decides the future of the Internet?
Who gave the Internet’s recordkeepers the power to govern it? These Notes follow that question from everyday analogies to a different design for the network.
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On the Last Attempt to Centralize the Internet — the ICP-2 Revision Draft, Implementation Power, and Structural Risk
Is the ICP-2 revision protection, or an attempt to freeze the system in place?
On the Counter-Argument — and Why It Fails
What is the strongest case against decentralisation, and where does it fail?
On Why My Winning Is Historically Inevitable — and Why Winning Was Never the Point
Why is this a structural transition rather than a story about one person?
On Wealth, Scarcity, and Why This “IP Is Capital” Moment Matters
Why does the author call himself a capitalist, and what did denied scarcity cost the industry?
Why I Act to Protect the Number Registry System — and Why This Is About Stability
Why would the largest beneficiary of a stable registry system fight it?
On Reality Layers, Symbolic Power, and Why Clarity Feels So Hostile
Why does clarity feel hostile to those who depend on ambiguity?
Why RIRs Do Not Have Authority — and Why “Community Sovereignty” Breaks the System
What is the difference between authority and cooperation, and which one do registries have?
Why IPv4 Can Be Worth $60 Trillion
What happens to IPv4’s value once it is priced like other assets that unlock revenue?
The claim that IPv4 could reach a total value of $60 trillion is not rhetorical. It follows from basic asset economics once IPv4 is treated for what it actually is: a scarce, irreplaceable service-enabling asset.
On the ICP-2 Revision, RIR Failure Standards, and Why Power Must Remain Bottom-Up
Who should decide when a registry has failed: its members, or the institutions above it?
The revival of ICP-2, a document drafted over 20 years ago to define the criteria for establishing Regional Internet Registries, was triggered by the AFRINIC governance crisis—and rightly so.
On RIPE NCC Phishing Emails — Fear, Authority, and the Real Role of Registries
Why can a fake email threaten a business, and what does that say about the registry?
Recently, many RIPE NCC members received an email titled “Download Review,” demanding confirmation of information within 48 hours. The email did not come from RIPE NCC. It was a phishing attempt, exploiting fear—specifically, fear of RIPE NCC’s perceived authority.
Unlocking the Hidden Value of IPv4
Why are the owners of IPv4 absent from the rooms that decide its rules?
IPv4 is the Internet’s most important service enabler. A device or cloud server cannot be online without an IPv4 address. Yet IPv4 is priced as if it were negligible. At roughly $0.30 per month per IP, it enables services worth around $300 per month per server—about 0.1% of the value it makes possible. In any other market, critical enablers capture a meaningful share of the revenue they enable: city-center rent is often ~30% of a shop’s revenue because location is the enabler. By that logic, IPv4’s upper valuation potential is vastly higher than today’s.