TheGreatThread.eth

Here to learn and witness the wonders of crypto.

[Ethereum @ethereum]

Ethereum is for shipping.

Here are some of the things the Ethereum ecosystem launched, upgraded, and announced over the past month.

0/ @RobinhoodApp launched Robinhood Chain (@RobinhoodCrypto) on mainnet, an Ethereum Layer 2 built on the @arbitrum stack, enabling 24/7 trading of tokenized stocks and ETFs for users in over 120 countries through Robinhood Wallet. The network surpassed $1B in DEX volume in just over a week.

1/ @aztecnetwork achieved Stage 2 rollup decentralization under @l2beat's framework, removing governance control over its core protocol and taking another step toward trust-minimized infrastructure.

2/ @VitalikButerin shared updates to Ethereum's evolving technical roadmap, outlining the next phase of Lean Ethereum and the protocol's long-term direction.

3/ @ethlabs_org launched as a non-profit R&D lab for Ethereum and ETH. Their mission is to make Ethereum the settlement layer of the global economy.

4/ @ethereuminsti launched as an independent non-profit dedicated to accelerating the institutional adoption of Ethereum, its L2s, applications and overall ecosystem.

5/ @aave introduced Stable Vaults, fixed-rate stablecoin yield vaults designed for seamless integration into consumer applications.

6/ @zama launched the First DeFi Yield Venue for Confidential USDC (cUSDC) in partnership with @Morpho and @SteakhouseFi, bringing private stablecoin lending to Ethereum.

7/ @swissknifexyz launched a new Privacy Protocol Tracker, making it easier to compare fees, wait times, supported chains, and other metrics across Ethereum privacy protocols.

8/ Global tickets for @EFDevcon 8 went live, alongside speaker applications for this year’s conference in Mumbai, India.

9/ @Optimism and @toss__official signed an agreement to explore bringing the Korean Won onchain, expanding blockchain-based financial infrastructure for one of South Korea's largest fintech platforms.

10/ @OctantApp completed Epoch 12, its first full quadratic funding round using a zero-knowledge vote coprocessor and new voting application, distributing 88.1 WETH to Ethereum public goods projects.

11/ @0xprivacypools launched the trusted setup ceremony for Privacy Pools V2 ahead of its next protocol deployment.

12/ Gwei Name Service launched an ownerless, immutable Ethereum naming system built without administrative ownership.

13/ @ammalgam launched on Ethereum mainnet, introducing oracle-free lending without impermanent loss.

14/ @lodestar_eth added support for Fast Confirmations, allowing Ethereum node operators to confirm transactions in a single slot using validator attestations.

15/ @PrivacyBoost introduced preconfirmations for private transfers, allowing transfers to be treated as usable in around one second before final settlement.

16/ The @ethereumfndn published Ethereum Basics for Governments and Institutions, a new primer introducing Ethereum as a credibly neutral digital public utility for policymakers and enterprise leaders.

17/ @OndoFinance launched @OndoPerps, enabling tokenized stocks to be used as collateral for perpetual futures across equities, commodities, and indices.

18/ @base introduced Base Privacy, giving enterprises infrastructure to trade, pay, and settle onchain with built-in confidentiality and compliance features.

19/ @BGDA_UK launched BAGEY, a natively tokenized UK regulated fund on Ethereum where the blockchain serves as the legal register of record.

20/ @sparkfinance launched the Stablecoin FX Layer on @Uniswap v4, introducing shared liquidity infrastructure that lets stablecoins access a common liquidity layer.

21/ @Trueo_ launched user-created prediction markets, allowing anyone to create a market by asking a question and letting participants trade on the outcome through a fully onchain prediction market.

22/ @kpk_io integrated @OpenCover Covered Vaults, allowing depositors to add opt-in onchain insurance to curated vaults, with coverage underwritten by @NexusMutual.

23/ @PropellerSwap launched Turbine on Ethereum mainnet, enabling large trades to settle with lower slippage by sourcing liquidity across onchain, offchain, and peer-to-peer markets.

