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Berlin
Joined September 2018
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The leading chains (in endusers, builders, capital) in 2026 are Ethereum, Solana, Base & Robinhood.
Will AI agents change that?
The internet of money, the internet of value, financial and non-financial transactions will settle on Ethereum.
Conflict settlement will be public, verifiable and near-instant. There will be slightly different interpretations but the state will be stored & history will be intact
Crypto = Cryptography, cryptocurrency, censorship-resistant data moving on uncensorable rails*
*Foundational protocols/assets like Ethereum $eth have to be 100% resistent. Each protocol, app, asset on top adds risk as most trade cryptographic security for manual adjustability
The Good News: Layer 2s on Ethereum add cryptographic security, i.e. even if they go down, you can get your $eth out!
The Bad News: There‘s many other chains, protocols, assets (IOUs) issued by centralized issuers which are intransparent, manipulatable, ruggable.
Be Safe.
Some blockchains have been running securely without interruption for 10 years. That is worth a lot.
Others are interesting startups but definitely no good store of value and come with risk if you want to have DeFi there, trade tokens or even stocks!
Crypto is a lie. We were promised pure decentralization, unstoppable code, and trustless systems. Turns out… most major chains have hit the brakes when things went south.
•Ethereum hard-forked in 2016 to reverse The DAO hack. $60M was on the line.
•Solana has paused its entire network multiple times—Feb 2023, Sept 2022—to contain bugs and exploits.
•Bitcoin rolled back a 2010 bug that created 184 billion BTC. Yes—billion.
But when $SUI uses safeguards to freeze stolen funds?
“Centralized! Fraud!”
Nah. That’s called protecting users. If your idea of decentralization is “let the hackers keep the money”, you’re fighting for anarchy, not adoption.
Nobody should say “There’s 10mio transactions vs 1mio. It’s worth 10x”;
Nobody should say “this makes 5x more REV. It’s worth 5x”;
WITHOUT checking incentives, expenditures for other stakeholders! Too simplistic.
Optimize for stakeholder value accrual/growth vs value capture!
Bring billions onchain.
Offer value to millions of businesses and billions of users.
Overoptimizing revenue (extraction/dividends) is a loser management strategy that is not thinking big enough.
xitter.gq/BCComparison/status/19…
You should MAXIMIZE DEMAND for the asset.
Bitcoin is leading with institutional investment demand.
Ethereum is leading with (onchain) demand from various stakeholder groups.
All other L1/L2s should focus on revenue that can directly translate into fundamental buy & burn demand
Demand from Ethereum l1 onchain usage is tier 1 demand & translates directly into revenue & $eth burn.
Demand from Ethereum l2, apps, sub economy usage (& investor demand) translates into holder demand - but should be discounted a bit in models because of additional uncertainty.
We still see similar dominance, fragmentation & aggregation at the same time. The tech stack & enduser XP is improving with more efficient protocols & better apps incl. embedded wallets. It's time for apps to utilize the best building blocks and deliver real value to endusers.
Which field interests you most in crypto? Interestingly, most economies are built on top of #Ethereum & becoming natively embedded in crypto social platforms such as @farcaster_xyz. #SocialFi
50%Token trading
50%DeFi
0%NFTs
0%Business Apps
2 votes • Final results
I would support there being an anoncast-like gadget for ETH holders, something where if you ZKP that you hold N ETH then you can post once every (120 million / N) seconds. Make a twitter account, @eth_holders, and set it up with a bot that follows those rules.
That way we avoid social media loudness distortion, but we get an actual public voice that represents the ETH holder community, and we get to use our own tech.
Hopefully @farcaster_xyz and/or @LensProtocol can set up smart-contract-friendly logic so that the whole mechanism can happen trustlessly on their platforms without any intermediary.
Everyone wins.
How do you use Ethereum?
🔎 Thinking of investing in #ethereum? Ethereum and #bitcoin are often lumped together under the crypto umbrella, but they're very different. What are the differences? In this article, we explore how Ethereum works and some of its use cases.
Learn more: etp.coinshares.com/knowledge…
