Uniswap Delivers Fee Switch, Reviving DeFi Optimism
Yesterday was a good day for DeFi. A good day for Ethereum. Uniswap did the right thing. It kept a promise. It restored something we’ve been missing for three years: Belief. Since 2022, the nihilist crypto narrative has been winning: - everyone’s here to f**k you over - no long-term assets, only trades - every founder rugs - fundamentals are a meme No crying in the casino. They had the receipts. SBF, Do Kwon, Mashinsky. DAO utopianism. NFT mania and collapse. Rug after rug. The cynicism was earned. And while we tried to rebuild, even our golden child DeFi protocols seemed to abandon us. Uniswap - when fee switch? Silence. Uniswap Labs ships a wallet to collect fees for itself. When fee switch? “Never.” They said UNI was just a long rug by Hayden & the VCs. Why share fees with holders when you can dump UNI and keep the revenue? The counter-take was always: regulators, Gensler, bad environment, timing. Nihilist crypto called it cope. And as the months dragged on, even believers lost faith. Then yesterday Uniswap flipped the script: - Fee switch activated - All protocol fees to UNI burn - Labs + Foundation aligned - 100m UNI burn to make up for lost time Nihilist crypto was wrong. The OG DeFi protocol choose the long game over the easy money. Delayed by Gensler. Not defeated. UNI just injected a little belief back into our jaded souls. I needed it. You probably did too. Some founders are still here for the long game. So are some investors. Bullish Uniswap. Bullish DeFi. Bullish Ethereum. Bullish every crypto project playing the long game. Believe in something.
UNI Transforms Into Fully Functional Token
UNI becoming a real token 🚀
Crypto Boosts Lower Mortgage Rates and Stronger Dollar
What good has crypto provided Americans? How about...lower mortgage rates and dollar strength that provides americans a lower cost of living compared to other western nations. Fed governors now saying stablecoin demand will drive lower fed rates in the future. You're welcome.
ICOs Make a Comeback in the Crypto Market
ICOs are back. https://t.co/GWkdC7Dvk2
Aave’s Future Surge Will Surprise Skeptics
Token assets like Aave will pump one day and people will be like who could have seen that coming
UK's Pound Stablecoin Restrictions Threaten Banking Stability
Ok, so. £ stablecoins = $1.65m $ stablecoins = $300b And you want to further limit £ stablecoins (no restrictions on $ stablecoins btw) due to risk to your banks? My brother in christ you are the risk to your banks. You are regulating yourself...
Luke Gromen: The 100 Year Reset Investment Portfolio
Luke Gromen proposes a modern take on Jacob Fugger’s historic 25‑percent allocation model—gold, cash, productive real‑estate and equities—by blending gold with Bitcoin, holding rental‑type real estate, and favoring industrial and commodity stocks over high‑growth tech. He advises younger investors tilt...
Luke Gromen: Why Currency Debasement Is Inevitable
Luke Gromen argues that the United States is on a permanent currency‑debasement trajectory rather than a short‑term trade, noting that any attempt by the Federal Reserve to raise rates to historic highs would destabilize equities, housing and Treasury markets. He...
Privacy Crypto Developers Face Unclear Legal Risks After Sentencing
Samourai Wallet Developer got 5 years in prison yesterday. What does this mean for devs working on: - ZCash - RailGun - Aztec chain - Privacy wallets - Privacy pools - Zama + FHE Are we just not speaking about this. Is there legal clarity i can't see. Because...
Privacy and DeFi Must Converge for Future Chains
Either privacy chains need DeFi or DeFi chains need privacy.
BOB: Betting on Bitcoin-Backed DeFi at Low Valuations
Community sales at lower valuations = good. Have been invested in BOB through @BanklessVC Probably the most innovative team doing BTC DeFi today. Taking all the tech - BitVM2, ZK, Ethereum DeFi, EVM - a DeFi chain actually secured by bitcoin. If...
ETH: The Asset; Ethereum: The Underlying Infrastructure
ETH is the asset. Ethereum is the infrastructure.
AI Quant Buys Oversold Tokens, Fills Your Wallet
> prompt ai to buy token > buy only when oversold > deploy ai onchain > watch your wallet fill AI is your quant https://t.co/C1xTm3nP3v
Bank Lobby Targets Stablecoins; Politicians Likely Paid
Bank lobby wants to kill stablecoins. Since now they can't kill them - they'll marginalize and maim. If your politician starts talking smack about stablecoins and crypto out of nowhere chances nearing 100% they're being paid or influenced by the bank...
