David Hoffman

David Hoffman

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

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
CZ's BNB Holdings Likely Far Less than Reported 64%
SocialOct 8, 2025

CZ's BNB Holdings Likely Far Less than Reported 64%

Ok, does anyone know how much BNB CZ owns? I'm seeing reports from Grey Wolf Analysis and Forbes from 2024 saying he owns 64% of BNB supply which is 89m BNB tokens - that can't be right? CZ himself said in Feb...

By David Hoffman