mazzakk.eth

Every major BTC volatility compression since 2020 has resolved with a minimum 40% move. Four instances. Three resolved to the upside. Current bandwidth is now tighter than all of them. The spring is fully loaded.

Today is Good Friday Today is the day Jesus died for our sins, to save us Matthew 27:45-46 “Now from the sixth hour there was darkness over all the land until the ninth hour. And about the ninth hour Jesus cried out with a loud voice, saying, “Eli, Eli, lema sabachthani?” that is, “My God, my God, why have you forsaken me?”

🚨 AAVE DOUBLES DOWN ON ETHEREUM Aave DAO just voted near unanimously to move V4 to Ethereum mainnet. Over 645,000 votes in favor. The biggest DeFi protocols aren’t leaving Ethereum. They’re building deeper into it. $ETH

Yesterday we hosted the Institutional Ethereum Forum in NYC. A private, closed-door, invite-only for institutional execs. $250T+ in combined assets represented. Attended by leaders at: → DTCC → Swift → Euroclear → BlackRock → Morgan Stanley → Fidelity → JPMorgan → State Street → Mastercard → Visa → Stripe → PayPal → Nasdaq → LSEG → Broadridge → S&P Global → Moody's → Microsoft → EY → Invesco → Franklin Templeton → T. Rowe Price → Baillie Gifford → CoinFund → WisdomTree → VanEck → U.S. Bank → Western Union → Paxos → Consensys → Aave → Uniswap → Chainlink → Securitize → Ondo Finance → Paradigm → a16z → Dragonfly → Anchorage Digital And many more. Co-hosted by our friends at → @aave → @zksync → @arbitrum → @Optimism → @chainlink The institutions aren't coming. They're here. Ethereum.

Ethereum will be the world’s neutral global settlement layer the need for which has never been more clear in modern history and ETH will be the most important censorship-resistant programmable collateral and store of value asset on that network book it

BlackRock Head of Digital Assets says the new ETH staking ETF is the silver bullet for institutional investors The initial launch of their Ethereum ETF was already the 3rd fastest ETF in history to reach $10B in aum $ETH up 17% in the past week outpacing BTC

This is MASSIVE for ETH. $14 trillion BlackRock just launched the first Ethereum Staking ETF with ticker $ETHB. This is bigger than most people realize. $IBIT: Bitcoin spot ETF. Zero yield. Just price exposure. $ETHA: Ethereum spot ETF. Zero yield. Just price exposure. $ETHB: Ethereum staking ETF. 3% annual yield. Institutional money now earns directly from the blockchain. This is the first time in history a $10 trillion asset manager is plugging institutional capital directly into a proof-of-stake network and earning rewards from it. Why this is bullish for Ethereum: Every dollar flowing into $ETHB removes ETH from circulation and locks it into staking. Less supply. Same or growing demand. Price goes up by basic math. A 3% annual yield makes ETH compete directly with treasury bonds for institutional allocation. Pension funds and endowments that could never justify holding a zero-yield asset can now justify $ETHB. BlackRock priced the fee at 0.12% for the first year to capture market share before anyone else launches a rival product. They are building a moat while competitors are still filing paperwork. Fidelity and Invesco will follow. That is guaranteed. But BlackRock moved first. Again.

🇺🇸 JAMIE DIMON, CEO OF CHASE, GOES ON NATIONAL TV AND SAYS: "CRYPTO IS BETTER THAN THE CURRENT FINANCIAL SYSTEM!" THE "EXPERIMENT" PHASE IS OVER. THIS IS THE PIVOT OF THE CENTURY 🔥

Here is your daily reminder of what I still believe will happen...Gooooo ETH gooooooooo boyyy

Spot Ethereum ETPs brought crypto to millions but excluded staking. With @BlackRock's $ETHB ETP, anyone can earn ETH staking rewards via everyday brokerage accounts. Proud to be the primary custodian of $ETHB & over 80% of U.S. crypto ETPs, for more access and more opportunity.

🚨 ETHEREUM SOLVING A MAJOR PROBLEM FOR AI AGENTS Right now AI agents are anonymous. 🔹 You can’t verify who built them 🔹 You can’t see their track record 🔹 You can’t trust their output That’s a problem if AI agents are going to operate in the real economy. ERC-8004 changes that. On-chain identity, reputation, and verifiable work history for AI agents. If the AI agent economy is going to exist, it needs trust infrastructure. Ethereum is building it. $ETH $BMNR

The stablecoin supply on $ETH is hitting new ATHs. Price is still not making a new all-time high. As a matter of fact, it's down more than 50% since the previous all-time high. Stablecoin supply since then: +200%. Irrational valuations.

