Erik Voorhees: “ETH is still the king, and I don’t see it being dethroned" The founder of ShapeShift and Venice AI is asked if Ethereum was a “sustainable ecosystem.” He replies: “I think [Ethereum] is more than sustainable. I think it is the clear winner of the smart contract innovation. It actually wasn’t the first mover in smart contracts, but it was the first one to achieve any sort of scale with smart contracts. What’s most important about Ethereum isn’t so much the first-mover advantage as much as it is the network effect it has had since it was released.” Erik continues: “I think both Bitcoin and Ethereum have achieved a network effect that is close to unassailable. People have gotten distracted with some of these other L1s, but if you look at metrics like where the developers are and where stablecoin volumes are, these are hard to fake metrics that are very important. They’ve always been predominantly on Ethereum. It’s not even close. I’m glad that other people tried to build L1s. The process of innovation and competition is really important. But ETH is still the king, and I don’t see it being dethroned. It has had various scaling challenges — the patchwork of L2s and the UX problems between them sucks. But I have a suspicion that Base is going to end up becoming the predominant L2 on top of the predominant L1 of ETH and that vertical is going to be very powerful and very strong. So yes, I’m always bullish on ETH in the same way I’m always bullish on Bitcoin.” However, Erik warns that if Base loses its permissionlessness it “will flounder and deserves to die”: “Base has designed things very well. It has gotten a lot of adoption and very quickly became the major L2 even though it was not the first mover. I think it’s gaining a network effect pretty quickly. It obviously has a very powerful corporate ally in Coinbase, and to the degree that Coinbase does not abuse that privilege, that’s a very good privilege. Abuse here means: if Coinbase tries to exert control over base such that it loses its permissionlessness, then it will flounder and deserves to die. But Coinbase has been a very good actor in this regard, and they deserve a lot of credit for demonstrating the principles of decentralization and permissionless innovation in several parts of what they do. Obviously the centralized exchange is not that, but it’s not trying to be either.” Source: @CoinDesk (Dec 2025)

More AI Search should voluntarily contribute to making their outputs more transparent, explainable, traceable, decentralized, on-device and auditable as we have: x.com/ye_dennis/status/20656…?

AI's Core Flaw: "Mass Regurgitation Of Misinformation" zerohedge.com/ai/ais-core-fl…

Can we please have a decentralized and multilingual AI Search that is improved by global contributions together with @reppo. All we need is factchecking like ArAIstotle / Facticity.AI where the sources are fully transparent including where the sources are from, what the biases are, etc. More in the link in the comments ⤵️

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…

Just spotted a massive pricing dislocation on @Polymarket via @ArAIstotle TT's Delta Leaderboard Market: “Will The Super Mario Galaxy Movie be the top grossing movie of 2026?” ArAIStotle → 82% YES Crowd → only 4% YES → 78 point delta This is one of the biggest edges I’ve seen recently.🧵

10M $FACY burned. Next milestones are already mapped. → 5M more when users burn 10K tokens → Another 1M at 100K tokens used → Then 1:1 matching beyond that More burns incoming as new premium features land on Truth Terminal. More usage = more burns. Simple

🔥 Just burned 5,000 $FACY and got my first 5,000 Burn Points on Truth Terminal. 1 token = 1 point. Insight regeneration = 100 points. Real deflation real utility. Team already burned 10M and has a clear roadmap for more burns tied to usage.🔥🔥🔥 残火の太刀 🔥