nekoyuri.eth

Everything Is A Ponzi Scheme ｜牛市是一场伟大的撤退

[CZ 🔶 BNB @cz_binance]

This afternoon, FTX asked for our help. There is a significant liquidity crunch. To protect users, we signed a non-binding LOI, intending to fully acquire https://t.co/BGtFlCmLXB and help cover the liquidity crunch. We will be conducting a full DD in the coming days.

[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.

[Circle @circle]

Circle Ventures is purchasing $AAVE tokens because strong DeFi infrastructure does not build itself. Aave is helping to shape the future of onchain finance, and we’re backing that ecosystem and the entire community built around it.

DeFi United

[Star_OKX @star_okx]

Since the market crash on October 11 — for reasons everyone in the industry understands — we’ve seen some institutions take hits, some people exit the space, and some competitors quietly stop promoting their “XX Life Meme” tokens.
Many friends have asked me whether this means a bear market is coming.

I don’t have that answer — but there’s a more important question you should be asking yourself:

Do you still believe in the future of Bitcoin and the crypto industry?

If your answer is no, then perhaps this is the right moment to step away.
But if your answer is yes, then even if a bear market is approaching, this is actually the best time to build — to create real value for users and position yourself for the next wave of growth.

Bear markets test conviction.
Builders use them to prepare for the next bull run.

[nekoyuri.eth @bingchilling66]

@BTCBruce1 @realDonaldTrump @JDVance fight

[湊あくあ(本物) ホロライブ卒業生 @minatoaqua]

またいつか！

[nekoyuri.eth @bingchilling66]

@Uniswap #Zkscam

[BBC News 中文 @bbcchinese]

网络迷因Doge背后的原型柴犬“Kabosu”周五（5月24日）在日本去世。

以这只雌性柴犬为灵感的表情包和梗图火遍全球，她还成为加密货币狗狗币（Dogecoin）的代言人。

她生前患有白血病和肝病，其主人佐藤敦子在社交媒体宣布了她去世的消息。Kabosu的真实生日不为人知，佐藤女士估计她的年龄为18岁。

Kabosu是一只救援犬。2008年，她被这名幼儿园教师从犬只养殖场救出领养，躲过被安乐死的命运。

两年后，佐藤女士拍了一张Kabosu在沙发上斜眼歪头的照片，随后迅速走红。

很多网友常用基于Kabosu创作的“狗头”迷因来开玩笑、自嘲或嘲讽他人。去年，马斯克（Elon Musk）还一度将推特（现为X）的标志改为Kabosu的头像。

去年11月，一座价值10万美元的Kabosu和沙发的雕像在佐仓市的一个公园揭幕。该雕像由致力于该迷因的加密货币组织“Own The Doge”众筹。

[nekoyuri.eth @bingchilling66]

@friendtech +9999 social credit,你说得对，但是现在是音乐时间，现在我有bingchilling

[nekoyuri.eth @bingchilling66]

@ttao41112198 NB

[nekoyuri.eth @bingchilling66]

@frogmonkee ???

[nekoyuri.eth @bingchilling66]

@YUJA08980944 @Shadow26139967 @BabyMeow886

[nekoyuri.eth @bingchilling66]

I just preordered #Chapter2 from @solanamobile! If you missed out on Solana Saga, don't miss out on what's next, and the chance to refer others and climb the leaderboard. https://t.co/K2VC9kYdWF

[nekoyuri.eth @bingchilling66]

@ki_smoon12 LFG

[CZ 🔶 BNB @cz_binance]

Today, I stepped down as CEO of Binance. Admittedly, it was not easy to let go emotionally. But I know it is the right thing to do. I made mistakes, and I must take responsibility. This is best for our community, for Binance, and for myself.

Binance is no longer a baby. It is time for me to let it walk and run. I know Binance will continue to grow and excel with the deep bench it has.

I’m pleased to announce that @_RichardTeng, our now former Global Head of Regional Markets, has been named the new CEO of Binance today.

Richard is a highly qualified leader and, with over three decades of financial services and regulatory experience, he will navigate the company through its next period of growth. He will ensure Binance delivers on our next phase of security, transparency, compliance, and growth.

