Sigma

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

Longtime Ethereum / ETH investor @wmougayar has a new report out arguing that ETH is fundamentally mispriced because markets value Ethereum as a for-profit company rather than as a public good.

“Like the Internet’s base protocols (TCP/IP), Ethereum’s true economic power lies not in the fees it extracts (revenue), but in the vast ecosystem of value it enables (externalities) . Traditional financial metrics fail to capture this “invisible” infrastructure value.”

“By aggregating these layers, the report places Ethereum’s current intrinsic valuation at the $2–6 trillion range. As the platform matures into the “Global Trust Underlayer” for institutional finance—mirroring the Internet’s historical trajectory, the model projects a long-run valuation of $10–20 trillion by 2035.”

[sudo rm -rf --no-preserve-root / @pcaversaccio]

yesterday Ledger announced a new Safe multisig interface that supports clear signing. Overall a good move, I thought (interface diversity is good). Well, guess what, they charge a "Multisig Fee" on top of gas: $10 flat for normal txs, 0.05% for token transfers. You might say that's fair, that the product has value; well hear me out: no fucking no. You're not gonna make multisig users your fucking cash cow. Ain't gonna happen. You parade as Cypherpunk while trying to make Ledger Wallet (rebranded from Ledger Live) the single choke point for all crypto so you can squeeze everyone through it (guys, this won't happen). The multisig UI is not open-source, Ledger Nano S can't sign (so OGs like myself are basically censored), and there's zero info on the transaction service used for signature collection. Ledger once built for users and principles; now it builds business funnels and profit channels. Corporate gloss over Cypherpunk roots. Gimme a fucking break.

[Xertra @XertraPlatform]

We are proud to announce the Xertra Roadmap. 💚

A new era of GameFi and DeFi begins. ⚡️

Learn about the products on our latest blog: https://t.co/6pIIYGw44k

[Xertra @XertraPlatform]

Mark your calendars. 🗓️

The Xertra roadmap drops Wednesday, October 22 at 6PM GMT+1.

Get ready for the next chapter. 💚

[Justin Drake @drakefjustin]

Progress toward real-time proving for Ethereum L1 is nothing short of extraordinary.

In May, SP1 Hypercube proved 94% of L1 blocks in under 12 seconds using 160 RTX 4090s. Five months later Pico Prism proves 99.9% of the same blocks in under 12 seconds, with just 64 RTX 5090s. Average proving latency is now 6.9 seconds.

Performance has outpaced Moore's law ever since Zcash pioneered practical SNARKs a decade ago. Today's Pico Prism results are a striking reminder of that exponential curve.

Beyond performance, zkVM diversity is remarkable. At least nine zkVMs are racing toward real-time proving: Airbender, Ceno, Jolt, OpenVM, Pico Prism, R0VM, SP1 Hypercube, Ziren, ZisK. That diversity is strength, similar to CL and EL client diversity.

Fusaka, expected in December, will simplify real-time proving. EIP-7825 caps per-tx gas usage, enabling more parallel proving via subblocks. MODEXP, a prominent "prover killer", is being repriced with EIP-7823 and EIP-7883.

By year's end several teams will prove every L1 EVM block on a 16-GPU cluster, drawing less than 10kW total. The 10kW target—about the same as a Tesla home charger—matters for on-prem proving in garages and offices, eliminating reliance on cloud proving.

gigagas frontier

L1 throughput has grown 100x since genesis ten years ago, from 20 kilogas/sec to 2 megagas/sec. With zkEVMs we can 100x again, in half the time. The key is to bypass validators as Ethereum's current scalability bottleneck.

Lean execution proofs also decentralise validation. Goodbye 4TB NVMe, 8 cores, 64GB RAM recommended by EIP-7870. A Raspberry Pi running statelessly, or even a phone, will soon suffice. The scalability vs decentralisation dilemma is dying.

Zooming out, the lean Ethereum vision is gigagas L1 and teragas L2. Gigagas L1 (10K TPS) means high-value payments, trading, and social apps directly on mainnet. Teragas L2 (10M TPS) means welcoming the entirety of finance onto Ethereum.

Nov 22: Ethproofs day demo

Behind the scenes teams are preparing a special Devconnect demo. In 38 days my home validator will run on zkEVM proofs. My mighty Geth node will go dark—no more execution client.

Devconnect Argentina is Ethereum's world fair. World fairs unveiled the lightbulb, running water, cars, refrigeration, phones, escalators. Real-time proving is Ethereum's lightbulb moment.

