不响 @Johniolaa

All good？

@StandX_Official yield on margin

@0x_SixxxVC @toly 我要验牌

"The dragon-slaying youth eventually becomes the dragon."

Everyone is asking: "Is Jane Street why Bitcoin isn't at $150k?" As expected, the answer is trickier than the question. But it's also more structurally unsettling than the conspiracy theory itself—and once you understand the actual mechanics, you won't be able to unsee them👇

There have recently been some discussions on the ongoing role of L2s in the Ethereum ecosystem, especially in the face of two facts: * L2s' progress to stage 2 (and, secondarily, on interop) has been far slower and more difficult than originally expected * L1 itself is scaling, fees are very low, and gaslimits are projected to increase greatly in 2026 Both of these facts, for their own separate reasons, mean that the original vision of L2s and their role in Ethereum no longer makes sense, and we need a new path. First, let us recap the original vision. Ethereum needs to scale. The definition of "Ethereum scaling" is the existence of large quantities of block space that is backed by the full faith and credit of Ethereum - that is, block space where, if you do things (including with ETH) inside that block space, your activities are guaranteed to be valid, uncensored, unreverted, untouched, as long as Ethereum itself functions. If you create a 10000 TPS EVM where its connection to L1 is mediated by a multisig bridge, then you are not scaling Ethereum. This vision no longer makes sense. L1 does not need L2s to be "branded shards", because L1 is itself scaling. And L2s are not able or willing to satisfy the properties that a true "branded shard" would require. I've even seen at least one explicitly saying that they may never want to go beyond stage 1, not just for technical reasons around ZK-EVM safety, but also because their customers' regulatory needs require them to have ultimate control. This may be doing the right thing for your customers. But it should be obvious that if you are doing this, then you are not "scaling Ethereum" in the sense meant by the rollup-centric roadmap. But that's fine! it's fine because Ethereum itself is now scaling directly on L1, with large planned increases to its gas limit this year and the years ahead. We should stop thinking about L2s as literally being "branded shards" of Ethereum, with the social status and responsibilities that this entails. Instead, we can think of L2s as being a full spectrum, which includes both chains backed by the full faith and credit of Ethereum with various unique properties (eg. not just EVM), as well as a whole array of options at different levels of connection to Ethereum, that each person (or bot) is free to care about or not care about depending on their needs. What would I do today if I were an L2? * Identify a value add other than "scaling". Examples: (i) non-EVM specialized features/VMs around privacy, (ii) efficiency specialized around a particular application, (iii) truly extreme levels of scaling that even a greatly expanded L1 will not do, (iv) a totally different design for non-financial applications, eg. social, identity, AI, (v) ultra-low-latency and other sequencing properties, (vi) maybe built-in oracles or decentralized dispute resolution or other "non-computationally-verifiable" features * Be stage 1 at the minimum (otherwise you really are just a separate L1 with a bridge, and you should just call yourself that) if you're doing things with ETH or other ethereum-issued assets * Support maximum interoperability with Ethereum, though this will differ for each one (eg. what if you're not EVM, or even not financial?) From Ethereum's side, over the past few months I've become more convinced of the value of the native rollup precompile, particuarly once we have enshrined ZK-EVM proofs that we need anyway to scale L1. This is a precompile that verifies a ZK-EVM proof, and it's "part of Ethereum", so (i) it auto-upgrades along with Ethereum, and (ii) if the precompile has a bug, Ethereum will hard-fork to fix the bug. The native rollup precompile would make full, security-council-free, EVM verification accessible. We should spend much more time working out how to design it in such a way that if your L2 is "EVM plus other stuff", then the native rollup precompile would verify the EVM, and you only have to bring your own prover for the "other stuff" (eg. Stylus). This might involve a canonical way of exposing a lookup table between contract call inputs and outputs, and letting you provide your own values to the lookup table (that you would prove separately). This would make it easy to have safe, strong, trustless interoperability with Ethereum. It also enables synchronous composability (see: ethresear.ch/t/combining-pr… and ethresear.ch/t/synchronous-… ). And from there, it's each L2's choice exactly what they want to build. Don't just "extend L1", figure out something new to add. This of course means that some will add things that are trust-dependent, or backdoored, or otherwise insecure; this is unavoidable in a permissionless ecosystem where developers have freedom. Our job should make to make it clear to users what guarantees they have, and to build up the strongest Ethereum that we can.

最近金银涨得停不住，拉长周期看，十五年也就3-4x多，别忘了其中跌了9年、盘整4年、主升2年，涨速及幅度和美股&crypto标的没法比，涨幅虽小，但一直在涨，就给人一种满足感，8090后也是这个时候刚开始接触到黄金，绝大部分进去的都是亏损离场或者卖飞，因为这个周期太长了，人生能有几个有认知的十五年

@baseposting 基操 means： “no big deal”、 “just routine”、 “bread and butter” “Ezpz”

🚨 BREAKING SATOSHI ERA WHALE JUST BOUGHT 26,900 $BTC WORTH $2.45 BILLION. HE BECAME ACTIVE FOR THE FIRST TIME SINCE 2011 AND WENT ALL-IN ON BITCOIN AGAIN. HE DEFINITELY KNOWS WE’RE GOING HIGHER 👀

Over the past few weeks, it's become clear that the majority of Bootstrap board members (a 501(c)(3) nonprofit created to support Zcash by governing the Electric Coin Company), specifically Zaki Manian, Christina Garman, Alan Fairless, and Michelle Lai (ZCAM), have moved into clear misalignment with the mission of Zcash. Yesterday, the entire ECC team left after being constructively discharged* by ZCAM. In short, the terms of our employment were changed in ways that made it impossible for us to perform our duties effectively and with integrity. We're founding a new company, but we're still the same team with the same mission: building unstoppable private money. Importantly, the Zcash protocol is unaffected. This decision is simply about protecting our team’s work from malicious governance actions that have made it impossible to honor ECC's original mission. We'll have more soon. Hang tight. Onward. * Here's what constructive discharge means: webapps.dol.gov/elaws/eta/warn….

美国刚刚获得了委内瑞拉约16万亿美元的资源。如果它政变伊朗，接管格陵兰岛，控制巴拿马运河，影响欧盟、欧佩克和经合组织，运行比特币，像现在这样控制和创新世界上最好的技术，认为它正在失败和崩溃是妄想。

发shitcoin还不承认的总统 祝贺发memecoin的总统抓了发rwa token的总统

@PolskaCebula 你管2022年的叫 老钱…

@binancezh 希望 bsc 再来波趋势行情🫰

@jingyuan_521 @_WOOFi @StarchildOnX Really like ur accent👍🏻

My chin got blown up

Trump,CZ,Michael,Tom,Cathie,Grayscale etc. A few days back, its like they’d all agreed on it in advance, rolling out the ‘supercycle’ narrative Relying too much on frontrunners can seriously threaten the market’s sustainability. Source of momentum is Source of vulnerability

@liangfenxiaodao @JoinFightID 感谢小刀哥

@PancakeSwap

Brevis @brevis_zk

9 months ago

🚀 @PancakeSwap x Brevis partnership just expanded. PancakeSwap already powers dynamic trading fees through Brevis on PancakeSwap Infinity (26M+ proofs, $1.18B volume). Now they're launching LP reward campaigns on Base. 11 pools. 240k OP. 🧵

1K 2K 14K 365K 47

波动 = 给穷人的机会 比特币越跌，对普通人越有利 因为波动会把看客、没耐心的有钱人都吓走 让真正愿意花时间研究的年轻人低价买入 下跌是在清场，为你腾位置啊，年轻人