SB

[SB @CatMouseDte]

@PoorHablador @JoseMaGarciaSua 争论抄袭毫无意义

[cyp.eth @0xcyp]

the word if ethereum researchers focused on things that actually matter (quantum resistance, native privacy, faster blocks) instead of playing central bankers messing with the eth issuance curve

[ETHVision🪙 @ethvisionorg]

Within Ethereum, specifically the EF faction, there's an overabundance of research-oriented, theoretical talent. While these individuals are undoubtedly intelligent, their understanding of the real world is fragmented.

Ethereum is already a multi-billion dollar economy, not a utopian testing ground. It's impossible to expect someone to work for you without receiving a salary, and then be lectured under the guise of "considering the bigger picture."

Please, these far-leftists, stop causing trouble. Ethereum needs a stable monetary policy.

[Stani @StaniKulechov]

Ethereum should not focus on gaming staking issuance and cutting staking rewards. That is not the problem Ethereum needs to solve.

Ethereum is still an unfinished product when it comes to serving the financial system. At the protocol level, the priorities are privacy, scalability, and security. We need real breakthroughs and the leadership to deliver them.

At the application layer, the focus should be on scaling the use cases Ethereum was built for: stablecoins, DeFi, and RWAs that bring the financial system onchain.

We have achieved a lot over the past decade, but the last mile matters most.

[Leo Lanza | Lanza.eth @leolanza]

No. I stand firmly opposed to this EIP.

The main argument for it is that issuance acts as a stealth tax on ETH holders who don't stake. ETH's annual supply inflation is around 0.85%. Gold, the most proven monetary asset in history, inflates 1 to 2% per year. If that never stopped gold from becoming a premier store of value, 0.85% is not a meaningful threat to ETH.

Meanwhile the risk side of this trade is enormous.

Staking pulls ETH out of liquid circulation, like pumping oil back into the ground. The asset still exists, but less of it is immediately available for sale. That scarcity is a feature. This proposal treats it as a bug and pushes staked ETH back toward the liquid supply. To eliminate a theoretical 0.85% tax, we would risk a far larger decline in purchasing power as unlocked ETH becomes available to sell.

Small, known dilution on one side. A large, unpredictable supply shock on the other. That is an insane risk to take.

The free market already solves this. Holders who want yield can stake, lend, or provide liquidity. We don't need to redesign ETH's monetary structure to guarantee every holder the same return.

Let the market adjust.

[SB @CatMouseDte]

BMNR Buybacks vs ETH: The Current Spend Debate? https://t.co/j7h07YCtZS via @YouTube

[SB @CatMouseDte]

@BaneThe76451 Hey bro, what’s the next part of the story?

[Grok @grok]

Build apps from https://t.co/f3u3RwhHjk, iOS, and Android. With one prompt, turn an idea into a published product with its own domain.

Now available for SuperGrok Heavy users.

[SB @CatMouseDte]

@gelingnao @ally_foe @wangchangfu88 聪明人破产的方式有杠杆、女人、酒

[SB @CatMouseDte]

$ETH As expected, ETH will drop first.

[SB @CatMouseDte]

@TedPillows It seems like the whole market has switched to DCA mode for crypto, hahaha.

[SB @CatMouseDte]

@Ryker_Crypto These days everyone is just DCA-ing into crypto, hahaha.

[William Mougayar @wmougayar]

The Ethereum Decoupling We Need-

It is on us that ETH is moving in lockstep with the rest of crypto. Not on the Fed. Not on the macro. Bitcoin decoupled because of narrative. The numbers show exactly when. At the end of 2022, in the smoking crater left by Terra and FTX, Bitcoin dominance sat at 38.6% — the bottom of a two-year slide. Then something changed. Not a protocol upgrade. Not a macro tailwind — rates were rising and crypto was radioactive. It was a story: Bitcoin as digital gold, the pristine asset, the inflation hedge, the thing that survives when everything built on leverage and intermediaries collapses. From that 38% floor, Bitcoin's dominance climbed: averaging 45.6% in 2023, 51.9% in 2024, 59.3% in 2025. It sits near 58–60% today. A twenty-point structural repricing against the rest of the industry — and it began before the ETFs, the institutional bid, the political tailwinds. The January 2024 ETFs didn't create the decoupling; they ratified a narrative retail had already bought. Somebody convinced Joe Blow that BTC was worth owning; institutions followed, not the other way around.

