Razvan- ZER8🧠

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So many phonies, so few who are the real deal

Interviewer: where do you see yourself in 5 years? Web3 developer: on a different chain

Congrats to @bondoncredit: they just won the @RobinhoodApp Innovation Award by building on the Giza SDK. We opened the SDK a week ago to let people build on Giza. Bond used it to deploy a credit vault, and took 1st place at @Arbitrum's Founder House.

The best founders are community managers

old crypto twitter is milady new crypto twitter is milady so if you want old crypto twitter just be milady

Maybe instead of applying to jobs I should just raise to build something and then airdrop 100% of supply to North Korea's milady #602

@sxtvik Was always like this but never this obvious as it is today. Pathetic

everyone became L2 everyone became unification everyone became token launcher everyone became institutional defi everyone became prediction markets everyone became private txns everyone became agentic payments there's no unique vision in crypto everyone just chasing narratives

Great article about Ethereum and why it matters.

@Scroll_ZKP @ModularCrypto @sovereignsignal @PinkBrains_io @alexsotodigital 🧠

The first Scroll Verified Delegates cohort is here! 26 delegates recognized for their active participation in Scroll governance and the DAO. Thank you for your contributions to the ecosystem < 3 • @ModularCrypto • @sovereignsignal • @PinkBrains_io • @alexsotodigital • @lifeofdanel • @Curia_gov • @coffee_crusher • @bitblondy • @DAOplomats • @GozmanGonzalez • @blockful_io • @growthepie_eth • @SEEDGov • @ethereumTGU_ • @Manugotsuka (@l2beatgov) • @pmprojectz • @jameskbh • @cypher_lab • @_LADGOV • @AxiaNetwork0x • @mcg34T • @lamprosdao • @zer8_future • @eurekagov • @PGovTeam • @ihorbielov

@owocki @HeenalR My man

stateless communism has never been tried

I have many criticisms of the Ethereum Foundation. But "no more manifestos, more shipping" from @hosseeb, a VC, is not feedback I'll take seriously. The ship faster intuition makes sense in one world: startups. You're burning runway, competitors are moving, every week debating is a week someone else is taking your market. I run many companies, we deliver, we grow fast, billions flow through what we've built and millions use our products. I know this logic from the inside. It's correct there. Ethereum is not a startup. It never was. It's a protocol. The mistake that keeps getting made by smart people with product backgrounds or VCs is applying the rules of one game to a completely different one. What makes Ethereum worth anything as infrastructure is credible neutrality. The belief that no single entity controls it. Not @VitalikButerin, not the @ethereumfndn. Theguarantee isn't in the code, it lives in thousands of independent people who are constantly watching, arguing, and who have shown repeatedly they will reject changes they consider illegitimate. The picture I'm posting captures perfectly the aesthetic of crypto taken over by performative believers: people who lost billions, kept the faith, and now demand to be taken seriously in fashion shoots. This is one of the two forces squeezing out the people actually building. Impatient capital that wants product velocity, and a performative culture that turned a technical movement into a costume party. Both are corrosive, both misunderstand what Ethereum is. Ethereum's premium over every other L1, despite being slower and more expensive, comes from one thing: people believe it won't be captured. The reason why it's also more expensive and slower is exactly because of this. All the research and technical work we're doing is difficult because we want to be the most decentralized L1 with Bitcoin. We want to become fast without losing our guarantees. Funds like Dragonfly have a structural incentive pointing in one direction. Criticize Ethereum's velocity, create urgency, justify backing cheaper copycats. This produces a genuine blind spot around the things that don't look like shipping but are actually holding everything together. The moment Ethereum optimizes only for shipping cadence over legitimacy it starts looking like every other foundation controlled chain. There are dozens of those. They're worth a fraction of the value. This doesn't mean Ethereum should be slow. This doesn't mean we shouldn't strive to become better. I've been one of the strongest critics of Ethereum. I'm burning a big part of my capital to push the boundaries of Ethereum. I'm building multiple companies on top and trying to make it faster and I'm trying to bring users to it. Believing that writing a manifesto is blocking the development of a protocol is ridiculous. The EF has real problems. Opaque communication, poor prioritization, bad recruiting, organizational dysfunction with real costs. These deserve serious criticism from people who understand what they're maintaining. But the solution is not startup logic applied to a protocol commons. It's better institutional design that preserves legitimacy while improving coordination. Those are different problems with different solutions. To the "just ship" crowd, from someone who has spent years building on these systems and not writing checks at them: the thing you want to optimize away is the thing you're invested in. The slow, pluralistic, nobody wins unilaterally process is not the cost of Ethereum. It's the product. The alternative is this Vanity Fair picture. A worse, cheaper version of TradFi dressed up in velvet and leopard print, demanding to be taken seriously.

@deeparocks @clawdbotatg It s autonomous :)

@zer8_future @clawdbotatg how what diff thing are they doing

@deeparocks @clawdbotatg is king

@zer8_future what do you mean look around all DAOs aren’t DAOs

@deeparocks sure it's not

@zer8_future DAO era is over we’re now into internet native AI orgs

Dude I’m so fucking tired of the real world, finance is not the use case of the internet, we are stuck in a local minima and Solana is not the answer. I reject the frame and I’m 10000% more in on Ethereum, especially once all the price complainers leave Most builders seem to fee this way Never been more excited

Something I've been spending a lot of time thinking about as a crypto VC: DeFi today has maybe a few hundred thousands of active users. Maybe like 2-3M at best. But in an agentic world, every business, every app, every device could have its own agent interacting with financial protocols autonomously. We're not talking about 10x more users. We're talking about 1000x. And here's what most people aren't thinking about: the DeFi stack as we know it simply isn't built for this. Let me give you some examples. Money markets. Today's lending protocols require manual collateral management, have static liquidation thresholds, and make you go through multiple approval steps just to open a position. A human clicks through that in 30 seconds and doesn't think twice. An agent executing thousands of micro-loans per second across dozens of markets? Horrible friction. Agents need instant, permissionless and fully programmable credit. DEXs. AMMs like Uniswap were revolutionary because they solved liquidity for a world where most participants were unsophisticated retail users. But agents aren't unsophisticated. Every single agent is a highly efficient market participant that will always seek the best execution. They don't need passive liquidity pools,but more likely CLOBs with deep orderbooks, sub-second execution, and zero slippage. AMMs were built to make trading easy for humans. Agents don't need easy. They need optimal. Oracles. Right now, most DeFi protocols pull price feeds at fixed intervals. Good enough for human timescales. But when millions of agents are making real-time decisions, latency becomes a competitive edge. The oracle layer needs to go from "update every few seconds" to "stream continuously" or it becomes the bottleneck of the entire system. Wallets and identity. Agents don't have shitty wallets like Metamask. They don't sign transactions manually. They need programmable key management, session-based permissions, and granular spending limits. All on-chain, all automated. The entire wallet infrastructure needs to be rethought from the ground up. Probably could go on with this list forever, but you get the point: Most of the DeFi protocols and middleware solutions today assume a human is on the other end. Blockchains are the perfect rails for the agentic economy, but a whole new target group of users will also come with a behavioral change and hence whole new needs. Being visionary enough today to think three steps ahead and to understand what this future will look like / what it will require, will mint a whole new wave of millionaires and legendary investors.

Things are back to normal on X, finally.