Blake Duncan

Engineer @alchemy - prev. @zerodev_app, @PrivacyScaling, @ethereumfndn

[Blake Duncan @BlakeCDuncan]

@ThePrimeagen @kenwheeler The more integrated AI gets into product dev, the more I think “writing code faster” was never really the bottleneck.

It’s still taste, judgment, and figuring out what’s actually worth building.

AI helps you move faster, but it doesn’t make the idea good.

[Blake Duncan @BlakeCDuncan]

The weirdest thing about this market is how bad sentiment is relative to the setup.

A few years ago, “major crypto market structure bill moving through Congress” would have sounded like the dream scenario.

Now it’s happening and everyone is too tired to care.

[Blake Duncan @BlakeCDuncan]

@drakefjustin The crazy part is the feedback loop.

Once there’s a public verifier, anyone can try small Shor improvements and instantly know if they worked. Then AI can grind on the same loop.

qday may end up getting pulled forward by a bunch of tiny optimizations compounding.

[Blake Duncan @BlakeCDuncan]

@TrustlessState Bullish. If Vitalik starts a podcast we’re in trouble.

[Joseph Chalom @joechalom]

https://t.co/CEhi4vF5rL

[Blake Duncan @BlakeCDuncan]

@w1nklerr Ashburn, VA residents reading this like: wait, you guys are getting paid?

[The Rollup @therollupco]

Joseph Chalom on why the biggest ETH holders need to stop waiting for the EF to market Ethereum to institutions:

"The EF's job is to think in decades, decentralize everything, future-proof the chain."

"The private sector's job is to tell institutions the most important thing, no one can change the rules of the game."

"Banks, asset managers, clearing houses building on Ethereum need that certainty. It is not the EF's role to be the marketing arm for institutional adoption. It's ours. The largest stakeholders step up. Period."

[Blake Duncan @BlakeCDuncan]

Great post 🔥

The underrated product insight here is that users do not just need more blockspace.

They need wallets that verify, txs that get included, privacy that works, accounts that are programmable, and fewer hidden intermediaries in the critical path.

That is the next decade of Ethereum infra.

[Blake Duncan @BlakeCDuncan]

@TrustlessState I have to respect the media instinct here.

A prominent ETH bull selling is obviously a story. But turning one portfolio decision into a 1M+ view Ethereum referendum is elite narrative work lol.

Useful sentiment signal. Not a fundamentals signal imo.

[Blake Duncan @BlakeCDuncan]

Maybe we didn’t spend years overbuilding wallets.

Maybe we spent years building the execution substrate for autonomous software.

The question now is: what workflows become possible when agents can hold scoped onchain authority safely?

[Blake Duncan @BlakeCDuncan]

Maybe the smart wallet adoption curve was never mainly about humans.

We spent years trying to make account abstraction feel like a better wallet.

But the primitive may have been waiting for a user that actually wants programmable accounts:

AI agents.

[Blake Duncan @BlakeCDuncan]

The funny part: this is exactly what agents need.

Humans hate thinking about signers, gas, sessions, recovery, chain-specific state, and permissions.

Agents need scoped authority, revocation, batching, sponsorship, and policy-enforced execution by default.

[Blake Duncan @BlakeCDuncan]

🔥

[andyguzman.eth | privacy/acc @AndyGuzmanEth]

Say what you want about CT sentiment but builders will keep building

In the last week at PSE:
- New client-side private payment design https://t.co/4sHrsQpXhY
- New zkVM exploration https://t.co/6hNbKr56lM
- Proxy TLS https://t.co/ty1JsYFR5l
- ACTA: privacy layer for ERC-8004 https://t.co/Pl6MbivKvU
- OpenAC making strides in adoption in countries: https://t.co/2eXJr1bi8J

[Blake Duncan @BlakeCDuncan]

You can now spin up a @solana wallet from the @Alchemy CLI.

Built for:

- agent workflows
- local automation
- terminal-native dev flows
- autonomous onchain actions

Try it out!
npm install -g @alchemy/cli

More coming here soon 👀