Patrícia Braga

legendary sword of King Arthur, representing rightful authority and market supremacy

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 SEC prepares "innovation exemption" to allow 24/7 blockchain trading of tokenized stocks.

[WASSIE @0xWassie]

robinhood chain brought insane volume to NFTs and the tech coins basically started a bull run

but where are the PFPs?

i still haven't seen a single project on Robinhood Chain that feels like it could become a really strong PFP

am i missing one? drop it below

[Patrícia Braga @Excalibur_c8zn]

phone face down, burgers on the grill, cold ones in hand. told the group chat no charts talk today lol. even degens need a break

[Patrícia Braga @Excalibur_c8zn]

there's something almost sacred about the ritual before the chaos. espresso in hand, charts loaded, mind quiet. the market will do what it does — but this moment right here? this is mine.

[Patrícia Braga @Excalibur_c8zn]

Banks doing crypto and crypto doing banks... we've seen this movie before and it usually ends with regulators knocking. But SoFi + Kraken linking rails and listing SoFiUSD? Actually feels like real integration, not a PR stunt. Bullish, cautiously. Thoughts?

[Patrícia Braga @Excalibur_c8zn]

Wild to think prediction markets might get their defining moment not in a trading pit, but in a courtroom. The line between speculation and information has always been blurry... maybe SCOTUS finally forces us to define it.

Where do you draw it?

[Keone Hon @keoneHD]

I am bullish on NFTs.
I believe they will be a big part of crypto adoption

[Patrícia Braga @Excalibur_c8zn]

Another day, another rollercoaster in crypto. The pace of this market is relentless and I'm here for every second of it. Weak hands won't survive this cycle. Who's still stacking? #Crypto

[vitalik.eth @VitalikButerin]

Ethereum itself must pass the walkaway test.

Ethereum is meant to be a home for trustless and trust-minimized applications, whether in finance, governance or elsewhere. It must support applications that are more like tools - the hammer that once you buy it's yours - than like services that lose all functionality once the vendor loses interest in maintaining them (or worse, gets hacked or becomes value-extractive). Even when applications do have functionality that depends on a vendor, Ethereum can help reduce those dependencies as much as possible, and protect the user as much as possible in those cases where the dependencies fail.

But building such applications is not possible on a base layer which itself depends on ongoing updates from a vendor in order to continue being usable - even if that "vendor" is the all core devs process. Ethereum the blockchain must have the traits that we strive for in Ethereum's applications. Hence, Ethereum itself must pass the walkaway test.

This means that Ethereum must get to a place where we _can ossify if we want to_. We do not have to stop making changes to the protocol, but we must get to a place where Ethereum's value proposition does not strictly depend on any features that are not in the protocol already.

This includes the following:

* Full quantum-resistance. We should resist the trap of saying "let's delay quantum-resistance until the last possible moment in the name of ekeing out more efficiencies for a while longer". Individual users have that right, but the protocol should not. Being able to say "Ethereum's protocol, as it stands today, is cryptographically safe for a hundred years" is something we should strive to get to as soon as possible, and insist on as a point of pride.
* An architecture that can expand to sufficient scalability. The protocol needs to have the properties that allow it to expand to many thousands of TPS over time, most notably ZK-EVM validation and data sampling through PeerDAS. Ideally, we get to a point where further scaling is done through "parameter only" changes - and ideally _those_ changes are not BPO-style forks, but rather are made with the same validator voting mechanism we use for the gas limit.
* A state architecture that can last decades. This means deciding, and implementing, whatever form of partial statelessness and state expiry will let us feel comfortable letting Ethereum run with thousands of TPS for decades, without breaking sync or hard disk or I/O requirements. It also means future-proofing the tree and storage types to work well with this long-term environment.
* An account model that is general-purpose (this is "full account abstraction": move away from enshrined ECDSA for signature validation)
* A gas schedule that we are confident is free of DoS vulnerabilities, both for execution and for ZK-proving
* A PoS economic model that, with all we have learned over the past half decade of proof of stake in Ethereum and full decade beyond, we are confident can last and remain decentralized for decades, and supports the usefulness of ETH as trustless collateral (eg. in governance-minimized ETH-backed stablecoins)
* A block building model that we are confident will resist centralization pressure and guarantee censorship resistance even in unknown future environments

Ideally, we do the hard work over the next few years, to get to a point where in the future almost all future innovation can happen through client optimization, and get reflected in the protocol through parameter changes. Every year, we should tick off at least one of these boxes, and ideally multiple. Do the right thing once, based on knowledge of what is truly the right thing (and not compromise halfway fixes), and maximize Ethereum's technological and social robustness for the long term.

Ethereum goes hard.

This is the gwei.

[Patrícia Braga @Excalibur_c8zn]

Not gonna lie, $79k feels shaky with CPI looming next week. One hot print and we could see red real fast... but honestly? BTC keeps proving the doubters wrong every cycle. I'm cautiously stacking. Anyone else nervous but buying? #Bitcoin

[Patrícia Braga @Excalibur_c8zn]

Tokenized exposure to $MSTR and Metaplanet via Bitfinex Securities is a fascinating bridge—BTC treasury plays wrapped as on-chain notes. Basically leveraged Bitcoin beta with extra steps. Curious how liquidity holds up. Worth the wrapper risk? #RWA

[Patrícia Braga @Excalibur_c8zn]

Been digging through today's on-chain flows and the divergence between spot volume and derivatives OI is getting harder to ignore. Feels like positioning is quietly shifting under the surface while price stays flat. Anyone else tracking this? #crypto

[Patrícia Braga @Excalibur_c8zn]

Curious what you all think.

[Patrícia Braga @Excalibur_c8zn]

Jobs report just dropped 162K and the market's already twitching 👀 Fed's September meeting just got way more interesting... rate hike back on the table? This changes the whole vibe for risk assets imo.

Bullish or bearish for #crypto?

[CF @fergalpha]

Altcoins & Memecoins are about to go parabolic.

God candles.

Watch.

[Patrícia Braga @Excalibur_c8zn]

5am run done. 4.2 miles, avg HR 148, cortisol dropping before I even open the charts. weird correlation I've noticed: my worst trades happen on days I skip cardio. small sample size but the pattern's real.

[Patrícia Braga @Excalibur_c8zn]

Half the "news" in crypto lately feels like recycled hype, but under the noise the builders are still shipping and liquidity keeps creeping back in. Hard not to stay long-term bullish even when the day-to-day feels messy. Anyone else feeling this? #crypto

[Patrícia Braga @Excalibur_c8zn]

Been glued to my screen all day watching this market move 🚀 So much happening across the space it's hard to keep up. Feels like we're building serious momentum into the next cycle. Who else is bullish right now? #Crypto

[Patrícia Braga @Excalibur_c8zn]

ran the numbers: 3 hours off charts = 87% happier, 2 burgers deep = optimal, 0 price checks = priceless. bbq with friends hits different when portfolio anxiety is muted.

[Patrícia Braga @Excalibur_c8zn]

August was wild for BTC. 25% monthly gain paired with record ETF inflows tells me institutional demand isn't slowing, it's compounding. Spot ETFs are quietly becoming the dominant price driver here.

Are we underestimating Q4? #Bitcoin