Cryptowhore 🦇🔊 retweeted
Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy. blackrock.com/us/individual/…
Cryptowhore 🦇🔊 retweeted
Markets have a strange way of making the best opportunities feel uncomfortable.
At the bottom, nobody wants them.
During the recovery, nobody trusts them.
Near the breakout, everyone waits for confirmation.
After the breakout, everyone wishes they bought earlier.
I think $ETH is somewhere in that story right now.
Cryptowhore 🦇🔊 retweeted
My god. No doubt every game dev executive in the world is receiving this share today. Comfier in ETH than ever as eth being turbocharged by AI while AI can't possibly replace or compete with us. Public chains are in a sense the only digital thing AI won't be able to do.
We are sharing a major update to our General World Models efforts. GWM Worlds 2 can generate full, interactive, real-time video simulations in one continuous 720p stream at 24 fps and audio at 48000 Hz, responding to your inputs as you explore.
It is the first world model that generalizes to arbitrary actions rather than a fixed set of actions or just navigation. Dynamic actions are what actually matter for building gaming and interactive experiences, and for training agents in these simulations.
We also introduced WorldPrompt, a way to tell GWM-2 that a world can be split into two kinds of state: what persists and what changes over time. For example: persistent gravity, physics, and light, alongside actions that describe movement, gestures, object interactions, speech, and sound.
Cryptowhore 🦇🔊 retweeted
🧵 Ethereum is building native privacy.
Not like Tornado Cash. Much better.
It’s called Privacy Pools. And the difference changes everything. A thread:
(1/6)
Cryptowhore 🦇🔊 retweeted
JUST IN: SEC to make it easier for investment firms to hold crypto for clients
Cryptowhore 🦇🔊 retweeted
There is a lot to be excited about with this announcement; here are our thoughts:
New financial assets want to launch where maximum liquidity and security already exist. Ethereum leads in both, making it easier for the next institution to come onchain, which in turn makes Ethereum more useful for the institution after that (thanks to composability, liquidity, security, and network effects).
Ethereum can win the tokenization race by becoming the obvious place for these assets to live. Onboarding 80 million Revolut customers is strong validation of that claim.
Furthermore, Revolut choosing to launch a Euro stablecoin is very interesting. This choice validates Ethereum as a neutral financial infrastructure where dollars, euros, securities, credit, and entirely new assets can coexist, trade against each other, and inherit the same global liquidity and applications. It strengthens our belief that Ethereum can become the settlement layer for the entire global economy.
To us, Ethereum winning the tokenization race will look like it becoming the place where the entire financial world naturally wants to meet; and that is exactly what we are excited to see, and at times, help make happen.
Welcome to Ethereum, @Revolut.
Revolut, a leading fintech with 80 million customers globally, is launching a Euro stablecoin on Ethereum.
Welcome to @Ethereum, EURR.
We have a plan to make Ethereum faster.
Ethereum should be much faster. A faster Ethereum is better for both Ethereum and ETH.
Many discussions in our offsite revolved around what I’d call fast Ethereum. We’ve already mentioned fast Ethereum in some of our updates, and I wanted to share a few notes on motivations, principles and concrete work.
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Ethereum is the hardest credible settlement layer in the world, with hundreds of billions of dollars of assets attached to it. Its speed matters to onboard the global economy: payments, swaps, credit, all at the speed of the Internet. Fast Ethereum is about making our network move at the pace of users, agents and assets, between L1 and Ethereum’s growth engines, its L2s.
Fast Ethereum is about latency, about friction, about capital cost and about delightful experiences. Every second spent waiting for confirmation, or every minute capital sits idle between domains, or every minute that an asset issuer waits for settlement is friction imposed on the people and businesses using the network.
We think Ethereum can remove much of that friction without compromising the properties that make it valuable in the first place. This unlocks value that all users receive from Ethereum and its applications, in particular financial applications that are powered by natively onchain assets.
Bottom line: greater user value increases network value through network effects, increasing the value of the Ethereum platform and ETH the asset.
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This informs some of the principles behind Fast Ethereum.
→ Security is non-negotiable. Safely operating onchain is the base of the pyramid of user needs. Clear signing was for instance number 1 user priority for a long time. Latency reductions cannot come at the cost of increased user risk.
