超级大乐透

meme | 赌性坚强｜E卫兵

[超级大乐透 @SuperMegaChao]

@ShannonHar2140 不至于，他已经成本价走了

[超级大乐透 @SuperMegaChao]

@giantcutie666 没这么严重大漂亮老师，只要牛市的时候nav大于1就能转起来，除非btc一直横盘震荡，这轮只要btc不死，还是没微策略什么事

[超级大乐透 @SuperMegaChao]

神了，刷推刷到 @mamebnb

时隔多年还以为币圈再也不会有粉红那套白名单机制了

没想到今年熊市还有hhhhh，还整挺火

潮流真是个轮回

[超级大乐透 @SuperMegaChao]

@keyahayek 太性情了老师

[超级大乐透 @SuperMegaChao]

@blockTVBee @PhyrexNi 算是杠杆的，nav溢价，可转债和优先股融资买btc，还有未来继续买BTC的预期都算给btc加杠杆，只是杠杆的倍数由市场狂热程度决定而已

[超级大乐透 @SuperMegaChao]

@skyguoCypherium 为啥给你买你心里没点数吗🤣

[超级大乐透 @SuperMegaChao]

@BTClajiao 辣椒老师是不是在知乎发过啊，我记得上轮就见过你了

[超级大乐透 @SuperMegaChao]

感觉推特每次吵架跟商战差不多。
要我说 bitget 要是想到第一梯队的话，还是得找机会跟 okx 或者 binance 吵吵，别老盯着那个什么MSX安卓交易所
你看欧易这么多年不掉队指不定就是护士有事没事就逮着CZ骂
@GracyBitget 给你指条明路啊，下次找到机会，要么就喷喷Star追了那么多年heyi最后跟黄毛跑了，要么就喷喷CZ跟老婆离婚的事
bitget的档次不就一下上来了嘛

[Star_OKX @star_okx]

Is CZ lying to the public again?

As he said, he is fully aware of the legal and regulatory risks. Yet a shell called @Aster_DEX was created that appears to copy the @HyperliquidX model almost exactly.

Aster reportedly shares significant resources with the Binance ecosystem, including team members. CZ himself has promoted Aster multiple times.

Maybe creating a separate shell is their way to be “compliant.”

The real question is: if the business model, resources, people, and incentives are largely the same, how different is it really?

[超级大乐透 @SuperMegaChao]

冷知识，黄立成每次熊市做以太基本都是亏损的🤣
感觉是八字和以太不和，但他也最爱以太坊了
以太思想害人

[Machi Big Brother @machibigbrother]

12345.6789 ETH

[超级大乐透 @SuperMegaChao]

@JoeyJia11 @PhyrexNi 美美美

[超级大乐透 @SuperMegaChao]

用开曼群岛的壳签挺正常的，如果用交易所主体签，监管上看起来就像交易所自己在做证券发行/销售，所以单独用离岸主体做分销、产品合作，说白了还是为了合规问题
反倒是你发的这张截图，LP 拿到了 SpaceX 相关份额，不等于 MSX 就获得 Republic 官方授权，也不能把它包装成和 Republic 合作，这样只能显得你家交易所很野

[Bruce J @BTCBruce1]

本着对女性的尊重
我本来不想对你的可爱言论做太多评价
但这两天太多人发来私信问起此事
既然你也点名道姓了
只能占用几分钟普及一下基本常识

1. 我是Republic Ventures（美国）的LP
据我所知，Bitget那份所谓的“独家”合同主体
只是开曼群岛的一个壳。

2. 我2020年投的SpaceX（46B估值）
半个月前就拿到了Release Schedule
不知道你见没见过？

资本市场很大
真正做实事的人都在看结果和收益
戏演得再好
也掩盖不了你只是个假CEO的事实
稍微收着点吧，别让真老板在后面看笑话。

[超级大乐透 @SuperMegaChao]

@BTC_Alert_ 谁是mercy

[超级大乐透 @SuperMegaChao]

@BinanceAfrica #BinanceAfrica

[超级大乐透 @SuperMegaChao]

@LeslieLi92210 对呀 龙湖

[Neso @neso]

