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Internet
Joined February 2020
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There's been a resurgence of coins that I'm labeling '2017-era Bitcoin clones' $PRL +30% this week, $4.2b FDV $QTC + 300% this month, $1.8b @ 21m supply Kind of interesting that 21m hardcapped supply tokens are commanding multi-billion dollar vals
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WEEKLY ROLLUP: The Internet Is Under Attack. Is Crypto Next? Uptober lasted four hours. Now comes Black October: rising war fears, AI-powered cyber threats, and a market on edge. @RyanSAdams and @TrustlessState debate whether crypto is next, JPMorgan’s bullish Bitcoin forecast, fusion-made gold, and a major stablecoin win. [TIMESTAMPS] 0:00 Intro 0:08 Black October, Uptober & Market Jitters - @TrustlessState - @coinbureau 5:38 Bitcoin's Early Bull Case 9:26 JPMorgan's Bitcoin Forecast & Ethereum's Struggles - @saylor - @Matt_Hougan 20:23 Crypto Movers: Pearl, Lighter, Venice & Monero - @zoomerfied 28:31 Black October: Cyberattacks, AI & Banking Risks - @takaichi_sanae - @NSACyber - @Mudit__Gupta - @devmuzzammil - @nic_carter - @jachiam0 - @eastdakota - @MadisonMills22 42:53 Fusion Gold: Bitcoin's Unexpected Advantage? - @MarathonFusion 50:23 Stablecoin Rewards, Solana Upgrade & Aero Merger - @EleanorTerrett - @solana
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I'm going live on @Bankless tomorrow with @odysseas_eth and @hrkrshnn to figure out WTF is going on? How bad is this? Is it going to get worse? What happens next? Is crypto safe? Is crypto ahead of the curve? Truly the worlds greatest questions 2pm EST on @Bankless
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NEWS: Ethereum consensus researchers have proposed Decoupled Consensus, a draft EIP that would replace Ethereum's Gasper consensus design and split validator voting into two separate jobs. A committee of ~512 validators sampled each slot would vote on the chain head, while the full validator set votes on finality in its own rounds. The goals are at least 4x faster finality, tougher reorg defenses, and a cleaner path to post-quantum signatures. EF researcher Barnabé Monnot expects it in the I* upgrade, early 2028.
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NEWS: Aerodrome and Velodrome have merged into @aeroxyz, one DEX now live on seven chains including Base. $VELO converts at 0.044 $AERO, giving Velodrome's side 5.5% of the merged supply. Weekly ve-votes are gone, with emissions now capped against each pool's projected revenue.
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NEWS: Pump(dot)fun replaced Relay with its in-house Pump Bridge for crosschain trades in its app. In its own randomized test, Pump claims buys landed in 1.95s vs. 3.88s on Relay, with errors falling from 11.2% to 0.9%. Full article below
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NEWS: $ZEC still sitting in Zcash's original Sprout pool has about two weeks to move before the NU7 upgrade freezes it. NU7 is set for mainnet block 3,543,405, expected around Nov. 5th, per Zakura, the full node project led by Zcash cofounder Sean Bowe. The upgrade retires the v4 transaction format Sprout depends on, and the spec warns Sprout spending "may never be reenabled." NU7 also brings 25 second blocks.
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NEWS: 0xbow has launched Privacy Pools v2, adding private payments, yield, and swaps across seven networks including Ethereum, Arbitrum, and Base. Shielded funds can now pay any EVM address privately, earn Aave yield inside the pool, and swap across tokens and chains via LI.FI. Deposits still need approval from 0xbow's screening service, albeit with no KYC or viewing key. The Ethereum Foundation's Kohaku wallet-privacy initiative is also notably integrating it.
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NEW REPORT: Is Crypto Ready for Its Next Leg Up? Fear has returned to crypto, but the next rally may be closer than it looks. @JustDeauIt and @RyanSAdams break down Bitcoin’s resilience amid a sharp altcoin selloff, the holder rotation driving its consolidation, and why seller exhaustion could set up the next move. They also discuss the $87K breakout level, mounting stress in AI debt markets, Bitcoin’s divergence from the Nasdaq, and whether quality altcoins are becoming attractive again. [TIMESTAMPS] 0:00 Intro 0:13 Bitcoin Holds Strong as Altcoins Fearful 4:00 Bitcoin’s Cycle Signals & Capitulation 11:19 Bitcoin Dominance and Strategy’s Next Move 17:51 AI Debt Fears & Credit Spreads 22:30 Treasury Yields, Stocks, & Capital Flows 31:42 Debt Risks, Bitcoin, & Government Intervention 35:30 Bitcoin Versus & Nasdaq 39:11 Altcoin Dips and Portfolio Strategy 43:02 Ether, Solana, & Closing Thoughts
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NEWS: OpenSea's mobile app is now open to everyone on iOS and Android, ending a gated rollout that began in July. The app pitches social trading across art, trading card, memecoins, and perps on +25 chains, with feeds that show other traders' moves in real time. Fees are 0.5% per token trade and 1% per collectible buy.
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You're not the only one...
I have an AI agent that logs every negative comment someone makes about me online. It then creates a profile of the person, maps all of their social connections, and finds all their emails. Tomorrow morning, my AI agent will sent out an email blast to everyone's extended social network, detailing the horrible things they've said about me.
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NEW EPISODE - Zcash Names: ENS for Zcash @ZcashNames founder James Joseph (@zcashme) joins @TrustlessState to break down how .zec usernames make shielded payments simpler without exposing your transaction history. They dive into how ZNS compares to Ethereum's ENS, the technology behind private usernames, the remaining security tradeoffs, and whether the system could pass the Edward Snowden privacy test. CHAPTERS --- 00:11 Making Private Payments as Easy as Venmo 05:06 How Zcash Names Actually Works 14:13 Would Edward Snowden Trust Zcash Names? 22:22 How to Claim Your Zcash Name 28:21 The Business and Economics of Zcash Names 36:55 Not Your Keys, Not Your Name
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