David Hoffman

David Hoffman

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Optimistic storyteller of frontier technology. The chaotic side of @Bankless

ICOs Return Marks Crypto’s Most Positive Shift Yet
SocialOct 27, 2025

ICOs Return Marks Crypto’s Most Positive Shift Yet

ICOs being back is the best thing to happen to crypto in a long time

By David Hoffman
L2s Grant ETH Exorbitant Trustless Scaling Privilege
SocialOct 24, 2025

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...

By David Hoffman
FedWire Access Could Turn Crypto Exchanges Into Banks
SocialOct 24, 2025

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...

By David Hoffman
Major US Bank Accepts Bitcoin, Ethereum as Loan Collateral
SocialOct 24, 2025

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

By David Hoffman
Why This Bull Market Feels Like a Bear! Downtober Explained
VideoOct 24, 2025

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...

By David Hoffman
SBF's Wild Promises: Unlikely to Ever Materialize
SocialOct 24, 2025

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

By David Hoffman
Zcash Shilling Stands Out: 100× Better than Usual
SocialOct 23, 2025

Zcash Shilling Stands Out: 100× Better than Usual

i do not hate the zcash shilling it’s a 100x improvement over what’s usually shilled on this app

By David Hoffman
CZ's Unfair Political Targeting Highlights Pardons' Sale Issue
SocialOct 23, 2025

CZ's Unfair Political Targeting Highlights Pardons' Sale Issue

CZ was unfairly politically targeted and also presidential pardons shouldn’t be for sale. https://t.co/vLXOJVmYvk

By David Hoffman
Oppose Any Pardon for SBF Now
SocialOct 23, 2025

Oppose Any Pardon for SBF Now

Do not pardon SBF

By David Hoffman
Trump Grants Pardon to CZ, the Crypto Exchange Founder
SocialOct 23, 2025

Trump Grants Pardon to CZ, the Crypto Exchange Founder

Trump pardoned CZ. Wow.

By David Hoffman
Seeking Bitcoin Knots Advocate for Bankless Debate
SocialOct 22, 2025

Seeking Bitcoin Knots Advocate for Bankless Debate

ok bitcoiners, knots or core. i've been seeing the arguments but i still don't get it. who on the knots side is willing to come on the @Bankless and debate @ercwl? Select your filter champion. I want to learn. https://t.co/yCOp77ViZL

By David Hoffman
TrustlessState Climbs in November, Bullish Peak Ahead
SocialOct 22, 2025

TrustlessState Climbs in November, Bullish Peak Ahead

guys chill we haven't topped yet @TrustlessState is climbing in November and the peak looks bullish https://t.co/ROHvF0xP8q

By David Hoffman
Seeking November Co‑Host for Bankless Weekly Rollup
SocialOct 22, 2025

Seeking November Co‑Host for Bankless Weekly Rollup

Need a substitute host for a Bankless Weekly Rollup in November while @TrustlessState's climbing mountains. Who'd be the best co-host?

By David Hoffman
Ethereum Leads Devs, EVM Dominates; Solana Shines
SocialOct 22, 2025

Ethereum Leads Devs, EVM Dominates; Solana Shines

Ethereum still in the lead on devs. A few observations: Most devs doesn't mean highest value asset - see bitcoin. When you add Polygon, Base, Arbitrum, BNB, Optimism you see how dominant EVM is. Impressive showing by Solana - ecosystem here to stay. https://t.co/5cAJgnhG1D

By David Hoffman
Transparent DeFi Success: 0xFluid Delivers On‑Chain Earnings
SocialOct 22, 2025

Transparent DeFi Success: 0xFluid Delivers On‑Chain Earnings

Sometimes i feel like we miss the wonder of DeFi. Some projects just doing it right. @0xfluid investor page reads like a real time, onchain audited, earnings report. Revenue, supply, earnings - verifiable onchain. Team built through the bear. Never abandoned their project. Found...

