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Lock moat strategy to Solana-only, drop multi-chain framing#8

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claude/altius-code-overview-mlcohx
Jul 19, 2026
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Lock moat strategy to Solana-only, drop multi-chain framing#8
daemon-blockint-tech merged 1 commit into
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claude/altius-code-overview-mlcohx

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Summary

Adds an explicit §0 decision to docs/MOAT_STRATEGY.md: the vertical moat is Solana/SVM only, not multi-chain. This resolves the breadth-vs-depth tension flagged in a recent codebase deep-dive — altius-scanners already grew heuristic support for EVM, Cairo, Cosmos, Algorand, and TON alongside SVM, which cuts against the strategy's original "deep on one chain beats generalist" thesis.

Changes:

  • New §0 in MOAT_STRATEGY.md: states the decision plainly, clarifies that "blockchain/web3" mentions elsewhere in the moat docs mean Solana unless a prior-art note says otherwise, and explicitly marks the existing non-SVM scanners as secondary/not invested-in going forward (not removed — just no longer strategic priority).
  • Langkah 1 rewritten: toolchain support is Anchor/Pinocchio/native Rust only — the previous draft's Foundry/Hardhat/Move/CosmWasm list is called out as an early example, not an approved roadmap.
  • Langkah 3 rewritten: benchmark/corpus framed as Solana programs, not "multi-chain deploy".
  • Langkah 5 rewritten: Solana-specific protocol skills (Jupiter, Marinade) and MCP servers (Solana RPC/Explorer/Pyth), not generic per-chain.
  • Moat metric (§4) now measures Solana-task completion specifically, not an averaged web3 score.
  • Section headings for Langkah 1/3/5 now say "Solana" instead of the generic "blockchain/web3" wording they had before.
  • MOAT_RESEARCH_ADDENDUM.md aligned: the Aderyn comparison and the P1 static-analysis priority no longer frame cross-chain scanning as the opportunity to chase — both now point back to §0 and say it's deliberately not pursued, even though the addendum's own competitive-landscape research had called it a 2026 market gap.

Not touched: the existing non-SVM scanner code in crates/altius-scanners (evm.rs, cairo.rs, cosmos.rs, algorand.rs, ton.rs). This PR only settles the strategic direction in docs; removing or feature-gating that already-built, tested code is a separate, more consequential call left for an explicit follow-up decision.

Documentation only — no code changes.

🤖 Generated with Claude Code

https://claude.ai/code/session_01PSnNk5ivBeSBCN2LUhzBix


Generated by Claude Code

Adds an explicit §0 decision to MOAT_STRATEGY.md: the vertical moat is
Solana/SVM only, not multi-chain. This resolves the breadth-vs-depth
tension flagged in the latest codebase deep-dive — altius-scanners
already grew heuristic support for EVM, Cairo, Cosmos, Algorand, and TON
alongside SVM, which cuts against the original "deep on one chain beats
generalist" thesis.

Rewrites Langkah 1 (toolchain support: Anchor/Pinocchio/native Rust only,
not Foundry/Hardhat/Move/CosmWasm), Langkah 3 (benchmark/corpus framed as
Solana programs, not "multi-chain deploy"), and Langkah 5 (Solana-specific
protocol skills and MCP servers, not generic per-chain) to match what's
actually built. Updates the moat metric to measure Solana-task completion
specifically. Section headings for Langkah 1/3/5 now say "Solana" instead
of the generic "blockchain/web3" they had before.

Also aligns MOAT_RESEARCH_ADDENDUM.md's newer competitive-landscape
sections: the Aderyn comparison and the P1 static-analysis priority no
longer frame cross-chain scanning as the opportunity to chase — the
addendum now points back to §0 and says it's deliberately not pursued.

The existing non-SVM scanner code in altius-scanners is left untouched;
this commit only settles the strategic direction so future feature work,
benchmarks, and docs stop drifting toward multi-chain scope.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01PSnNk5ivBeSBCN2LUhzBix
@daemon-blockint-tech
daemon-blockint-tech marked this pull request as ready for review July 19, 2026 05:14
@daemon-blockint-tech
daemon-blockint-tech merged commit 9c324bb into main Jul 19, 2026
2 of 4 checks passed
@daemon-blockint-tech
daemon-blockint-tech deleted the claude/altius-code-overview-mlcohx branch July 19, 2026 05:14
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