I think Ethereum’s original sin was not considering tokenomics with every move it made from Dencun on.
The ultrasound money thesis was a good one and with Dencun (or the L2 roadmap generally) they should have stopped to say that this was going to hurt the ultrasound money thesis and consider how to preserve it.
Most people, like David, don’t want to believe in something that isn’t also putting up points on the scoreboard.
When the main offering becomes ideology/communism and money/tokenomics/capitalism are overlooked, the peasants are going to revolt — as they’ve been doing for two years now.
Look at the public reaction to Tomasz: broad praise, a sense of hope, excitement, the price pumping … only for him to be gone a year later with the new ED being someone who cannot even be found online except for a Wayback Machine url with his name that has some really questionable statements on it (and I should say the EF denied that this website, which was taken down a few weeks after he was appointed to the board, is his). They’re going to be really mad at me for even mentioning that but in the place of a void, these are the kinds of things people will glom onto.
Then there was the manifesto — I mean, mandate, which they backtracked on forcing people to sign. (Btw, this is the second bit of news that seems to relate to Bastian. And now the third would be all these departures. There’s nothing else for us to point at and say about him — when I searched for his name on Google News just now only 14 links came up. He seems to be some kind of invisible hand behind the scenes.)
I don’t think ideology and capitalism/tokenomics/number go up are mutually exclusive. I think you can have CROPS values and also consider how each step of the roadmap affects the tokenomics and even have teams for BD/ecosystem growth.
It feels like the EF doesn’t realize the moment that crypto is in. The competition is only just starting. We are in the phase of real world adoption. The Ethereum Foundation’s CROPS principles are great ones, and they are worth fighting for. But the EF seems to want to sit back on its laurels and act above it all when all its competitors are all getting down and dirty on the field to gain market share.
Maybe it is the right approach. I don’t know. I’m just saying that more competitive people won’t align with it. And so they will leave … and community members will as well.
I personally don’t think it’s good for Ethereum if its most competitive people depart. Ethereum’s unwillingness to stop the brain drain will only benefit its competitors — or spawn new ones. Giving a shit about price and tokenomics and BD doesn’t hurt CROPS. It just helps ensure that these principles get spread to more people and that other chains that don’t have these principles don’t get a leg up.
All the commentary may be pointless. It seems Vitalik tried what everyone wanted and it didn’t align with his vision, so he brought in a new person he felt more comfortable with. It makes me sad to see people become so disaffected with Ethereum, but maybe this is V’s Brian Armstrong/no politics at Coinbase moment where he lays down what the EF will work on and asks everyone else to leave. That was the right move for Coinbase, but I view them as fundamentally different issues. We’ll see whether Ethereum maintains its lead with a foundation that isn’t willing to fight for it.
🚨 Anthropic's own team just showed how to actually use Claude Code properly.
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you've been using Claude without knowing 40 of its commands.
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Loaded up the truck on CRCL today. Wrote the pitch at $70, saw it go to $50, didn't enter & watched it rip to $130 without me and now a knee jerk reaction from the market to dump it to $100 for a god given entry
CRCL is one of those stocks with a pretty strong adverse reaction. Lots of bears with very valid points:
- Tether IPO
- Losing $ to CB distribution
- CRCL team don't execute like HOOD / has negative optics similar to CB
But IMO that just means more room to grow if those levers get changed - it's adversely priced for failure right now, which makes the wall of worry that much steeper to climb. The bull case is real
- This bill has ST pain for USDC (Assumed TVL loss due to farmers) but has LT stronger outcome
- Second order effect = Can re-negotiate CB distribution ++ gives leverage to CRCL for the negotiations
- Stablecoins as still the best thesis (Even Druckenmiller is bullish stablecoins) ; CRCL remains the only pure play
IMO CRCL boils down to 2 levers at this point in time - USDC Growth Rate and % Cut to Coinbase; modelling that out (Claude is pretty insane) you get to build a pretty good bear / base / bull scenario.
At the most bearish scenario you basically had CRCL trading at mid ~50s (30x multiple) which basically means the market was pricing in the worst case scenario for CRCL
Anyways, all in all I think it's worth a punt
You can now enable Claude to use your computer to complete tasks.
It opens your apps, navigates your browser, fills in spreadsheets—anything you'd do sitting at your desk.
Research preview in Claude Cowork and Claude Code, macOS only.
This might actually be Trump's funniest moment 😂
Japanese Reporter: Why didn't you tell us before you struck Iran?
Trump: "Why didn't you tell me about Pearl Harbor?" 💀🔥😂
realizing you just found the most important AI article you'll read all month, and your competition will skip it to doom scroll.
(you're about to make generational wealth while they're asleep)
claude skills 2.0 quietly launched this week and most people missed it
anthropic shipped 3 upgrades to skills that fix the problems almost everyone runs into
here's the breakdown (and how to upgrade yours):
problem 1: you had no way to measure how well your skills were actually performing.
now you can run real evals that test your skill against multiple prompts and get a score (like 7/9 passed).
you fix what failed, retest, and repeat until it's dialed in.
•
problem 2: your skills break when models update and you don't notice.
say you wrote a skill 3 months ago when claude needed detailed instructions for landing pages.
now claude is way better at landing pages by default
but your old skill is still forcing it to follow outdated steps instead of using its own improved abilities.
now you can run a/b comparisons between your skill and raw claude
so you know if a skill is still earning its place or if you should fix/retire it.
•
problem 3: claude doesn't even use your skill half the time because the description is too vague or too specific.
now the skill creator rewrites your descriptions automatically so they trigger at the right time.
anthropic ran this on their own skills and saw better triggering on 5 out of 6.
i cooked a full step-by-step breakdown below
Announcing Personal Computer.
Personal Computer is an always on, local merge with Perplexity Computer that works for you 24/7.
It's personal, secure, and works across your files, apps, and sessions through a continuously running Mac mini.
Most people install a Claude Cowork plugin, play with it for an afternoon, and forget about it.
That's a mistake.
The right plugins, properly configured, turn Cowork from "kind of cool" into "I can't imagine working without this."
These are the 5 that deliver real, measurable value:
1) Productivity - Install first. Morning planning, task management, daily rhythm.
2) Data Analysis - Drop a CSV, type /data:explore. One user found a $14K/month pricing error in 8 minutes.
3) Sales - /sales:call-prep replaced 90 min of research with 10 min.
4) Product Management - Turned 47 Slack messages into a coherent PRD in 20 minutes.
5) Marketing - Draft a month of content that actually sounds like your brand.
Full breakdown + how to get started in the article below!
Microsoft has just announced FREE courses to
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We're excited to announce a direct integration with Microsoft 365 Copilot, expanding our partnership with Microsoft.
Harvey's legal intelligence will be available directly in Copilot, providing precise, precedent-aware answers without leaving Microsoft 365. @msPartner