Ethereum's future is bright. Believe in something :)

[CRYPTO FACTOR @_Crypto_Factor]

⛓️ INTERCHAIN MAINNET - LIVE ⛓️

Genesis Block Minted on Partisia Mainnet

Today marks a defining moment for Crypto Factor - the Genesis Block of InterChain has been minted on @partisiampc mainnet, opening a new chapter in our journey toward seamless cross-chain interoperability.

Over the past 10 months, design, planning, and engineering have brought us to this milestone. Immense credit goes to the Crypto Factor Labs team for their monumental efforts and foundational achievement. @cfr_labs

We extend our thanks to our base chain partner Partisia Blockchain and to Polygon Labs, whose support and grant funding have helped make this new layer of digital engineering possible. @0xPolygon

For the next 48 hours, we’ll be in internal monitoring mode, preparing for the private beta phase - where a select group of testers will put InterChain through its paces.

This mainnet launch is more than a milestone; it’s a strategically vital piece of the Crypto Factor puzzle - enabling client token and data ecosystems to operate across chains, and introducing a new suite of InterChain-native cAssets.

The future of interoperability has begun. 💙

[Xertra @XertraPlatform]

Hello Stratis community,

Since 2016 we’ve built through every cycle.

Now begins a rebrand and a new name that reflects our ambition, growth and our move into gaming and P2E.

With @solplex_game as our pivot, we’re building the future.

More details to follow.

Chris Trew, CEO

[CRYPTO FACTOR @_Crypto_Factor]

🔹Infrastructure Made Easy
Crypto Factor delivers zero-code infrastructure for launching decentralised ecosystems - fast, sovereign, and secure.

🔹From Single Chain to Interchain
We’re making multi-chain execution simple, trustless, and automated - without middleware, legacy bridge tech, or central control.

🔹Empowering the Next Wave of Web3 Operators
Whether you’re a DeFi protocol, a utility project, or a meme - our tools let you operate on-chain, with no dev needed.

🔹Built for Builders, Backed by $CFR
At the heart of it all is CFR - powering the platform, fuelling growth, and aligning every participant in the ecosystem.

Lets dive it! 🧵

[CRYPTO FACTOR @_Crypto_Factor]

🔹Secure, trustless multi-chain execution flow.

🔹GAS model ensures fair fees and operator incentives.

🔹Finality achieved through distributed consensus.

🔹Built-in routing of state, logic, and value.

Checkout Crypto Factor Labs @cfr_labs for more technical details on build!

[EthCC - Ethereum Community Conference @EthCC]

Thank you @NEARProtocol for supporting us this year as a WAGMI sponsor! 💪

NEAR Protocol is a fully sharded, performant, scalable, and secure blockchain with over 34 million monthly active users, powering the user-owned internet and serving as the blockchain for AI.

https://t.co/9OF1SETyqP

[Zero Knowledge Network @_zknet]

ZKN Token Update:
New $ZKN Token Issuance Begins Next Week

The next chapter of ZKN is on the horizon...

We’re excited to announce that $ZKN token issuance will begin next week for eligible holders. This marks a major milestone as we transition toward a fully activated, privacy-first network powered by decentralized governance and verifiable participation.

If you’ve already migrated your $0KN tokens, you’re all set—distribution will start going out to wallets. If you haven’t yet, there’s still time to complete the migration before the first wave goes out.

Use this form to send in your 0KN tokens
https://t.co/JsOTvqxOAP

This issuance is in preparation for the upcoming $ZKN token relaunch, where a new phase of utility, governance, and incentives will activate across the network.

Welcoming a new era for the Zero Knowledge Network!

[Partisia Blockchain @partisiampc]

Partisia Blockchain is now mobile! 📱

Access your assets, bridge BYOC tokens, and explore apps like @zkCrossNetwork seamlessly with @koalawallet 👀

Start your journey and learn more about the most advanced web3 wallet on Partisia Blockchain rn 😮‍💨👇
https://t.co/Ezke7EJz5n

[Sigma @iloveblockchain]

@partisiampc @zkCrossNetwork

[ether.fi @ether_fi]

https://t.co/VwqaTMDo4U

[Partisia Blockchain @partisiampc]

Introducing the EU-Compliant Digital Battery Passport 📢

@partisiampc x @TERASecondLife x @DuoKeyCH x Quantum Based Protection have co-developed a solution to track, verify and sustain batteries across their entire lifecycle.

All with data confidentiality baked in.

From updatable NFTs to tamper-proof QR codes, this is circular-economy innovation in action.