Vitalik关于以太坊基金会的文章，实际上也是在拿回ETH的叙事主动权。

无论是业界还是华尔街，人们在过去的一个周期里习惯用性能、gas费价值捕获来衡量以太坊的价值，实际上是一种最大的低估。

以太坊的价值是它构建了一个坚持CROPS理念的去中心化安全资产结算网络。目前只有它做到了，并且稳定运行了10年，还在继续进化。

去中心化、抗审查并且安全的全球资产结算网络，就仅仅值2500亿？这个估值甚至都快赶不上硅谷一家独角兽创投企业的门槛了。

把这个叙事讲清楚，传播好，才能真正巩固共识，稳定市场预期。

[超级大乐透 @SuperMegaChao]

V说以太坊基金会未来依然不会像其他链的基金会一样猛推生态和BD，会收缩成更小的底层守护组织，且会减少卖币的频率。

[vitalik.eth @VitalikButerin]

Some of my perspective on where the @ethereumfndn is going.

First of all, this is only my own view. The board is not just me, and I have no extra special powers on the board that the other board members do not. @aerugoettinea is the one executing much of this transition. My input has been largely on technical questions. The board is in the process of expanding, and my own power within the org will continue to decrease, which is honestly what I want.

The 2025 era brought many important improvements to EF and its ability to execute. Many issues were resolved, and EF continues to benefit from its improved efficiency and greater focus on concrete goals to this day. And so with those problems resolved, early this year, the largest remaining hole that I perceived was something different nagging at me: I would regularly spot people saying things like "vitalik says these beautiful things about ethereum needing to be decentralized, and have privacy, and be a sanctuary technology, but why do the EF's actions not reflect that?"

Now, you may have been hearing something different. You may not have been sensing a feeling of crisis at all, and maybe were hearing people saying that finally we were taking execution and BD seriously and the main task for us is to keep going that way and be even better and faster. Then probably there is genuine difference between you and me, in what kinds of criticism I take most seriously, and what kinds of critics through their criticism are most able to make me feel pain.

As an analogy, let's briefly switch over to a different domain.

One belief you can have about Google is that it is a success story, and has brought a lot of good to humanity in organizing the world's information. Another belief you can have about Google is that they had a beautiful idealistic beginning, but at some point the corruption of mainstream corporate attitudes seeped in, and they slowly bit by bit completely abandoned the "don't be evil" slogan.

My belief on Google specifically is probably somewhere between the two. BUT, if you had taken me back in time to ~2008, and offered me a button to press to make Google one or two standard deviations more "dogmatic", eg. give Richard Stallman permanent veto power over some key policies, I would immediately press it.

Why? Because a choice for one company is not a choice for the world, or even one country. Google existed and exists in the context of a technology industry generally drifting away from early idealistic don't-be-evil roots and toward greed for financial gain, totalizing visions of accelerated superintelligence, infiltration by sociopaths, and craven capitulation to (or worse, active participation in) government pressure for ideological control, surveillance and war. And so *one company* doing something different, positioning itself to be what George Bernard Shaw calls the Unreasonable Man, resisting the trend of the times, would have been better for freedom, balance of power and stability of society as a whole, than *all* large companies bending to dominant trends. This is a part of my version of pluralism.

This line of thinking is not just mine, but I also is not too far off from what Aya and others had in mind with the Mandate.

Now how does this all get to the role of the EF?

EF is not a "center of Ethereum", rather EF is "one node, with a defined purpose, alongside other nodes". We've always said that the EF should be the latter, but many in the Ethereum ecosystem (and even within the EF) wanted us to be the former. Now, we are taking action to ensure that we will be the latter.

This is particularly important because EF is a limited organization, with limited resources and limited organizational capacity. The EF has only ~0.16% of all ETH (less than many other individual ETH holders), whereas among other blockchains it's common for "the central foundation" to have 10-50%. Fiscally, the EF was originally designed to fulfill a limited work scope defined in the token sale docs and other pre-launch materials (building the chain software; getting through Frontier, Homestead, Metropolis, Serenity), which was fully completed in 2022; it was not designed to be an eternal steward.

And so today, the EF is choosing to use its remaining resources to pursue longevity over breadth (yes, this means we sell less ETH). The EF focuses *specifically* on those activities critical to the success of ethereum as a censorship/capture-resistant, open, private and secure system, that would not happen otherwise. This means making hard choices, and in some cases even activities that we highly approve of and people that we highly respect becoming outside of the EF. People of great technical talent, public respect and even alignment with the mission and CROPS being outside of the EF is in fact necessary if we want important tasks to be able to attract outside capital. This also means the EF taking opinionated stands culturally.