Four-Year ETH Bear
you think eth bulls fear a bear market we've been in a bear market for 4 years send us to 1700 - that's called april
DeFi Promises Zero Fees, Yet Hides Hedge‑Fund Risks
wait a second did defi just get Alex Machinskied? "Straight to users, zero fees, zero VC's" i'm looking at this stream finance thing and it's like a snake oil yield promising black box managed like a hedge fund run by do kwon toddlers "banks...
Ethereum L2s Achieve 19,000 TPS in 24 Hours
Ethereum L2s did 19,000 TPS in the last 24 hours https://t.co/fu4giVqKUG
X402: The Key to Internet Money, Micropayments & The AI Agent Economy
X402 is a revived HTTP 402 status code that enables on‑chain micropayments for API access, allowing clients to attach a signed stable‑coin transfer (typically USDC on Base or Solana) to a request and receive resources once the transaction settles. The...
Crypto Selloff Looks Inorganic, Possibly Triggered by October Blowup
something about this crypto selloff feels inorganic like forced selling maybe someone did blow up in october and loans are due
Crypto Finally Wins Wall Street Approval, Now Direction Unclear
crypto people spent over a decade trying to convince wall street it's not a scam and this cycle we finally did it and now we don't know what to do with ourselves dog catches car
Ethereum L2s Achieve 20x TPS Surge, Unlocking Massive Scaling
If you're an L1 pivot to L2. Ethereum L2s now 4,400 TPS per day. That's a 20x TPS jump in the last 30 days. L2s are now adding a 200x scaling factor to Ethereum. That spike starting October - that's all @Lighter_xyz. A team...
Land: The $180T Asset Running the World - and the Trap We’re In
In the Bankless interview, Economist Mike Bird explains that land—valued at roughly $180 trillion—has become the world’s most pivotal asset, driving both housing affordability challenges and the financial system’s credit creation. He traces the shift from mid‑20th‑century geographic parity, when transport...
Ability to Freeze Funds Imposes Validator Legal Responsibility
maybe halting the network or freezing hacked funds is a good solution for smaller alt-L1s as @hosseeb says but consider the second order effects if operators of a chain *can* freeze funds for theft, hack, or government order then doesn't this...
Market at Crossroads: Bear Trap or Bull End?
either this is a bear trap or the bull market is over
Balancer Hack Underscores Universal DeFi Vulnerability
Balancer hack is a setback for DeFi. If it can happen to Balancer it can happen to anything.
“The Debasement Trade” - Luke Gromen on Gold, Bitcoin & The 100 Year Reset
Luke Gromen argues that the so‑called debasement trade is not a fleeting opportunity but a secular trend driven by decades of debt‑financed monetary expansion. He illustrates that while U.S. equities and real estate appear to have surged in dollar terms,...
Solana Traders Embrace Zcash: True Cypherpunk Money
the solana elite pumping zcash is great cause it's a project that deserves love but also weird to me zcash is awesome - cypherpunk values, great team, fantastic community founder never left but it's also the antithesis of the investment case for SOL ZEC...
Europe Faces $5T Stablecoin Surge—Bureaucracy Must Yield
dear europe, by 2029 there'll be $5 trillion in dollar-based stablecoins and ai agents using x402 with payment volumes exceeding most EU countries and U.S. capital assets tokenized in smart contracts on public blockchains and the game will be lost stop letting...
Bitcoin’s First Block Was Pure Content, Not Value
It’s funny the current Knots vs Core fight in Bitcoin is over onchain content And the first bitcoin block ever was 100% all content with no monetary utility whatsoever
Chains Pay BlackRock to Slash Tokenized T‑Bill Fees
If you're curious why $1.5 billion in tokenized t-bills moved from Ethereum L1 to Apotos, Avalanche, Polygon last week look at incentives. BUIDL fees dropped from 50 bps to 20 bps for those chains (and Solana) vs Ethereum - that's $4.5m...
Coinbase Boosts ETH Holdings to Scale Base L2
Coinbase is buying ETH Last quarter Coinbase increased its ETH holdings by $100m. That's 148k ETH worth $617m. ETH and BTC are the two assets Coinbase continues to accumulate for its treasury. This makes sense. The 1st generation of Coinbase was built on bitcoin....
Base to Reach 10k‑20k TPS, Ethereum Scaling Boom
With Ethereum's december upgrade to fusaka Base will be able to scale to 400-500 mgas by early 2026 Base at 10k-20k tps in a few months Wild Actually read the entire Base scaling post This is one of the best and most well funded...
