💞 𝕹𝖊𝖓𝖌𝕴𝖏𝖊𝖒 💞

A tiger spirit in Ainu tales, representing the fierce and powerful forces

[💞 𝕹𝖊𝖓𝖌𝕴𝖏𝖊𝖒 💞 @Kinkei_Tiger]

Just catching up on today's crypto moves and honestly the pace is insane lately 🚀 Feels like you blink and miss three major stories. Been trying to keep up but my feed is chaos. What's the biggest thing on your radar today? #crypto

[vitalik.eth @VitalikButerin]

Over the past year, many people I talk to have expressed worry about two topics:

* Various aspects of the way the world is going: government control and surveillance, wars, corporate power and surveillance, tech enshittification / corposlop, social media becoming a memetic warzone, AI and how it interplays with all of the above...
* The brute reality that Ethereum seems to be absent from meaningfully improving the lives of people subject to these things, even on the dimensions we deeply care about (eg. freedom, privacy, security of digital life, community self-organization)

It is easy to bond over the first, to commiserate over the fact that beauty and good in the world seems to be receding and darkness advancing, and uncaring powerful people in high places are making this happen. But ultimately, it is easy to acknowledge problems, the hard thing is actually shining a light forward, coming up with a concrete plan that makes the situation better.

The second has been weighing heavily on my mind, and on the minds of many of our brightest and most idealistic Ethereans. I personally never felt any upset or fear when political memecoins went on Solana, or various zero-sum gambling applications go on whatever 250 millisecond block chain strikes their fancy. But it *does* weigh on me that, through all of the various low-grade online memetic wars, international overreaches of corporate and government power, and other issues of the last few years, Ethereum has been playing a very limited role in making people's lives better. What *are* the liberating technologies? Starlink is the most obvious one. Locally-running open-weights LLMs are another. Signal is a third. Community Notes is a fourth, tackling the problem from a different angle.

One response is to say "stop dreaming big, we need to hunker down and accept that finance is our lane and laser-focus on that". But this is ultimately hollow. Financial freedom and security is critical. But it seems obvious that, while adding a perfectly free and open and sovereign and debasement-proof financial system would fix some things, but it would leave the bulk of our deep worries about the world unaddressed. It's okay for individuals to laser-focus on finance, but we need to be part of some greater whole that has things to say about the other problems too.

At the same time, Ethereum cannot fix the world. Ethereum is the "wrong-shaped tool" for that: beyond a certain point, "fixing the world" implies a form of power projection that is more like a centralized political entity than like a decentralized technology community.

So what can we do? I think that we in Ethereum should conceptualize ourselves as being part of an ecosystem building "sanctuary technologies": free open-source technologies that let people live, work, talk to each other, manage risk and build wealth, and collaborate on shared goals, in a way that optimizes for robustness to outside pressures.

The goal is not to remake the world in Ethereum's image, where all finance is disintermediated, all governance happens through DAOs, and everyone gets a blockchain-based UBI delivered straight to their social-recovery wallet. The goal is the opposite: it's de-totalization. It's to reduce the stakes of the war in heaven by preventing the winner from having total victory (ie. total control over other human beings), and preventing the loser from suffering total defeat. To create digital islands of stability in a chaotic era. To enable interdependence that cannot be weaponized.

Ethereum's role is to create "digital space" where different entities can cooperate and interact. Communications channels enable interaction, but communication channels are not "space": they do not let you create single unique objects that canonically represent some social arrangement that changes over time. Money is one important example. Multisigs that can change their members, showing persistence exceeding that of any one person or one public key, are another. Various market and governance structures are a third. There are more.

I think now is the time to double down, with greater clarity. Do not try to be Apple or Google, seeing crypto as a tech sector that enables efficiency or shininess. Instead, build our part of the sanctuary tech ecosystem - the "shared digital space with no owner" that enables both open finance and much more. More actively build toward a full-stack ecosystem: both upward to the wallet and application layer (incl AI as interface) and downward to the OS, hardware, even physical/bio security levels.

