I think ETH is starting to look really uniquely positioned from a macro perspective. A few thoughts:
1) Store-of-valueness + quantum: Quantum is a real long-term threat. Maybe not “next 10 years,” but markets are forward-looking. If you want an asset you can set-and-forget for 20+ years, you want quantum on the roadmap. The Ethereum Foundation making it a priority matters a lot for ETH’s SOV credibility.
2) AI makes “immutable forever” a tougher sell: With LLMs cranking out code (and finding bugs) at insane speed, the idea that any complex system can be perfectly safe and never need upgrades is getting harder to believe. Better tooling will mean better software, but also faster vulnerability discovery.
3) ETH has the cleanest monetary policy in crypto: No obvious long-term security budget problem, and it’s not running ~5% annual inflation like SOL (or most L1s). Net inflation has been ~0.8% over the last 30 days and ~0.21% since the Merge. Gold’s historical supply growth is ~1.5%/yr.
4) From an energy & infrastructure perspective: ETH also doesn’t compete with AI data centers for power or capital, it’s not exposed to the same security-budget pressure that will come as AI spend intensifies. That structural separation matters and will only become more important over time.
5) Upside optionality: ETH’s economics look sustainable even with historically low fees and without “native/based rollups” yet. If stablecoins + tokenized assets + agentic payments really scale, fee burn could ramp and ETH could go deflationary again. That’s a pretty unique macro setup.
2026 is the year we take back lost ground in computing self-sovereignty.
But this applies far beyond the blockchain world.
In 2025, I made two major changes to the software I use:
* Switched almost fully to https://t.co/ZIKj4U5XFM (open source encrypted decentralized docs)
* Switched decisively to Signal as primary messenger (away from Telegram). Also installed Simplex and Session.
This year changes I've made are:
* Google Maps -> OpenStreetMap https://t.co/Xm0pad5nh9, OrganicMaps https://t.co/yvbwXqEPwo is the best mobile app I've seen for it. Not just open source but also privacy-preserving because local, which is important because it's good to reduce the number of apps/places/people who know anything about your physical location
* Gmail -> Protonmail (though ultimately, the best thing is to use proper encrypted messengers outright)
* Prioritizing decentralized social media (see my previous post)
Also continuing to explore local LLM setups. This is one area that still needs a lot of work in "the last mile": lots of amazing local models, including CPU and even phone-friendly ones, exist, but they're not well-integrated, eg. there isn't a good "google translate equivalent" UI that plugs into local LLMs, transcription / audio input, search over personal docs, comfyui is great but we need photoshop-style UX (I'm sure for each of those items people will link me to various github repos in the replies, but *the whole problem* is that it's "various github repos" and not one-stop-shop). Also I don't want to keep ollama always running because that makes my laptop consume 35 W. So still a way to go, but it's made huge progress - a year ago even most of the local models did not yet exist!
Ideally we push as far as we can with local LLMs, using specialized fine-tuned models to make up for small param count where possible, and then for the heavy-usage stuff we can stack (i) per-query zkp payment, (ii) TEEs, (iii) local query filtering (eg. have a small model automatically remove sensitive details from docs before you push them up to big models), basically combine all the imperfect things to do a best-effort, though ultimately ideally we figure out ultra-efficient FHE.
Sending all your data to third party centralized services is unnecessary. We have the tools to do much less of that. We should continue to build and improve, and much more actively use them.
(btw I really think @SimpleXChat should lowercase the X in their name. An N-dimensional triangle is a much cooler thing to be named after than "simple twitter")
If you believe free speech is for you but not your political opponents, you're illiberal.
If no contrary evidence could change your beliefs, you're a fundamentalist.
If you believe the state should punish those with contrary views, you're a totalitarian.
If you believe political opponents should be punished with violence or death, you're a terrorist.
like or retweet this post if you didn’t turn bearish on Ethereum, ETH, and its developers and community at the bottom
because you deeply understood that Ethereum is the future of global settlement and trust
and you weren’t going let someone psyop you out of it
Today, our community celebrated Ethereum's 10th anniversary by ringing the closing bell at NASDAQ. The symbolism of this is profound: the closing of Ethereum's first chapter, and the opening of the next. After ten years, the inflection point has arrived, and mass adoption is upon us. Wall Street was just a river away from the industrial Brooklyn loft where Consensys was founded over 10 years ago, but at the time it felt like an ocean. But I can't say I didn't see this moment coming: the technology, and its promise, is irresistible. We worked to seed a new ecosystem and onboard TradFi to DeFi, with a mission to rebuild the global financial system. And together, we're doing it.
At SBET (SharpLink Gaming), we believe Ethereum is on track to becoming the foundational layer for global finance
Not just a new tech platform, but a settlement layer for real assets, AI agents, and the next generation of market infrastructure
SBET (SharpLink Gaming) is the first publicly listed company to adopt Ethereum as its primary treasury reserve asset
Our strategy is simple:
Accumulate ETH. Stake ETH. Grow ETH-per-share
Our goal is not just to hold ETH, but to activate it, using native staking, restaking, and Ethereum-based yield strategies to increase the value of our treasury and create long-term shareholder value
We believe ETH is the superior asset for corporate reserves:
1/ It’s productive (via staking)
2/ It’s composable (usable across protocols)
3/ It’s scarce, secure, and credibly neutral
4/ It’s aligned with the infrastructure of the future internet
SBET exists to give investors access to this upside — through a regulated, transparent public equity
The asset is $ETH, the ticker is $SBET
People and companies that are Ethereum-aligned should make decisions that are in the best interest of Ethereum and oriented towards growing the value of ETH.