Prior to joining Binance, Richard was CEO of the Financial Services Regulatory Authority at Abu Dhabi Global Market (ADGM); Chief Regulatory Officer of the Singapore Exchange (SGX); and Director of Corporate Finance in the Monetary Authority of Singapore.

With Richard and the entire team, I’m confident that the best days for @Binance and the crypto industry lay ahead.

As a shareholder and former CEO with historical knowledge of our company, I will remain available to the team to consult as needed, consistent with the framework set out in our U.S. agency resolutions.

What’s next for me?

I will take a break first. I have not had a single day of real (phone off) break for the last 6 and half years.

After that, my current thinking is I will probably do some passive investing, being a minority token/shareholder in startups in areas of blockchain/Web3/DeFi, AI and biotech. I am happy that I will finally have more time to spend looking at DeFi.

I can’t see myself being a CEO driving a startup again. I am content being an one-shot (lucky) entrepreneur. Should there be listeners, I may be open to being a coach/mentor to a small number of upcoming entrepreneurs, privately. If for nothing else, I can at least tell them what not to do.

On that note, I am proud to point out that in our resolutions with the U.S. agencies they:

- do not allege that Binance misappropriated any user funds, and
- do not allege that Binance engaged in any market manipulation.

Funds are SAFU!

With that, I look forward to seeing the new leadership take the reins. Please join me in congratulating Richard on his well-deserved promotion.

Onwards!

CZ

[rick awsb ($people, $people) @rickawsb]

重磅：拜登今天发表全国电视讲话！

讲话有很强的战前动员的味道，拜登引用了一个二战著名概念：美国正在建设“民主兵工厂（arsenal of democracy）”

同时，拜登也将哈马斯和俄罗斯伊朗相提并论，可以看出，不管是出于要求预算的目的或是其他原因，至少拜登的讲话中，将这几个国家/组织定义成了联盟。

讲话全文如下：

“各位美国同胞，晚上好，我们正面临历史上的一个关键时刻，这一个我们今天所做的决定将决定未来几十年的时刻。

你们知道，今天早上，我刚从以色列回来，他们告诉我，我是在战争期间前往那里的第一位美国总统，我会见了以色列总理和他的内阁成员，最感人的是，我会见了那些亲历哈马斯于10月7日袭击事件的以色列人，其中包括至少32名美国公民，以及成百上千名从婴儿到老人的无辜者，以色列人和美国人被哈马斯劫持，正如我告诉那些被哈马斯扣押的美国人家庭，我们正采取一切可能的途径将他们的亲人带回家。

作为总统，对我来说，没有比美国人的安全更重要的事。

哈马斯及其邪恶，毫无底线，犹太人民现在可能比任何人都更了解这一点。

在以色列，我看到了一个坚强、坚定、有韧性的民族，尽管他们仍处于愤怒，震惊和痛苦之中。

我还同巴勒斯坦权力机构主席阿巴斯进行了交谈，重申美国仍致力于巴勒斯坦人民的尊严和自决权，哈马斯恐怖分子的行为不会剥夺他们的权利，正如许多其他人一样，我为巴勒斯坦人的生命悲剧性损失感到心碎，包括加沙医院的爆炸事件，但这不是以色列所为，我们哀悼每一个无辜的生命丧失，我们不能忽视无辜巴勒斯坦人、，他们只是想要和平生活的机会。

对以色列的袭击与过去20个月的乌克兰战争、悲剧和暴行呼应。乌克兰受到了普京发动的全面入侵，我们不会忘记大规模的乱葬岗，发现带着拷打、强暴痕迹的尸体，这些都是俄罗斯人的暴行。还有数千名乌克兰儿童被强行带入俄罗斯，被迫离开了父母。

哈马斯和普京代表不同的威胁，但他们有一个共同点，那就是他们都想彻底消灭邻近的民主国家，哈马斯存在的目的就是摧毁以色列国家和犹太人，哈马斯不代表巴勒斯坦人民，哈马斯将巴勒斯坦平民当作人质，无辜的巴勒斯坦家庭因此遭受巨大痛苦。