Ultimately, tech is worthless without users. But look for users, both individual and institutional, for whom sanctuary tech is exactly the thing they need. Optimize payments, defi, decentralized social, and other applications precisely for those users, and those goals, which centralized tech will not serve. We have many allies, including many outside of "crypto". It's time we work together with an open mind and move forward.

[Monad @monad]

drop your Monad address below within the next 24 hours to receive your soulbound NFT

[Altcoin Daily @AltcoinDaily]

Ethereum will be the biggest story in Q4 2026.

[EliZ @eliz883]

Am I the only one who’s had the crystal ball? $ETH

[💞 𝕹𝖊𝖓𝖌𝕴𝖏𝖊𝖒 💞 @Kinkei_Tiger]

3am walk, streets empty, portfolio green. did the math earlier: up 34% this month, mostly from two alt positions I sized right. weird how the city feels different when the numbers finally cooperate.

[💞 𝕹𝖊𝖓𝖌𝕴𝖏𝖊𝖒 💞 @Kinkei_Tiger]

ok so the Fed hike is basically priced in at this point lol… the real question is what higher rates say about where the economy's actually headed 👀 markets might shrug it off or totally freak

you buying the dip or nah? #crypto

[💞 𝕹𝖊𝖓𝖌𝕴𝖏𝖊𝖒 💞 @Kinkei_Tiger]

sunday stats: 4 whitepapers deep, 3 coffees, 1 rabbit hole on consensus mechanisms. my friends call it a problem. i call it due diligence.

[fxyo @kingfxyo]

i am begging you, PLEASE make a genuinely high quality game that incorporates crypto.

not a token with a game duct taped to it. not another idle clicker. not some shit i play for 4 days because there’s an airdrop.

give me a game i actually WANT to waste 6 hours a day on.

give me insanely rare items to hunt. real progression. difficult grinds. player trading. an actual economy. items that people give a shit about owning.

then build aggressive burn mechanics into everything.

crafting burns items. upgrading burns items. rerolling stats burns items. entering certain areas burns resources. repairing gear burns resources. prestige burns shit. make the economy constantly consume what players are producing instead of infinitely inflating until everything is worthless.

i want to log in every morning wondering if today is the day i find some 1/1000 piece of shit that makes me lose my mind.

crypto should make the game MORE interesting, not be the entire reason the game exists.

is WEB3 gaming really too much to ask for?

[Ash Crypto @AshCrypto]

BTC will hit $200k, ETH will pump to $10k

Altcoins will pump 10x-15x in a day

The CLARITY Act will be passed

Countries will push for crypto adoption

Governments will start allocating Bitcoin as a reserve

Banks will adopt blockchain

YOU'RE NOT READY FOR THE NEXT BULL RUN.

[CZ 🔶 BNB @cz_binance]

I am not against memes, but meme coins are getting "a little" weird now.

Let's build real applications using blockchain.

[panda @pandaa]

Drop your solana address

Check the wallet later.

[vitalik.eth @VitalikButerin]

One positive consequence of all the recent detailed thinking about transaction formats - not just 8141, also "future of state" discussions eg. UTXOs, PBT, keyed nonces, and also recursive STARK mempool - is that we have a much more explicit understanding of how transactions have "actions" and "dependencies", and we can engineer around optimizing the two separately.

An action is an effect that a transaction has.

A dependency is a fact about the transaction and/or the state that must be true for the transaction to be valid.

eg. a signature is a dependency, a Merkle proof of a UTXO is a dependency, a ZK-SNARK (or STARK) is a dependency, a call that sends ETH is an action

Dependencies can be processed in parallel. Dependencies that involve state can be reasoned about by a mempool, especially if the specific state accessed is statically declared. Dependencies that are pure (no state calling allowed) can be processed once at the mempool layer and never need to be processed again - and potentially even replaced with a STARK verifying them, allowing not just execution but also data to be elided.

