bohus.eth Ξ

M⟠NΞY

[vitalik.eth @VitalikButerin]

I think it's healthy for us in the Ethereum world to have a more bold and open mindset to many things, particularly on the application layer and on how we see ourselves in the world.

We should not compromise on core properties: censorship resistance, open source, privacy, security (CROPS). We should not have "open mindedness" of the type that leaves people with no confidence of what security properties the L1 will still have one year from now. We should not ask ourselves questions like "do we really need light clients to be able to trustlessly verify correctness of the chain?". But especially on the layer of applications and Ethereum's interface to the world, we should be more willing to radically rethink various concepts and step outside our comfort zone.

This includes issues of technological direction, eg. "what if AI basically means that wallets as browser extensions and mobile extensions are dead within a year?"

One example last year was the shift to thinking about privacy as a first-class consideration, something we value equally to the other types of security. This implies a radically different Ethereum application stack, because the entire stack so far has not been built around privacy. Great, let's build a radically different Ethereum application stack!

An example this year is the growing work on the networking side of privacy, both inside the EF and outside.

It includes application-layer issues, eg. "what if the rest of defi is basically just universal futures markets on top of a good decentralized oracle and letting users self-organize on top of that?", and "what if the ideal decentralized oracle is just a SNARK over M-of-N small LLMs over zk-TLSes of some major news sites?"

(BTW this is interrelated with the AI issue: one consequence of AI is that it moves "applications" away from being discrete categories of behavior with discrete UIs, and more toward being a continuous space, so "build fewer apps and rely on users to self-organize around them" should inevitably expand as a pattern)

One example this year is rethinking from zero the role of L2s, and what kind of L2s are actually most synergistic and additive to Ethereum.

It also includes culture. This is a big part of "the whole milady thing" for myself, @AyaMiyagotchi and others. Yes, it's a silly meme. Yes, I find the political takes of some milady partisans cringe and sometimes outright bootlickerish (though other milady partisans are quite the opposite). But the core underlying subtext, the message behind the message, is: rip off the suit and tie. If you have your suit and tie on, be willing to grab the nearest wine glass and spill it all over your suit and tie, so you have no choice but to rip it off and reclaim your body's full flexibility and freedom. Actually imagine yourself doing this the next time you get invited to a richpeopleslop formal gala dinner. Take the preconception that you are "respectable", write it down on a piece of paper, crumble it up and burn it. The psychological baptism of doing this leads to the intellectual baptism of unlocking greater creativity and expanding overton windows.

For too long, our algorithm in Ethereum has been: we have this existing ecosystem, what's the logical next step to make it one step better? Now, our algorithm should be: we have this L1 that is amazing and will become more amazing, we have a growing array of tools, both those built within our ecosystem and outside it, what are the most valuable things to build, knowing what we know now? If YOU had to write the section of the 2014 Ethereum whitepaper that talked about applications, and take a first-principles perspective of what makes sense in defi, decentralized social, identity, and elsewhere, what would you write? At least take the step of marking all path-dependence concerns down to zero, pretend for a brief moment that the Ethereum chain today has exactly zero usage and you're the one suggesting or building the first apps, and see what comes out. Do this even if you're the one building today's existing apps. This is how Ethereum can grow back stronger.

[marilyn100x.eth @marilyn100x]

Ethereum gas fees could drop ~78% after Glamsterdam.

Every transaction on L1 today executes sequentially through a 60M gas limit. An ethereum:native swap, a USDC transfer, and an NFT mint queue one after another even when none of them touch the same contract.

A simple token transfer costs $0.0386 because of that.

Glamsterdam fixes it in three moves:
1. Block Access Lists require transactions to declare which state they touch upfront, so validators run non-conflicting transactions simultaneously.
2. The gas limit moves from 60M to a 200M floor because parallel execution makes that safe.
3. EIP-7976 cuts worst-case block size by 37% so home validators stay viable at the higher limit.

More transactions per block means less congestion per transaction.

A $0.0386 transfer could become roughly $0.0085.

Glamsterdam targets Q3 2026.

[plunge @xcoldplunge]

Most people still holding $eth are likely ready to go down with the ship; at least I am.

Ethereum is a bastion of freedom and self-sovereignty in an increasingly controlled world.

No amount of number go down could get me to sell. Even with most of my net worth in eth, I would hold it to literal zero.

I would rather take a chance on eth and be wrong than give up hope on the most inspiring invention of my generation.

