meeeko

2017.12 参入のギリ璃子組。璃子が狂ったように踊るTVCMを見て、わいも狂ってしまったのかなぁ／(^o^)＼

[meeeko @Sp9336]

今の半導体相場に乗れてない人は云々、考えることを怠らなければ誰にでも機会はあった云々、全部ビットコインやアルト相場の絶頂期に嫌というほどみるアレですね。凡人に全能感を与えてしまうのがバブルの一番恐ろしいところ。

[meeeko @Sp9336]

にしても、某氏の日本株の煽り方すごいな…クリプトで今までこういうの何人も見て���たけど、中毒性が高いんだよね。始めたばかりで心細い人なんかは特にやられちゃう。皆言い切って欲しいんだよね。そうやって誰かに責任転嫁して、肩の荷を少しでも軽くしたいんだ。分かるよ。

[meeeko @Sp9336]

$BTC 時間の問題でしょう

[meeeko @Sp9336]

クリプト、この状況で上抜けできないなら、それはもう下がってるのと同じでは？

[meeeko @Sp9336]

$BTC まずはこの形を脱せないことには話にならない

[meeeko @Sp9336]

ああそうか、これがバブルということか

[meeeko @Sp9336]

それにしてもなんで皆急に宇宙なの？普段個別株すら全然触ってなさそうな人たちが軒並みIPO申し込んでる不思議。

[meeeko @Sp9336]

それにしてもなんで皆急に宇宙なの？普段個別株すら全然触ってなさそうな人たちが軒並みIPO申し込んでる不思議。

[meeeko @Sp9336]

SNSで瞬時に発言を全世界に向けて発信できるようになったことで可能になったある種のハックだよね

[meeeko @Sp9336]

相変わらずプロレスで乱高下するアホ相場
現実の行動を伴わない発言で株価が動く限りこのプロレスが終わることはないと��っている

[meeeko @Sp9336]

このポストから既に1万ドル幅
自分が「売っておいた方がいい」とか直接的な表現をするのはかなり稀で、それだけ確信していたということ

[meeeko @Sp9336]

やはり落ちてきたね
1月末もそうだったけど、一気に下に走るのはブレイク直後とは限らない
いずれにしろ売れる人はとっとと売っておいたほうがいいと思うよ〜売れない人は一緒に寝起金減に耐えましょう

[meeeko @Sp9336]

ビットコインドミナンスは週足雲の結節を迎えて面白い局面に。

[meeeko @Sp9336]

ビットコインドミナンス
今回も2020年末頃みたいな発作で揺さぶってきそうな気配。それがBTC急騰によるものかは分からないけど。

[meeeko @Sp9336]

やはり落ちてきたね
1月末もそうだったけど、一気に下に走るのはブレイク直後とは限らない
いずれにしろ売れる人はとっとと売っておいたほうがいいと思うよ〜売れない人は一緒に寝起金減に耐えましょう

[meeeko @Sp9336]

$BTC ずっと言い続けていた通りチャネル下抜けトライ。まあ、普通に下方ブレイクでしょう。チャートのどこをみてもポジティブ材料がない。
下抜け後は一気に安��更新、つまり60k割れを目指すのが基本路線だけど、仮に、万が一、青いチャネル内に残るような動きがあると印象が変わる。でも多分ない。

[meeeko @Sp9336]

【資産推移】2026年5月は引き続き株バブル。クリプトの存在感はもはや皆無。株が上がれば売られ、株が売られればさらに売られ、株取引がお休みの土日も戦火を浴びて売られるクリプト。もうええでしょう。
といいつつ、悲観投げ売りはまだこれか��。耐えましょう。

[meeeko @Sp9336]

今年度から定期的な金融資産額の記録を���めたんだけど、資産構成がクリプト民あるある過ぎる。これ始めてよかったことは、下げ相場でも強制的に資産の減り具合を直視できるところ。まともなメンタルの人なら資産管理アプリごと消去して現実逃避したくなる惨状と正面から向き合えます。助けて下さい。

[meeeko @Sp9336]

【資産推移】2026年4月は米株が連日ATH、正直クリプトの存在感は日に日に弱くなっている。AIと相性がいいはずのクリプトが、AIでハッキングされまくると���う皮肉。悲観を通り越して無関心フェーズに移行してきていると思えば…相変わらず暫く強気にはなれない。

[scoopy trooples @scupytrooples]

my crypto investment thesis is rather simple:

Ethereum is the only smart contract platform that takes the blockchain trilemma seriously, aiming for security, decentralization, and scalability while upholding the cypherpunk ethos of neutrality and self sovereignty.

It was slacking on the scalability aspect for a while but that is now the primary focus without sacrificing security or decentralization. The current incremental steps have made transactions affordable now. The zk-rollup-ification of L1 in the roadmap will make it ultra scalable, too.

Dumbchains are not interesting as they have no on chain economies, and vc corposlop smart chains are cynical extraction machines.

Ethereum alone points to a brighter future that takes the masses some kind of power or agency back from the ever growing corpo fascist trend the world is moving to. When ETH does well, the entire industry does well, and vice versa.

No other blockchain ecosystem has people willing to fight for it like Ethereum, evidenced by the multitudes of devs and projects who choose to work on it without needing to be lured in by VCs and fat cheques.

These very qualities that make it appealing to cypherpunks also make it appealing to institutions as time after time, they prefer to work on open and neutral systems rather than closed/proprietary or biased ones.

Sure we all have nitpicks about the EF, myself included, but to their credit, they have cultivated an ecosystem that people care about beyond just pumping bags. It has a soul in an often soulless industry.

If ETH fails, then crypto has failed and the world will be a materially worse place. Call me naive or dumb, but I’d rather fight for something worthy of fighting for than succumb to a nihilistic stance focused solely on self-enrichment.

In short, it is the only chain/ecosystem in the space that isn’t garbage.

[meeeko @Sp9336]

NASロングのBTCショートとかがリスクリワード最強なんじゃないすかね知らんけど

[meeeko @Sp9336]

$BTC 遅かれ早かれ、時間の問題
ポジティブシナリオは58k
ややネガティブシナリオは48k
株バブルが盛大に弾けた場合は30k台も射程

[meeeko @Sp9336]

完全にこれです
NASがATHし続けてるうちは意味もなく横横、NASが1%調整すればBTCは5%調整して、そんなことを繰り返しながらいずれはチャネル下抜けトライが始まる。とにかく今のBTCは下げる理由＝株価の調整待ち。チャネルブレイクはできない。確信した。

[meeeko @Sp9336]

$BTC このチャネルを完全に���レイクするまで上目線にならないんだけど、NAS100が歴史的な高騰をしてる中でこのあり様なので、多分株がどこまで伸びてもまだブレイクはできないと思う。そしてひとたび株が調整に入れば一気にチャネル下抜けを試すくらいの下落を開始すると思う。上抜けてほしいけど。

[meeeko @Sp9336]

株に勢いがないので、つまり朝起きたらBTCがチャネル下抜けてても驚かない
どうせ近いうちに死ぬのが既定路線だし、ならいつ死んでくれてもいい

[meeeko @Sp9336]

とうとうNASがATHしてる状況でも下へ行くようになったBTC。株バブル��天井を織り込み始めているのか、株に吸われているのか。

[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.