In principle, dependencies and actions can all be expressed as calls (if needed, calls to precompiles). This would make the transaction format itself very bare-bones and minimalist (a list of calls, flags for the type of each call eg. dependencies would be static or pure calls, and origin, nonce, etc) and allows maximum cross-compatibility even if different EVM chains have different features.

In 2015-era Ethereum, thinking explicitly about these differences was not very important: execution was execution, there were few enough transactions that we could process them all serially, and single-key ECDSA accounts were good enough for everyone.

Ethereum's current scaling strategy, however, requires moving beyond that paradigm. Ethereum is beloved by many developers because the execution and state model is so dynamic and flexible. But dynamic and flexible is not friendly to scaling. Fortunately, >90% of Ethereum's activity by volume does not require anything dynamic and flexible. So, we require contracts, accounts and transactions to more explicitly specify what is dynamic and flexible and what is more statically-analyzable but more restrictive, and more statically-analyzable things get the lowest gas cost and thus scale the most. Effectively, learning from the best of both the 2015-era Ethereum model and a more Bitcoin-like model (reminder: Bitcoin has had what I call account abstraction since the beginning), and making a mixture of both (really, the full spectrum between both) available, with gas costs appropriate for the level of scale involved.

New state types, the recursive STARK mempool, keyed nonces, etc all go in this direction.

This all relates to transaction types, because a general-purpose transaction type is a very natural interface layer on top of which all of this can be implemented, and the current thinking around the EIP-8141 transaction type is going in this exact direction that is friendly to these kinds of future generalizations.

So in that sense, 8141 done well is not just a culmination of 10 years of account abstraction work, it's also preparation for the next few years of responsible decentralization-friendly hyper-scaling.

[💞 𝕹𝖊𝖓𝖌𝕴𝖏𝖊𝖒 💞 @Kinkei_Tiger]

Been thinking about this all day tbh.

[💞 𝕹𝖊𝖓𝖌𝕴𝖏𝖊𝖒 💞 @Kinkei_Tiger]

3am walk, empty streets, portfolio green. weird how the city feels different when your mind isn't heavy. maybe peace was never about the money itself, just the absence of that quiet dread we carry around all day.

[💞 𝕹𝖊𝖓𝖌𝕴𝖏𝖊𝖒 💞 @Kinkei_Tiger]

flight delayed 3 hrs but honestly? free time to dig through my watchlist and sip overpriced lounge coffee ☕ found 2 gems already 👀

[💞 𝕹𝖊𝖓𝖌𝕴𝖏𝖊𝖒 💞 @Kinkei_Tiger]

Wait, the Sheriff's Association actually dropped their opposition to the Clarity Act and went neutral? That's a pretty big shift from "this bill is dangerous" just a few months ago. Are the tides finally turning for crypto regulation in the US? #ClarityAct

[CEX.IO @cex_io]

📐 Discover how Decentralized Finance (#DeFi) is reshaping the world of crypto!

From Bitcoin's roots to today's financial systems, learn what makes DeFi unique & how to access it securely with CEX•IO.

Watch now ⬇️

[💞 𝕹𝖊𝖓𝖌𝕴𝖏𝖊𝖒 💞 @Kinkei_Tiger]

anyone else's pets ever accidentally save them from a bad trade or am i alone in this

[💞 𝕹𝖊𝖓𝖌𝕴𝖏𝖊𝖒 💞 @Kinkei_Tiger]

dog just yeeted my laptop off the couch mid-trade. thought i was cooked. checked back… somehow up. market's rigged in my favor today apparently, not complaining but also not trusting it

[💞 𝕹𝖊𝖓𝖌𝕴𝖏𝖊𝖒 💞 @Kinkei_Tiger]

Anyone else seeing this?

[💞 𝕹𝖊𝖓𝖌𝕴𝖏𝖊𝖒 💞 @Kinkei_Tiger]

3hr delay = 180 min of unexpected research time. avg lounge wifi speed here is actually decent. running screens on my watchlist, cutting 4 laggards, adding 2 with better volume profiles. delays aren't always losses.