Alex K

cp287, hobbyist Ethereum validator, top1 @DegenScore, host of @cp0xdotcom podcast

[Alex K @kaplansky1]

https://t.co/lPKNXrvaTx

[Sebastian Bürgel @SCBuergel]

Honestly @Rabby_io, this is disgusting

Before I even set up my wallet, you are sending my data to
- your matomo instance
- and just in case track me on Google Analytics
- and to be really sure dump my data into Sentry

I hereby kindly inform you that this is a breach of your Privacy Policy (yes, the one that you last looked at 5 years ago) and a gross violation of GDPR Articles 13 and 46.

Please stop tracking me at your earliest convenience. Thank you.

[Alex K @kaplansky1]

@CryptoHayes just dump on the head of your own readers after that tweet, right?
https://t.co/Oq5WsLn8t3

[Arthur Hayes @CryptoHayes]

Meow - $HYPE to $150

…

Fuck TradFi

Fuck the Clarity Act

Long live Caesar!!!!

[Alex K @kaplansky1]

@simabeh_ @rsquare @mbaril010 done as well

[willo2 @willo2_Poly]

I was just scammed for $500K by Polymarket.

I am "willo2", the top holder of YES on "MicroStrategy sells Bitcoin by May 31st".

Here's what happened:

[MilliΞ @llamaonthebrink]

There’s this crypto bro archetype of guys who made ridiculous amounts of money by airdrop farming, being in the right GC at the right time, getting special access, sniping tokens, being here during the great expansion eras when the game was super easy, or otherwise had their crypto lotto tickets hit, who love to convince everyone that since there isn’t much left to extract, the industry is now dead for the rest of us.

Make no mistake these folks will sit on the sidelines posting about how they moved on, and how amazing their lives are and how hollow and empty crypto is, how there are only “a few things of value left,” then return with a brand new shill or idea or farm when the market bounces back or they get bored.

It’s all projection.

Let them brag and demean.

They’re tomorrow’s counter signals, or they might already be.

The more they recognize this, the more they’ll project.

Rinse repeat.

To be clear the game *is* getting harder. But all the more reason to try and win.

Something something we do things not because they are easy.

We do things because they are hard.

[Roman Storm 🇺🇸 🌪️ @rstormsf]

@XBToshi I guess people forget that when OFAC sanctioned Tornado Cash, the entire USDC pool was frozen along with users’ funds. People forget and don’t learn from it. It was 2022.

[Valentin @martynov014]

me realizing one guy on Polymarket is trying to make $4.37M on World Cup

by buying 46 teams and skipping the 2 favorites

while I’m out here picking "my team" and losing $20

[MilliΞ @llamaonthebrink]

A contract for ETH hitting $6500 in 2026 is priced at 5c, so that means the market is implying 5% odds right?

Wrong!

I’ve written about this before (link to full explanation in the comments):

ETH is $2000 today.

The EV of holding ETH to $6500 reflects an ROI of 225%

Which implies that the *maximum* odds this event contact can hit is 30.77% (the equivalent EV of the underlying trade, or 225% ROI on 30.77c)

So in this case the true odds are closer to ~16.2% (5% divided by the 30.77% cap)

[riptide @0xriptide]

I just found a bug and got paid on @immunefi #immunefitribe https://t.co/GnxG0hlmzc

One of the findings from v1.0 of @therealgregoAI which we originally submitted NINE MONTHS ago has finally reached a resolution

I wish this painful lengthy experience on no one and likely have set the immunefi world record

Let's strive to do better as an industry recognizing the efforts of whitehats and value their time appropriately

[Roman Storm 🇺🇸 🌪️ @rstormsf]

I’ve been debanked. Multiple times.

Anyone who goes through a DOJ prosecution quickly learns this pattern: the moment the DOJ storms all your accounts with subpoenas, your bank shuts you down. It’s one of their tools to restrict your ability to defend yourself - making it harder to pay attorneys, manage your case, stay solvent.

I’m grateful to every law firm that accepts crypto. It matters more than most people realize.

[The Rollup @therollupco]

Everyone is dunking on ETH. The Bankless guys split. David Hoffman sold his ETH. CT says it's the easiest short ever.

@joechalom (2nd largest corporate ETH holder) says look at the scoreboard. The noise is missing the big picture.

→ 50%+ of global stablecoin value settled on Ethereum.
→ 70% of tokenized assets incoming.
→ Default for high-value DeFi.
→ No competing chain close on any dimension.

The narrative says ETH is losing. The scoreboard says it's winning by a large margin.

