If Capo is on your side it's extremely late into the cycle and only an actual supercycle can save you He's done this for 2-3 cycles now It's his thing, you get most engagement at the extremes so you just gotta bull/bear post at those extremes and ignore all else

This is terrifying @Ledger. I just received a physical scam letter at my home address in Italy 🇮🇹 How the hell do scammers have access to the addresses of Ledger users? This goes way beyond phishing emails now. People’s safety is literally at risk.

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As real as they come ATBR4i19gcQ31Rfr7ymA2XvkCQEAkNFGBtVKTmdqpump $MACHI

your mom is green (as a lil shit)

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-pre… and ethresear.ch/t/synchronous-c… ). 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.

Some personal news: I’ll be stepping down as Director of Growth at the Monad Foundation. I've been working on Monad over the last 3 years. I’ve spent the last 9 years in crypto and been full time in the industry since joining the VC team at CMS in 2020. After fielding 1,000 startup pitches, I came across Monad and knew it was the opportunity of a lifetime. I went all in to help bring it to market. Building Monad from the ground up alongside Keone, James, Eunice, and the broader team has been the most rewarding experience of my career. We set out to build a decentralized, EVM-compatible L1 that truly scales. After years of work, it’s incredible to see that vision come to life. The tech is best-in-class and the ecosystem has 100 teams full of builders ready for the next wave of users. I’m proud we built this with integrity, no shortcuts, and a long-term mindset. Monad is now in a position to succeed and in great hands, with exciting initiatives coming in 2026 from both the Monad Foundation and Category Labs. I’ll be transitioning into an advisor role and will remain actively involved in supporting Monad and the broader ecosystem. Excited for what's ahead - updates to come.

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6 Different Vaults can currently earn you over 400% APR in iBGT on Infrared, and some of them even have actual liquidity in the underlying too 😅