This is all intended in cooperation with all other parts of ethereum. We recognize that many other parts of the ethereum world highly respect CROPS and related values. But highly respecting is not the same as choosing to specialize and totally dedicate to a domain (Compare in a different domain: I think reducing animal cruelty is important, and I like vegan food, but am not full unconditional vegan myself)

EF is still in a transition period, and we expect its new long-term form to stabilize over the next few months. What are the guiding principles of this new form? Again, I am only one person, but I can give my answer from a technical perspective (there are also critical non-technical aspects).

At the core, *Ethereum must be impressive*. We are living in an age of highly intelligent AI and all kinds of other technological acceleration. "Status quo EVM, with a hard fork or two a year to optimize for short-term needs of users" is not interesting.

To some, "impressive" means: 250ms latency and 1M TPS. I think Ethereum trying to go that route is a mistake. Being as fast and as scalable as possible, and only a small epsilon more decentralized than the others, is a route to mediocrity, and if we try it we will lose.

I think Ethereum should scale. But I think Ethereum should strive the hardest to be deeply impressive in a different dimension: the CROPS dimension. This means things like:

* Provably bug-free Ethereum. This is a goal that all cybersecurity researchers would have thought is absurd and impossible, up until roughly 6 months ago. Now, it's on the cusp of being possible, thanks to AI-assisted formal verification. So we should be frontrunners in doing this.

* Available chain consensus. Ethereum is, and with lean consensus will cotninue to be, the ONLY chain that has both (i) traditional-BFT style properties that it's safe under asynchrony up to a high level of fault tolerance, and (ii) the bitcoin PoW-style property that under synchrony it's safe up to 49% attackers. As far as I can tell, literally no other chain has this or is planning for it; bitcoin goes for (ii) only and most other chains go for (i) only. Some will remember I fought hard for this, Unreasonably insisting that it is not OK for ethereum to rely on social consensus and hard forks to rescue ethereum from 34% of nodes going offline. It's OK for chains like hyperledger, bnb, solana, tempo, etc. It's not OK for bitcoin or ethereum or eg. zcash.

* Intermediary minimization. The fact that smart contract wallets, protocols like railgun, etc have to send transactions through intermediaries to get included onchain is honestly embarrassing, and it's a constant point of fragility. Hence the work on FOCIL and EIP-8141 (and 7701 and years of work before) to make transaction sending intermediary-minimized with public mempool and strong inclusion properties, in a truly general-purpose way, that covers not just eg. secp256r1, but also privacy protocols and much more. Kohaku is pushing intermediary minimization at the user layer, pulling Ethereum away from the dystopian status quo world where our wallets don't even verify the chain, send our private data out to a dozen third-party servers, and toward a brighter CROPS future.

Some of these goals are Unreasonable - maybe Ethereum would be "fine" getting only 50% of the way - what if we depend on intermediaries, but make it easy to switch? But going 50% of the way would not make Ethereum Deeply Impressive in the CROPS way. So we push for 100%.

Fortunately all these goals are compatible with high TPS, this is a major focus of research (esp. on scaling the state). Well-designed L2s can also help, especially L2s optimized for specific applications (eg. high-volume trading, privacy...). These goals are even compatible with significantly lower slot times, thanks to Raul's work on erasure-coded P2P, and many other optimizations.

The most high-value "product" of the ethereum blockchain, financially speaking, is ETH the asset. Ethereum secures $250 billion of ETH. The types of properties of Ethereum that I mentioned above are very good for ETH the asset. Nearly 90% of my net worth is in ETH, and most of the remainder is ~$40m of onchain fiat of which every dollar has already been allocated for some open-source biotech or software or hardware initiative. That said, there are aspects of supporting ETH the asset - *necessary* aspects even - that are outside the scope of the EF. This is where we need other heroes (some of whom hold more ETH than the EF does) to step in and help. EF has been recently thinking more about how it will relate to other such organizations, and give them needed initial support.

EF will be a smaller ship than in previous years, a more opinionated one - in some cases more opinionated in ways that might be difficult to comprehend - but a longer-lasting one, and one suited to making sure that ethereum brings something meaningful to the world. We are grateful to all those inside and outside the EF who are helping to make this happen.

[超级大乐透 @SuperMegaChao]

@nangongyuan 峰哥看久了是真的帅啊

[超级大乐透 @SuperMegaChao]

@nervpilot001 @xtony1314 可以的，中留服只查你上课时间有没有去