By David Hoffman
Ethereum L2s Offer Strong Growth Potential
SocialOct 21, 2025

Ethereum L2s Offer Strong Growth Potential

Bull case for Ethereum L2s from @Decentralisedco Well written. Well argued. 👏👏👏 https://t.co/SkIJ7cYxqs https://t.co/aH6ykjvEGW

By David Hoffman
Crypto Inflation Beats Gold, Solana Soars at 16%
SocialOct 21, 2025

Crypto Inflation Beats Gold, Solana Soars at 16%

Annualized new supply issuance including unlocks: 1. Ethereum - .63% 2. Bitcoin - .85% 3. Gold - 1.5% P.S. Solana currently 16% annualized.

By David Hoffman
Sub‑second Ethereum Transactions on L1 via Fastlane
SocialOct 20, 2025

Sub‑second Ethereum Transactions on L1 via Fastlane

very cool fastlane on L1. you can now send transactions in milliseconds on ethereum using preconfirmations. send eth in less than a second on L1. costs gas plus a small additional fee.

By David Hoffman
Cycle Won’t End Until Bankless Re‑enters Top Five
SocialOct 20, 2025

Cycle Won’t End Until Bankless Re‑enters Top Five

not the cycle top until bankless is top 5 again https://t.co/1dH3FKr0ea

By David Hoffman
Ethereum Never Experiences a Price Drop.
SocialOct 20, 2025

Ethereum Never Experiences a Price Drop.

Ethereum has never gone down https://t.co/vPcvMiBKCR

By David Hoffman
How Futarchy Ends the Rug Pull Era
VideoOct 20, 2025

How Futarchy Ends the Rug Pull Era

The podcast outlines futarchy — governance by prediction markets — as a way to align on-chain decision-making with token value. Under futarchy, stakeholders trade on whether proposals will raise or lower token prices; market outcomes determine whether proposals pass, creating...

By David Hoffman
DeFi for AI Agents: The Next Frontier
SocialOct 19, 2025

DeFi for AI Agents: The Next Frontier

DeFi for AI agents is the next thing.

By David Hoffman
Ethereum’s Massive TAM Makes Tempo Seem Uniquely Bearish
SocialOct 18, 2025

Ethereum’s Massive TAM Makes Tempo Seem Uniquely Bearish

The only reason why anyone thinks Tempo is uniquely bearish Ethereum is because of how uniquely large Ethereum’s TAM is Other ecosystems just not registering

By David Hoffman
Ethereum Secures Another $1 Billion Treasury Company
SocialOct 17, 2025

Ethereum Secures Another $1 Billion Treasury Company

Ethereum getting another $1 billion ETH treasury company. Bullish. https://t.co/ghoU4Jg8aL

By David Hoffman
Ethereum Must Scale Now to Avoid Future Irrelevance
SocialOct 17, 2025

Ethereum Must Scale Now to Avoid Future Irrelevance

"the current way of doing things is likely to make Ethereum irrelevant over the next 5-10 years." I'm now reading Dankrads post from April as his Ethereum exit interview. I know there are pieces here and there. But I really want to see...

By David Hoffman
Tempo Prioritizes Its Own Growth Over Ethereum
SocialOct 17, 2025

Tempo Prioritizes Its Own Growth Over Ethereum

I'm not sure who needs to hear this but. Tempo is 1 thousand percent going to maximize for Tempo not for Ethereum, not for ETH. That's already they're already doing - by launching an L1, by hiring Ethereum talent.

By David Hoffman
Solana Reports Mixed Q3 Results, Earnings Call Live
SocialOct 17, 2025

Solana Reports Mixed Q3 Results, Earnings Call Live

Mixed quarter for Solana Some good Some okay Q3 Solana Earning call live now! https://t.co/jZPNPrYBVD

By David Hoffman
Ethereum Quarterly Update: Strong Performance Highlights
SocialOct 17, 2025

Ethereum Quarterly Update: Strong Performance Highlights

Join @JustDeauIt and I for a quarterly update on Ethereum. Going live now. Let's cope together! jk it was a good quarter. On X: https://t.co/1TBcT2a6Ka On YouTube: https://t.co/uI0oYoTv9d

By David Hoffman
Bitcoin Filters Could Enable State Sanction Enforcement
SocialOct 17, 2025

Bitcoin Filters Could Enable State Sanction Enforcement

Maybe some deeper bitcoiners can help me. If the Knots side wins and adopts filters for spam, does this not open up the possibility for expanding bitcoin filtering to nation state sanctioned (aka illegal) financial transactions? Eg OFAC / China Ministry...

