SG ⌀

Do your own research. Tweets not advice

[SG ⌀ @Aurelmandra]

@DereeperVivre Mainstream entertainment : scénario formaté, meme pattern de personnages , musique calibrée plate, fx, fx et fx, puissance de la prod pour inonder les salles dans le monde...80% retail approved lol, ca va continuer et sortir les pépites du classement, dsl Charles.

[SG ⌀ @Aurelmandra]

@DereeperVivre On peut en rire il y a zero victimes...ça ne s'invente pas c'était dans le district de riverside ( reverse side 🤣) à Shangai en 2009.

[Les Spéculations de Jiang @LesSpeculations]

Tout est vibration, tout est rythme, tout est un.

Voilà ce que l'Égypte savait il y a quatre mille ans.

Sept principes hérités de l'hermétisme égyptien.

Une philosophie qui irrigue depuis quatre millénaires la pensée occidentale, et que les élites continuent, selon Jiang, d'utiliser comme grille de lecture du monde.

[Mounir Laggoune @moonlaggoune]

On me demande beaucoup ce que je pense du risque d'interdiction des ETF synthétiques dans le PEA.

J'ai regardé nos données ce matin: sur les PEA synchronisés sur Finary, 84% contiennent au moins un ETF synthétique. Parmi ceux qui détiennent un ETF, c'est 97%...

Le message par le gouvernement 7,3 millions de détenteurs de PEA: le système des retraites est au bord du gouffre, mais ceux qui prennent leur épargne en main seront sanctionnés. La preuve avec la hausse prélèvements sociaux passés de 17,2% à 18,6% en janvier, et qui a touché le PEA.

Mais pourquoi ce sujet des ETF synthétiques est-il sans cesse ramené sur le devant de la scène ?

Car il ferait "fuir" les capitaux hors d'Europe à l'heure ou la souveraineté est un enjeu capital.

Pourtant, un ETF synthétique sur PEA détient un panier composé à 75% minimum d'actions européennes. De vraies actions, qui financent des entreprises européennes.

Interdire ces ETF, c'est couper le robinet qui alimente ces paniers, voire forcer leur liquidation. L'Etat organiserait la vente d'actions européennes au nom du financement des entreprises européennes.

Le coût pour l'épargnant est énorme. Entre 2015 et aujourd'hui, et pour 1000€ investis, cela représente un manque à gagner de 70%:
🇺🇸 S&P -> 3550€
🇪🇺 Stoxx 600 -> 2100€

Si cela se fait, l'Etat risque de combler, en aides sociales, le rendement qu'il aura retiré à l'épargne privée. Cela ne fera qu'empirer la situation des finances publiques.

Pendant ce temps, nos voisins encouragent l'investissement en Bourse:
🇬🇧 UK: 20k GBP par an dans l'ISA (équivalent PEA), 0% d'impôts à la sortie
🇸🇪 Suède: 0% d'impôts jusqu'à 27.000€, puis 1,065% forfaitaires
🇩🇪 Allemagne: 26,375% sur les plus-values, 5 points sous notre flat tax
🇳🇱 Pays-Bas: pas d'imposition des plus-values, et forfait sur le patrimoine au-delà de 57.000€

Au-delà de l'Etat, qui va gratter quelques recettes, ce sont les assureurs qui vont y gagner. L'assurance-vie pèse 2.162 milliards d'euros, dont 1.470 milliards en fonds euros, très largement investis en dette d'Etat. Affaiblir le PEA, c'est rapatrier des encours vers le seul produit qui finance le déficit.

Politiquement, cette enveloppe sera très difficile à toucher car les encours sont massivement détenus par les 60 ans et plus, les faiseurs de rois des élections.

Ce ballon d'essai sur les ETF n'est pas nouveau. Vu l'état des finances publiques, il pourrait finir par passer... Nous allons tout faire pour que cela n'arrive mais !

Par contre, on peut compter sur les candidats à la présidentielle pour en proposer d'autres "idées" fiscales encore plus contraignants. Il n'y a qu'à voir le niveau des débats autour de la dette française.

C'est pour ça qu'il faut diversifier ses enveloppes autant que ses actifs afin de se protéger de... l'Etat.

Un PEA, une assurance-vie, un compte-titres. Prendre date sur une AV coûte quelques centaines euros d'aujourd'hui et protège d'une future loi.

[SG ⌀ @Aurelmandra]

@investisseurpro Juillet 2026, +0,9 % YoY pour l'alimentaire...ah oui j'ai vraiment ce ressenti surtout en zone touristique (^.^)

[SG ⌀ @Aurelmandra]

@tonyler_ @cosmoslabs_io I'd say: unify the branding and communication around the original ATOM identity — the crossed-out circle logo is iconic and, IMO, still the strongest.

