Culgin.eth

1/ Been thinking a lot about this lately: What if the cycle everyone was waiting for actually ended in early December 2024 and we’ve already been in a bear market for almost a full year? The OTHERS chart (total crypto market cap excluding the top 10 coins) is the best way to visualize this.

@_The_Prophet__ Thanks for the signal sir

⚡️Our first 10x signal of the cycle is live. You've been asking for these. As we push deeper into this cycle, finding the most asymmetric opportunities in the market is the priority. This is one of them. Year-end target. Full thesis. The 10x case. All live exclusively for Inner Ring Subscribers.

A story of a cup masquerading as a flag and potentially shapeshifting into a massive inverted H&S. And the ticker is...?

Aave Will Win, the most important proposal in Aave's history just passed with a landslide. Here's the master plan going forward: General Direction - Aave becomes fully token-centric: one asset, one model: $AAVE - To date, protocol revenue per AIP-1 has accumulated to the Aave DAO: $140M in 2025, with 2026 on track to match that despite the market downturn being limited to protocol-only revenue - The AWW proposal introduces a new revenue stream: application and product revenue generated outside the Aave Protocol, now directed to the DAO as additive revenue - This covers Aave Pro, Aave.com, Aave App, Horizon (RWAs), and Aave Kit, all flowing back to the DAO treasury - Swaps on Aave.com and Aave Pro are already generating $10–20M in new revenue on top of existing protocol revenue - Aave V4's reinvestment feature ensures that float capital in pools generates yield, creating additional revenue streams, similar to how Aave V4 Spokes open up new revenue opportunities - AWW gives Aave exposure to the full vertical stack. Owning that stack is increasingly critical in a competitive landscape where protocols get commoditized - AWW also establishes a community-protected vehicle to independently govern Aave's brand assets and IP on behalf of token holders - Aave Labs commits to working exclusively on Aave-related products, fully locked in - If you own $AAVE, you own not just the economic rights of the protocol, but the brand, the users, and the integrations In other words: everything belongs to one asset, the $AAVE token - We believe tokens are the greatest opportunity of our time to build collectively governed protocols, but a single, unified vision is essential for execution - That vision is provided by Aave Labs, working alongside all Aave service providers to grow Aave from a $40B protocol to $1T and beyond Product Layer & Distribution - Aave App will onboard millions of users with a simple, fintech-like experience while ensuring users retain full control over their funds, backed by $1M account protection per user. A card will also launch later, generating additional fees for the Aave treasury - Aave Pro will be the premier destination for power users: sophisticated features, simple on-ramping, and the best of DeFi in one place - Aave Labs has the best designers and design engineers in the space, committed to delivering a high-fidelity experience for every user - Aave Kit will provide SOC2-compliant, enterprise-grade integration for fintechs and partners - Horizon will expand with Aave V4 support and more flexible asset onboarding to scale RWAs on Aave - New Aave V4 Spokes will unlock additional collateral and address the demand side of DeFi liquidity - Together, these products aim to bring DeFi to everyone and position Aave as the base credit and repo market for the entire $400T+ TradFi asset base Engineering & Tech - Aave Labs has the best engineers in DeFi. We built V1 through V3, GHO, and most recently V4, and this is just the surface of what we're building next - Aave V4 paves the way for next-generation lending, and Aave V3 will remain fully supported and maintained by Aave Labs for years to come - We are security-first. Smart contract security, application security, and ICT security are non-negotiable, and our recent SOC2 compliance reflects that. Institutions expect it, and we deliver it - We will invest in agentic AI, opening up new opportunities for developers building with Aave Marketing - Aave has historically led crypto in brand, events, content, and partnership marketing. We're doubling down on our brand recognition and the strong foundation we've built - Going forward, we'll expand into new audiences and channels to bring Aave mainstream, building net-new, stickier userbases among people who are new to DeFi Growth - Aave will deepen relationships across the DeFi ecosystem and build new bridges with fintechs, banks and asset managers - At its best, Aave isn't a bank. It's a financial network that any fintech, bank or an asset managers can plug into, and providing the best integration tools will be key BD efforts will rely on tight collaboration between service providers such as Token Logic and our partner networks - We honor our long-term partnerships and commitments, including @chainlink - We recognize the value Aave represents today and expect partners to approach us with the same respect Governance - We support a multi-contributor model for Aave and will continue to embrace it - We will oppose any vendor lock-ins or service providers that build products for themselves at the expense of token holders - We require full transparency from the SPs and no tolerance for relationship gating as all value needs to drive to Aave - Zero value leakage: everything built with Aave's funds must benefit Aave and be owned by Aave - SPs who align with these principles and commit to what's best for token holders will have our support on budgets, as long as they are reasonable - The DAO is taking a zero-bureaucracy approach: execution and skin-in-the-game are what matter. We are competing with some of the world's most efficient and well-funded organizations, and there is zero room for friction - Every SP will have real, measurable goals. Payments for posting governance proposals are over. We've already consolidated SPs to focus resources - Governance process improvements are coming in the months ahead: more efficiency, less politics Risk Management - We will continue to support a multi-layered risk management process encompassing both an economics risk layer and a technical risk assessment layer conducted by Aave Labs - Aave's risk management will include external risk managers such as Llama Risk and Token Logic for commercial and economic assessment. Aave Labs will also establish a permanent internal risk management function to coordinate and support external risk managers, making the overall system more resilient Building a Regulatory Moat - Aave Labs has spent years building a regulatory moat around Aave's products and deepening vertical integration - Aave is one of the only DeFi ecosystems operating at scale with regulated entities, including Push Virtual Assets Ireland, which is authorised as a CASP under MiCA, alongside a UK EMI-licensed entity - We are actively pursuing additional licenses globally to enable seamless, 1:1 fiat-to-Aave onboarding for mainstream users, a prerequisite for mass adoption - We go where the bar is high Policy - Aave Labs' policy team is world-class. We've participated in every major policy consultation over the years and will continue to fight for DeFi, protecting it from harmful regulation and ensuring legal certainty for users and integrators - The next few years will be pivotal for DeFi policy. We are fully committed Our Principles - Security-first above all else. This is non-negotiable Everything we build is truly DeFi, with self-custodial access at its core - Innovation-driven, we will move the space forward by innovating and building something new - For DeFi to scale, we need new audiences. That means growing the pie by building better experiences and infrastructure for users to access DeFi - Friendly by default: anyone should be able to work with Aave if the merits support it - Build and operate in public. Everything we do will be done openly, with the highest standard of accountability This is the direction we are committing to, a multi-year journey. The foundation is set. Now it's time to build. Aave will win.