Ethereum to Double L2 Capacity Again by January
Ethereum will 2x L2 capacity again by January This will be the second 2x since May Shipping. Scaling. Staying decentralized. https://t.co/cWNcBffqeW
AI‑Powered Validators Signal Ethereum’s Leap Into Self‑Defense
deep future when we get to the point where an autonomous AI agent can run an ethereum validator we will have crossed a significant milestone ethereum is a property rights system for humans and AI validators are the military AI's joining the army to...
Crypto Becomes AI’s Payment Layer
Crypto is the payment layer for AI
MegaETH Innovates with Fresh Apps, Avoids DeFi Copycats
i like that megaeth is building new apps not just copy pasting ethereum defi
Ethereum Reveals Crypto's Decentralization Race: Bitcoin Holds Steady
When you understand Ethereum you realize nothing in crypto is close. Other chains are chasing slot times and TPS. Only bitcoin and ethereum are chasing decentralization. And bitcoin has decided (so far) not to upgrade to snarks cryptography and scale. End game bullish.
We Got a Rate Cut and QT Pause. Why Did Crypto Markets Fall?
Markets sold off after a dovish-but-ambiguous Fed update this week: Jerome Powell signaled that rate cuts are on the roadmap next year and the Fed hinted at pausing quantitative tightening, but his comments left investors uncertain about timing and pace...
Lighter Validates L2 Roadmap with Zk‑powered Perp Trading
Lighter is incredible validation of the L2 roadmap. Finally - a badass team of engineers built an app specific L2 using zk that's complimentary not competitive to Ethereum, a use case ppl want (perps), and UX as good as any CEX. This...
Neutrality Determines Whether L1 Stablecoins Remain Property Rights
Just so we're all clear in the future. If an L1 chain king makes a stablecoin and violates credible neutrality in order to capture some T-bill yield for token holders - it's a fintech company not a property rights system. I know...
Exciting Documentary Review and Tomorrow's Bankless Interview
This was a really good documentary We record with @bryan_johnson on @Bankless tomorrow Don't die! https://t.co/G4nfVPjBiv
How Crypto Neobanks Work: Frax, Cards, and Visa’s Role
Speakers argue crypto neobanks — fintech wrappers on traditional banks — are emerging as the key bridge between on‑chain assets and the legacy financial system, enabling smooth on‑ and off‑ramps for stablecoins and other digital dollars. Frax is repositioning from...
Tom Lee’s $320M ETH Purchase Signals Unprecedented Conviction
Tom Lee is still buying ETH. He bought $320m ETH yesterday. He now owns $9.4 billion ETH. That's 2.8% of total ETH supply...up from 0 on July 1. Idk if we've seen a higher conviction buyer in crypto. You have to believe Tom Lee is...
Crypto Succeeds when It Serves Money, Assets, Property
everything that's worked in crypto has been a money use case i'm using money broadly here - assets & property
ICOs Return Marks Crypto’s Most Positive Shift Yet
ICOs being back is the best thing to happen to crypto in a long time
L2s Grant ETH Exorbitant Trustless Scaling Privilege
The forced inclusion and escape hatches L2s provide are massive for scaling ETH to trillions of dollars Call it ETH's exorbitant privilege ETH is a trustless store of value ETH on an exchange or in an ETF or on Alt1 chain ceases to...
FedWire Access Could Turn Crypto Exchanges Into Banks
Earlier this week Federal Reserve Governor Chris Waller issued a historic proposal for crypto. Give non-banks (like crypto exchanges) access to FedWire. Give them a "skinny master account" at the Fed. Why is this a big deal for crypto? Because now we can completely...
Major US Bank Accepts Bitcoin, Ethereum as Loan Collateral
Largest bank in American now allowing BTC and ETH as collateral for loans. BTC = digital gold ETH = world reserve asset https://t.co/W0eStN9csH
Why This Bull Market Feels Like a Bear! Downtober Explained
Hosts say this October feels bearish despite Bitcoin and Ether being modestly higher on the week—Bitcoin around $111k and Ether near $4k—because broader sentiment is weak and most mid‑market altcoins remain well below post‑FTX levels. They highlight a hollowing of...
SBF's Wild Promises: Unlikely to Ever Materialize
> be SBF > hidden money > buy millions WLFI > promise FTX relaunch > Trump boys invest > get presidential pardon > launch FTX token > fund new friends > settle old scores > 1) what? it’ll never happen right