Keep it simple, make the message crystal clear, and focus on marketing and onboarding. The tech is already there.

[SG ⌀ @Aurelmandra]

@aceeriko132886 @L_ThinkTank Ben oui, on peut dire merci. TotalEnergies, une major privée, reconduit le plafonnement des prix à la pompe. À l'inverse, la SNCF, entreprise publique, pratique la tarification dynamique. Critiquer Total, pourquoi pas. Nier cet effort, c'est juste de la mauvaise foi.

[Cosmos - The Interchain ⚛️ @cosmos]

Barry Plunkett @BPIV400, Co-CEO of Cosmos, demonstrates an interbank transfer over IBC.

With one product that interoperates with any network, banks avoid the cost of separate integrations for every counterparty or rail they need to reach.

Banks preserve privacy and security throughout.

[Peersyst Technology @Peersyst]

We have partnered with @cosmos to bring digital ledger infrastructure across Latin America and Spain.

The agreement formalizes a multi-year collaboration by designating @Peersyst as a key provider of Cosmos-based solutions for central banks, financial institutions, and governments across the region, covering deployment, integration, and ongoing support.

[vitalik.eth @VitalikButerin]

Two weeks ago, Ethereum researchers met in Berlin to continue charting the protocol's long-term trajectory, following along discussions with client teams in Svalbard in April.

The updated strawmap is at https://t.co/9e2AQ6rhz6, and I attached a picture of it to this post.

My own high-level takeaways:

* "Lean Ethereum" is not a single one-shot upgrade, it is a collection of improvements that will come online to the Ethereum network over the course of three or four years. But make no mistake, this IS the third major iteration of Ethereum in the same way that the Merge was the second. Almost every major piece of the protocol will be replaced:

- Verification through recursive STARKs, rather than direct re-execution. Recursive STARKs become an enshrined first-class core component of the protocol
- Replacing everything quantum-vulnerable with quantum-safe alternatives
- Consensus: decoupled available chain and finality, one or two-round finality. Theoretically optimal security properties, simpler than today, and faster than today
- Multidimensional gas
- State: not just tree structure, but what *types* of state are available
- Changes to client architecture
...

At the same time, simplification, cleanup and future-proofing. And this will all be done in a way that minimizes disruption to existing application. We've done this before (the Merge), we can do it again.

* H-star (aka Hegota) is probably Ethereum's last thematically "pre-Lean" fork. Starting from I-star, most of everything we do will have a very strong "Lean" feel to it in one way or another.

* Privacy is no longer an afterthought, it is a first class goal. When designing Frames, the mempool, additions to the state tree, we explicitly ask the question "okay, how do quantum-safe, intermediary-free privacy protocol transactions go through this, and what is the overhead?"

* Formal verification of everything for security.

* FV also makes us much more comfortable with canonicalization (having pieces of the protocol that are directly defined as a piece of bytecode expressed in some language). evm-asm is being written in part to become a canonical proof system for the EVM.

* Quantum safety has shifted up a LOT in priority. This adds a lot of work (eg. finalizing a quantum-safe blobs design has become urgent; this work has already been ongoing for months)

* Probably the single most disruptive part of the plan is the changes to state. There is growing consensus around leaving present-day-style "dynamic state" mostly unchanged, but scaling it only a medium amount, and adding new types of state that are more scalability-friendly (eg. no need for builders to sync/store all of it) but more restrictive, and that will scale a large amount.

eg. possible Ethereum in 2030: 2 TB of present-day-style (dynamic) state, and 100 TB of new-style (scalable but restrictive) state

This "new-style" state would work very well for ERC20s, NFTs, many defi use cases, but not eg. highly "central" objects like Uniswap contracts, or onchain order books, or other complex things (which are crucial for Ethereum but which only take up a small percentage of state)

Hence, it will not be *necessary* to rewrite any apps, but it will be *very cost-effective* to eg. rewrite an ERC20 token into a newer design that uses a new type of UTXO storage that is currently being explored, so that it will have >10x lower txfees.

Design of these new state types (current ideas: keyed nonces, ring buffers, UTXOs, statically accessible state, temp state) is an area where we will need a lot of feedback from application developers (incl. privacy-friendly application developers) and probably several rounds of rethinking and iteration.

* In the context of a much larger total state size, we need to figure out the incentive issues around who stores this state and what motivates them to. Even saying "each node stores 1%" is not good enough - why do they store that 1% and why are they willing to serve it? This is being elevated as a first-class research area.

