Eth carry

@RoboMcGobo A bit like apple speedrunning palmos

There are only 3 inevitabilities in this world: 1. Death 2. Taxes 3. Ethereum speedrunning Cosmos ideas from 2 years ago

@zmanian @dankrad You should read what you write

@dankrad It's worse than that. it's that when most of those rollups fail, people start believing Eth has no value.

Where have I heard this idea before ? We tried this in Cosmos in 2023. Didn’t work

@devanshmehta Milady

here's why i love sporting a milady & think it embodies the ethereum builder ethos 1. they don't focus on price. in fact, they made it easy for anyone to create their own milady without spending money to buy one, which is different from every other PFP NFT project out there that wants nft price go up 2. their raison d'etre is cancelling cancel culture so they work on censorship resistance at the cultural level 3. they are hard core open source, not even the creative commons type where attribution is required but the purest form CC0 (what they call post authorship) 4. lending support to newcomers. no matter if you're OG or a beginner, if you ask for help amplifying content on the timeline, you have an army of milady's commenting and pushing your post to the top. this really mattered to me when i was starting out 5. Unapologetically Ethereum. No launching a memecoin on solana like pudgies and finally my favorite, the milady way: either left curve or right curve, never middle

@GiulioRebuffo Milady

This whole thing gets even funnier when you realize that miladies did nothing wrong and if anything, they were caught in the crossfire of a battle it was not their own and got their peaceful life disrupted by the Ethereum delinquents. Milady

@joeokeefejr @bitcoindata21 Good thing it's going to 900%

@bitcoindata21 87% down you need about 500% up to break even.

Tom Lee might be the most hated trad-fi dude for retail right now. Many bought the top on $BMNR, and are down big; it's currently -87% from peak in July 2025. It's been fighting the 50 day moving average and daily ichimoku cloud for about 6 months. Eventually it's going to flip, and run.

@nntaleb Vitalik Buterin is close to 0 and one of the most important people alive

Now I am curious: which well-known people (currently alive) you think are close to 0.

@nntaleb @harshacoach He's a 10

@harshacoach I caught West bullshitting about my book, without having read it.

Can you please give us the ability to automatically block and mute people by the flag they themselves put in their nickname? @nikitabier @elonmusk

@LukeGromen @long80srock one trick pony you mean

@long80srock in essence. i'm just more comfortable playing for the end game - high oil will force gold higher over time

This is the only metric that matters in determining who is "winning" and "losing" the war. If this chart looks like this for another couple weeks, physics + financial leverage make it a certainty that global equity and bond markets will be smoking craters.

@AdamGoss @TheBTCTherapist @kempedmonds Idiocracy happened faster than anyone would have thought possible

@TheBTCTherapist @kempedmonds Truly incredible - sad really - anything that came from a ☑️ White House or POTUS account carried such a gravitas, was of significant import, had decorum, respected the office. Now it just gets in the mud. Once spilt "mud" from the belly of a jet 🙄

My future children won’t believe me when I tell them The White House posted this

@LegendOfWinning Because his defensive impact is unique so people don't know how to weight it properly vs offense.

Why isn't Wemby in MVP talks?

@AuthorRoyA @ggreenwald @NicholasOShaug1 Clown

@ggreenwald @NicholasOShaug1 Trump said no more "forever wars". He did not say "no more foreign wars", or "no more wars" or " no more use of American military".

Every major presidential campaign is based on lies and knowingly false promises, but Trump made opposition to regime-change wars a central part of his political identity for a decade. His voters believed it. He's proven himself one of the most deceitful frauds in US history.👇

@nero_eth Milady

Wait for glamsterdam...

@etechvolution @BetterCallMedhi Learn from the Chinese

@BetterCallMedhi Really interesting take. Thank you so much. An Chinese CEO in EV charging sector told me the same thing, that if they require changes, e.g. software - done in 2-3 days. Their EU competitors take weeks and at times months. But what do you think is the solution for Germany?

