yo did you catch the crypto rundown today? feels like every day there's 10 new things happening and I can barely keep up lol. market's been wild too, hard to tell if we're cooking or cooling off
what's on your radar rn? ๐ #crypto
Been thinking about this for a while and honestly it makes so much sense ๐ stETH is basically becoming the "risk-free rate" of crypto, the base layer yield everything else gets measured against. Feels like the T-bill of DeFi.
Agree? #Ethereum
Fed hike is priced in at 98%+ per CME FedWatch. The real move won't be the decisionโit's Powell's tone and the dot plot. Markets always trade the forward guidance, not the print. BTC historically chops then trends 48h later. Setup? #Crypto
Wait, Revolut just handed over passports, selfies AND BTC activity to scammers pretending to be the government?? ๐ณ This is exactly why self-custody matters, folks. Banks are the weakest link every single time.
Who else is moving to cold storage? #Bitcoin
Another wild day in crypto and the headlines just keep stacking up. Feels like we're pricing in chaos as the new normal at this point. The market barely flinches anymore.
Are we numb or just seasoned? #Crypto
Been digging through today's flows and the divergence is wild: BTC dominance climbing while alt volume quietly stacks under the radar. Feels like accumulation before a rotation, not after.
Anyone else tracking this setup? #crypto
There have recently been some discussions on the ongoing role of L2s in the Ethereum ecosystem, especially in the face of two facts:
* L2s' progress to stage 2 (and, secondarily, on interop) has been far slower and more difficult than originally expected
* L1 itself is scaling, fees are very low, and gaslimits are projected to increase greatly in 2026
Both of these facts, for their own separate reasons, mean that the original vision of L2s and their role in Ethereum no longer makes sense, and we need a new path.
First, let us recap the original vision. Ethereum needs to scale. The definition of "Ethereum scaling" is the existence of large quantities of block space that is backed by the full faith and credit of Ethereum - that is, block space where, if you do things (including with ETH) inside that block space, your activities are guaranteed to be valid, uncensored, unreverted, untouched, as long as Ethereum itself functions. If you create a 10000 TPS EVM where its connection to L1 is mediated by a multisig bridge, then you are not scaling Ethereum.
This vision no longer makes sense. L1 does not need L2s to be "branded shards", because L1 is itself scaling. And L2s are not able or willing to satisfy the properties that a true "branded shard" would require. I've even seen at least one explicitly saying that they may never want to go beyond stage 1, not just for technical reasons around ZK-EVM safety, but also because their customers' regulatory needs require them to have ultimate control. This may be doing the right thing for your customers. But it should be obvious that if you are doing this, then you are not "scaling Ethereum" in the sense meant by the rollup-centric roadmap. But that's fine! it's fine because Ethereum itself is now scaling directly on L1, with large planned increases to its gas limit this year and the years ahead.
We should stop thinking about L2s as literally being "branded shards" of Ethereum, with the social status and responsibilities that this entails. Instead, we can think of L2s as being a full spectrum, which includes both chains backed by the full faith and credit of Ethereum with various unique properties (eg. not just EVM), as well as a whole array of options at different levels of connection to Ethereum, that each person (or bot) is free to care about or not care about depending on their needs.
What would I do today if I were an L2?
* Identify a value add other than "scaling". Examples: (i) non-EVM specialized features/VMs around privacy, (ii) efficiency specialized around a particular application, (iii) truly extreme levels of scaling that even a greatly expanded L1 will not do, (iv) a totally different design for non-financial applications, eg. social, identity, AI, (v) ultra-low-latency and other sequencing properties, (vi) maybe built-in oracles or decentralized dispute resolution or other "non-computationally-verifiable" features
* Be stage 1 at the minimum (otherwise you really are just a separate L1 with a bridge, and you should just call yourself that) if you're doing things with ETH or other ethereum-issued assets
* Support maximum interoperability with Ethereum, though this will differ for each one (eg. what if you're not EVM, or even not financial?)
From Ethereum's side, over the past few months I've become more convinced of the value of the native rollup precompile, particuarly once we have enshrined ZK-EVM proofs that we need anyway to scale L1. This is a precompile that verifies a ZK-EVM proof, and it's "part of Ethereum", so (i) it auto-upgrades along with Ethereum, and (ii) if the precompile has a bug, Ethereum will hard-fork to fix the bug.
