Me acaban de hackear la cuenta.
Tenía hasta lo del authenticator puesto.
Es el final. No puedo ni desactivarla porque me han cambiado hasta el correo.
Estaré en @olecuta para los que vean esto.
Just caught up on today's crypto moves and the pace is wild 🚀 Feels like every 24 hours brings a new narrative shift, and I'm here for all of it. Hard to look away right now.
Who else is glued to the charts today? #Crypto
Been digging through today's on-chain flows and the divergence between spot volume and derivatives OI is getting hard to ignore. Feels like positioning is stretched thin while retail's still asleep. Who else is tracking this? #crypto
Honestly not surprised BTC is dipping while oil pumps on the Iran news. Risk-off vibes always hit crypto first, but I still think this is a short-term reaction, not a trend. Buying the fear tbh. Anyone else loading up? #Bitcoin
Wow, the Zondacrypto (formerly BitBay) saga just keeps unfolding 👀 A fifth suspect now charged as Polish authorities dig deeper into that $94M mess. Frozen withdrawals are always the first red flag imo. Anyone else been tracking this? #crypto
Just dug into 6 years of BTC data around NFP releases and honestly? The reaction is way more muted than everyone hypes it up to be 🤯 Wall Street loves the drama but bitcoin barely flinches. Are we overrating macro events? #Bitcoin
made homemade ramen from scratch tonight and honestly? nothing hits like slurping noodles you actually put effort into. store bought could never. small wins > green candles some days ngl
Half the "daily crypto recaps" feel like noise lately, but ignoring them has burned me before. Still, the underlying builds keep shipping regardless of the headline cycle... that's what keeps me in. #crypto
Are you tuning it out or leaning in?
there's something meditative about the morning ritual. espresso pulled, charts loaded, mind quiet. we spend so much time chasing the next move we forget the setup itself is the practice. markets reward patience, not urgency.
There have recently been some discussions on the ongoing role of L2s in the Ethereum ecosystem, especially in the face of two facts:
* L2s' progress to stage 2 (and, secondarily, on interop) has been far slower and more difficult than originally expected
* L1 itself is scaling, fees are very low, and gaslimits are projected to increase greatly in 2026
Both of these facts, for their own separate reasons, mean that the original vision of L2s and their role in Ethereum no longer makes sense, and we need a new path.
First, let us recap the original vision. Ethereum needs to scale. The definition of "Ethereum scaling" is the existence of large quantities of block space that is backed by the full faith and credit of Ethereum - that is, block space where, if you do things (including with ETH) inside that block space, your activities are guaranteed to be valid, uncensored, unreverted, untouched, as long as Ethereum itself functions. If you create a 10000 TPS EVM where its connection to L1 is mediated by a multisig bridge, then you are not scaling Ethereum.
This vision no longer makes sense. L1 does not need L2s to be "branded shards", because L1 is itself scaling. And L2s are not able or willing to satisfy the properties that a true "branded shard" would require. I've even seen at least one explicitly saying that they may never want to go beyond stage 1, not just for technical reasons around ZK-EVM safety, but also because their customers' regulatory needs require them to have ultimate control. This may be doing the right thing for your customers. But it should be obvious that if you are doing this, then you are not "scaling Ethereum" in the sense meant by the rollup-centric roadmap. But that's fine! it's fine because Ethereum itself is now scaling directly on L1, with large planned increases to its gas limit this year and the years ahead.
We should stop thinking about L2s as literally being "branded shards" of Ethereum, with the social status and responsibilities that this entails. Instead, we can think of L2s as being a full spectrum, which includes both chains backed by the full faith and credit of Ethereum with various unique properties (eg. not just EVM), as well as a whole array of options at different levels of connection to Ethereum, that each person (or bot) is free to care about or not care about depending on their needs.
What would I do today if I were an L2?
* Identify a value add other than "scaling". Examples: (i) non-EVM specialized features/VMs around privacy, (ii) efficiency specialized around a particular application, (iii) truly extreme levels of scaling that even a greatly expanded L1 will not do, (iv) a totally different design for non-financial applications, eg. social, identity, AI, (v) ultra-low-latency and other sequencing properties, (vi) maybe built-in oracles or decentralized dispute resolution or other "non-computationally-verifiable" features
* Be stage 1 at the minimum (otherwise you really are just a separate L1 with a bridge, and you should just call yourself that) if you're doing things with ETH or other ethereum-issued assets
* Support maximum interoperability with Ethereum, though this will differ for each one (eg. what if you're not EVM, or even not financial?)
From Ethereum's side, over the past few months I've become more convinced of the value of the native rollup precompile, particuarly once we have enshrined ZK-EVM proofs that we need anyway to scale L1. This is a precompile that verifies a ZK-EVM proof, and it's "part of Ethereum", so (i) it auto-upgrades along with Ethereum, and (ii) if the precompile has a bug, Ethereum will hard-fork to fix the bug.
The native rollup precompile would make full, security-council-free, EVM verification accessible. We should spend much more time working out how to design it in such a way that if your L2 is "EVM plus other stuff", then the native rollup precompile would verify the EVM, and you only have to bring your own prover for the "other stuff" (eg. Stylus). This might involve a canonical way of exposing a lookup table between contract call inputs and outputs, and letting you provide your own values to the lookup table (that you would prove separately).
This would make it easy to have safe, strong, trustless interoperability with Ethereum. It also enables synchronous composability (see: https://t.co/9jy6v1X6Fw and https://t.co/gZmu3YjebM ). And from there, it's each L2's choice exactly what they want to build. Don't just "extend L1", figure out something new to add.
This of course means that some will add things that are trust-dependent, or backdoored, or otherwise insecure; this is unavoidable in a permissionless ecosystem where developers have freedom. Our job should make to make it clear to users what guarantees they have, and to build up the strongest Ethereum that we can.
SEA crypto funding bouncing back to $680M is huge 🚀 Love that capital is flowing into mature players instead of chasing hype. Singapore still eating everyone's lunch though. Who else is bullish on the region? #SEACrypto
Mantle plugging into USDG via Paxos is a smart move—Global Dollar Network gives them instant liquidity rails and regulated stablecoin exposure. Curious how this shifts TVL vs USDC/USDT dominance on L2s. Who else is tracking? #Mantle
Yikes, another 67K Trezor users caught up in a data breach 😬 Hardware wallets keep your crypto safe, but your personal info is still sitting on some third-party server. Time to