Pareto

More bullish than yesterday
Less bullish than tomorrow

prev. impermaxfinance

[Pareto @Shevax5550]

Good job! Most likely the Pendle of 2026.

[Michael Egorov @newmichwill]

This was fast

[Pareto @Shevax5550]

iykyk

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

Longtime Ethereum / ETH investor @wmougayar has a new report out arguing that ETH is fundamentally mispriced because markets value Ethereum as a for-profit company rather than as a public good.

“Like the Internet’s base protocols (TCP/IP), Ethereum’s true economic power lies not in the fees it extracts (revenue), but in the vast ecosystem of value it enables (externalities) . Traditional financial metrics fail to capture this “invisible” infrastructure value.”

“By aggregating these layers, the report places Ethereum’s current intrinsic valuation at the $2–6 trillion range. As the platform matures into the “Global Trust Underlayer” for institutional finance—mirroring the Internet’s historical trajectory, the model projects a long-run valuation of $10–20 trillion by 2035.”

[Pareto @Shevax5550]

@TaikiMaeda2 @satoshiheist Honest follow-up and post. Good job @TaikiMaeda2

[Pareto @Shevax5550]

@iamzeroalpha iykyk

[Pareto @Shevax5550]

🎯

[Michael Egorov @newmichwill]

A vote to increase current 300M crvUSD allocation from @CurveFinance to @yieldbasis to 1B is now up!

Please read how it will be used upon receiving and detailed analysis here: https://t.co/gXObCMCgEQ

https://t.co/iayWkvvcI1

[Pareto @Shevax5550]

If the Nobel Committee understood the scope of your achievements, you would have won several already.

[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.

[Pareto @Shevax5550]

Specifically for grocery product😅.

Paying over 6 months your eggs should be illegal

[CryptoCondom @crypto_condom]

We are in trouble. ATH growth in @Klarna's buy now pay later model is a recipe for disaster down the line.

[Pareto @Shevax5550]

@newmichwill Can you reply on TG? tried to reach out

[Pareto @Shevax5550]

From a Macro perspective, Only ~1% of all BTC is used in DeFi today. Solving a real problem (IL) + bringing BTC liquidity on-chain = huge upside for YB holders.

[Pareto @Shevax5550]

Tokenomics are tight until ~6 months after launch (around March 2026). Therefore low sell presure to be expected.