⚡️NEW: Real-World Assets on Ethereum just crossed $15.1 BILLION in market cap! That’s +200% YoY as institutions tokenize treasuries, funds, and credit directly on ETH

Now that ZKEVMs are at alpha stage (production-quality performance, remaining work is safety) and PeerDAS is live on mainnet, it's time to talk more about what this combination means for Ethereum. These are not minor improvements; they are shifting Ethereum into being a fundamentally new and more powerful kind of decentralized network. To see why, let's look at the two major types of p2p network so far: BitTorrent (2000): huge total bandwidth, highly decentralized, no consensus Bitcoin (2009): highly decentralized, consensus, but low bandwidth - because it’s not “distributed” in the sense of work being split up, it’s *replicated* Now, Ethereum with PeerDAS (2025) and ZK-EVMs (expect small portions of the network using it in 2026), we get: decentralized, consensus and high bandwidth The trilemma has been solved - not on paper, but with live running code, of which one half (data availability sampling) is *on mainnet today*, and the other half (ZK-EVMs) is *production-quality on performance today* - safety is what remains. This was a 10-year journey (see the first commit of my original post on DAS here: github.com/ethereum/resea… , and ZK-EVM attempts started in ~2020), but it's finally here. Over the next ~4 years, expect to see the full extent of this vision roll out: * In 2026, large non-ZKEVM-dependent gas limit increases due to BALs and ePBS, and we'll see the first opportunities to run a ZKEVM node * In 2026-28, gas repricings, changes to state structure, exec payload going into blobs, and other adjustments to make higher gas limits safe * In 2027-30, large further gas limit increases, as ZKEVM becomes the primary way to validate blocks on the network A third piece of this is distributed block building. A long-term ideal holy grail is to get to a future where the full block is *never* constituted in one single place. This will not be necessary for a long time, but IMO it is worth striving for us at least have the capability to do that. Even before that point, we want the meaningful authority in block building to be as distributed as possible. This can be done either in-protocol (eg. maybe we figure out how to expand FOCIL to make it a primary channel for txs), or out-of-protocol with distributed builder marketplaces. This reduces risk of centralized interference with real-time transaction inclusion, AND it creates a better environment for geographical fairness. Onward.

TOM LEE: THERE IS NO SCENARIO WHERE WE SELL ETHEREUM Bitmine has accumulated ~4% of ETH’s total supply in ~5 months and they don’t plan to sell any of it. Instead, they’re staking it. That stack alone is expected to generate $1M+ per day in net income once fully staked. This is how institutions think: $ETH isn’t a trade, It’s a yield-producing asset. Michael Saylor: never sell your Bitcoin. 💎 👐 Tom Lee: never sell your Ethereum. 💎 🤝

$ETH bearishness lasted for years but $ETH actually looks good: - EF reformed & ships fast: Two major forks in 2025 - Fusaka increases blob fees for L2s - BitMine continues to stack $ETH - Noticeable whale accumulation onchain - Blackrock files for staked ETF - Strong ETF outflows seem subdued - Solutions like zkSync Atlas bring technical solutions to solving L1/L2 liquidity fragmentation - Quantum resistance on the roadmap (vs uncertain BTC) - SEC & Blackrock pushing tokenization (even within 2 years) - ETH/BTC chart unaffected by 10/10 and following dumps Anything else I missed?

Yas 👏

Tokenization is shaping the next evolution of global markets. In @TheEconomist, Larry Fink and Rob Goldstein discuss how tokenization can modernize market infrastructure, enhancing efficiency, transparency, and access by connecting traditional and digital finance. Read more:

Ethereum is the largest actively developed ecosystem in the crypto ecosystem by far. When Fusaka goes live on the network tomorrow, it will be the second major network upgrade this year (following Pectra in May). Then on December 9th, the network will scale blobs automatically from a target of 6 to 10 by way of a Blob Parameter Only (BPO) fork. And this is just the layer 1 upgrades - layer 2's have been developing their own ecosystems at a breakneck speed this year. Then throw in all of the incredible work being done on the ZK front and it's clear to see that Ethereum is firing on all cylinders. The haters love to spread the narrative that the Ethereum ecosystem moves slow but that couldn't be further from the truth. Ethereum doesn't move slow; it moves quickly with purpose.