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
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
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
Oppose Any Pardon for SBF Now
Do not pardon SBF
Trump Grants Pardon to CZ, the Crypto Exchange Founder
Trump pardoned CZ. Wow.
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
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
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?
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
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...
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
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.
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.
Cycle Won’t End Until Bankless Re‑enters Top Five
not the cycle top until bankless is top 5 again https://t.co/1dH3FKr0ea
Ethereum Never Experiences a Price Drop.
Ethereum has never gone down https://t.co/vPcvMiBKCR
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...
DeFi for AI Agents: The Next Frontier
DeFi for AI agents is the next thing.
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
Ethereum Secures Another $1 Billion Treasury Company
Ethereum getting another $1 billion ETH treasury company. Bullish. https://t.co/ghoU4Jg8aL
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...