Godar

Investor.
SAPIENS, Medici capital, @CryptoPickHQ, @HIVE_BS I #BTC #ETH🦇
Nothing I tweet is financial advice.

[Godar @CryptoGodar]

Vision without execution is hallucination.

[Plasma @Plasma]

Introducing: Plasma One Tiers.

Platinum, Core, and Lite. Live for everyone next week with our launch.

[x256.hl @x256xx]

Sold 100% of my spot $HYPE here at $73.

Not saying it won't go higher. I believe it will be the #1 runner of the next cycle. And yes, I love the product. But at the end of the day, Vitalik is writing a privacy novel, and I genuinely believe it will onboard the next 100 million users. You simply cannot compete with narrative-driven literature as a go-to-market strategy.

Fully allocated into $ETH now. Will DCA back into HYPE around $5-10, or after the book tour, whichever comes first.

[Leo Lanza | Lanza.eth @leolanza]

The contrarian truth:

Nothing is wrong with Ethereum.

The “ETH is dead” narrative is an illusion created by short sellers, impatient get-rich-quick investors, and competing projects desperate for Ethereum to fail.

But once the Clarity Act passes and trillions in tokenized stocks, bonds, and stablecoins start moving onchain, the market will be forced to reprice ETH.

You really think ETH can secure $10T+ in digital assets and not go vertical?

[CoinMarketCap @CoinMarketCap]

Since inception, Energy Web has been a global leader in commercial applications for energy and sustainability.

Its flagship #VerifiedComputeCloud (VCC) today provides critical verification infrastructure for #sustainability markets. In aviation, it operates and verifies the SAFc Registry, in partnership with Rocky Mountain Institute (RMI) @RockyMtnInst, Environmental Defense Fund (EDF) @EnvDefenseFund, and the Sustainable Aviation Buyers Alliance (SABA).

Decentralized operators currently receive protocol rewards in USDC and the app is powered by EWT.

Read more: https://t.co/piU7C0k3IA

(Sponsored)

[Godar @CryptoGodar]

@fewseethis Welcome back <3

[vitalik.eth @VitalikButerin]

Have been following reactions to what I said about L2s about 1.5 days ago.

One important thing that I believe is: "make yet another EVM chain and add an optimistic bridge to Ethereum with a 1 week delay" is to infra what forking Compound is to governance - something we've done far too much for far too long, because we got comfortable, and which has sapped our imagination and put us in a dead end.

If you make an EVM chain *without* an optimistic bridge to Ethereum (aka an alt L1), that's even worse. We don't friggin need more copypasta EVM chains, and we definitely don't need even more L1s. L1 is scaling and is going to bring lots of EVM blockspace - not infinite (AIs in particular will need both more blockspace and lower latency than even a greatly scaled L1 can offer), but lots.

Build something that brings something new to the table. I gave a few examples: privacy, app-specific efficiency, ultra-low latency, but my list is surely very incomplete.

A second important thing that I believe is: regarding "connection to Ethereum", vibes need to match substance.

I personally am a fan of many of the things that can be called "app chains". For example I think there's a large chance that the optimal architecture for prediction markets is something like: the market gets issued and resolved on L1, user accounts are on L1, but trading happens on some based rollup or other L2-like system, where the execution reads the L1 to verify signatures and markets. I like architectures where deep connection to L1 is first-class, and not an afterthought ("we're pretty much a separate chain, but oh yeah, we have a bridge, and ok fine let's put 1-2 devs to get it to stage 1 so the l2beat people will put a green checkmark on it so vitalik likes us").

The other extreme of "app chain", eg. the version where you convince some government registry, or social media platform, or gaming thing, to start putting merkle roots of its database, with STARKs that prove every update was authorized and signed and executed according to a pre-committed algorithm, onchain, is also reasonable - this is what makes the most sense to me in terms of "institutional L2s". It's obviously not Ethereum, not credibly neutral and not trustless - the operator can always just choose to say "we're switching to a different version with different rules now". But it would enable verifiable algorithmic transparency, a property that many of us would love to see in government, social media algorithms or wherever else, and it may enable economic activity that would otherwise not be possible.

I think if you're the first thing, it's valid and great to call yourself an Ethereum application - it can't survive without Ethereum even technologically, it maximizes interoperability and composability with other Ethereum applications.

If you're the second thing, then you're not Ethereum, but you are (i) bringing humanity more algorithmic transparency and trust minimization, so you're pursuing a similar vision, and (ii) depending on details probably synergistic with Ethereum. So you should just say those things directly!

Basically:

1. Do something that brings something actually new to the table.
2. Vibes should match substance - the degree of connection to Ethereum in your public image should reflect the degree of connection to Ethereum that your thing has in reality.

[SolarCoin @SolarCoin_SLR]

📊 54.4 MILLION SolarCoins issued since 2014.

That's 11 years of verified solar production.
On-chain.
Transparent.
Immutable.

@SolarCoin is the longest-running renewable energy crypto project on Earth.

Building in silence while others talk. 👊

#Blockchain #Crypto #BuildInPublic

[Ted @TedPillows]

$ETH daily transactions hit an ATH of 1,740,000.

Ethereum revenge rally loading. 🚀

[TylerD 🧙‍♂️ @Tyler_Did_It]

CloneX have jumped 250% to 0.33 ETH

Since news broke last night that Nike sold off the brand (buyer and terms were not revealed)

[oisin.eth | Obol @OisinKyne]

In my 8th year working on Ethereum, this one felt different. We doubled the gas limit. Introduced short term data for rollups. Gas is the cheapest I’ve ever seen. We shipped two hard forks. We’ve been adopted by the largest financial systems in the world, and much more.

Ethereum

[Joseph Young @iamjosephyoung]

ethereum’s strongest moat going into 2026 is stablecoins.

> $191 BILLION in stablecoins live on ethereum today.
> ethereum now holds 50% market share of tokenized euros.

institutions issue stablecoins on the most secure decentralized settlement layer.

believe in ETH.

[Ethereum @ethereum]

upgrade in progress . . .

activating Fusaka @ epoch 411392 // 21:49:11 UTC

[vitalik.eth @VitalikButerin]

You can just build on L1.

[Godar @CryptoGodar]

@fewseethis What about other indexes prof?

[Godar @CryptoGodar]

@fewseethis we missed you Professor! It's good to have u back

[Punks OTC @punksOTC]

There's been a fairly steady inflow of organic punk buyers the last 24 hours.!

The punk floor hasn't sustained over 250k in nearly 4 years, but its currently at 230k and melting upward

[vitalik.eth @VitalikButerin]

Low-risk defi can be for Ethereum what search was for Google

https://t.co/6xIxCrOToQ

[Godar @CryptoGodar]

@edhesse79 I'm glad it's you!

[Godar @CryptoGodar]

@DaniyalAjdadi @edhesse79 @energywebx Great news! He's the leader with the bold vision we need!