0xKiril

CTO @KasuFinance

[0xKiril @crypdozer]

@Balancer Not possible yet to create a new AutoRange pool in Balancer UI?

[0xKiril @crypdozer]

Built a video from live React components in ~20 min using @Remotion + Claude Code extraction. zero boilerplate, ships as mp4.
That's freaking shipping velocity.

[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.

[0xKiril @crypdozer]

Coding with Claude Code is like playing Civilization: 'One more turn and I will stop'

[0xKiril @crypdozer]

Funny how @SpaceX $1.45B Bitcoin position only shows up in IPO filings. So they were accumulatng quietly, buried it in SEC docs, skiped the discourse entirely. The silence says more than the actual market bias

[0xKiril @crypdozer]

@nero_eth @sassal0x Sounds like the day when you run your ETH validator on own Raspberry PI is coming 👷

[0xKiril @crypdozer]

@VitalikButerin @sassal0x and if you think it will take ‘years’ to arrive - Claude team now ships features literally every week, can’t EF do the same?

[0xKiril @crypdozer]

I've never been this productive since AI for coding arrived

[0xKiril @crypdozer]

Echo Protocol $77M hack: admin keys compromised.
Funny—we worry about black-hat Claude Mythos early access, but DeFi still loses nine figures to keys stored like passwords on a sticky note.

[0xKiril @crypdozer]

@Polymarket dispute judges: ~20% have financial stake in outcomes they decide.
This is used be called ‘insurance fraud’ in our early days, before crypto 🫣

[0xKiril @crypdozer]

Anthropic: $900B valuation for AI
Kraken: 150 layoffs because of AI

Same tech, different buyer for the narrative.

[Etherealize @Etherealize_io]

Vitalik Buterin on Ethereum as the economic layer for AI

“The blockchain to me is the most natural way to allow applications and cooperation between many different people in the long term without needing to agree on who to trust. The other thing is also the economic layer. This is the layer where blockchains can support AIs.”

Vitalik believes Ethereum will play a large role in the future of decentralized AI:

“If you have more decentralized AI, that means you have different AIs (agents, programs) that are controlled by different people and need to interact with each other. And for that interaction to be possible, you need to have an economic layer. Either cooperation is based on economic incentives and economic rules. Or it’s based on central control. It’s usually one of the two, and if we can set up the economic system, that makes more decentralized interaction between AIs possible.”

Source: @okx (Apr 2026)

Read our full article on why AI agents will need Ethereum for low-risk DeFi below👇

[0xKiril @crypdozer]

@oliverhenry most of ppl don’t even realize Hermes is NOT a replacement of GPT or Claude 🫣

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

Ethereum L1 just woke up.

4 years at 30M gas. Then 36M to 60M (in 3 months). Glamsterdam takes us to 200M this year.

30M to 200M = 6.7x in 12 months.

Closing in on 100 TPS this yr.

10,000 TPS by 2030 was a crazy aggressive hypothetical and amazingly...we're on track?

Ethereum is back.

[0xKiril @crypdozer]

Trading is still way too complex for AI agents to deliver consistent profit to participants.
But what if an agent could invest and rebalance the best HL vaults, based on their performance, sentiment, and indicators? I've built one to test this idea
https://t.co/ENILaAZJUK

[0xKiril @crypdozer]

@PicturesFoIder Nigerian man died with billions of dollars in his apartment, supposedly having spent years trying to give it away, but no one ever replied to his emails

[naiive @naiivememe]

Elon just realized crypto is a scam now, this Indian guru already knew it 3 years ago

[InvestorFromEurope @TheDealMakerGuy]

Everyone's been waiting for "the European Amazon" for 20 years.

Turns out it might be a discount grocery chain.

Dutch Central Bank just picked Lidl as its cloud provider. Not AWS. Not Google. Not Microsoft. Lidl.

The reason: trust in US tech is eroding across European institutions. Data sovereignty rulings, the political climate, tariff drama. Every quarter the case for sitting on top of US infrastructure gets harder to defend.

So Europe is decoupling. Quietly. Contract by contract. While everyone watches the political theatre.

Lidl pulled in nearly €2B from cloud last year. All infrastructure built inside the EU.

The "European alternative" people have been waiting for?

Turns out it's a grocery chain that's been quietly investing for years.

If a discount supermarket can win central bank cloud contracts, is US big tech's moat in Europe thinner than anyone admits?

Last place anyone was looking. First to deliver.

[Emperor Osmo 🐂 🎯 @Flowslikeosmo]

The rsETH dust is settling.

And the liquidity tells an interesting story.

Over the past week, capital didn't just run; it rotated. Here's where it went:

Lending is quietly ripping

While Aave bled -14% TVL under the weight of bad debt exposure, the rest of lending surged:

- @sparkdotfi +17% → $5.2B TVL
- @Dolomite_io +35%
- @maplefinance +22% → $1.7B TVL

No one's talking about risk curators winning.

- @SentoraHQ+33% → $1.55B TVL
- @Rockaway_X+23%
- @kpk_io +246%

Liquid staking is catching the flight to safety bid

Liquid restaking is bleeding, while traditional LSTs aren't. The spread between them will widen as the rsETH saga drags through governance.

$stETH is the cleanest expression of this trade. $LDO is the levered version.

Some trade thesis:
Long $LDO as a flight-to-safety LST narrative.
Long $SPK with Sparklend eating Aave's displaced TVL.
Long $MPL private credit attracting derisking capital.

Also watching $ENA, as TVL is down 28% in 7 days, and USDe supply is contracting.

[0xKiril @crypdozer]

Using Claude Design, Claude Code, and a few private local AI agents, you can now create a personal dashboard that keeps track of all your regular duties 24/7, putting you in a real driver's seat where you observe and react to things