The native rollup precompile would make full, security-council-free, EVM verification accessible. We should spend much more time working out how to design it in such a way that if your L2 is "EVM plus other stuff", then the native rollup precompile would verify the EVM, and you only have to bring your own prover for the "other stuff" (eg. Stylus). This might involve a canonical way of exposing a lookup table between contract call inputs and outputs, and letting you provide your own values to the lookup table (that you would prove separately).
This would make it easy to have safe, strong, trustless interoperability with Ethereum. It also enables synchronous composability (see: https://t.co/9jy6v1X6Fw and https://t.co/gZmu3YjebM ). And from there, it's each L2's choice exactly what they want to build. Don't just "extend L1", figure out something new to add.
This of course means that some will add things that are trust-dependent, or backdoored, or otherwise insecure; this is unavoidable in a permissionless ecosystem where developers have freedom. Our job should make to make it clear to users what guarantees they have, and to build up the strongest Ethereum that we can.
ALTCOIN SEASON IS NEVER COMING BACK.
People are still waiting for 2017 or 2021 again.
They think one day every random altcoin will suddenly pump 10x because โaltseason is here.โ
That trade is dead.
Crypto is too diluted now.
Too many chains.
Too many tokens.
Too much noise.
Too much garbage competing for the same liquidity.
You either own the few real blue chips like BTC, ETH, HYPE and a handful of others...
Or you understand where the NEW liquidity is going.
There are 2 metas I think people are massively underestimating.
1. SOCIAL TRADING
FOMO is what Binance would look like if it was built today.
No wallets.
No bridges.
No thinking about which chain you're on.
Sign in with Google or Apple.
Deposit money.
See something going viral.
Buy it in seconds.
The normal user does not care whether a coin is on Solana, Base, Ethereum or some chain they have never heard of.
They care about one thing:
โCan I buy this easily?โ
That is the future.
2. STOCK COINS
People are calling them meme coins paired with stocks.
I think that completely misses the point.
Stocks have capital.
What most stocks DON'T have is a real internet-native community.
No memes.
No culture.
No 24/7 social layer.
No army of holders pushing the story.
Tokenized stocks change that.
Now you can build an entire crypto community around a company or stock.
The coin becomes the social layer around the stock.
People trade it.
Make memes about it.
Create content.
Build a community.
And suddenly a boring ticker becomes an internet movement.
We are already seeing CEOs pay attention to these communities.
That is the validation.
The next altseason will not look like the last altseason.
People waiting for their dead 2021 bags to magically come back are going to miss it.
The new altcoins are being created RIGHT NOW.
Social trading + stock coins.
Adapt or watch everyone else trade the next cycle.
Another day, another wave of moves in crypto and honestly, the pace lately is insane. If you blink, you miss a narrative shift. I'm stacking through the noise and ignoring the panic posts. Who else is just tuning it out and buying? #Crypto
gym done. brain finally quiet enough to actually think. half the "long-term plays" i've been eyeing probably won't survive the cycleโฆ but the 2-3 that will? those are the ones i keep stacking. boring wins.
Wild that NK is now recruiting outside talent to slip into US crypto firms like it's a normal job pipeline. If insider threats are this creative, how safe is any project's hiring process really? #CryptoSecurity
Who's actually vetting devs properly?
The biggest crypto bull run is coming.
Countries will be buying Bitcoin.
Institutions will be going all in.
Bitcoin will capture the same attention AI stocks did.
Trillions will flow into crypto.
Youโre not prepared for what happens when the CLARITY Act becomes law.
I think people will be surprised by how quickly "cross-L2 interoperability problems" stop being problems and we get a smooth user experience across the entire ethereum-verse (incl L1, rollups, validiums, even sidechains). I'm seeing lots of energy and will to make this happen.
yo the crypto space moves so fast it's insane, blink and you miss like 5 major updates lol. trying to keep up with everything today is a full time job fr ๐ what's the biggest story on your radar rn? #crypto
India quietly cooking something huge ๐ A $620B corporate bond market moving on-chain with digital rupee settlement is not a small experiment... this is real-world RWA at scale. Wall Street should be paying attention.
Who else sees this? #RWA