Read the full announcement 👇 https://t.co/AdbJ7ifjdI

[Zero Knowledge Network @_zknet]

𝐙𝐊𝐍 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐭𝐲 𝐔𝐩𝐝𝐚𝐭𝐞 𝟐𝟎𝟐𝟓-𝟎𝟒-𝟏𝟖

Momentum is building in our beta program as we outline our token‑distribution plans and invite your perspective on why privacy matters in today’s evolving crypto landscape.

➡️ 𝐙𝐊𝐍 𝐁𝐞𝐭𝐚 𝐏𝐫𝐨𝐠𝐫𝐚𝐦: 𝐍𝐞𝐱𝐭 𝐖𝐚𝐯𝐞𝐬 𝐨𝐟 𝐁𝐞𝐭𝐚 𝐢𝐧𝐯𝐢𝐭𝐞𝐬 𝐠𝐨𝐢𝐧𝐠 𝐨𝐮𝐭!

Following an overwhelming response—over 4,000 signups in just a few short weeks—we’ve officially begun inviting the next waves of ZKN Beta Testers.

If you’ve received an email: Congratulations!
* Please remember to check your email and go through the onboarding form.

If you haven’t received your invitation yet, rest assured—more are on the way in the coming weeks. This is just the beginning, and we’re committed to welcoming as many aligned and capable ZKN contributors into the ZKN Beta program.

➡️ 𝐙𝐊𝐍𝐞𝐭𝐰𝐨𝐫𝐤 𝐁𝐞𝐭𝐚 𝐈𝐧𝐜𝐞𝐧𝐭𝐢𝐯𝐞𝐬

This isn’t your typical beta—it’s a gateway to grow with the network and be rewarded for your contribution.

Whether you’re testing features, offering insights, flagging bugs, or helping others get involved, your participation is recognized as Proof of Useful Work. The more you contribute, the more you unlock—early access to tools, exclusive opportunities, and real rewards for your active role in helping shape the user experience in building the future of Zero Knowledge Network.

The journey is just getting started

➡️ 𝐙𝐊𝐍 𝐓𝐨𝐤𝐞𝐧 𝐃𝐢𝐬𝐭𝐫𝐢𝐛𝐮𝐭𝐢𝐨𝐧

The ZKN Team will be sharing an update next week regarding the $ZKN token distribution for those who have successfully completed their $0KN token migration.

This marks a major milestone in our roadmap and begins the next phase of preparation for the relaunch of Zero Knowledge Network.

If you haven’t migrated your tokens yet, now’s the time.

Use this document to send in your 0KN tokens
https://t.co/JsOTvqxOAP

➡️ 𝐋𝐞𝐭’𝐬 𝐓𝐚𝐥𝐤 𝐏𝐫𝐢𝐯𝐚𝐜𝐲

We want to hear from you:

- What do you feel is happening right now in the broader crypto space?
- Why do you personally believe that privacy matters in this evolving landscape?

Whether it’s about regulation, surveillance, identity, decentralization, or something more philosophical—we want your voice to be part of this conversation.

Reply in Telegram and or on our Official X account responding to this thread. Your feedback helps shape how ZKN grows and how we serve this ecosystem better.

Contribute. Collaborate. Protect your Privacy.

𝐁𝐄 𝐓𝐇𝐄 𝐌 𝐈 𝐗 𝐍 𝐄 𝐓…

[Partisia Blockchain @partisiampc]

March 2025 Update Live 📢

🔹Q1 roadmap milestones shipped.
🔹Data privacy infra advancing + intro to @GODSweb3net
🔹Ecosystem builders gearing up for launch, incl. @zkCrossNetwork, @BoostyLabs, @SceptreLS and @CrowdSnap_AI.

Read the full update 👇
https://t.co/gNBmp7CY7v

[Partisia Blockchain @partisiampc]

Introducing GODS Network: Revolutionizing Cross-Chain Communication

Blockchain fragmentation limits innovation and user adoption.

The GODS Network simplifies interoperability through:
🔹 Effortless, subscription-based cross-chain interactions
🔹 MPC-powered, secure data exchange
🔹 Universal compatibility (EVM & non-EVM chains)

Discover GODS Network 👇 /4
https://t.co/l30FemyDp8

[Sigma @iloveblockchain]

@atrupar I'm European and she is wrong. I don't want US pigs because it has all kinda weird shit in it. For me, only local produced pig meat from pigs that had healthy food and great living circumstances. Go eat your own pigs if you think it's safe USA

[The Bitcoin Historian @pete_rizzo_]

BREAKING: STABLECOIN GIANT TETHER JUST BOUGHT $8 BILLION WORTH OF #BITCOIN

THEY NOW HODL OVER 100,000 BTC 🔥