Arem

[Arem @aremd_]

Part 1 - Eight stewardship structures orbit the Foundation, now a ninth.

Same cohort, same funders.

Dispersion is organizational, concentration stays cognitive.

https://t.co/HGo38Wnj0p

[Polaris @polarisfinance_]

What singular, nay almost theatrical, perversity of circumstance is this, that blockchains should have bestowed upon us decentralised financial infrastructure exposed to the scrutiny of all, whilst the very currencies conveyed thereby persist in their dependence upon centralised rails, or upon contrivances whose manifold hazards disclose themselves only to the most diligent observer.

Anyway, you get the point.

[Arem @aremd_]

@TokenBrice How much of your work still consists of instructing the agents directly, versus maintaining the scaffolding that instructs them on your behalf? And when something drifts, which of the two layers do you fix first?

[Robert ⟠ | Polaris @0xluude]

All roads lead to Ethereum

All roads lead to Polaris

[Arem @aremd_]

@TokenBrice Not yet! Arem as usual, Human among “humanized AIs”!

[Arem @aremd_]

@LefterisJP Literaly! Let's take a bird's-Eth view!

https://t.co/GvBKMHfbHL

[Arem @aremd_]

To be-Eth or not to be-Eth… Let's take a bird's-Eth view.

In June 2026 the @ethereumfndn organized its own withdrawal from the center.

👉🏼 A reading in two parts:

@trent_vanepps @adietrichs @casparschwa @ethereuminsti @avsa @chilla_ct @ethereuminsti @ethlabs_org

[Arem @aremd_]

Part 2 - When a center steps back, who inherits what it abandons?

Mayors of the palace, Stigler's capture, Ostrom's polycentricity.

The void never stays empty.

https://t.co/LTGw2z8Jmg

[Arem @aremd_]

To be-Eth or not to be-Eth… Let's take a bird's-Eth view.

In June 2026 the @ethereumfndn organized its own withdrawal from the center.

👉🏼 A reading in two parts:

@trent_vanepps @adietrichs @casparschwa @ethereuminsti @avsa @chilla_ct @ethereuminsti @ethlabs_org

[Arem @aremd_]

Part 1 - Eight stewardship structures orbit the Foundation, now a ninth.

Same cohort, same funders.

Dispersion is organizational, concentration stays cognitive.

https://t.co/HGo38Wnj0p

[Arem @aremd_]

@TokenBrice Tips: you may check her smart contract 😉

[Ethereum Foundation @ethereumfndn]

We're look forward to working together to help the world's largest institutions build on Ethereum.

[Arem @aremd_]

Polareth

[Robert ⟠ | Polaris @0xluude]

As an ETH bull, the recent direction from the EF has me excited for Ethereum’s future

What excites me more is where Polaris fits

Polaris is designed around ETH the asset

Not just loosely aligned as an ETH DeFi protocol, but structurally aligned on purpose

- ETH native yield without increasing issuance
- fpETH as passive ETH yield for long-term holders (hey @BitMNR)
- pETH as a black hole for ETH in the bonding curve
- counterparty free synthetic assets backed by ETH

As ETH becomes base layer money for the onchain economy, it needs native infrastructure that makes it more useful

That is @polarisfinance_

[Ethereum Foundation @ethereumfndn]

Today, the EF is changing shape, concluding a months-long process of reorganization as part of the implementation of the Mandate and the Treasury Management Policy.

We come out of this process with the structure, activities, and people necessary for execution on the critical tasks ahead of us, but also with 54 fewer colleagues, roughly 20% of the EF, many of whom will be finding ways to contribute to Ethereum from outside the EF in the coming weeks.

Find a brief introduction to the new structure, and learn more about how we are supporting the people who are leaving in the full post below:

[Arem @aremd_]

@polarisfinance_ 😇

[Arem @aremd_]

Mood: HODL & pray.

@polarisfinance_

[Arem @aremd_]

🔥🔥🔥

[abdel @AbdelStark]

I am stocked to announce that I won the @OpenAIDevs Codex x Mollie Hacka Worldwide Hackathon in Paris. 60+ builders, every one of us working solo, one day to ship.