ETH is the most powerful collateral on the Ethereum platform because it represents Permissionless Economic Bandwidth. Nobody can stop you from using ETH as you wish on Ethereum, whereas your use of USDC, while often convenient, is always censorable by companies and governments.
Using USDC as collateral makes us all vulnerable to centralized entities that can halt its usage, so we should all prefer to use ETH as collateral in situations where that is acceptable rather than USDC. Companies that tell you the opposite are not very Ethereum-aligned.
I like stables for payments, but prefer ETH for collateral in many cases. And I hate stables as payment for block space or transaction fees.
So while I am excited about stablecoins becoming legal and massively more popular on Ethereum, we should consider them a stepping stone on the path to mainstream adoption of Ethereum, not an end goal.
ETH is Digital Oil
the most important decentralized, natively programmable asset in the world
a commodity which powers a growing onchain economy on Ethereum
and through DeFi, it will become one of the most important collateral assets in the world
the ticker is ETH
Today's a good day to remember why we're here.
We're building the future of finance—internet finance.
Unstoppable global free trade, not trade wars.
Credible neutrality, not entrenched interests.
Permissionless innovation, not bureaucracy.
Undebasable money, not money printers.
Sovereign individuals, not intermediaries.
A multi-decade vision, not 4-year cycles.
The internet, not imperial superpowers.
Positive-sum games, not rent-seeking.
Peaceful revolutions, not warmongers.
Cryptography, not aircraft carriers.
Network effects, not isolationism.
Fairness by design, not cronyism.
Open competition, not oligopoly.
Network states, not nationalism.
Frictionless markets, not tariffs.
Innovators, not lobbyists.
Builders, not lawyers.
Devs, not politicians.
Internet finance is coming. It's built different. Believe in something.
It’s a huge mistake I see many investors make, pricing ETH like a value stock against a long list of L1s who enjoy hyper-speculative growth valuations.
If you’re gonna price every other L1 like a growth stock, don’t be dumb and apply the same fair shake to valuing ETH, even though Ethereum isn’t vaporware that lacks the ability to underpin its value with substantial fundamentals.
In a surprising parallel (that should trigger lots of angry comments), I think Ethereum’s strategy to grow the dominance of the EVM, could/should be likened to Amazon.
For Ethereum:
+ We have constant innovation
+ But instead of an obsession with users, it’s been an obsession with security on behalf of users
+ And that obsession with security and being the most reliable settlement layer has allowed for greater markets to develop on Ethereum, often delivered in the form of L2s
+ And those L2s are a powerful distribution network, albeit one that’s less profitable yet for Ethereum (I like @ripeth’s take today that it’s a marketing cost to grow Ethereum’s influence)
Like BTC became a trusted asset championed by the Wall St investors and governments who once fought it, Ethereum is ironically now the most trusted network for banks and institutions coming onchain, even though it still promises to disrupt them.
You think institutions managing trillions like BlackRock are gonna tokenize on just any chain? They need the most secure, global settlement layer with zero downtime that will be around in 10 years, for DeFi, stablecoins and tokenized assets?
So please stop trying to analyze ETH like it’s Proctor & Gamble. Buying ETH is closer to buying a high growth stock like AMZN, MSFT, or TSLA decades ago.
Meaning now is the time we grow.
The dominance will only become more exaggerated than it already is in the years to come.
The best way to front run that future is take advantage of the market mispricing ETH rn.
’Ethereum is the only sensible choice for institutions’
’Ethereum is the base layer that the whole world will use if we want a secure safe global blockchain for the financial sector where decentralization matters’
the educated voice we need for Ethereum BD and marketing with @Etherealize_io
12 Testnets to farm till 2025 begins 🪂
1. @hemi_xyz ($15M) — backed by @BinanceLabs + @BigBrainVC, modular L2 protocol for scaling
Guide: https://t.co/7KTpcomARo
2. @MitosisOrg ($7M) — backed by @ambergroup_io, Game of MITO
Guide: https://t.co/UZRo9d13F0
3. @initia ($25M) — backed by @BinanceLabs + @Delphi_Digital, overhyped layer solution for all modular blockchains, but def need to do
Guide: https://t.co/y0AwrgRTG8
4. @Humanityprot ($30M) — backed by @animocabrands + @shimacapital, a Human-Centric Blockchain
Guide: https://t.co/7xi8YJUfns
5. @IthacaProtocol ($600K) — backed by @wintermute_t, cross-chain infrastructure for optimal risk sharing
Guide: https://t.co/BXiWMoFqg7
6. @SonicSVM ($28.9M) — backed by @OKX_Ventures + @BigBrainVC, the first SVM to launch
Guide: https://t.co/VWeP9XX2Vm
7. @Gradient_HQ (TBA) — The open layer for edge compute on @solana
Guide: https://t.co/EAtk3kLJuW
8. @yalaorg ($8M) — backed by @polychain + @HashKey_Capital, modular infrastructure to offer a lending protocol enabling users
Guide: https://t.co/Pu9DhLuAou
9. @ChainbaseHQ ($16.5M) — backed by @TencentGlobal, omnichain data network dedicated to providing a transparent
Guide: https://t.co/lVBxwu2mBC
10. @monad_xyz ($244M) — backed by @paradigm + @ElectricCapital, the most anticipated Testnet (& Mainnet) launch ever
Guide: TBA (because is not live yet)
11. @saharaai ($43M) — backed by @polychain + @PanteraCapital, decentralized AI network
Guide: https://t.co/Zo8BpU91Tm
12. @berachain ($142M) — backed by @polychain + @hiFramework, EVM-compatible layer 1 blockchain, built using the Cosmos SDK
Guide: https://t.co/oKNBqRp1ml
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