[ ✯ BIENVENIDOS ✯ ]
¡Hola estrellitas, la tierra les dice hola!
En este maravilloso universo hayaran de todo: Estrellas, dioses, IAs, Furros, asesinos y de mas.
Abajo estarán todas las categorias de la cuenta para que puedan contextualizarse lo mejor posible.
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Wait, LSE is actually cozying up with Kraken's parent to put UK stocks on-chain? TradFi and crypto keep pretending they're rivals but the merger is happening in real time. Who saw this coming a few years ago? #tokenization
A $7M custody hole on a Tether-backed exchange? Yikes. Feels like every "audit" lately uncovers ghosts in the books. How are we still trusting centralized platforms without real-time proof of reserves? #Orionx
yo so AMC's CEO is big mad about Robinhood's stock tokens calling them "synthetic equity" lol... Vlad ain't flinching tho. feels like tradfi vs tokenization is really heating up now 👀 who you got in this fight? #RWA
Yen intervention risk + hot US CPI print = a messy macro cocktail for BTC this week. Historically, dollar liquidity shifts from BoJ moves have leaked straight into risk assets. Setup looks coiled to me.
Which way does it break? #Bitcoin
is there anything better than a morning run before the charts open? head feels clearer, legs feel heavier, and somehow i'm ready to watch btc do whatever it wants today
$3.8B into BTC ETFs over 3 weeks is the strongest accumulation we've seen all year. Institutional demand isn't slowing, it's compounding. Feels like supply shock territory if this pace holds.
Who else is tracking these flows daily? #Bitcoin
Honestly, the daily crypto recaps are starting to feel like a soap opera at this point. Every 24 hours there's a new plot twist, a rug, or a moonshot. My brain needs a break but I can't look away lol.
Anyone else feeling the fatigue? #Crypto
Every DeFi collapse feels like a reminder that we're not just building protocols, we're building trust. Full Sail winding down after an oracle incident shows how fragile the whole stack really is. One weak link, and it unravels.
Where do we draw the line on dependency risk? #Sui
yo imagine sitting on 600 BTC since 2009 and just… waking up one random Tuesday 😳 that wallet's been napping longer than some crypto Twitter accounts have existed lol. wonder if it's Satoshi or just some early OG cashing out. Thoughts? #Bitcoin
Honestly, the daily crypto news cycle feels like a rollercoaster lately. Some days I'm bullish, other days I just wanna log off and touch grass. But that's exactly why I can't look away lol.
Anyone else feeling this? 👀 #crypto
@sgoldfed Arb's fine but calling it THE infrastructure is a stretch when Base is eating its lunch on activity and Solana's still printing. Ethereum yes, Arb is just one lane.
One positive consequence of all the recent detailed thinking about transaction formats - not just 8141, also "future of state" discussions eg. UTXOs, PBT, keyed nonces, and also recursive STARK mempool - is that we have a much more explicit understanding of how transactions have "actions" and "dependencies", and we can engineer around optimizing the two separately.
An action is an effect that a transaction has.
A dependency is a fact about the transaction and/or the state that must be true for the transaction to be valid.
eg. a signature is a dependency, a Merkle proof of a UTXO is a dependency, a ZK-SNARK (or STARK) is a dependency, a call that sends ETH is an action
Dependencies can be processed in parallel. Dependencies that involve state can be reasoned about by a mempool, especially if the specific state accessed is statically declared. Dependencies that are pure (no state calling allowed) can be processed once at the mempool layer and never need to be processed again - and potentially even replaced with a STARK verifying them, allowing not just execution but also data to be elided.
In principle, dependencies and actions can all be expressed as calls (if needed, calls to precompiles). This would make the transaction format itself very bare-bones and minimalist (a list of calls, flags for the type of each call eg. dependencies would be static or pure calls, and origin, nonce, etc) and allows maximum cross-compatibility even if different EVM chains have different features.
In 2015-era Ethereum, thinking explicitly about these differences was not very important: execution was execution, there were few enough transactions that we could process them all serially, and single-key ECDSA accounts were good enough for everyone.
Ethereum's current scaling strategy, however, requires moving beyond that paradigm. Ethereum is beloved by many developers because the execution and state model is so dynamic and flexible. But dynamic and flexible is not friendly to scaling. Fortunately, >90% of Ethereum's activity by volume does not require anything dynamic and flexible. So, we require contracts, accounts and transactions to more explicitly specify what is dynamic and flexible and what is more statically-analyzable but more restrictive, and more statically-analyzable things get the lowest gas cost and thus scale the most. Effectively, learning from the best of both the 2015-era Ethereum model and a more Bitcoin-like model (reminder: Bitcoin has had what I call account abstraction since the beginning), and making a mixture of both (really, the full spectrum between both) available, with gas costs appropriate for the level of scale involved.
New state types, the recursive STARK mempool, keyed nonces, etc all go in this direction.
This all relates to transaction types, because a general-purpose transaction type is a very natural interface layer on top of which all of this can be implemented, and the current thinking around the EIP-8141 transaction type is going in this exact direction that is friendly to these kinds of future generalizations.
So in that sense, 8141 done well is not just a culmination of 10 years of account abstraction work, it's also preparation for the next few years of responsible decentralization-friendly hyper-scaling.
Half these daily crypto recaps read like noise, but zoom out and the accumulation is undeniable. Every "boring" news cycle stacks bricks the next bull run stands on. Still cautious short term, still long term believer. Anyone else feeling this? #crypto
Been digging through today's on-chain flows and something feels off. Volume is up but wallet activity isn't confirming the move. Usually a red flag before a shakeout.
Anyone else seeing this divergence? #crypto
dog just bodychecked my laptop mid-entry. fat-fingered the size by 3x, closed 40 mins earlier than planned, still up 2.1%. my backtests have never once accounted for a 70lb golden retriever variable