与此同时，普京否认乌克兰有或曾有真正的国家地位，他声称苏联创造了乌克兰，就在两周前，他告诉全世界，如果美国及其盟友撤离，那么美国的支持乌克兰的军事支持将只剩下“一周的生命”，但我们不会撤离。我知道这些冲突似乎很遥远，大家自然而然地会问，这对美国有什么影响，所以让我告诉大家：确保以色列和乌克兰成功对于美国国家安全至关重要。历史告诉我们，当恐怖分子不为他们的恐怖行为付出代价，当独裁者不为他们的侵略付出代价时，他们会引发更多混乱、死亡和破坏，他们会继续前进，对美国和世界构成的威胁会不断上升。

所以，如果我们不制止普京在乌克兰的侵略欲，他不会仅仅限于乌克兰，普京已经威胁要“提醒波兰，他们的西部土地是俄罗斯的赠品”，他的一位高级顾问，一位前俄罗斯总统称爱沙尼亚和立陶宛为俄罗斯的波罗的海省份，而这些都是北约盟国，75年来，北约维护了欧洲的和平，是美国安全的基石。

如果普京攻击北约盟国，我们将按照条约响应召唤，我们将采取我们不得不采取的措施，尽管我们并不寻求与俄罗斯交战。

除了欧洲以外，我们知道我们的盟友，和我们的对手正在关注我们对乌克兰的反应，如果我们退缩，让普京抹去乌克兰，那么世界各地的侵略者会被激励尝试相同的事情，冲突和混乱的风险可能蔓延到世界其他地方，在印度洋，太平洋、中东。

尤其是中东，在乌克兰，伊朗支和俄罗斯支持哈马斯和其他地区的恐怖组织，我们将继续追究他们的责任。

我还要补充一点，美国和我们在该地区的合作伙伴正在努力建设中东的更美好未来，一个更加稳定、与邻国联系更紧密的中东。通过像我今年在全球最大的经济体峰会上宣布的印度—中东—欧洲铁路项目等项目，提供更可预测的市场、更多的就业机会、更少的愤怒、更少的抱怨、更少的战争，当连接起来时，这有利于中东人民，也有利于我们，美国的领导是把世界团结在一起的力量，美国的联盟是保护美国安全的基础，美国的价值观是使我们成为其他国家愿意与之合作的伙伴。

如果我们放弃乌克兰，如果我们背弃以色列，这一切都将失去。

因此，明天我将向国会提交一份紧急预算请求，以支持美国的国家安全需求，支持我们的重要合作伙伴，包括以色列和乌克兰，这是一项明智的投资，将确保美国的安全代代相传，帮助我们让美国军人远离危险，帮助我们建设一个更安全、更和平、更繁荣的世界。

为我们的子孙后代，我们必须确保以色列今天和未来可以保护他们的人民。

我向国会提交的安全方案是对以色列安全的前所未有的承诺，它将加强以色列的确定性军事优势，我们将让铁穹继续保卫以色列的天空，我们将确保该地区的其他敌人知道，以色列比以往任何时候都更加强大，能阻止这场冲突扩散。

与此同时，我和以色列总统昨天再次讨论了以色列按战争法律行事的重要性，这意味着在战斗中尽力保护平民，加沙的人民迫切需要食物、水和药物。

昨天在与以色列和埃及领导人的会谈中，我帮助达成了一项协议，允许联合国向加沙的巴勒斯坦平民提供首批人道主义援助，如果哈马斯不转移或偷走这批援助物资，我们将为巴勒斯坦人提供持续的生命救援。

正如我在以色列所说的，尽管困难，我们不能放弃和平，我们不能放弃两国解决方案，以色列和巴勒斯坦同样有权享有安全、尊严和和平的生活。

在国内，近年来，太多的仇恨，助长了种族主义、反犹太主义、反伊斯兰，让大家恐慌。

这也在最近导致了可怕的威胁和袭击，这些事件让我们感到震惊，让我们的心碎，10月7日的恐怖袭击事件引发了犹太社区的深刻伤痛和可怕的记忆。

今天，犹太家庭担心在学校、在街上或日常生活中会成为被攻击的目标。

我也知道，在美国的穆斯林社区、阿拉伯社区、巴勒斯坦美国社区和其他许多社区中，很多人感到愤怒和心痛，对自己说，对伊斯兰的不信任又来了。

就像我们在9/11事件后看到的，就在上周，美国一名母亲在家中被残忍刺杀，一个刚满六岁的小男孩在芝加哥外的家中被谋杀，他的名字叫瓦达，他是一个自豪的美国公民，一个自豪的巴勒斯坦美国家庭。