By David Hoffman
Comparing Tokens: Who Holds Higher FDV?
SocialOct 16, 2025

Comparing Tokens: Who Holds Higher FDV?

Which will have the higher FDV?

By David Hoffman
Who Will Be First to Reach Mainnet?
SocialOct 16, 2025

Who Will Be First to Reach Mainnet?

Who will be first to mainnet?

By David Hoffman
ETH Earnings Report Q3 2025
VideoOct 16, 2025

ETH Earnings Report Q3 2025

Ethereum posted a modest comeback in Q3 2025, with most network metrics improving versus Q2. Active users on Layer 1 rose about 25% quarter-over-quarter and real economic value (base fees, priority fees, MEV and blob fees) increased ~17% QoQ, though...

By David Hoffman
Could Tether Flip Bitcoin? - Arthur Hayes & Tom Lee
VideoOct 16, 2025

Could Tether Flip Bitcoin? - Arthur Hayes & Tom Lee

Former BitMEX CEO Arthur Hayes and strategist Tom Lee discussed the realistic prospect of Tether—or similar dollar-pegged stablecoins—overtaking Bitcoin in market prominence by tokenizing US dollars at scale. Hayes argued mass issuance of tokenized dollars could displace Eurodollar deposits and...

By David Hoffman
Secure L1s Enable L2s to Reach 1M TPS
SocialOct 16, 2025

Secure L1s Enable L2s to Reach 1M TPS

I asked @vnovakovski the founder of @Lighter_xyz why other platforms are still building for L1s and citing performance reasons? "idk, maybe they made a technical choice 2 years ago that's not relevant today. Those guys should go talk to @SuccinctLabs." He says...

By David Hoffman
How Lighter's Ethereum L2 Perp DEX Handled Liquidations
VideoOct 16, 2025

How Lighter's Ethereum L2 Perp DEX Handled Liquidations

LIDR (Leiter) launched a ZK rollup Perp DEX on Ethereum and within two weeks reached over $1 billion in TVL, positioning itself as a leading contender to Hyperliquid by combining high-performance perp trading with Ethereum-native security. Founder Vlad Novikovsky emphasized...

By David Hoffman
Ethereum L1 Could Hit 10k TPS by 2029
SocialOct 16, 2025

Ethereum L1 Could Hit 10k TPS by 2029

At 3x per year scaling Ethereum L1 would reach 10k TPS by april 2029. Aggressive but possible in our zkEVM world. h/t @mteamisloading https://t.co/9hgKsEPxST

By David Hoffman
Ethereum Gas Limit Could Triple Yearly, Boosting TPS Dramatically
SocialOct 15, 2025

Ethereum Gas Limit Could Triple Yearly, Boosting TPS Dramatically

Someone create a website that shows Ethereum TPS over the next 5 years if Ethereum does indeed 3x gas limit every year starting now

By David Hoffman
Uniswap FC Adds Second BanklessHQ Member for Cup
SocialOct 15, 2025

Uniswap FC Adds Second BanklessHQ Member for Cup

The @Uniswap FC team has drafted their 2nd @BanklessHQ team member for the @EFDevconnect Uniswap Cup

By David Hoffman
Base Thrives on Ethereum; Coinbase Should Rebalance to 50/50
SocialOct 15, 2025

Base Thrives on Ethereum; Coinbase Should Rebalance to 50/50

Base is generating something like $180m a year run rate in revenue as an L2 on Ethereum. They are Ethereum aligned - they contribute to the ecosystem and EVM - that's great. They're also ETH aligned. Coinbase owns $340m worth of ETH...

