when tradfi does indeed investigate performance and scalability earnestly it will become more difficult to make the case exclusively for Ethereum. this is one reason that executing the current campaign priorities of scale L1, scale blobs, and improve UX, are so important.

everyone has different preferences in taste. listen to Deeply Intents, these builders are very interesting and insightful. and note I don’t need to put down any group of people to make that claim.

everyone has different preferences in taste. listen to Deeply Intents, these builders are very interesting and insightful. and note I don’t need to put don’t any group of people to make that claim.

bearish on advertising association with KOLs for an fnf round as a value add. you do want backers who root for you, but honestly most people backing anything are throwing darts; do not have a concrete view of the world. projects succeed or fail independent of famous backers.

If @ethereum wants to blend some amount of fast "heartbeat" confirmations with a slower and more resilient trailing finalization protocol, they should learn from and possibly just straight-up use @zcash's world-class work on the Trailing Finality Layer. The constructions are converging, and in my view @zcash has made very clear arguments as to why bounded availability is a better choice to keep users safe which also apply to @ethereum. Full arguments 👇

special research vessels made for catching whales

everyone is looking at different scoreboards with metrics for users, volume, app store rank, downloads, trad media mentions, etc. all are flawed, but none is more flawed than likes and reshares on socials, in a vacum. the particular accounts and types of accounts who like and reshare matters more than impression numbers.

I made a new blog, and already have a few posts. Here's one about falling down the rabbit hole while looking into LatticeFold, in search of a proof system with efficient recursion and hardware-friendly fields.

The interoperability implications of the Coinbase routing orderflow to Base are large. Every asset will want a bridge to Base. Coinbase will probably do some kind of canonical interoperability protocol

We are selling to willing buyers, at the current fair market price.