Justnahk

Level 32. Amante de los JRPG y anime tipo Shonen.

[mert @mert]

some confused folks think I left SOL because I talk about not one but *two* coins now

reminder: we run the no 1. validator, no 1. trading infra, no 1. dev platform, RPCs, & soon the no. 1 privacy protocol - on Solana

the *only* Solana exclusive leading provider

pls. trillions.

[Eleanor Terrett @EleanorTerrett]

🚨NEWS: Administration officials will host law enforcement groups at the White House Wednesday as part of ongoing efforts to address concerns that certain provisions in the Clarity Act, including developer protections derived from the Blockchain Regulatory Certainty Act, could make it harder to combat illicit finance, according to three sources familiar with the meetings.

The issue, along with ethics, remains one of the major sticking points that must be resolved before lawmakers can bring the bill to the Senate floor. Several Democrats have signaled they will not support the legislation unless law enforcement believes its concerns have been adequately addressed.

The meetings come on the heels of a broader industry push to win support for the bill from lawmakers and law enforcement, including a town hall and a fly-in featuring former law enforcement officials now working in crypto.

[CZ 🔶 BNB @cz_binance]

Bitcoin won't be "dead" for too long.

Don't panic, in large friendly letters.

[Watcher.Guru @WatcherGuru]

JUST IN: Michael Saylor's 'Strategy' buys 1,550 Bitcoin worth $98 million.

[wale.moca 🐳 @waleswoosh]

Someone said to me yesterday that the era of easy money in crypto is over.

If that's true (I don't know if it is), then there's a good chance that most of you are wasting your time here.

The reason is that almost everyone you see today who has achieved some level of success started their journey during one of these easy-money cycles.

Whether it was buying BTC in 2012, getting into DeFi early, trading NFTs in 2021, memecoins in 2024, or InfoFi in 2025, the pattern is the same.

You can't go from zero to one without an easy-money cycle.

So if you're at zero now, there is a chance that you will stay there

[Alex Krüger @krugermacro]

I largely think of "crypto" as a failed asset class at this point.

I've written about the causes multiple times. Mainly, most crypto assets are worthless, or have dreadful value accrual, and most founders have abused the lack of guardrails and dumped on people indiscriminately, or are outright scammers.

On top of that we had the Memecoins SuperBullshitCycle, a trend that brought the worst out of people, and sucked everyone's souls & pockets dry. And then came the never-ending wave of DeFi hacks, which has dramatically increased since last April.

This can seem contradictory, as adoption of "crypto" is surging:

> Stablecoin adoption continues growing fast
> Politicians in the US are openly pro crypto
> Tradfi is looking at tokenizing everything
> Usage of equities & commodities perps is exploding in offshore and DeFi exchanges
> The US is in the early stages of adopting perps
> Prediction markets are becoming part of everyone's daily lives

These are more "blockchain" than "crypto", although there are some exceptions with a token in those fields, most of which have been performing very well in recent months. A few among those exceptions even distribute most revenue to holders via buybacks (Hyperliquid in particular), which is what every investor actually wants to see to be invested in a good business rather than a fleeting narrative.

We also have the privacy category. The one old school crypto category that is not liquid diarrhea. The world needs private non-custodial stores of value.

Crime in particular needs privacy, as proven by the DoJ confiscation of $15 billion in Bitcoin from Cambodia's pig butchering farms, legal filing for which was submitted on October 8, 2025 (coincidentally right before 10/10). Of course, everyone needs privacy, not just criminals, but crime flows are real, and large.

The asset attracting the most flows in this niche is Zcash. Zcash's recent performance has been fascinating, as it has been trending higher with bitcoin trending lower, a sign of real reallocation among bitcoiners.

Another crypto category that is not dead is the "AI" category, full of high flying, fundamentally lacking, narrative driven tokens. The standout exception is Venice, a private AI platform with growing users and revenue, whose tokens are directly backed by the business rather than a narrative.

So one could say old "crypto" is a failed asset class, but from the ashes come new beginnings, and the new face of crypto is one heavily dominated by the needs of Tradfi, prediction markets, AI, and privacy.

Crypto sucks. Long live crypto.

