Builders: If your mental model of Ethereum mainnet is high fees and limited wallets, it's out of date.
The first builder update explains what has changed and what it means for how you can build 🧵
.@drakefjustin: "I don't see how ETH could not flip BTC"
Justin is asked: What's Ethereum? Is it a settlement layer? A world computer? Monetary network?
He responds:
"For me, this hasn't changed for many years. Ethereum is the Internet of Value."
"In order to be successful as the Internet of Value you need very good money at the center of it because that will be the substrate -- the economic bandwidth -- that will allow you to build a lot of services (e.g. loans, stablecoins)."
"In some sense, the success of the platform and the success of the money are tied at the hip. This is why I think those who are pushing for ETH as money are really helping the platform and vice versa -- those who are helping the platform are helping with ETH the money."
"One of my theses is that we'll have winner-takes-most platforms. There's only one Internet. There's only going to be one Internet of Value that captures 90-99% of all economic activity. And just for weird, path-dependent reasons, we have Bitcoin that is the largest money right now. But I think this is a highly-unstable equilibrium for multiple reasons. And I think the best candidate to win the Internet of Value is by far Ethereum."
@fede_intern adds to this point, "I was never convinced there was a chance of [Ethereum flipping Bitcoin] to be honest. But I'm getting convinced there's a high probability -- you [Justin] have played a part in convincing me because of the issuance (declining block subsidy) and now the post-quantum. I do think there's a high chance that ETH becomes the dominant economic substrate in the long-term. I don't see how proof-of-work could work long-term."
Justin echoes this:
"Unless there's some catastrophic failure of Ethereum, I don't see how Ethereum could not flip Bitcoin."
Source: @blockspaceforum
Read our thesis on why ETH is better money than BTC below 👇
🏰 BuidlGuidl creates tooling and education to help developers build secure apps on Ethereum!
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⏱️ 18 hrs left to contribute quadratically:
🫡 Please support @buidlguidl in the dao security round from @Giveth at https://t.co/ELv7KaLodM
0/ Clear signing is now live.
An open standard to end blind signing, making human-readable transactions default.
This effort brings a major UX and Security upgrade to transaction signing on Ethereum.
yeah check out @clawdbotatg:
tokenized ai agent consistently shipping apps onchain since january. you won't find other bots shipping smart contracts with real money in them. this one is... trained him myself.
a lot of jargon but real onchain results from an ai agent:
larvai: token governance system with venice backed ai training (>10% of the token staked in this contract the bot wrote)
zkllmapi: zk llm api with venice e2ee
leftclaw services: app building pipeline that uses x402 and erc8004
https://t.co/65YjnbvJCn
"A prediction market is only as good as its oracle"
I'm glad we're finally seeing PMs start to move to oracles that are both not centralized and not financialized.
Next step is to make attester voting private.
https://t.co/5HEQFPPn8H
constantly impressed by the ethereum community's ability to coordinate a hundred+ developers from 12+ companies on optimizing and upgrading the core code of a single platform that tens of thousands of developers are building on top of, all of whom w differing opinions & priorities
it's wild that this works. not a single other blockchain has this many open source moving parts, contributors, & true decentralization
make sure to check out the notes from the sessions!
https://t.co/A2Aq1sS4eS
Yesterday, we wrapped up the Soldøgn interop: a week long core dev event focused on hardening Glamsterdam implementations to scale Ethereum securely ☀️
It was our most intense one yet. Teams used every hour of the midnight sun, ultimately converging on a 200M gas limit target after Glamsterdam, a more than 3x increase!
Soldøgn also marked the end of my tenure at the EF & L1 R&D. As announced earlier this year, I'll be exploring frontier use cases for Ethereum. I could not have asked for a better way to wrap up the past 8 years: IMO this was our best interop yet. Thank you to everyone who made it so special ❤️🔥
I’ll be offline for the next month, then back in June, kicking things off at @EthConf! Please reach out then to chat about things that only Ethereum can make possible.
Cheers 👋
Back in November, @UnicornFundETH and the community supported us via Proposal 32. Massive thanks! 🙏
We have kept our heads down and kept shipping. Here are a few highlights covering late 2025 and 2026 so far. Everything is 100% open-source...
Foundry support just shipped on Speedrun Ethereum 🔨
Pick your stack when you start a challenge: Hardhat or Foundry.
Try it on the first challenge:
npx [email protected] -e challenge-tokenization challenge-tokenization
Available for challenges 0 to 4. More coming soon.
😎 Just shipped a ZK Privacy skill to https://t.co/PuigYL8FHV
👀 "Privacy Apps with Noir"
🤖 Give your bot https://t.co/LHHt79gaAV
🌾🌾🌾 s/o @phipsae tending the CROPS 🌾🌾🌾