I spent time in Shenzhen last year and when I saw Merz come back from China saying Germans need to work more I immediately knew what broke his brain because I lived the exact same cognitive shock my first week in Huaqiangbei I burned through 4 prototype iterations of a motor controller board for less than a thousand bucks total, back home a friend was working on something similar and spent over 12 thousand for a single revision that took almost two months to arrive when you live that contrast in your own hands with your own project something permanently shifts in how you see the world and it goes way deeper than speed & cost what Shenzhen actually built is a collective learning organism, imagine 20 PCB fabs 15 injection mold shops 30 component distributors and a hundred firmware freelancers all within a 2km radius, looks insanely redundant from the outside until you realize redundancy is actually information density in disguise I watched this firsthand with an injection mold supplier I was working with, this guy had seen a hundred founders iterate similar thermal designs over 6 months so he proactively modified his tooling before I even opened my mouth, he knew what I needed before I knew what I needed, the intelligence lives in the relationships between the nodes and it compounds daily the west thinks about manufacturing as a cost center you optimize by centralizing… China accidentally built a distributed neural network of manufacturing intelligence where knowledge diffuses horizontally across thousands of agents faster than any single western company can process internally so when Merz comes back and says we need to work a bit more I think he saw the problem but COMPLETELY misdiagnosed the solution, telling Germans to work harder is like telling a horse to gallop faster when the other side built a combustion engine the gap is ARCHITECTURAL it’s ecosystem density, you need a custom connector in Shenzhen you walk 200 meters, in Munich you send an email and wait 3 weeks it’s iteration speed, parallel search vs sequential optimization at the system level, it’s risk tolerance, Chinese founders ship something broken on Monday fix it Tuesday ship again Wednesday while European companies are still in the approval phase for the pilot program of the feasibility study… and Merz only saw the surface, what he missed is the tier 2 cities like Hefei Chengdu Wuhan replicating the Shenzhen model at scale right now BYD going from irrelevant to outselling every european automaker combined in roughly 5 years, Huawei building its own 7nm chip under maximum sanctions when every analyst said it was physically impossible & behind all of that a government that treats advanced manufacturing as an existential national priority while europe debates whether AI needs another ethics committee I think what we’re watching is the most asymmetric economic competition in modern history and most western leaders are still framing it as a productivity problem when it’s actually an ontological one Europe & America are optimizing variables that China stopped tracking years ago meanwhile China is compounding on dimensions the west has no framework to even measure Merz at least had the courage to name it out loud and I respect that genuinely but working a bit more inside a broken architecture just means you arrive at the wrong destination slightly faster

@DoveyWan Americans have no idea how much damage the current admin is doing. Sad to see.

Look at what’s trending in Japan, the closest US ally, the 2nd largest language community on this platform is talking about ..

@MicahZoltu @koeppelmann Exactly

@koeppelmann This is why I think the risk from takeoff AI being centralized/controlled is far higher than the risk of it being uncontrolled. We *know* that if those in power get their hands on it they will likely wipe out humanity. There is less certainty around uncontrolled takeoff.

With some of the smartest and most powerful people acting like screaming toddlers fighting over a toy, I am not very optimistic about AI risk mitigation strategies that require good human coordination.

@DCinvestor Let's see how much actual demand there is

the top isn’t in until people lose all of their money buying the top on all of these upcoming IPOs

@VitalikButerin @notnotstorm Scaling should be based on tech progress not usage.

The argument for scale is that developers decide to build on Ethereum not just based on their application's needs today but also its needs tomorrow, including in exceptional success cases. But yes it's possible that Glam changes plus client improvements alone get us to a very stable state, and we could make the decision of prioritizing further scaling (the full 1000x) based on actual usage (and if it stays low, focus on non-scale goals before the full 1000x)

how I would prioritize ethereum's roadmap: 1. post-quantum HIGH 2. fast L1 HIGH 3. privacy MEDIUM 4. gigagas L1 LOW 5. teragas L2 LOW once the scaling improvements land in glamsterdam, stop prioritizing scaling. glamsterdam will likely be enough scale to last for many years. I'm saying this as someone who has loudly advocated for scaling in the past REASONS: - AI will accelerate quantum computing research. we need to defend against this ASAP - the most impactful thing right now is improve the quality of ethereum's blockspace to enable new usecases and increase blockspace demand. speed + privacy does this - improving the quantity of blockspace is no longer impactful. transactions are already dirt cheap and making them cheaper will have diminishing returns

@superphiz fees still spike, there's not so much capacity that we don't know how to do with it. Scaling is barely beginning.

Eth has spent the past ten years building capacity; we've built so much capacity that we don't know what to do with it. But it feels obvious that the capacity will be put to use in a way we didn't expect: When autonomous agents outnumber us 100:1 and they all need transactions.

@dblumenfeld @DCinvestor And what happens if Eth goes down Genius ?

@DCinvestor generally agree (especially the comparison with other foundations) but one follow up: why not borrow against his ETH?

if you fell for the “ViTaliK iS SeLLInG FuD” then you are retarded he proactively announced weeks ago that he would be selling some tokens to fund critical future network development. i.e., he’s giving all of it away to invest in future capability development FOR ETHEREUM and transparently has like 95% of his personal wealth stored onchain, on Ethereum, in ETH while almost every other Foundation and founder in the space LARPs, dumps on your head every day, and you have no fucking idea because you don’t know what their wallet address is gg wp