Arwen Forrest

[Arwen Forrest @ghaobbob]

@mzeller @safe That’s why I think a massive tsunami of AI agent onchain activity is about to hit crypto.

[Arwen Forrest @ghaobbob]

@mzeller @safe Absolutely.

On the other hand, it's addictive. Just tell it what to do, and it executes no matter the complexity. For play money, it's a no-brainer.

[Arwen Forrest @ghaobbob]

@mzeller @safe Claude ran smooth for 2 months, then suddenly stopped executing txs. Had to switch to a Grok bot.

[Arwen Forrest @ghaobbob]

@mzeller @safe Been doing this for months:
1. Spin up a 1/2 Safe with your AI (you + its address)
2. Let it run loose
3. For big moves: switch to 2/2 cosigning or make it a proposer
Once you try it, there’s no going back.

[Arwen Forrest @ghaobbob]

@KobeissiLetter You need to factor in newly mined gold. ~35% of all gold ever mined has been produced this century alone. Plot gold market cap against M2 instead of just the price.

[Arwen Forrest @ghaobbob]

@rsquare @safe The address is one thing, clustering is the bigger leak. Query 20 separate addresses from one IP and one provider and it can link them offchain, even when nothing links them onchain. Same in the mobile app with a Ledger.

[Arwen Forrest @ghaobbob]

@Walter_Su11ivan @_nikolajankovic @SkyEcosystem No, but the collateral is not lent out to anyone in the background, so you do not bear any additional risk beyond your own LTV.

[Arwen Forrest @ghaobbob]

@rsquare I'm still using the previous version because it works natively as a wallet or via WalletConnect. The new one is just a signer app.

[Arwen Forrest @ghaobbob]

K tomu self-custody by mělo padnout i to, že je to podmíněné necenzurovatelností. Jsou to dvě strany jedné mince.
Btc blockchain necenzurovatelnost nemá - tzn pokud se 51% těžařů rozhodne nezařazovat některé nebo všechny tx, je mi k ničemu vlastnictví private key.

Nejlépe je na tom z tohoto pohledu monero, kde těžaři nevidí nic a dokud zařazují tx do bloků, tak běžný uživatel ma self custody i necenzurovatelnost.

[vitalik.eth @VitalikButerin]

Now that ZKEVMs are at alpha stage (production-quality performance, remaining work is safety) and PeerDAS is live on mainnet, it's time to talk more about what this combination means for Ethereum.

These are not minor improvements; they are shifting Ethereum into being a fundamentally new and more powerful kind of decentralized network.

To see why, let's look at the two major types of p2p network so far:

BitTorrent (2000): huge total bandwidth, highly decentralized, no consensus

Bitcoin (2009): highly decentralized, consensus, but low bandwidth - because it’s not “distributed” in the sense of work being split up, it’s *replicated*

Now, Ethereum with PeerDAS (2025) and ZK-EVMs (expect small portions of the network using it in 2026), we get: decentralized, consensus and high bandwidth

The trilemma has been solved - not on paper, but with live running code, of which one half (data availability sampling) is *on mainnet today*, and the other half (ZK-EVMs) is *production-quality on performance today* - safety is what remains.

This was a 10-year journey (see the first commit of my original post on DAS here: https://t.co/Fa0jKFgObW , and ZK-EVM attempts started in ~2020), but it's finally here.

Over the next ~4 years, expect to see the full extent of this vision roll out:

* In 2026, large non-ZKEVM-dependent gas limit increases due to BALs and ePBS, and we'll see the first opportunities to run a ZKEVM node
* In 2026-28, gas repricings, changes to state structure, exec payload going into blobs, and other adjustments to make higher gas limits safe
* In 2027-30, large further gas limit increases, as ZKEVM becomes the primary way to validate blocks on the network

A third piece of this is distributed block building.

A long-term ideal holy grail is to get to a future where the full block is *never* constituted in one single place. This will not be necessary for a long time, but IMO it is worth striving for us at least have the capability to do that.

Even before that point, we want the meaningful authority in block building to be as distributed as possible. This can be done either in-protocol (eg. maybe we figure out how to expand FOCIL to make it a primary channel for txs), or out-of-protocol with distributed builder marketplaces. This reduces risk of centralized interference with real-time transaction inclusion, AND it creates a better environment for geographical fairness.

Onward.

[Arwen Forrest @ghaobbob]

@koeppelmann @aave Gnosis should release a frontend for Aave. You guys are the only OG founders who didn't rug your token holders, even though you legally could have…

[Arwen Forrest @ghaobbob]

@Nicnevim11 @panuskar Tady:

[Arwen Forrest @ghaobbob]

@ameensol The endgame is creating the ideal form of money for the entire planet.
Stable, fast, anonymous, uncensored, and separated from any state.
In essence, it is: RAI + Railgun + Scalability + Circles.

[Arwen Forrest @ghaobbob]

@alexpilar Skutecna cena energie je velmi volatilni i v ramci jednoho dne(slunce,vitr), takze to definitivne neni optimalni mena. Navic s technologickym pokrokem bude energie stale levnejsi.
Energie je vsude okolo nas, ale problem je, jak ji ukladat a prenaset.

[Arwen Forrest @ghaobbob]

@freedomschamp @jurbed @Trezor Has anyone made a hardware wallet that looks like an everyday object e.g. a watch or a camera? In any case, I agree that modern smartphones already function far better as hardware wallets than many dedicated devices.

[Arwen Forrest @ghaobbob]

@KirillJuran Musis zapojit djanga ☺️

[Arwen Forrest @ghaobbob]

@_nikolajankovic @Route2FI @LiquityProtocol @0xfluid @SkyEcosystem Maker/Sky is shutting down the original CDP engine and has forced everyone to migrate to its Aave fork.

[Arwen Forrest @ghaobbob]

It’s crazy that they shut down the CDP engine, the one that used to generate such great profits and made it the safest on-chain stablecoin, and are instead migrating everything onto an Aave fork. Right now, if someone wants to borrow without swapping their collateral (which would trigger a taxable event!), the only option left is Liquity v2…