24/ Hosted by @web3privacy, the Neocypherpunk Summit brought together around 1,000 builders and researchers in Berlin to advance privacy, open-source infrastructure, and human rights.

25/ @eth_systems launched as a company building modular privacy infrastructure for institutional Ethereum.

[TheGreatThread.eth @TheGreatThread]

@etherlink Flash loans are not possible outside blockchain

[Ethereum @ethereum]

Ethereum continues to be foundational infrastructure for AI, governments, institutions, global financial systems, and more.

Here are 28 things the Ethereum ecosystem shipped this month.

0/ @Fidelity announced the launch of FIDD, a USD stablecoin built on Ethereum and issued by Fidelity Digital Assets, reinforcing Ethereum’s role as institutional-grade settlement infrastructure.

1/ ERC-8004, a new standard for AI agents, went live on Ethereum. Onchain Identity, Reputation, and Validation registries will enable secure AI agent discovery and interaction across organizations.

There have been over 24,000 agents registered, 80+ agent services verified, and 685+ feedback exchanged.

2/ The @ethereumfndn formed a new Post-Quantum (PQ) research team, marking an important inflection point in Ethereum’s long-term cryptographic strategy and resilience against future quantum threats.

3/ @MorganStanley proposed a spot Ethereum ETF, expanding regulated institutional exposure to ETH.

4/ An Ethereum Community Hub launched in Hong Kong, expanding local access to Ethereum education, collaboration, and ecosystem coordination.

5/ @thedaofund launched and will activate more than 75,000 ETH to strengthen Ethereum’s security, sourced from unclaimed “edge case” funds from the original DAO recovery process.

6/ The Ethereum L1 reached a new all-time high in transaction activity, underscoring sustained demand for mainnet settlement, security, and composability.

7/ The second Blob-Parameter-Only (BPO2) fork went live on Ethereum mainnet, increasing blob targets and limits to strengthen data availability as part of the Fusaka upgrade path.

8/ @OndoFinance expanded Ondo Global Markets with 98 new tokenized stocks and ETFs on Ethereum, bringing total onchain offerings to 200+ equities.

9/ @Aave integrated with @balance_canada, enabling institutional clients to earn yield on assets held in offline or warm storage.

10/ @fileverse launched Offline Mode v2, enabling document creation, access, and recovery without an internet connection.

11/ @worldcoin launched a redesigned World App, positioning it as a consumer super-app for humans in the AI era.

12/ @arbitrum activated the ArbOS Dia upgrade, adding Fusaka EIP support and improving performance and user experience.

13/ @Optimism introduced OP Enterprise, offering production-grade, managed blockchain infrastructure with enterprise guarantees and revenue capture.

14/ @Mantle_Official upgraded to Ethereum blobs as its primary data availability layer, advancing toward a full Ethereum ZK rollup architecture.

15/ @0xPolygon surpassed $1B in daily USDC P2P payments, driven by everyday, real-world transactions.

16/ @Lighter_xyz launched Lighter EVM, an EVM-equivalent rollup enabling low-latency composability with onchain trading liquidity.

17/ @uncapfinance announced the launch of a WBTC yield vault on Ethereum mainnet. It enables users to deposit WBTC on Ethereum and access curated strategies on @Starknet through a single interface.

18/ @LidoFinance launched Lido V3 on Ethereum mainnet, introducing modular stVaults for customizable, builder-native staking infrastructure.

19/ @AlloraNetwork launched mainnet on @Base, enabling predictive AI signals for risk-aware lending, adaptive liquidity, and agent-driven trading.

20/ @ensdomains data is now live on @googlecloud BigQuery, enabling large-scale ENS analytics using simple SQL.

21/ @phylaxsystems went live on @LineaBuild, integrating its Credible Layer directly into the sequencer to prevent exploits before execution.

22/ Following its public debut on the NYSE, tokenized @BitGo became accessible via @OndoFinance Global Markets

23/ @MetaLeX_Labs v2 launched, expanding from DAO legal infrastructure to an onchain corporate finance stack for real-world startups.

