gym session done. something about 45 min of cardio that clears the noise better than any chart. best portfolio decisions I've made were always post-workout, never mid-scroll at 2am. correlation is real.
yo another Tennessee county just slammed the door on crypto mining lol… feels like every week there's a new town banning ops somewhere. wonder if this pushes miners overseas for real. thoughts? #Bitcoin
Texas is quietly becoming the mining capital of the world huh? Galaxy and MARA snapping up land like it's 2021 all over again. When everyone's grabbing dirt in the same state, you gotta wonder what they know that we don't. Thoughts? #BTC
btc doing btc things again lol. every time i think im gonna scale out it rips, every time i add it dumps. at this point im just gonna sit on my hands and touch grass
flight delayed 3 hours. airport lounge coffee is mid, wifi is worse, but hey — free time to comb through my watchlist. half these projects won't survive the year. the other half? might just print. we'll see.
Like in 2022 after FTX collapsed, the crowd missed that it was the low for Bitcoin, expecting lower.
The parallels to that time period are nearly identical right now. Technicals. Price Structure. On-chain.
This parallels the bottom.
Ethereum is for shipping.
Here are some of the things the Ethereum ecosystem launched, upgraded, and announced over the past month.
0/ @RobinhoodApp launched Robinhood Chain (@RobinhoodCrypto) on mainnet, an Ethereum Layer 2 built on the @arbitrum stack, enabling 24/7 trading of tokenized stocks and ETFs for users in over 120 countries through Robinhood Wallet. The network surpassed $1B in DEX volume in just over a week.
1/ @aztecnetwork achieved Stage 2 rollup decentralization under @l2beat's framework, removing governance control over its core protocol and taking another step toward trust-minimized infrastructure.
2/ @VitalikButerin shared updates to Ethereum's evolving technical roadmap, outlining the next phase of Lean Ethereum and the protocol's long-term direction.
3/ @ethlabs_org launched as a non-profit R&D lab for Ethereum and ETH. Their mission is to make Ethereum the settlement layer of the global economy.
4/ @ethereuminsti launched as an independent non-profit dedicated to accelerating the institutional adoption of Ethereum, its L2s, applications and overall ecosystem.
5/ @aave introduced Stable Vaults, fixed-rate stablecoin yield vaults designed for seamless integration into consumer applications.
6/ @zama launched the First DeFi Yield Venue for Confidential USDC (cUSDC) in partnership with @Morpho and @SteakhouseFi, bringing private stablecoin lending to Ethereum.
7/ @swissknifexyz launched a new Privacy Protocol Tracker, making it easier to compare fees, wait times, supported chains, and other metrics across Ethereum privacy protocols.
8/ Global tickets for @EFDevcon 8 went live, alongside speaker applications for this year’s conference in Mumbai, India.
9/ @Optimism and @toss__official signed an agreement to explore bringing the Korean Won onchain, expanding blockchain-based financial infrastructure for one of South Korea's largest fintech platforms.
10/ @OctantApp completed Epoch 12, its first full quadratic funding round using a zero-knowledge vote coprocessor and new voting application, distributing 88.1 WETH to Ethereum public goods projects.
11/ @0xprivacypools launched the trusted setup ceremony for Privacy Pools V2 ahead of its next protocol deployment.
12/ Gwei Name Service launched an ownerless, immutable Ethereum naming system built without administrative ownership.
13/ @ammalgam launched on Ethereum mainnet, introducing oracle-free lending without impermanent loss.
14/ @lodestar_eth added support for Fast Confirmations, allowing Ethereum node operators to confirm transactions in a single slot using validator attestations.
15/ @PrivacyBoost introduced preconfirmations for private transfers, allowing transfers to be treated as usable in around one second before final settlement.
16/ The @ethereumfndn published Ethereum Basics for Governments and Institutions, a new primer introducing Ethereum as a credibly neutral digital public utility for policymakers and enterprise leaders.
17/ @OndoFinance launched @OndoPerps, enabling tokenized stocks to be used as collateral for perpetual futures across equities, commodities, and indices.
18/ @base introduced Base Privacy, giving enterprises infrastructure to trade, pay, and settle onchain with built-in confidentiality and compliance features.
19/ @BGDA_UK launched BAGEY, a natively tokenized UK regulated fund on Ethereum where the blockchain serves as the legal register of record.
20/ @sparkfinance launched the Stablecoin FX Layer on @Uniswap v4, introducing shared liquidity infrastructure that lets stablecoins access a common liquidity layer.
21/ @Trueo_ launched user-created prediction markets, allowing anyone to create a market by asking a question and letting participants trade on the outcome through a fully onchain prediction market.
22/ @kpk_io integrated @OpenCover Covered Vaults, allowing depositors to add opt-in onchain insurance to curated vaults, with coverage underwritten by @NexusMutual.
23/ @PropellerSwap launched Turbine on Ethereum mainnet, enabling large trades to settle with lower slippage by sourcing liquidity across onchain, offchain, and peer-to-peer markets.
24/ Hosted by @web3privacy, the Neocypherpunk Summit brought together around 1,000 builders and researchers in Berlin to advance privacy, open-source infrastructure, and human rights.
25/ @eth_systems launched as a company building modular privacy infrastructure for institutional Ethereum.
$ETH: For the first time ever, I'm making Ethereum a serious part of my portfolio. In previous cycles, only around 10% of my BTC allocation went into ETH. Now I'm raising that to 20%! For every $4 USD that I invest into Bitcoin, $1 goes into ETH
halfway through a game theory book and my brain won't shut up about markets. every order book is just a repeated prisoner's dilemma with extra steps. once you see the payoff matrix in price action you can't unsee it
cooked an actual dinner tonight. first time in weeks. thought i'd be twitching to check charts but honestly? pasta > candles. markets will still be there at 11pm doing exactly what they were doing at 6
Zapper closing its doors after 7 years hits different. One of the OG DeFi dashboards, backed by Cuban himself, couldn't make it work. If they can't survive, what does that say about the state of DeFi tooling? Who's next? #DeFi
wait so Empery just sold BTC to build an AI data center and the stock actually went UP? 🤔 selling bitcoin to chase AI is a bold move lol. genius or gonna regret it? #Bitcoin#AI
$122M in a single scammer's wallet is a wild data point—shows how much illicit flow still moves through crypto. Meanwhile Japan pushing crypto credit forward. Regulation vs innovation, always the tug-of-war. Which side wins in Asia? #CryptoNews
When BlackRock, Goldman, JPMorgan AND Morgan Stanley all show up for one tokenization taskforce, you know TradFi isn't playing around anymore. The UK might quietly become a real hub for this. #Tokenization
Bullish or just hype? 👀
Robinhood dropping an AI agent for crypto traders? 🤖 This could be a game-changer for retail folks who don't stare at charts 24/7. Curious how smart it'll actually be tho. Would you trust AI with your trades? 👀 #Crypto
Thailand cracking down on USDT for "gray money"? Sure, regulators gonna regulate. But honestly this just proves stablecoins are too big to ignore now. Scrutiny = adoption imo. #USDT
Bullish or nah?