2026 will become the year of discovery for talents who decided to stay original despite constantly facing pressure to perform for society.
Such talents spent the past few years preparing for the time we're heading towards.
Those talents will rewrite the fate of society through the skills they mastered over the past few years; they will become fearless, they will be heard, and they will contribute to reinventing the social fabric.
And crypto devs with a cypherpunk ethos are going to play a key role in that setting.
For years, the consensus was: "Ethereum is secure but slow, so it's destined to be niche 'Digital Gold'."
We were wrong.
We were analyzing it as a Computer (bandwidth constraints). We should have been analyzing it as a Market (economic dynamics).
Here is the thesis for the next decade of Ethereum. 🧵
i have a vision of @fundstrat not only getting an .eth @ensdomains name and putting it on twitter, but then *explaining it on CNBC*. seems like this could happen
i have notdrummer.eth ready to give him for free, he just needs to DM me
I am 100% aligned with almost all of what Tom @fundstrat says here.
Yes, Wall Street will stake because they currently pay for their infrastructure and Ethereum will replace much of the many siloed stacks they operate on (e.g. JPMorgam probably operates on several siloed stacks from all of the banks they've acquired and absorbed over the years). They will need their heads fully in our game, because our game will be called ... Finance. They will need to become a TradFi company that operates on decentralized rails, and that means staking, running validators, operating L2s/L3s/etc, participating in DeFi and writing smart contract software for agreements, processes and financial instruments, etc. This will be a relatively easy transition for JPM because they've been exploring and using Ethereum technology for their private blockchain networks since 2014-2015. And many other financial institutions also have solid Ethereum experience.
The narrative of L2s cannibalizing L1 will very soon be shattered. See @lineabuild and Proof of Burn at https://t.co/vrKG3vRuUe for an example of how this will soon pick up momentum.
Yes, ETH will likely 100x from here. Probably much more.
Yes, Ethereum/ETH will flippen the Bitcoin/BTC monetary base.
Yes, Tom and I are friendly and get on calls intermittently to discuss elements of the strategy and ways we can collaborate in the general furtherance of the strategy even while we compete in highly differentiated ways over time.
The one quibble that I have with what Tom has been saying, and I keep telling him this: he is not nearly bullish enough.
But the real problem is that it is not possible to be bullish enough. Nobody on the planet can currently fathom how large and fast a rigorously decentralized economy, saturated with hybrid human-machine intelligence, operating on decentralized Ethereum Trustware, can grow. Trust is a new kind of virtual commodity. And ETH, the highest octane decentralized trust commodity, will eventually flippen all the other commodities on the planet. Decentralized trust is all you need.
Just got my @EFDevcon ticket for the Ethereum World's Fair. Six days of real apps, stablecoins, onchain identity, DeFi, and more.
If you’re curious what Ethereum actually does, don't miss Devconnect. Nov 17–22 in Buenos Aires 🇦🇷
You coming? https://t.co/FfIRb4SXzg
1/3 Our partnership campaign with web3 social dapp @focustree_app is back & LONGER. 🌟
Cyber Stakers - you have until Monday, July 8 @ 6pm UTC to join: https://t.co/dQnbF5iPtc
TY for hanging tight while MM removed its incorrect warning on the link. 🙏
What's Focus Tree? 🌴
1/ Updates from the last couple of weeks in the Ethereum ecosystem, a thread by @sassal0x.
There’s so much happening in the Ethereum ecosystem that keeping up with it all can feel overwhelming, but allow me to give you the highlights.
Let’s get into it 🧵👇
@bellcho, Cofounder of Gravity DAO, and @ytocin_ will lead the workshop "Enter the War Room: A Black Swan Simulation" at @EFDevcon! 🦢
Step into a high-stakes scenario and propose your strategies as new challenges unfold in the DevaLend protocol.
🗓 Nov 12 | 1:30 PM - 3:30 PM
📍 Workshop - Classroom A
Don’t miss it! 👇
https://t.co/Ke11M2HJoq
¿Cómo se ven en una clase con el Líder del Código de Conducta de Optimism? 🫡
Prepárense porque @Bellcho nos introducirá en los Fundamentos de la Gobernanza en Optimism, el funcionamiento de sus Houses, códigos, procesos y responsabilidades en la gobernanza ⚖️
¡Este miércoles! Agéndalo ⬇️
Let's not forget about Brazil's ongoing crisis.
Many are still struggling after the recent floods in Rio Grande do Sul.
Support @_HerDAO on @Giveth and let's make a difference together. 🧡