24/ @Lighter_xyz enabled 24/5 equity perpetuals, expanding onchain access to traditional market exposure.

25/ @zapper_fi launched a redesigned mobile app featuring gas-less wallets, social graphs, and real-time onchain discussion.

26/ @Corkprotocol launched Cork Phoenix on Ethereum mainnet, a programmable risk layer for RWAs, vault tokens, and yield-bearing stablecoins.

27/ @jumperapp launched Jumper Earn and Jumper Portfolio, unifying cross-chain capital movement, deployment, and management in a single interface.

[TheGreatThread.eth @TheGreatThread]

@odosprotocol what an absolutely useless "limit order" even when the price is BELOW the target price it does not excute 🤡🤥

[Fede’s intern 🥊 @fede_intern]

ethereum

[TheGreatThread.eth @TheGreatThread]

I used HyperVM and HyperCore(?). It was the most frustrating experience I've had in a long time. Honestly don't know how people find it so great!! Need to switch between VM,Core, Spot (trade), Perp (to withdraw) multiple times I lost myself.

Never leaving Ethereum EVER AGAIN!!!

[Justin Drake @drakefjustin]

Today marks an inflection in the Ethereum Foundation's long-term quantum strategy.

We've formed a new Post Quantum (PQ) team, led by the brilliant Thomas Coratger (@tcoratger). Joining him is Emile, one of the world-class talents behind leanVM. leanVM is the cryptographic cornerstone of our entire post-quantum strategy.

After years of quiet R&D, EF management has officially declared PQ security a top strategic priority. Our journey began in 2019, with the "Eth3.0 Quantum Security" presentation at StarkWare Sessions. Since 2024, PQ has been central to the @leanEthereum vision. The pace of PQ engineering breakthroughs since then has been nothing short of phenomenal.

It's now 2026, timelines are accelerating. Time to go full PQ:

→ PQ ACD: Antonio Sanso (@asanso) kicks off a bi-weekly All Core Devs PQ transactions breakout call next month. These sessions focus on user-facing security, covering dedicated precompiles, account abstraction, and longer-term transaction signature aggregation with leanVM.
→ PQ foundations: Today we are announcing a $1M Poseidon Prize to harden the Poseidon hash function. We are betting big on hash-based cryptography to enjoy the strongest and leanest cryptographic foundations. Check out our other $1M PQ initiative, the Proximity Prize.
→ PQ devnets: Multi-client PQ consensus devnets are live! Shoutout to pioneers @zeamETH, @ReamLabs, @PierTwo_com, @geanclient, @ethlambda_lean, as well as established consensus teams Lighthouse, Grandine, and soon Prysm. This incredible teamwork is coordinated by @corcoranwill via weekly PQ interop calls.
→ PQ workshops: Building on last year's PQ workshop in Cambridge (see photo), the EF is hosting another 3-day PQ event in October. Top experts from around the world will convene. In addition, a PQ day is set for March 29 in Cannes just ahead of EthCC.
→ PQ FV and AI: Last week Alex Hicks (@alexanderlhicks) ran a specialised maths AI for 8 hours, at a $200 cost. It one-shotted a formal proof one of the hardest lemmas in the foundations of hash-based snarks. Mind-blowing. Applied cryptography will never be the same.
→ PQ roadmap: A comprehensive breakdown of the EF's proposed PQ strategy will be shared soon™ on pq[.]ethereum[.]org. The roadmap targets a full transition in coming years with zero loss of funds and zero downtime. Stay tuned :)
→ PQ education: The ZKPodcast (@zeroknowledgefm) is producing a 6-part video series on Ethereum's PQ strategy. EF Enterprise Acceleration is also preparing material for enterprises and nation-states. Finally, Ethereum is now represented on the PQ advisory board that Coinbase announced yesterday.

Believe in something. Believe in PQ security.