Just say Ethereum

👨‍🏫 How to build on @ethereum in 2026: 👨‍💻1) Understand the concepts at SpeedRunEthereum.com 🤖 2) Give your AI/agent ETHSkills.com and tell them to build 💵 3) Profit

Many reasons to be excited about Ethereum, here are a few: Multiple upgrades of a decentralized network in one year Post quantum roadmap Privacy roadmap Stronger L1, more innovative L2s Strong return to cypherpunk / counterparty risk minimization Absolute vibeshift innit Better explainers, videos, messaging Usefulness outside of traditional crypto (CROPS / open source AI) More Gen Z people involved Multiple new organizations pushing Ethereum Vitalik war mode go go go Interop across Ethereum DeFi scaling to match banks Institutional presence ETH Hackathons getting packed again Kohaku is a open source wallet SDK that makes wallets competitive again Trillion dollar security initiative is live to make the network even more economically viable for the trust placed on it 100% uptime AKA More uptime than AWS or anything despite being fully decentralized EF staking ETH EF going DeFipunk OGs coming out of retirement and young people deciding to dedicate their best years to work for the EF and many, many more things. The bullishness must be earned by shipping, not by narratives, and what’s great is that the shipping has outpaced the narrative. The latter is now primed to catch on. Ethereum

@EthereanVibin I won't be surprised even if eth is at $3.2k tomorrow

Don’t be surprised if you wake up to $2,500 $ETH tomorrow morning…

Alpha is live. Native privacy, built on @ethereum. What will you build on Aztec? 🪿

For JP, the most important announcement from EthCC wasn't Aave V4 or the Ethereum Economic Zone. It was Safenet — and the reason starts with $3.4 BILLION in crypto theft in 2025. Bybit’s hack saw $1.5B gone because attackers compromised the UI and signers approved the fraud themselves. The industry built better warnings (simulation tools, banners, previews) but when the interface is compromised, warnings are worthless. Because the main attack surface in 2026 isn't code. It's people. Safenet moves the security check INTO the execution path: > Before any Safe transaction executes, a decentralized network of validators checks it against a set of security rules. If it doesn't pass, it doesn't go through. > At launch, there are five rules: each one designed to block the specific types of vulnerabilities that made the Bybit hack possible. > Six founding validators (incl. Gnosis, Blockchain Capital, and Safe Labs) each stake a minimum of 3.5M SAFE to participate. The system is designed to function correctly even if some validators act dishonestly, and all activity is publicly auditable. > Users keep full control of their funds. If a transaction gets flagged, the wallet owner can still override it manually after a waiting period. > For an industry hemorrhaging billions to hackers, this is the upgrade we needed. Worth a full read.

In a time of geopolitical instability (shifting world order) & technological uncertainty (AI, quantum threat), Ethereum stands strong as a bastion of decentralization, security, reliability & censorship-resistance. And powering it all is ETH - the worlds best store of value.

@josefabregab @aave @omeragoldberg @StaniKulechov @chaoslabs I would stand by Stani if what he shared is true

@aave @omeragoldberg @StaniKulechov has posted the untold part of this. If no one from @chaoslabs can publicly deny the allegations made in the image attached, then I take back what I said and I fully stand against the requests made by Chaos Labs.

Stop asking Grok to summarize this shit. If you're an @aave stakeholder of any sort, make time to read it and internalize what is going on. @omeragoldberg provides some extremely important context on it. I want to see Aave v4 thrive, but this is getting quite concerning.

Stablecoin is the hook, ETH is the main show

State of crypto now

Bears will always find their own narratives to be bearish

It’s funny how the CT horde who were mega bearish on ETH when the exit queue was large have gone completely silent about the entry queue. BTW, the large exit queue never caused ETH staked to go down in a meaningful way because it was just a large entity restructuring their validators. This massive entry queue on the other hand is here to stay, and it’s here with size because ETH is a store of value.

*taps the sign* The quantum timeline is only going to accelerate Blockchains without effective social coordination are fundamentally broken Ethereum consistently tackles the important problems head on Proactive, not reactive This is resilience

It's a problem and one blockchain recognizes it and has a plan to address it. The ticker is $eth