Welcome to 2026! Milady is back.
Ethereum did a lot in 2025: gas limits increased, blob count increased, node software quality improved, zkEVMs blasted through their performance milestones, and with zkEVMs and PeerDAS ethereum made its largest step toward being a fundamentally new and more powerful kind of blockchain (more on this later)
But we have a challenge: Ethereum needs to do more to meet its own stated goals. Not the quest of "winning the next meta" regardless of whether it's tokenized dollars or political memecoins, not arbitrarily convincing people to help us fill up blockspace to make ETH ultrasound again, but the mission:
To build the world computer that serves as a central infrastructure piece of a more free and open internet.
We're building decentralized applications. Applications that run without fraud, censorship or third-party interference. Applications that pass the walkaway test: they keep running even if the original developers disappear. Applications where if you're a user, you don't even notice if Cloudflare goes down - or even if all of Cloudflare gets hacked by North Korea. Applications whose stability transcends the rise and fall of companies, ideologies and political parties. And applications that protect your privacy. All this - for finance, and also for identity, governance and whatever other civilizational infrastructure people want to build.
These properties sound radical, but we must remember that a generation ago any wallet, kitchen appliance, book or car would fulfill every single one of them. Today, all of the above are by default becoming subscription services, consigning you to permanent dependence on some centralized overlord.
Ethereum is the rebellion against this.
To achieve this, it needs to be (i) usable, and usable at scale, and (ii) actually decentralized. This needs to happen at both (a) the blockchain layer, including the software we use to run and talk to the blockchain, and (b) the application layer. All of these pieces must be improved - they are already being improved, but they must be improved more.
Fortunately, we have powerful tools on our side - but we need to apply them, and we will.
Wishing everyone an exciting 2026.
Milady.
I don’t know why people are saying IF NFT’s are going to zero all over my tomeline today.
They are at zero.
Most “good” collections are at ~0.5 or so: Doodles, Azuki, Chimpers, Mayc and so on. That’s a grand and some, a nice daytrip, a fancy dinner out with your family.
That’s it.
Tons of very good art, some generational artblocks collections sit at 0.2/0.3 a few hundred bucks. Dinner for two. I paid more for some random street artist work on a daytrip somwhere. I paid more on doordash this week. It’s irrilevant at this point. Fwog, Renga and other projects with cool art and people that still care cost a litteral few bucks: a night at the movies. A comicbook. Apes and Pudgy are like entry level Rolex, nothing more, makes sense, clubs all over the world cost multiples of that.
So the bad news is, besides the cocroaches farming the absolute cancer that OS seasons are, wich hopefully keep getting hit in the face with realized losses, we hit zero for most normal people in this space. Lower doesn’t matter anymore if you’re somehow still here. If you look at it as an investment, it’s been by far the worst asset class of the last 4 years besides memes.
I’m an idiot and so are you.
The good news is, that only idiots like you and me are left. And once the above mentioned cocroaches are done, there absolutely will be some unexpected supply shock if even an ounce of interest remains. Wich it will. And if godwilling Garga pulls off the Otherside, or Beeple and crew keeps hitting mainstream homeruns as he recently has, a lot more than just “some”. Godspeed.
I've never felt this much behind as a programmer. The profession is being dramatically refactored as the bits contributed by the programmer are increasingly sparse and between. I have a sense that I could be 10X more powerful if I just properly string together what has become available over the last ~year and a failure to claim the boost feels decidedly like skill issue. There's a new programmable layer of abstraction to master (in addition to the usual layers below) involving agents, subagents, their prompts, contexts, memory, modes, permissions, tools, plugins, skills, hooks, MCP, LSP, slash commands, workflows, IDE integrations, and a need to build an all-encompassing mental model for strengths and pitfalls of fundamentally stochastic, fallible, unintelligible and changing entities suddenly intermingled with what used to be good old fashioned engineering. Clearly some powerful alien tool was handed around except it comes with no manual and everyone has to figure out how to hold it and operate it, while the resulting magnitude 9 earthquake is rocking the profession. Roll up your sleeves to not fall behind.
holy shit. asszukis are now in the spiketv wing of the magnolia market museum of modern art.
donated by jim belushi. joy behar. steve wilkos and fantasia burrito. respectively.
absolutely huge if true.
whatever is on that manhattan sized fucking bastard screaming toward earth, 3I/Atlas, is our exit liquidity. buckle up for the golden bull of aliens buying the living shit out of rare grail NFTs they don't fully understand.
imagine the fucking smell.