@FredWick7 SPCX trade will be more about AI data centers in space than the mars shit tbh
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Castles Δ
6.2K posts
Imagine believing mankind would colonize Mars. Lmfao !!!
Mars is 140 million miles away from Earth. No human being will travel 140 million miles through space and live to talk about it.
In contrast the Moon is only 250k miles away from Earth.
#SpaceZero
Watcher.Guru@WatcherGuru
JUST IN: Elon Musk's SpaceX $SPCX falls 10.5%, erasing over $250 billion from its market cap today.
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Ethlabs@ethlabs_org
Announcing Ethlabs: a non-profit R&D lab for Ethereum and ETH Our mission is to make Ethereum the settlement layer of the global economy. The internet became global because shared protocols created a common language between networks. Private systems remained useful, but bounded. Finance is approaching a similar moment. As value, assets, and markets become digital, the world needs shared settlement infrastructure. Ethereum is uniquely positioned to become that shared base layer, the neutral foundation on which users, institutions, and agents can transact without intermediation. What we believe: • We believe credible neutrality matters. Ten years of uptime and the lowest counterparty risk. Ground that cannot be pulled away by any one country, institution, company, or person. • We believe ETH matters. The most valuable, programmable store of value. A decade of broad distribution, deep liquidity in onchain markets, and maximally trustless asset on Ethereum. • We believe DeFi matters. Markets, liquidity, credit, exchange, and coordination, open to anyone. • We believe adoption matters. Principles do not change the world until people benefit from them. We sit between two worlds: real usage from the builders at the frontier, and the protocol that has to support it. We work with users, applications, wallets, L2s, infrastructure teams, institutions, ETH holders, core devs and researchers, then turn what they actually need into protocol work, shared standards, infrastructure, and shipped products. Ethlabs is independent but Ethereum is a shared project. We are one node in a much larger network of stewards. This is the multi-node future. We have spent the better part of the past decade contributing to Ethereum core research and development. We are opinionated and transparent. We move with urgency, learn in public, and course-correct when we’re wrong. We are building a lean, talent-dense team for people who want to do the most important work of their careers: join@ethlabs.org
ZXX
The EF is intentionally leaving a power vacuum for new structures to step up and influence the direction of Ethereum
I think the @ethlabs_org direction holds the brightest future for Ethereum
I’m happy to support and will continue to support them along the way
🫡
Ethlabs@ethlabs_org
Announcing Ethlabs: a non-profit R&D lab for Ethereum and ETH Our mission is to make Ethereum the settlement layer of the global economy. The internet became global because shared protocols created a common language between networks. Private systems remained useful, but bounded. Finance is approaching a similar moment. As value, assets, and markets become digital, the world needs shared settlement infrastructure. Ethereum is uniquely positioned to become that shared base layer, the neutral foundation on which users, institutions, and agents can transact without intermediation. What we believe: • We believe credible neutrality matters. Ten years of uptime and the lowest counterparty risk. Ground that cannot be pulled away by any one country, institution, company, or person. • We believe ETH matters. The most valuable, programmable store of value. A decade of broad distribution, deep liquidity in onchain markets, and maximally trustless asset on Ethereum. • We believe DeFi matters. Markets, liquidity, credit, exchange, and coordination, open to anyone. • We believe adoption matters. Principles do not change the world until people benefit from them. We sit between two worlds: real usage from the builders at the frontier, and the protocol that has to support it. We work with users, applications, wallets, L2s, infrastructure teams, institutions, ETH holders, core devs and researchers, then turn what they actually need into protocol work, shared standards, infrastructure, and shipped products. Ethlabs is independent but Ethereum is a shared project. We are one node in a much larger network of stewards. This is the multi-node future. We have spent the better part of the past decade contributing to Ethereum core research and development. We are opinionated and transparent. We move with urgency, learn in public, and course-correct when we’re wrong. We are building a lean, talent-dense team for people who want to do the most important work of their careers: join@ethlabs.org
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Take note who was shilling you the $30m spot $HYPE TWAP last week making you feel like buying into a local top.
TLDR: TWAPs happen all the time and change all the time.
Data will set you free from the brainlets (who know exactly what they are doing) on CT.
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Options TLDR for the week:
Both IBIT/Deribit are put-rich (fear) and both dealer books are short-gamma at current spot price (amplify a break lower), but the crypto-natives are more fearful right now.
The shared negative GEX at $63.5K is the key: a break below the $60K/$63.5K floors gets amplified by both dealer books.