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

The 1% pledges to @ProtocolGuild is something more of you should know about 🫡

It’s an enormous pledge for any team, to ensure Ethereum continues to grow, scale, and innovate.

Thank you for making Ethereum great!

@eigencloud | @ether_fi | @taikoxyz | @puffer_finance | @pwndao | @currencycoineth

[TheGreatThread.eth @TheGreatThread]

@fede_intern The ticker is $ETH

[Fede’s intern 🥊 @fede_intern]

the ticker is $ETH

[sassal.eth/acc 🦇🔊 @sassal0x]

Fusaka is now live on Ethereum mainnet!

A huge and heartfelt thank you to all of the Ethereum core developers and researchers who worked very hard this year to deliver not 1, but 2 major network upgrades.

Onwards to an even more amazing 2026 for Ethereum!

[prestonvanloon.eth @preston_vanloon]

Fusaka has activated! PeerDAS is here!

I am seeing data columns already within the first few slots. So far so good!

[TheGreatThread.eth @TheGreatThread]

@irboz @megaeth "ArE yOU goInG to rEfuNd mY $0.0012 I uSed foR elEcTricity?" 🤦🏻‍♂️

[lean Ethereum @leanEthereum]

hello world

[TheGreatThread.eth @TheGreatThread]

@0xNairolf

[The Nobel Prize @NobelPrize]

BREAKING NEWS
The Royal Swedish Academy of Sciences has decided to award the 2025 #NobelPrize in Physics to John Clarke, Michel H. Devoret and John M. Martinis “for the discovery of macroscopic quantum mechanical tunnelling and energy quantisation in an electric circuit.”

[Davide Crapis @DavideCrapis]

We’re starting a new AI Team at the Ethereum Foundation (the dAI Team).
Our mission: make Ethereum the preferred settlement and coordination layer for AIs and the machine economy.

The team will focus on two main areas:
- AI Economy on Ethereum = giving AI agents and robots ways to pay, coordinate, and follow rules without middlemen.
- Decentralized AI Stack = making sure the future of AI doesn’t rely only on a handful of entities but has open, verifiable censorship-resistant alternatives.

We believe Ethereum can be as useful for today’s AI developers as it will be for the sci-fi future. That’s why we’ll work closely with ecosystem projects to accelerate progress and push the boundaries of research and innovation at the intersection of AI and blockchains. Connecting two communities that have too often worked in parallel.

We’ll work side by side with both the Protocol and Ecosystem teams at the EF. Linking protocol improvements with the needs of AI builders, and funding innovative public goods that will make Ethereum the best home for AI.

Ethereum makes AI more trustworthy, and AI makes Ethereum more useful. The more intelligent agents transact, the more they need a neutral base layer for value and reputation. Ethereum benefits by becoming that layer and AI benefits by escaping lock-in to a few centralized platforms.

Acting with purpose and urgency, we’ll continue our recent work on ERC-8004—a standard for proving who an AI agent is and whether you can trust it— and continue to support new upgrades and standards. Inspired by the d/acc philosophy and Ethereum values, we’ll support projects that are leveraging Ethereum to build a more resilient and secure AI ecosystem where humans can flourish with AI.

Ethereum + AI is about making sure humans keep agency and AI can reach its potential. Neutral, verifiable, censorship-resistant infrastructure means AI works for the people, all of us.

The team starts with myself as lead, and we’re just getting started. Explore our job postings and resources below, and join us in building the future of decentralized AI on Ethereum.

[Christine D. Kim @christine_dkim]

This is @preston_vanloon. This is the story behind how he co-founded Prysmatic Labs and the @prylabs consensus layer client. 💎

[TheGreatThread.eth @TheGreatThread]

@andyyy Your HL shilling is becoming tiresome 🫩

[TheGreatThread.eth @TheGreatThread]

@CryptoGucci Yes, but in dollar terms the amount available on CEX has gone up about $32B in 2023 to $73B now. Plus a lot of trading has moved to DEX. And there's a whole lot of dark pools. In other words, it's bullish, but take it with a grain of salt.