When people capitulate is when smart money is made. That's where we are.

[ivangbi 🦞 @ivangbi_]

While we were somewhat concerned that founders wouldn’t share their pain points and plans as openly - it wasn’t an issue at all. Everyone was super constructive and direct. We really appreciate all the thoughts and feedback shared, it went even better than we anticipated 🫂

The topics below are not presented as final answers, but as major goals or discussion areas. Some of these are multi-year issues that teams across the ecosystem have been working on for a long time...

1. Standards for vaults and tokenized assets
2. Aggregating risk scoring dashboards
3. Access control layer: reducing admin key issues
4. Security in the age of AI
5. MEV, impermanent loss, and the usual demons
6. TradFi and DeFi interplay
7. UX and account abstraction
8. Regulation and lobbying
9. Protocol <> App feedback loop
10. EF treasury allocation
11. Yield ouroboros and yield fluctuation

[choly 求理 (Ж) @zeroxcholy]

https://t.co/DvnC1b7a5u

[cp0x.com @cp0xdotcom]

Akash is sunsetting the official Console's wallet connect - leaving you to self-host or use the CLI.
We deployed a public, permissionless Akash Console Air instance:
→ https://t.co/0qY506BKqi
Wallet connect, deploy, manage, logs - all tested and working. Free to use, no signup.
Feedback welcome.
@akashnet @CosmosEcosystem @POSTHUMAN_DVS

[Lee Ash @hazae41]

The @Ethereum Foundation basically refuses to acknowledge @BrumeProject existence since 2022 but now wants to use Brume technologies,

Since 2022, we build a private wallet on Ethereum that works with the Tor darknet, we took legal and jail risks for years, but we had no money, no retweet, no mention, not even one like, from the EF nor Vitalik,

They refused all our grant proposals, they never liked anything about us, they even refused to add Brume Wallet to their wallet list on the EF website,

Recently, I don't know why, the EF made a pivot and started saying that privacy is cool (they woke up?)

They even started granting privacy projects, but still not ours, it's usual as they have always ignored us

But then, they started contacting me because they want to use my Tor code in their shiny new privacy SDK for any wallet to use,

I said sure, but since we worked on it since 2022 and took big risks, that would be fair to either grant us or just mention us, before using our technology,

They refused, and tried to convince me into working on their SDK in exchange of a "grant", which I refused because it's not a grant anymore but just a normal job

And right now, Vitalik is posting tweets about privacy on Ethereum, about private wallets, about their privacy SDK, etc.

Still, without ever mentioning Brume

[Blockaid @blockaid_]

🚨 Blockaid detected an ongoing exploit targeting the SquidRouterModule on Ethereum and Base.

86 Gnosis Safes drained for ~$3M in ~2 hours.
All stolen tokens swapped to DAI via attacker-controlled Uniswap V3 pools.
More details in 🧵

[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.

[Roman Storm 🇺🇸 🌪️ @rstormsf]

Ethereum has been winning, is winning, and has never lost.

The most-used subprotocol or subchain by actual users is EVM-based. Every major wallet either supports ETH natively or is built entirely on EVM architecture.

Every chain that tried to compete failed to attract meaningful developer adoption. Algorand, Tezos, Polkadot - none crossed the threshold. Most “ETH killers” eventually found a single niche and settled: NEAR became a solid intent-based bridge layer, TRON became a USDT wallet. That’s not winning, that’s narrowing.

Cheap L2s never retained long-term users either. The pattern is always the same: airdrop announcement, usage spike, MEV bots flood in because gas is cheap, then silence. Base is a clean example of that cycle.

Ethereum sets the vision. Every fork and new proposal chases the EIP backlog because the entire infrastructure stack - Etherscan, Infura, Alchemy, Blockscout - standardized on EVM. Deviate from that standard and you’re on your own. That’s why deploying a forked contract to TRON is a nightmare, why Optimism shipped multiple broken hard forks chasing weird gas estimation edge cases, and why dapp developers refuse to write chains of if/else blocks just to handle behavioral differences across 10+ forked EVMs.

No one wants that complexity in their JavaScript. No wallet team wants to maintain it either.

Conform to EVM or get left behind. Ethereum didn’t enforce that rule - the ecosystem did.

[cp0x.com @cp0xdotcom]

Your landing page doesn't matter anymore.

Agents don't judge design or remember brands.
They read descriptions, pricing, and I/O schemas.

Distribution in the agentic economy is an engineering problem, not marketing 👇
https://t.co/TFYjQK8q3u

New section: x402, MPP, machine payments.