* Ethereum will need to have a "VM" other than EVM in one form or another - at the very least, we need something like leanISA for recursive STARKs - and the gains are large in exposing it to users so that we support programmable privacy and better scalability. Right now, the most likely contenders are leanISA and RISC-V.

My own ideal is that in this world, we adjust the protocol so that the EVM becomes a high-level-language compiler-level feature, and the protocol only "sees" RISC-V / leanISA directly. But this is still far away.

* Gas limit increases, blob increases and slot time decreases will happen many times over the next ~5 years. We expect a large gas limit increase with Glasterdam. Each step of increased scale or decreased slot time is a matter of getting to the point where it is safe to do it, which comes from a combination of client optimization and protocol changes.

Ethereum is CROPS.

Ethereum is scaling.

Ethereum is reinventing itself.

Onward.

[Loic Abadie @loicabadie5]

Quelques comptes utiles pour le suivi du conflit en cours (liste évidemment incomplète !) :

@Historionome
@vtchakarova
@restitutorII

@inside_IL_intel
@Osint613
@sentdefender
@SONARROW_OSINT
@MOSSADil
@BenniKim

@oilgastourist
@staunovo
@HFI_Research
@Rory_Johnston
@anasalhajji
@chigrl
@crudechronicle
@The_Oilholic
@EnergyRealist25
@EnergyCynic

@KobeissiLetter
@bravosresearch
@acquirersx
@StealthQE4
@C_Barraud

[SG ⌀ @Aurelmandra]

Wishing $ATOM a powerful Year of the Fire Horse — may the new #Gaia26 mainnet launch ignite performance, strengthen sovereignty, and accelerate #Cosmos-wide adoption.

#Web3 #Blockchain #Interoperability #DeFi #Crypto $ETF

[Cosmos Hub ⚛️ @cosmoshub]

The Gaia v26.0.0 upgrade is live on Mainnet.

The upgrade introduces the tokenfactory module to the Cosmos Hub. Permissionlessly mint new token denoms on the Cosmos Hub starting today!

Special thanks to @HyphaDoesCosmos for the technical implementation and upgrade coordination.

[Cosmos Hub ⚛️ @cosmoshub]

The Gaia v26.0.0 upgrade is live on Mainnet.

The upgrade introduces the tokenfactory module to the Cosmos Hub. Permissionlessly mint new token denoms on the Cosmos Hub starting today!

Special thanks to @HyphaDoesCosmos for the technical implementation and upgrade coordination.

[Cosmos - The Interchain ⚛️ @cosmos]

Vitalik announced that the rollup-centric roadmap is over.

For Optimism, Arbitrum, Base, and the rollups built on their frameworks, this raises urgent questions about platform risk, independence, and longterm commercial viability.

Cosmos was built for this moment.

Read more ⬇️

[magmar 🇺🇸 @0xMagmar]

A clear, step-by-step guide to transition an Ethereum L2 to a EVM L1, with native & free interop with ETH mainnet:

1. Spin up a single node L1 with EVM and 200ms block times (https://t.co/tuFW7i5b0F)
2. Pause L2 sequencer
3. Extract all smart contract bytes from L2
4. Set up a genesis for L1 with smart contract bytes
5. Replay any individual transactions as needed if can't be captured in genesis (rare)
6. Move wallet RPC endpoints to L1 RPC
7. Shut down L2.
8. Set IBC connection (comes pre-loaded) to point at Ethereum
8. OPTIONAL: set your token to be native gas token for your L1
9. OPTIONAL: enable staking of native token for security. Otherwise, just keep running nodes yourself if you had a centralized sequencer.

Whole process takes few days. No visible changes for your users. Now you have a fully EVM-compatible L1 with native interop with Ethereum, and your token is a gas token.

DM with questions, we'll do it for you.

[Cosmos Labs @cosmoslabs_io]

https://t.co/XWROsZcjVH

[tøny @tonyler_]

https://t.co/dhfURZNYbI

[Gloom 👨‍🎓🪶 @Gloom20tr]

Ethereum is talking today about how L2s should be “dedicated app-chains.” Privacy, private VMs, low latency, interoperability…

The Cosmos ecosystem has been doing this for years. IBC, app-chain vision, modular architecture… It’s all alive and working.

Great ideas, but a little late 😉

While some were drawing up roadmaps, others had already built the road.
$ATOM $ETH $BTC @cosmos @ethereum

[SG ⌀ @Aurelmandra]

@Cosmos_Airdrops backed by a smart, pragmatic community with a sharp sense of humor regarding the answers below.👽

[SG ⌀ @Aurelmandra]

@Cosmos_Airdrops Cosmos is a high-value project at this price, even if its fundamentals are taking time to unfold. It’s transparent, highly decentralized, and keeps building.