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*Shitcoining is the most difficult profession.
Gainzy has never actually traded a day in his life lmao.
banditxbt@banditxbt
Gainzy says TRADING is the "MOST DIFFICULT PROFESSION" "Trading is the most difficult profession and people don't even appreciate that" "Nobody appreciates the money you make - you can literally be on the BRINK OF RUIN... you could have been one or two clicks away from HOMELESSNESS... nobody appreciates that" "These people have NO IDEA how brutal trading is - you're a gladiator in the coliseum"
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Was workshopping this live in the moment on air so I’m sure there’s some holes in my framework here but something I’m thinking about as I try to tie together various cross currents between Warsh, housing, bond yields, and the AI buildout
Forward Guidance@ForwardGuidance
AI capex may be the new reason to cap the long end. @fejau_inc argues hyperscalers have tapped cash flow and the next phase is running through equity and corporate bond issuance. Long-term yields matter more than short rates if the goal is funding AI and easing housing pressure.
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.@ethereumfndn UBI coming to an end is literally the best thing for ethereum:native by the way.
There are PLENTY of external funding sources available and ready for Ethereum.
The sooner ethereum:native no longer needs to be sold to fund it the better.
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New post on EthResear.ch!
Validator Redirected Revenue
By:
- clesaege
🔗 ethresear.ch/t/25248
Highlights:
- Ethereum faces a persistent coordination failure: many ecosystem improvements are public goods, so voluntary funding tends to underprovide them, creating deadweight loss and harming long-term competitiveness.
- Validators are structurally aligned with ecosystem growth (more usage → more demand for blockspace → more ETH burn/value), but they still get stuck in a prisoner’s-dilemma equilibrium where they hesitate to contribute unless others also commit.
- The proposal adds a protocol-level mechanism where validators signal a redirect rate: if a majority (e.g., 51%) supports a non-zero rate, that rate becomes mandatory for all validators, solving intra-validator free-riding; the rate is capped (suggested max 10%, min 0%).
- Validators also signal preferred funding recipients and allocations; execution clients aggregate these into a “splitter” contract using a king-of-the-hill / Condorcet-winner style process with simple protocol choices (KEEP vs CHANGE), aiming to minimize governance overhead (“set and forget”).
- Key open risks include validator cartelization (majority could redirect funds to themselves), principal–agent problems (staking operators controlling votes vs delegators’ preferences), and the possibility that willingness to redirect rewards is interpreted as evidence issuance could be reduced.
ELI5:
Ethereum needs shared things (like security tools and maintenance) that help everyone, but it’s hard to get people to voluntarily pay because each person hopes others will cover the cost (the “free-rider” problem). This article suggests a built-in way for Ethereum validators (the people who earn staking rewards) to collectively agree to donate a small, capped slice of their rewards to fund important ecosystem work. Validators would also collectively choose where the money goes using a simple voting/competition process, so funding can happen without lots of meetings or bureaucracy—while still acknowledging risks like validators teaming up (cartels) or staking companies voting in their own interest instead of users’.
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Warsh is banking hawkish credibility now to fund a dovish pivot later.
He didn't submit a dot, meaning the hawkish 3.8% median belongs to the committee.
He killed forward guidance and built a task force that can strip energy/supply shocks and justify cuts on his terms. ⏳
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@c2mtrading bro gave us nothing, gonna be very interesting now with a chair that gives no forward guidance man. Suprises are gonna be an even big trade in this era imo.
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Not right away but the Saylor $BTC supply overhang narrative with $STRC trading at frickin $89 is gonna be real tbh.
CryptoCondom@crypto_condom
🎯
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@kieran__duff np mate your substack has helped me tones in the early days
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@CochranCrypto @crypto_condom I mean, no shit mate lol, the point of CC post is to map flows and be dynamic to capture upside no matter the regime
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@crypto_condom sigh.. all cycles has narratives.. im old enought to remember mt gox, gov bans, unsustainable electricity, block size insuffienct, celsius blockfi ftx ect, mt gox releases coins... now you list the current ones. there will aways be a narrative
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Here's the thing. Given the $MSTR/ $STRC/ quantum risks associated with $BTC, the price must be sufficient to support enough upside to warrant purchase. There's a reason CT has gone Tradfi...its bc thats where the returns are rn.
Semis/Memory/AI adjacent stocks have gone 2x-10x in a month. Until the $BTC price is cheap enough to compete with that, $BTC is gonna go lower.
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