Come zero or valhalla, I'll be here.

Believe in somΞthing.

[Benjamin Cowen @benjamincowen]

@PeterSchiff I am just waiting for your "Don't make the mistake" tweet. Then we will know the low is in.

[ajey.lit (Perp Dex arc) @ajey_eth]

Lighter generated $209K in revenue today.

and this is the highest in the last 3 months.

[bohus.eth Ξ @bohus_eth]

@JustinCBram That’s why you buy ETH

[Risk @ryzzqq]

my goat

[sassal.eth/acc 🦇🔊 @sassal0x]

$ZEC is down 30%+ in 24 hours

But thats okay, Zcash works great regardless 👍

[RYAN SΞAN ADAMS - rsa.eth 🦄 @RyanSAdams]

The Ethereum not ETH stuff is the mental fallacy that triggered me into writing and podcasting in the first place.

There is no strong Ethereum without an ETH worth trillions. Without ETH as a global store of value, Ethereum is a failed project. Full stop.

ETH is economic bandwidth for DeFi. It is the only asset maximized for CROPs, fail at high value ETH, fail at CROPs, fail at Ethereum.

Saying you’re bullish Ethereum not ETH is like saying you’re bullish America not the American economy. They are one and the same - economic engines.

Better to admit Ethereum is a failed project than “Ethereum not ETH”.

So spew that weak blockchain not crypto stuff out of your mouth, it doesn’t make sense for BTC, ZEC, ETH, or any truly crypto native project.

[DonAlt @DonAlt]

Why is crypto not going up while everything is?

Because a large majority of you cunts spent the last cycle promoting garbage negative sum meme coins to newcomers
Now those people hate crypto and your meme coin is worth zero regardless while some scamming cunt drives a new lambo

[Ansem @blknoiz06]

I meme a lot but i actually do think this pair continues to go up, zcash currently trades at lower than 1/100th of bitcoin's total valuation w/ better quantum resistant properties while privacy is becoming a popular narrative

concerns w/ saylor as key man risk also materializing

should be closer to 1/10th valuation, which would be ~.1zec per btc

[Guy @Credib1eGuy]

Do you understand how fucking freeing it is to have bags not correlated to BTC

[bohus.eth Ξ @bohus_eth]

Do not look at OTHERS/BTC

[Mogfather @The_Bogfather]

So ZEC is just BTC minus Saylor, 99% cheaper and private? Seems like a no brainer to me

[Sam Tabar @SamirTabar]

https://t.co/3SzH7YpdyI

[Joseph Chalom @joechalom]

https://t.co/CEhi4vF5rL

[Poseidon @CryptoPoseidonn]

Sell your stocks to buy ethereum:native

Sell your gold to buy ethereum:native

Sell your silver to buy ethereum:native

Sell your oil to buy ethereum:native

The risk / reward ratio for buying Ethereum will never be more asymmetric than this.

[bohus.eth Ξ @bohus_eth]

@TrustlessState Good article, respect ✊

[vitalik.eth @VitalikButerin]

@lex_node We've accelerated narratives enough. Let's accelerate the cypherpunk privacy reality 🙂

[bohus.eth Ξ @bohus_eth]

Good thesis

[THE SHORT BEAR @TheShortBear]

On my investment views and portfolio.

AI disrupted everything.

On a personal note it did so for my personal work, strategies I ran, work load, tools, businesses I own.

It disrupted entire industries and sectors.

Beyond it the most significant shift to me is the introduction of new self governing business entities aka AI agents.

As money flew into AI it flew out of Crypto.

To me that provided one of the best pitches I have seen ever. Only other ideas I felt this strongly about were $BABA $MELI and $UNH (these are all in my top 5 biggest wins ever).

I see the world moving to everyone running Family offices. You are the mastermind and run hundreds of AI agents that help you manage your life, your business, any needs and proactive actions.

Each action requires authentication, verification, payment and reputation.

This is simply impossible to do with the old system.

Crypto does not compete with AI, it completes it into the new age of intelligence based workers.

The only chain that is secure enough, decentralized enough, fast enough, allows for all facets of the above and has the critical mass of capital, history and developer base is Ethereum $ETH.

Now add to the above stablecoins for ex-AI, store of value, Tokanization and alike and you have a mega trade.

Not to mention a 5y+ consolidation and a small 300b market cap compared to a worldwide implementation of this new tech.

People priced it in as completion to AI and software where as it’s actually infrastructure for AI and ex-AI.