当这种事情发生时，我们不能袖手旁观，不能保持沉默，我们必须毫不含糊地谴责反犹太主义，我们也必须毫不含糊地谴责伊斯兰恐慌，对于所有受伤害的人，我想告诉你们，你们属于美国，我想告诉你们，你们都是美国人。

你们知道，在这种时刻，当恐惧、怀疑、和愤怒充斥的时侯，我们必须比以往任何时候都更加努力，坚持我们的价值观。

这些价值观是我们的使命，我们是一个宗教自由的国家，言论自由的国家，我们都有权利辩论和保持分歧，而不必担心在学校、工作场所或社区被针对。

我们必须谴责所有形式的仇恨，无论是针对穆斯林、犹太人还是其他任何人的仇恨。

伟大的国家都是这样做的，而我们是一个伟大的国家。

在乌克兰，我要求国会确保我们可以继续向乌克兰提供他们需要捍卫自己和国家的武器，以便乌克兰可以制止普京在乌克兰的暴行。

乌克兰已经取得了成功，当普京入侵乌克兰时，他以为他会在几天内占领基辅和整个乌克兰，但一年多后，普京失败了，他继续失败，基辅仍然屹立不倒。

这是因为乌克兰人民的勇气，乌克兰已经重新夺回了俄罗斯军队曾经占领的50%以上领土，得到了50多个世界各地支持基辅的国家的领导，他们都在尽自己的一份力量支持基辅。

如果我们退缩会发生什么？普京已经转向伊朗和朝鲜购买攻击无人机和弹药，以恐吓乌克兰的城市和人民。

从一开始，我就说过，我不会派遣美国军队去乌克兰作战，乌克兰只是要求帮助，需要武器、弹药、能力和能力来将入侵的俄罗斯军队赶出他们的土地，以及用来击落俄罗斯导弹的防空系统。

让我明确一点，我们发送的是存放在我们库存中的装备，而国会拨款的钱用来补充我们自己的库存，用新的装备来捍卫美国。

防空系统的导弹是在亚利桑那州制造的，炮弹是在全国12个州制造的，包括宾夕法尼亚、俄亥俄、得克萨斯等等。

就像在第二次世界大战期间一样，今天，爱国的美国工人正在建设民主的兵工厂，为自由事业服务。

让我用这段话来为这次谈话做个总结。

今年早些时候，我乘坐空军一号进行了一次秘密飞行前往波兰，那里，我乘坐了一辆被遮蔽的窗户的火车，来回经历了10个小时，去基辅，和与普京勇敢斗争一周年的乌克兰人民站在一起。

我听说我是自林肯总统以来第一位前往由美国军方控制以外的战区的美国总统，我带着美国的理念和美国的承诺，来到那里，为我们的信仰而战，自由、独立、自决。

当我与泽林斯基总统一起穿过基辅，远处传来警报声，我感到了一种东西，我的感觉比以往任何时候都更强烈，那就是美国是一个照耀着世界的灯塔，至今仍然如此。

正如我的朋友玛德琳·奥尔布赖特所说的，不可或缺的国家，今晚，全世界有无辜的人们，因为我们，因为我们所争取的事物，而抱有希望，相信有一个更好的生活，渴望不被我们忘记，等待着我们。

但时间就是生命，我知道我们国内存在分歧，我们必须克服它们，我们不能让琐碎的党派政治妨碍我们作为一个伟大国家的责任，我们不能让哈马斯这样的恐怖分子和普京这样的独裁者取得胜利，让我们一起，成为一个国家，成为真正的美国，成为一个希望的国家，一个更好的国家，一个伟大的国家，因为我们是美国人，感谢大家，愿上帝保佑你们，愿上帝保佑美国。”

[nekoyuri.eth @bingchilling66]

@baofuliu @Shadow26139967