[Ted @TedPillows]

Stocks are dumping.
Gold is dumping.
Silver is dumping.
Crypto is dumping.
Bonds are dumping.
Even Oil is dumping.

If everything is dumping, where the hell is money going?

[RYAN SΞAN ADAMS @RyanSAdams]

The Ethereum not ETH stuff is the mental fallacy that triggered me into writing and podcasting in the first place.

There is no strong Ethereum without an ETH worth trillions. Without ETH as a global store of value, Ethereum is a failed project. Full stop.

ETH is economic bandwidth for DeFi. It is the only asset maximized for CROPs, fail at high value ETH, fail at CROPs, fail at Ethereum.

Saying you’re bullish Ethereum not ETH is like saying you’re bullish America not the American economy. They are one and the same - economic engines.

Better to admit Ethereum is a failed project than “Ethereum not ETH”.

So spew that weak blockchain not crypto stuff out of your mouth, it doesn’t make sense for BTC, ZEC, ETH, or any truly crypto native project.

[Watcher.Guru @WatcherGuru]

BREAKING: Over $500,000,000 liquidated from the cryptocurrency market in the past hour.

• $BTC: $61,100
• $ETH : $1,620
• $BNB: $570
• $XRP: $1.10
• $SOL: $64

[Benjamin Cowen @benjamincowen]

Plausible path:

Bitcoin forms a low in June (like it did in June 2018 and June 2022).

BTC rallies in July

SPX correction later in year which allows Bitcoin to finally bottom (most likely October)

Four year cycle wins again

[Brian Armstrong @brian_armstrong]

People still think (or feel) because Bitcoin is down crypto is down.

Derivatives/perps, stablecoins, prediction markets, etc are all up in crypto.

Crypto touches every area of finance, and is much broader than Bitcoin now. It will take some time for this to sink in.

(And yes - Bitcoin is going to do great and is as important as ever - one of many cycles we've all been through.)

[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.

[CoinGecko @coingecko]

If you're still in crypto you must be very loyal in relationships

[vitalik.eth @VitalikButerin]

Sent another 64 ETH to the Animal Welfare Fund.

I encourage others to think and act more in support of our non-human cousins too! The extreme suffering we're imposing on them in the billions is not something we talk about often, but it continues to be one of the larger blights on humanity.

And I'm getting optimistic that this century we can finally end it. Farming practices are improving, synthetic alternatives are improving.

Also, in my recent experience, good old low-tech vegetarian and vegan food has improved massively worldwide over the last ten years; I encourage anyone who has tried it long before and given up to take second look; there are far more healthier and tastier options today than the "pasta and salad" you would often get ten years ago.

[Solana @solana]

A new kind of onchain asset live on Solana via @sunrise, $SV151 is the first Dynamic Asset by @MeteoraAG.

Tokenized shares of sealed Pokémon packs, backed by real packs in audited custody by @BedrockFndn.

[vitalik.eth @VitalikButerin]

We should be open to revisiting whole beacon/execution client separation thing.

Running two daemons and getting them to talk to each other is far more difficult than running one daemon.

Our goal is to make the self-sovereign way of using ethereum have good UX. In many cases that means running your own node. The current approach to running your own node adds needless complexity.

Short-term, maybe we want some more standardized basic wrapper that lets you install dockers of any client and make them talk to each other easily? Also good that @ethnimbus unified node https://t.co/BWpU939wIM exists. Longer term, we should be open to revisiting the whole architecture once @leanethereum lean consensus is more mature.

[David Hoffman @TrustlessState]

After selling $ETH, I immediately took ~50% of the capital to VVV, NEAR, ZEC, HYPE

I left the rest as capital to DCA into something not already up multiples (other than NEAR, which was ~1.40 at the time.

I've finished buying $LIT with that remaining 50%

[Justnahk @Prosnahk]

@TraDunAard Mucho animo!!!

[XOKAS @elxokas]

Quedan 10 días para acabar el split.
Voy a jugar 12 horas al día al lol y voy a intentar subir a Master en EU.
Apuesto 5000€ a que subo, y si pierdo los repartiré en directo con toda la gente que haga RT a este tweet.
Si eres de LATAM te pago un 20% más.
10 winners. Abro.