Now look at us. The ETH/BTC ratio peaked above 0.08 in December 2021. In 2025 it averaged 0.027 — a five-year low, on par with the 2019–2020 bear market. It bottomed near 0.0177 in April 2025, bounced, then gave back 35% of the recovery. It trades at nearly half its 200-week moving average. ETH's correlation to BTC remains parked at 0.7–0.9 — on some 30-day windows it touches 0.98. Read that again. When ETH moves at the same rate as the top 30 coins, the market is telling you, not subtly: it does not regard ETH differently. Sadly. The Altcoin Season Index confirms it — barely a quarter of the top 50 alts outperforming BTC. ETH isn't leading a category. It's riding in the pack. The Ethereum community shouldn't be happy with this, and the excuses aren't good enough. "The macro is tough." "Institutions will come around." "AI is sucking the air out." Bitcoin decoupled during the FTX winter — the worst macro and sentiment ever.

If narrative can decouple an asset in that environment, macro is not our problem. Narrative and marketing are. Waiting for macro relief won't fix it either. The tide lifts all thirty boats equally. A rising market that moves ETH in lockstep gives us zero competitive price advantage — just beta with extra steps. The catalyst must be intrinsic We need a catalyst for ETH decoupling that is INTRINSIC to Ethereum proper. Not rate cuts. Not risk-on flows. Something only ETH has, so simple that anyone — Joe Blow, his advisor, his pension fund — can repeat it at dinner. Bitcoin's decoupling narrative fits in three words: digital gold, scarce. Ours must be as compressible. The raw material is there — the settlement layer for stablecoins and tokenized assets, the yield-bearing productive asset, the programmable trust infrastructure the onchain economy runs on. Ethereum is not the thirtieth-best version of Bitcoin. It is a different asset class entirely. But an asset class that can't explain itself in one sentence gets priced like everything it refuses to distinguish itself from. Retail was helpful last cycle, and retail conviction pushed Bitcoin's decoupling into overdrive at the end of 2022. How else, realistically, will ETH close the gap with BTC? Institutions follow conviction; they don't manufacture it. It has to be built person by person, narrative by narrative — and that is community work, not foundation work, not macro work.

So here is the call: Stop explaining why ETH underperforms. Start making the intrinsic case, relentlessly, in plain language, to people outside our bubble. Builders: ship things whose value accrues visibly to ETH the asset. Communicators: compress the story until it travels on its own. Holders: stop waiting for someone else's catalyst. Bitcoin earned its decoupling with a story told a million times until the world believed it. Ethereum has a better story. We just haven't done the telling.

[SB @CatMouseDte]

@TedPillows 我很好奇，真的有人在那么高的位置买入吗？为什么不等12个月以后呢

[SB @CatMouseDte]

@danxtrades BMNR is only worth buying during crypto bull markets. In bear markets, just buy ETH — you’ll still earn solid staking yields.

[SB @CatMouseDte]

@TedPillows

[SB @CatMouseDte]

As government regulations tighten, you’ll notice that both corporations and individuals are accelerating their shift to decentralized solutions. This trend spans AI and finance: enterprises’ frustration with closed-source models has surged — sky-high API bills, sensitive data leak risks, and painful vendor lock-in; the same grievances against traditional banks are brewing simultaneously (high fees, strict capital controls, data privacy hazards, and sluggish cross-border settlements).

[SB @CatMouseDte]

@Phoenixyin13 去中心化

[SB @CatMouseDte]

@artificialorb @iamlukethedev I believe this is the future trend (visual intuition, lower explanation costs, immersive situational awareness). Most people hate staring at data panels. 3D agent robots — I love it!

[SB @CatMouseDte]

@Teknium