By David Hoffman
PayPal's $300T Stablecoin Mint Likely Intern Mistake
SocialOct 15, 2025

PayPal's $300T Stablecoin Mint Likely Intern Mistake

Did Paypal just mint $300 Trillion worth of stablecoins on Ethereum? That's gotta be an intern error https://t.co/ZJ8Zxg5Ics

By David Hoffman
Ethereum's Zk Transformation Enables Phone‑run Nodes
SocialOct 15, 2025

Ethereum's Zk Transformation Enables Phone‑run Nodes

It's becoming increasingly obvious to me that Ethereum is doing something different than any other chain. Ethereum is transforming into a zk chain. L1 will run global DeFi: - Big blocks (10k TPS) - Nodes that run on a phone L2s will run everything else: -...

By David Hoffman
Trillions May Shift to Stablecoins, Threatening Traditional Banks
SocialOct 15, 2025

Trillions May Shift to Stablecoins, Threatening Traditional Banks

Treasury estimates $6.6 trillion in M1 could flow to stablecoins from banks. This is why the banks are freaking out about the Genius act right now. Banks know their rent seeking days are over. Crypto is unbundling the banks. We're becoming more bankless. h/t @sytaylor

By David Hoffman
Ant Digital Quietly Launches Ethereum zkRollup L2
SocialOct 15, 2025

Ant Digital Quietly Launches Ethereum zkRollup L2

Ant Digital the company behind Alibaba (China's Amazon) and Alipay - a Chinese super wallet with 1.3 billion users is building an Ethereum L2. Looks like a zkRollup. This has been under the radar, no hype. I'm doubtful there was any BD...

By David Hoffman
Ticket Prices Rise Weekly—Grab Limited Seats Now
SocialOct 14, 2025

Ticket Prices Rise Weekly—Grab Limited Seats Now

Ticket prices for the @BanklessHQ Summit are going up👆🆙⬆️📈 on Sunday! And every Sunday after! We are 5 weeks out - tickets are GOING TO SELL OUT We are selling a max-venue-capacity amount of tickets. There will be no more. Even if...

By David Hoffman
John Feffer’s Insights Power Institutional ETH Valuation Model
SocialOct 14, 2025

John Feffer’s Insights Power Institutional ETH Valuation Model

I was honored to meet one of my heroes @jlppfeffer at the @coincenter dinner John’s writing inspired my Triple Point Asset model for valuing $ETH - a framework now cited by institutions worldwide to educate why $ETH belongs in every discerning...

By David Hoffman
Only the Burnt Avoid Crypto Leverage; Experience Teaches
SocialOct 14, 2025

Only the Burnt Avoid Crypto Leverage; Experience Teaches

The people who don't use leverage in crypto are the people who've used leverage previously and gotten burnt Sometimes you have to touch the hot stove to learn

By David Hoffman
Tom Lee: 5% Isn’t the Ceiling
VideoOct 13, 2025

Tom Lee: 5% Isn’t the Ceiling

Tom Lee argues that a 5% ETH holding target is a waypoint, not a hard cap, and that a competitive dynamic and network power-law effects could allow holdings to rise toward 10% without disrupting the ecosystem. He stresses that 5%...

By David Hoffman
Bhutan Integrates SSI System with Ethereum, Vitalik Attends
SocialOct 13, 2025

Bhutan Integrates SSI System with Ethereum, Vitalik Attends

New meme collateral just dropped

By David Hoffman
Lighter Emerges as Leading Ethereum Appchain L2
SocialOct 8, 2025

Lighter Emerges as Leading Ethereum Appchain L2

Impressive debut on L2Beat by @Lighter_xyz. Lighter is a perps exchange - Hyperliquid with Ethereum grade property rights. Already the 6th largest L2 by TVL and the #1 appchain L2 on Ethereum. Advantages: - No token issuance costs - Ethereum grade security - Infinitely scalable In the...

By David Hoffman