The only good time to invest in crypto is when it's hated. Not "a good time," the only good time. If you bought crypto when it was even a little consensus, and you didn't hold 4 years, you lost money. The good news is, crypto is once again, out of consensus.

That's complete bullshit. I've built EUCyber.report. It covers CRA, DORA, GDPR, NIS2, and the latest on the EU AI ACT - all from a private desktop app. It is not a drag to have accountability and safety in place. You think it's better to have this wildwild west shit the US is putting on with the states being hamstrung by a federal gov who can't get it's shit together?

This Vitalik's 2016 Reddit post gave core idea for Uniswap: 'Let's run on-chain decentralized exchanges the way we run prediction markets'. Hayden then built it and DEXs became core infra of DeFi where price discovery happens, LPs farm, and ppl can trade without KYC. What if the new idea by Vitalik becomes a new Uniswap? Or in this case Aave? He proposes DeFi without liquidations, built on options instead of debt. How it works in practice: Today on Aave you deposit 1 ETH at $1.5k and borrow $1k USDC. If ETH dumps too much (likely lol), a bot sells your ETH with a penalty. The whole system depends on real-time oracles being correct every second. Late liquidations incur bad debt. In Vitalik's design your 1 ETH splits into two tokens: a 'stable dollars' token and an 'ETH upside' token. - Borrowing: sell the stable token for cash, keep the upside token. If ETH dumps you just lose the upside. No liquidation bot and no penalty - Stablecoin: hold the stable token. Worst case it slowly turns back into ETH rather than depegging overnight - Leverage: buy the upside token. Max loss is what you paid and you can't get liquidated It works like buying a call option: you pay once upfront, that payment is the most you can ever lose, and a temporary price wick can't liquidate you since only the price at expiry counts. The two tokens always add up to 1 ETH, so the protocol can't end up with bad debt. And the price oracle is only checked once at expiry so slow prediction-market style oracles are enough, no real time price feeds. Since positions expire you have to roll them. But this creates new DeFi products like Pendle-ish vaults that automate the rolling for a fee. This design removes cascading liquidations from DeFi lending. Gotta keep an eye on it.

I can't shake off the thought that $ETH is following $ATOM. Both has tech used beyond their own ecosystem: - IBC and the Cosmos SDK run under dYdX, Celestia and Injective. - The EVM runs almost every chain that isn't Solana. Lots of adoption but native coins don't accrue much value. Both scaled by pushing activity out to satellite chains: - Cosmos with app-chains like Osmosis - Ethereum with L2s Cheaper for users, but value leak to the edges while the L1 pay for security. Like L2s are slowly dying, Cosmos App-chains are pivoting or shutting down with Akash's $AKT about to propose a new migration chain. Price is going the same way but slower for ETH. ATOM is down ~86% over five years. ETH 'only' 38%. The big shift was valuing L1s mostly based on fees/revenue. I think that's flawed for L1s but $HYPE and $TRX proved that L1s can actually generate high enough fees and burn tokens via buybacks to affect the price. Cosmos community was asking FOR YEARS to fix ATOM's inflation and weak value accrual, and nothing changed until an 86% dump forced it. Even a founder was pushing for a hard fork. Apathy set in within Atom and no one even talks about it on CT anymore. Now they're redesigning ATOM to capture value instead of just paying stakers to hold. Current proposals: • inflation tied to actual fee revenue (currently a fixed 7-10%) • longer staking locks earn more • value accrual extended to SDK (corporate) usage, beyond staking yields alone $ATOM holders are so desperate they are willing to experiment. $ETH is at way too high MC and not desperate enough to make any radical changes to it. Vitalik called supporting ETH the asset 'outside the scope of the EF'. So any big change probably would come the way it did for ATOM: a crisis deep enough that doing nothing becomes more costly than acting. ETH still secures billions so too large for anyone to treat this as an emergency. ATOM had to fall most of the way to zero before it could reinvent itself. If ETH is on the same path, the level that unlocks it is a long way below here.

It is my pleasure to release the 🃏 𝗕𝘂𝘁𝗲𝗿𝗶𝗻 𝗖𝗮𝗿𝗱𝘀 collection. 🎴 A collection of 2015 unique cards paying tribute to @VitalikButerin. Minting: buterin.cards/ Big thanks to the rest of my team: @tarpley_travis, @MrLivingstream & @PawelDudko

I think we will get quite some capitulation when ETH goes to #3 in MC, or alternatively when it drops below $1k. My assumption now is that we are in a bear crypto market and we will not see higher prices at least for 1 year. I also think there may be some really good buying opportunities. Long term I am still super bullish ETH.

Ready for $800 eth?

😂

art is one of the million market use cases that Ethereum enable globally read 'The Long Tail' thesis 🧠

This is misleading because it conflates formal power with soft power. Vitalik's influence in Ethereum doesn't come from his board seat. It comes from being the community's most influential voice. By his framing here, Donald Trump is irrelevant to Republican primaries because Trump holds no formal role in candidate selection. Yet Trump has unseated multiple incumbents simply by attacking them publicly, and Vitalik can launch or kill initiatives the same way.

Steven Bartlett says a few glasses of wine ruined the next 3 days of his life “It's one of those areas where you don't understand the hidden cost until you really give it up for a while. I stopped drinking at 30 years old. I'm now 33. When I was 31, I thought, I'll have a drink again because now I could really A/B test it. I had a year of not drinking, decided to have a drink again” “It ruined three days of my life. I had a couple of glasses of wine, didn't get drunk. It ruined three days of my life because of the domino effect it caused” “I got worse sleep that night, and then because I got worse sleep that night, I ate more poorly the next day because my dopamine system or whatever, the cortisol system was all messed up. I podcasted worse. I didn't go to the gym that day or the day after because I felt really bad. I then slept worse, and I could track all of this on my Whoop”

"model" immingrant here - the best kind of immigrant you could possibly want. pays tons of taxes started businesses, etc etc. it's completely valid for native americans to want to shut down legal immigration after the neverending H1B scandal. H1B was obviously a mechanism to undercut native high skilled labor. it went terribly wrong. and it's fine to hit the pause button. it was a garbage system. go yell at the architects of H1B, not the heritage americans complaining about it.

CT is dead as you know it - The MegaETH Pivot x.com/i/broadcasts/1aJbdbjjl…

some yes