→ Fast Ethereum 🤝 lean Ethereum. Lower in the stack, the Ethereum protocol’s value to the world is its hardness. lean Ethereum is a broad effort to upgrade Ethereum’s protocol for a new age driven by formal verification and cryptographic innovation. Fast Ethereum works to complement lean Ethereum with a strong focus on protocol design and performance engineering for a faster network.
→ User value is at the centre of fast Ethereum. This is not about showing better headline numbers than other chains and platforms. As long as the network remains at the security level that all have come to expect from Ethereum, speed improves everything on our network, on our own terms: fewer clicks to get what you want, less time spent waiting for an action to terminate, less idle capital blocked by settlement, better prices, lower costs, less intermediation and more open markets.
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So how do we do this? Ethlabs is already active on multiple fronts, some shorter term, some longer term, some iterative, some transformative. No single upgrade will fix everything. But fixes compound with each other, each new fix unlocking more and more value over time.
We’re in it for the long haul, as are core developers and builders working on these issues. The main deliveries we’re currently active on: fast blocks, fast finality, fast confirmation rule and fast interoperability.
→ Fast blocks is Mainnet’s block time, set today to 12 seconds. Faster blocks improve UX, onchain markets and liquidity, censorship resistance and finality itself.
Block time is hard-coded to 12 seconds in many places, and removing this dependency is the first step. I proposed kicking off slot time decreases in Hegotá, with a one-time refactor to remove the hard-coded 12 seconds, and a first decrease from 12 to 10 seconds.
→ Fast finality is faster settlement of Ethereum, backed by the strongest assurances of any network. Faster finality reduces the time and the cost for capital to flow, between Mainnet, L2s and the broader economy.
A first major improvement to finality is developed by @fradamt, EF Protocol and Consensys TX/RX, towards inclusion in I* (the fork following Hegotá), bringing time-to-finality down from a quarter of an hour to a couple minutes.
→ The Fast Confirmation Rule (FCR) is faster settlement in the order of tens of seconds we can deliver today, for many use cases that don’t require the economic security of full finality, speeding up deposits from L1 to other domains.
FCR is provably secure under formally explicit conditions in ways that other confirmation rules (such as waiting for some number of blocks) are not. These less secure rules are currently in use by some centralised exchanges, bridges and L2s, and they also happen to be usually much slower than what FCR achieves.
FCR is close to production in all major Ethereum clients, and our team @_julianma @decentrek and @ox_shaman is actively working on its go-to-market. A major bridge has recently committed to offering FCR to its customers, as @decentrek noted in his last update!
→ Fast interoperability is about the free flow of all assets on our network, offering asset issuers the foundations of a robust stack powered by Ethereum.
Each of the previous items enhances interop speed in its own right. Beyond these compounding gains, a concerted move to real-time zk proving is a different tier of unlock: bridge flows from L2s to L1 remain slow, either due to the long challenge period of optimistic rollups, usually set to 7 days, or due to infrequent settlement of zk-rollups to L1, given the opportunity of amortising costs in batches. With zk becoming a commodity, we must ensure our ecosystem is ready to plug in to this new basic utility in order to reduce latency and improve security at scale.
We also remain active on broader interoperability UX questions, having worked on fast liquidity from intent-based bridges and execution standards such as ERC-8211.
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To wrap up, we’re currently interested in two engagements from the community:
1. Hegotá priorities are currently debated for the next few weeks. We’ve already given our view as Ethlabs, ranking faster blocks as our S-tier choice: ethlabs.org/writings/hegota-…
Continuing to express public support for faster blocks, as users, builders or core developers is a critical signal to ensure block time is reduced asap. Hegotá is possibly the last window to get started for a few years—let’s not miss it.
2. As go-to-market for the fast confirmation rule continues, we’re reaching out to L2s, bridges, RPCs and centralised exchanges for integration.
If your product relies on some form of confirmation from Ethereum L1, we think a conversation would be valuable. Please reach out to @_julianma 🙂
Let’s grow Ethereum and ETH with a faster Ethereum.
Cryptowhore 🦇🔊 retweeted
Revolut, a leading fintech with 80 million customers globally, is launching a Euro stablecoin on Ethereum.
