TheRealTake

Separating fact from fiction, speculation from investment, sense from nonsense

[Maria 🍝🇮🇹 @mariamagenes1]

On friday I posted that I've held ETH for 9 years and joked that I'm just lazy.

But on more serious notes, I'm starting to think it was never laziness. Was it maybe staying with the chain that still cares about being deeply impressive in the things that have always been the point? Censorship-resistance, privacy, intermediary minimization....decentralization.

...or maybe I'm just really stubborn. Anyways, 9 years and counting.

[TheRealTake @TheRealTake3]

@Bankless @Polymarket But but but... Trump's grand strategy! 😂😂😂

[Coinbase 🛡️ @coinbase]

@CoinbaseInsto @BlackRock believe in somETHing

[vitalik.eth @VitalikButerin]

💛💙

[vitalik.eth @VitalikButerin]

Increasing bandwidth is safer than reducing latency

With PeerDAS and ZKPs, we know how to scale, and potentially we can scale thousands of times compared to the status quo. The numbers become far more favorable than before (eg. see analysis here, pre and post-sharding https://t.co/2gR8V6hxJe ). There is no law of physics that prevents combining extreme scale with decentralization.

Reducing latency is not like this. We are fundamentally constrained by speed of light, and on top of that we are also constrained by:

* Need to support nodes (especially attesters) in rural environments, worldwide, and in home or commercial environments outside of data centers.
* Need to support censorship-resistance and anonymity for nodes (especially proposers and attesters).
* The fact that running a node in a non-super-concentrated location must be not only possible, but also economically viable. If staking outside NYC drops your revenues by 10%, over time more and more people will stake in NYC.

Ethereum itself must pass the walkaway test, and so we cannot build a blockchain that depends on constant social re-juggling to ensure decentralization. Economics cannot handle the entire load, but it must handle most.

Now, we can decrease latency quite a bit from the present-day situation without making tradeoffs. In particular:

* P2P improvements (esp erasure coding) can decrease message propagation times without requiring individual nodes to have lower bandwidth
* An available chain with a smaller node count per slot (eg. 512 instead of 30,000) can remove the need for an aggregation step, allowing the entire hot path to happen in one subnet

This plausibly buys us 3-6x. Hence, I think moderate latency decreases, to a 2-4s level, are very much in the realm of possibility.

But Ethereum is NOT the world video game server, it is the world heartbeat.

If you need to build applications that are faster than the heartbeat, they will need to have offchain components. This is a big part of why L2s will continue to have a role even in a greatly scaled Ethereum (there are other reasons too, around VM customization, and around applications that need _even more scale_).

Ultimately, AI will necessitate applications that go faster than the heartbeat no matter what we do. If an AI can think 1000x faster than humans, then to the AI, the "subjective speed of light" is only 300 km/s. Hence, it can talk near-instantly within the scope of a city, but not further. As a result, there will inevitably be AI-focused applications that will need "city chains", potentially even chains localized to a single building. These will have to be L2s.

And on the flipside, it would be too much of a cost to make it viable to run a staking node on Mars. Even Bitcoin does not strive for this. Ultimately, Ethereum belongs to Terra, and its L2s will serve both hyper-localized needs in its cities, and hyper-scaled needs planet-wide, and users on other worlds.

Milady.

[Ethereum @ethereum]

Missed the Fusaka network upgrade?
13 Ethereum Improvement Proposals (EIPs) are now live on Mainnet.

Here’s Fusaka in 35 seconds.

[Ethereum @ethereum]

The Fusaka upgrade is today.

Ethereum is securely scaling.

[TheRealTake @TheRealTake3]

ready for day 1 🫡

[Ethereum @ethereum]

10 years
16 upgrades

0 downtime.

[Bit Digital, Inc. NASDAQ:BTBT @BitDigital_BTBT]

With our commitment to ETH, Bit Digital is not just “buying a coin.” We're allocating our reserves into a protocol that powers trillions in onchain activity.

We believe Ethereum is becoming a new category of strategic corporate asset, like gold and treasury bonds once were ... but with one core difference. ETH is alive and moves with technological innovation from the work of tens of thousands of developers; more than any other blockchain, including Bitcoin and Solana.

[Bit Digital, Inc. NASDAQ:BTBT @BitDigital_BTBT]

Ethereum can rewrite the entire financial system.

We are aligning ourselves with Ethereum’s long-term potential. Bit Digital accumulated 100,603 ETH — and we intend to aggressively add more to become the preeminent ETH holding company in the world.

We have converted BTC holdings into ETH, and have raised an additional ~$172MM to purchase ETH.

We are returning to our roots: a cryptocurrency company positioned as a focused Ethereum treasury platform directed at one of the most impactful assets of our generation: ETH.

There is no second best.

[sassal.eth/acc 🦇🔊 @sassal0x]

There are currently 5 Ethereum treasury companies that own a combined ~240,000 ETH ($600 million). Tom Lee's BitMine is not listed here yet, but he's buying $250mil worth of ETH.

There will be many more treasuries coming online over the course of the next year.

Accelerate.

[mert @mert]

it is actually objectively commendable to pull off large upgrades to the network without any visible issues

that is not easy at all — must give the ETH core devs credit

[Dutch Crypto Investors @dci_crypto]

Aptos x LayerZero: The Quiet Killers of the Next Cycle 🥷

🚧 While most are distracted chasing short-term pumps, two projects are laying down serious groundwork, Aptos and LayerZero.

@Aptos isn’t just another L1 spinning its wheels.
It’s built by ex-Meta engineers with a focus on real scalability and clean execution. 🛠️
Fast, efficient, and powered by the Move language, it’s made for high-performance, not headline grabs. 🤫

@LayerZero_Core is connecting the entire ecosystem behind the scenes.
It’s bridging value across chains, moving liquidity where it matters. 💪
And the recent double down investment from @a16zcrypto is a good sign of stellar performance 🚀

Aptos & LayerZero are building the foundation others will run on when the real capital flows.

DYOR as always 🫡

[Jürgen Nauditt 🇩🇪🇺🇦 @jurgen_nauditt]

Tomorrow, EU foreign ministers will discuss security guarantees for Ukraine in Luxembourg.......

The EU has been doing this for three years – discussing.

You degenerate scumbags – close the skies over Ukraine and finally send troops.

[Aaron Parnas @AaronParnas]

Pete Hegseth should resign after today.

[Timothy Snyder @TimothyDSnyder]

Ukraine has proposed a ceasefire without conditions. Russia will almost certainly reject this and try to dictate to Witkoff that the US help Russia achieve colonial control of Ukraine, something that Russia could never achieve on its own. Then we see if there is any actual US policy to get Russia to do what Ukraine has done, to accept a ceasefire, or if the US is an ally of Russian imperialism and this whole process has just been a cover story for American submission to Russian wishes. If Witkoff comes back from Russia endorsing Russian demands regarding Ukrainian sovereignty we have our answer. Russia has no more right to dictate anything that happens inside Ukraine than Ukraine has to dictate what happens inside Russia. And the "root causes" of this war are all inside Russia, as the Russians are reminding us.

[fabda.eth @fabdarice]

Here's some data for you on Ethereum:

2020
- Avg cost: $70
- Avg TPS: 8

2025
- Avg Cost: $0.70
- Avg TPS: 232

I think rollup-centric roadmap is working✌️

[TheRealTake @TheRealTake3]

Verifying my Twitter account for my #GalxeID gid:3nznA39QeWZh855JvCcHRB @Galxe

[Joni Askola @joni_askola]

Reminder: Europeans who support Trump and Musk are betraying their own countries by aligning themselves with russia and china