I built mine around a single question: who gets to own intelligence?

The default answer is scary. You hand your data to a handful of labs, they train the model, they own it, and you rent back a thin slice of what your own data made possible. That is the bargain on the table today. I do not accept it.

So I built Lensemble: a Tapestry like distributed training platform for JEPA based World Models.

What does it enable: World Models that a community improves together, keeps sovereign, and co-owns.

Two bets sit underneath it.

First, the paradigm.

Language models predict the next token. Powerful for text, a dead end for the physical world. A robot does not need to autocomplete sentences, it needs to predict what happens next in the world. That is what JEPA does: it learns by predicting representations instead of pixels or tokens.

I am convinced world models are the most underrated paradigm in AI right now, and the closest thing we have to a ChatGPT moment for robotics.

Second, the politics.

Your raw trajectories never leave your machine. Each participant trains locally against a shared protocol and ships only an update, never the data. A federated round folds those updates into one shared world model, a LeWorldModel based model, and the gain is measured, not claimed: a 12k-parameter adapter on a frozen backbone, held-out prediction error down about 12 percent, the model measurably less surprised by the world.

Then the upside is split by contribution weight, so the people who improved the model own a share of what it earns.

This is the thesis behind Project Tapestry, the AI Alliance and Yann LeCun's push for federated, sovereign frontier AI, carried into world models and robotics. Call it Tapestry for the physical world.

All of it built solo, in a single day, with Codex as my pair the whole way.

Thank you to OpenAI Codex and Mollie for backing builders who ship real things, and to @borvibe and the organizing crew for the room and the standard you set.

Intelligence the world improves, and the world owns.

That is the future I want for my kids, and the one I will keep building.

[Arem @aremd_]

🔥

[Polaris @polarisfinance_]

USDp is the Polaris dollar.

Truly Yours.

[Arem @aremd_]

@ShutterNetwork @defiscan_info Thanks @defiscan_info for sharing.
Congrats @ShutterNetwork on the PEN, a thoughtful take on perpetual public-goods funding.
Open question I’d love to see explored: what keeps its purpose from being quietly captured?
Sublinear in seats, the political moment rare and visible?

[Polaris @polarisfinance_]

This article touches on a similar idea to something we've been building with pETH, though the mechanism is quite different and does not rely on options.

At the core of Polaris is an ETH-backed bonding curve that captures value (fees) from protocol activity and routes it back to users.

The result is pETH: an asset that grows as value flows through the protocol, remains fundamentally tied to ETH, but also retains its own speculative side (that comes with the bonding curve).

Unlike traditional yield-bearing assets, the yield is generated entirely from activity inside the system. As the protocol grows, the yield engine grows with it rather than getting diluted.

And, since pETH is born from the internal bonding curve, it can then be split into two separate tokens without relying on external oracles:

• fpETH, which isolates the floor component of pETH. This one is fully backed by the ETH accumulated inside the bonding curve and grows steadily as fees get redirected towards it.

• vpETH, which focuses on the volatile component of pETH. Its value depends on how the market prices pETH relative to its floor, making it a natural asset for volatility trading, speculation, and hedging.

Together they reconstruct pETH 1:1:1.

Now, the interesting part is that pETH itself becomes infrastructure.

Developers can permissionlessly build structured products, yield strategies, options markets, or entirely new primitives on top of the same liquidity coming from the underlying yield engine.

In that sense, we arrived at a different solution to the same problem explored by @VitalikButerin.

Rather than using options, we first create a yield-bearing ETH asset with its own internal economics, then allow that asset to be split and recomposed permissionlessly everywhere.

And because the asset being split is pETH rather than ETH itself, an entire ecosystem of products built on top can gain exposure to a growing floor and a yield engine that originates entirely onchain.

[Arem @aremd_]

The buzzword of the moment?

INFRASTRUCTURE ✨

Because nothing says "public good" like a private toll booth.

Same old fence, but now with a glossy new coat of paint