Welcome to @Ethereum, EURR.
Cryptowhore 🦇🔊 retweeted
$ETH hardest path to ATH is already behind us.
There is barely any resistance to ATH, and nothing sitting above $4k
This is about to be one generational run to $8k-$10k
Cryptowhore 🦇🔊 retweeted
Consolidation leads to expansion.
I can show you thousands of examples of this. It’s a rare setup that doesn't come around every year, making it the easiest trade you can catch, just buy and hold.
ethereum:native will outperform any asset on earth in the next 3 years.
Cryptowhore 🦇🔊 retweeted
Congrats @eth_systems on the launch
Institutions want confidential systems using ethereum as the settlement layer
This launch strengthens $ETH is the future of money
👏👏👏👏👏👏
Bitmine is the lead investor in the launch of @eth_systems alongside @Sharplink @ethereumJoseph
EthSystems is a for-profit company building confidential and private systems for institutions.
Wall Street is building rails on Ethereum and EthSystems will be a key provider.
The deep ecosystem of Ethereum just got even stronger.
$ETH is money
@fundstrat
@BitMNR $BMNR
—————————
In their words from EthSystems:
- What we mean by "confidential systems for institutional Ethereum"
- The institutional demand we've seen up close, and why the YOLO phase of crypto is over
- Who we are, from Goldman Sachs and Status to the EF's Institutional Privacy Task Force
- What we shipped this past year: private bonds, private stablecoin transfers, cross-chain DvP, shielded pools, the Ethereum Privacy Map
- Why a for-profit company, and what an engagement looks like
- How to work with us
Cryptowhore 🦇🔊 retweeted
6/
ETH 1.0
- 2015 to 2026
- ICO boom 2017
- NFT boom 2020-2021
- stablecoin boom 2025-now
- ETH peaks $4,866 2021 and $4,955 in 2025
ETH 2.0
- new foundation era
- Glamsterdam
- Enterprise engagement
- financial settlement layer moves to blockchain
- AI era bring agents using crypto
- machine to machine commerce requires blockchains
- ETH becomes the unit of account
- ETH is money
ETH 2.0 = expected massive $ETH demand and price increase
Cryptowhore 🦇🔊 retweeted
THE $250k $ETH THESIS
"There’s 100x in it."
Vivek of Etherealize says Ethereum is better money than Bitcoin.
Gold-like, but with staking yield.
A call option on money itself.
A monetary asset plus the settlement layer for tokenized finance, stablecoins, DeFi, institutions and trillions in RWAs.
Gold has no yield.
Bitcoin has no native yield.
ETH secures the network and earns staking yield.
Institutions on $ETH vs $SOL:
"To be completely frank, Solana never comes up"
Cryptowhore 🦇🔊 retweeted
👀
Robinhood has been quietly accumulating ETH
Ethereum is the only credibly neutral global settlement layer
There is no second best
Robinhood is extremely ETH aligned.
1,220,495 ETH or ~1% of all the ETH supply is held by @RobinhoodCrypto
Cryptowhore 🦇🔊 retweeted
🇫🇷 LATEST: €5.3T French banking giant Crédit Agricole launches EURXT, a euro-pegged stablecoin on Ethereum.
Cryptowhore 🦇🔊 retweeted
"The next few years will determine the base layer of global finance, institutions will either fragment across competing ecosystems, or converge on a credibly neutral, programmable base layer. Ethereum is already winning that race." - Ethereum Institutional
We're glad to be building alongside this team to accelerate institutional adoption on Ethereum.
Cryptowhore 🦇🔊 retweeted
ROBINHOOD JUST PICKED ETHEREUM FOR TOKENIZED FINANCE
Robinhood has launched Robinhood Chain, its own Ethereum Layer 2 built with Arbitrum technology.
The goal isn't another crypto chain.
It's bringing stocks, ETFs and real world assets onchain.
🔹 Built on Ethereum
🔹 Tokenized stocks & ETFs
🔹 24/7 trading
🔹 Self-custody
🔹 Direct access to Ethereum DeFi
Robinhood says it chose Ethereum's security, liquidity and ecosystem as the foundation.
That's a major vote of confidence for Ethereum
$HOOD $ETH