Joe Angel @ENS: joeangel.eth

ENS: joeangel.eth

[COSCUP @coscup]

After months of behind-the-scenes preparation, we’re excited to finally share the complete conference schedule with everyone. Check out the sessions and start planning your very own COSCUP journey!

https://t.co/huyeC2SX1b

[vitalik.eth @VitalikButerin]

PeerDAS in Fusaka is significant because it literally is sharding.

Ethereum is coming to consensus on blocks without requiring any single node to see more than a tiny fraction of the data. And this is robust to 51% attacks - it's client-side probabilistic verification, not validator voting.

Sharding has been a dream for Ethereum since 2015 , and data availability sampling since 2017 ( https://t.co/Fa0jKFgObW ), and now we have it.

That said, there are three ways that the sharding in Fusaka is incomplete:

* We can process O(c^2) transactions (where c is the per-node compute) on L2s, but not on the ethereum L1. If we want to scaling to benefit the ethereum L1 as well, beyond what we can get by constant-factor upgrades like BAL and ePBS, we need mature ZK-EVMs.
* The proposer/builder bottleneck. Today, the builder needs to have the whole data and build the whole block. It would be amazing to have distributed block building.
* We don't have a sharded mempool. We still need that.

But even still, this is a fundamental step forward in blockchain design. The next two years will give us time to refine the PeerDAS mechanism, carefully increase its scale while we continue to ensure its stability, use it to scale L2s, and then when ZK-EVMs are mature, turn it inwards to scale ethereum L1 gas as well.

Big congrats to the Ethereum researchers and core devs who worked hard for years to make this happen.

[Kydo @0xkydo]

you cant write a better story than this for fusaka

on fusaka day
- seamless upgrade. chain works perfectly, reinforces the 0 down time narrative
- peerdas goes live. blob scaling 10x in next 6 months to support 1000s txns. reinforces l2 is scaling narrative
- chain finalization slows. prysm had a bug lighthouse becomes major client. reinforces client diversity narrative
- ethereum hits $3.2B arr. for 1 block, bc of the prysm issue. reinforces the revenue meta that ethereum can make revenue

0 downtime
l2 scaling
client diversity
revenue meta

all at once

[Plurk @plurk]

目前由於服務供應商的異常影響，噗浪可能會出現無法瀏覽的情況。我們會持續關注供應商的修復狀況，以確保服務能儘快恢復正常。
如果噗友們遇到問題，麻煩稍後再試，感謝噗友們的理解與支持！

[Tesla Owners Silicon Valley @teslaownersSV]

🚨A major video and voice upgrade just dropped.
Update your Grok app.

[Joe Angel @ENS: joeangel.eth @JoeAngel_tw]

@DtDt666 提醒，這上面很多資訊都已經過時了，要自己再確認一次

[Joe Angel @ENS: joeangel.eth @JoeAngel_tw]

BNB Superscycle

[Trust Wallet @TrustWallet]

BNB Supercycle w/ @cz_binance is live in under 1 hour

Pull up for $9000+ in prizes.

🔹 Like & RT this post
🔹 Tag a fren
🔹 Be in the space for the draw
5 winners taking 1k TWT each & 1 winner taking $1k.

Set those reminders 👇

[Joe Angel @ENS: joeangel.eth @JoeAngel_tw]

@TrustWallet @cz_binance BNB supercycle @apskawx

[Elon Musk @elonmusk]

Grok Vision can understand pretty much anything you point the camera at

[Joe Angel @ENS: joeangel.eth @JoeAngel_tw]

涼麵、米糕，午餐
#TBW2025
@TaipeiWeek

[Joe Angel @ENS: joeangel.eth @JoeAngel_tw]

聽說每天都有早餐
#TBW2025
@TaipeiWeek

[H.E. Justin Sun 👨‍🚀 🌞 @justinsuntron]

Our address only carried out a few general exchange deposit tests with very small amounts, followed by an address dispersion. No buying or selling was involved, so it could not possibly have any impact on the market.

[Joe Angel @ENS: joeangel.eth @JoeAngel_tw]

@DGramNetwork

[Joe Angel @ENS: joeangel.eth @JoeAngel_tw]

#TRONxTBW2025

[Elon Musk @elonmusk]

Samsung’s giant new Texas fab will be dedicated to making Tesla’s next-generation AI6 chip. The strategic importance of this is hard to overstate.

Samsung currently makes AI4.

TSMC will make AI5, which just finished design, initially in Taiwan and then Arizona.

[Joe Angel @ENS: joeangel.eth @JoeAngel_tw]

🎉 I have my free 10th-Anniversary collectible NFT from https://t.co/KtGLfO65qo 🔷 Celebrating a decade of open, decentralized innovation. Join me 👉 https://t.co/TcUAME7oZ7 #Ethereum10

[danny @agintender]

为什么资金费率的默认值是0.01% 不是0.02%？ 或者0.005%？

0.01%的话，换算成年化大概是在11%左右，而在2019年那会儿（Bitmex的黄金时间里）美国的10年国债利率是1.5%-2%，这资金费率的收益比国债（所谓的无风险利率）有3-4倍的收益

这就给予了传统/机构一个很好的“进入”理由，毕竟多了3-4倍的收益，这在马克思眼里商人都可以为了这个利益去xx越货了

居然如此，那为啥不设置0.02%，能吸引更多机构进来提供流动性？是啊，但是这样持仓成本就会到22%，要知道2019年是熊市啊，这么高的成本会打击交易的积极性

那些看似“约定俗成”/“默认”的价格和数字，都是市场经过多次博弈后的结果

知其然，且知其所以然

资金费率就是一叶知春秋

[danny @agintender]

强制平仓是对于交易所来说是一件”费力不讨好“的事情，得罪用户不说，一个不小心还容易把自己搭进去，而且把自己搭进去之时可是没人会怜悯自己的。所以怎么做到一寸长半寸强，半寸深一寸浅就是真功夫。

多说一句，别看什么造富效应——清算机制，才是一个交易所的良心和担当。

今天，我们只谈结构和算法。强平发生的真正逻辑是什么？清算模型如何保护市场整体安全？为什么仓位遭遇自动减仓 (ADL)？

[郡主Christine (✱,✱) @0xsexybanana]

统一回复：
1）infini不做to C card业务了。原因是合规成本极高，利润极其稀薄，运营极其沉重。（哦忘了还容易被人嘲笑行业底🤣）我们做了战略调整，去掉to c 卡部分的业务了。

目前to c card业务占据了99%的时间和成本，贡献了0收入。

2）理财，充提正常。理财和资管业务成为重点。理财余额宝功能稳定在5%左右apr。

3）crypto card目前的路径依然是offramp了ut和uc再通过传统支付网络实现stable 到fiat的支付路径。太曲折太漫长了费用太昂贵了。不补贴的话很难有匹配web2的费率和cashback。

而且我之前也一直说，u卡不是web3 pay with stablecoin的最终解决方案。有点像是apple nano最后被iphone替代一样。

4）公司没变团队没变品牌没变，跟yishi老师一样走了一年u卡老路发现还是不太值得做，🤣。

想想去年7月刚开始做infini的时候，跟yishi老师取经了很多，结果一年之后，结论都是一样的，很感慨。

5）目前infini是中心化的产品，我们未来会全面拥抱去中心化。去思考拥抱去中心化的支付解决方案。绝对不走中心化老路了。