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h0xil.ethard
146 posts
h0xil.ethard
@EVMavericks1306
redacted ETH bagholder @evmavericks lurking r/ethereum
Katılım Şubat 2021
477 Takip Edilen248 Takipçiler
@owocki @drjasper_eth had an interesting curve solution I saw somewhere, but didn't look too deeply, but protected home stakers.
I lean to this doesn't matter, right now, but I definitely see how it could become more of an issue.
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for ~2 years there's been a telegram group where ethereum's monetary policy gets debated.
justin drake started it march 2025, the day after solana's issuance cut failed a vote.
2,715 messages later, three camps that formed in the first 48 hours haven't moved:
1. reduce issuance (anders' 0.5% max-issuance curve, because the network overpays for security and staking slowly eating raw eth is a real risk).
2. don't you dare (hanniabu's math: cut it and coinbase survives on loss-leader economics while the solo staker dies).
3. it's not urgent (sassal: the merge already cut issuance 90% and eth/btc still bled).
meanwhile staking has crossed 1/3 of all eth and keeps grinding up ~50k/day.
but the data shows it flowing to coinbase, binance, kraken, and treasury companies.
everyone agrees the current curve was suboptimal. nobody agrees it's urgent, safe to change, or fixable without breaking something they care about more.
this is what monetary policy looks like with no central bank. the hard part is getting a decentralized system to agree that changing the rules is safe.
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Ansem thinks the market is back because the coin he created about himself called Ansem in which he holds 90% of the supply is going up a lot
FalconCrypto 🦅@Falconcrypto_
Is it just me or does the market still feel absolutely shit ? Im not seeing the “we’re back” volume 🚶🏾♂️🚶🏾♂️🚶🏾♂️
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h0xil.ethard retweetledi
If I was a bad actor I would
1) Have someone launch a coin for me
2) Take it over to "save the community"
3)Airdrop a bunch of the supply to friends & influencers
*That way they'll stay quiet when it goes to shit
4) A bunch more to my unknown side wallets
*Justify it as airdropping to community
5) Look like an angel
6) Cash out on the side holding on main
7) Keep bullposting
Coin goes to zero eventually? I'm still holding you idiots did this, why can't we have nice things
"I'm losing infinite just as you are"
"At least we tried"
All the while I'm laughing my way to the bank
Glad this is just a hypothetical, would be truly evil if anyone did this
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h0xil.ethard retweetledi
@hanni_abu @owocki > having less validators makes the lean roadmap easier
curious why?
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There's a more nuanced overview on ethdebate.com/issuance
> 2. don't you dare (hanniabu's math: cut it and coinbase survives on loss-leader economics while the solo staker dies).
That's not quite my take. My take is:
- those pushing the change are doing so in an extremely bias way by pretending there's only positive outcomes of reduced issuance and only negative outcomes of the current issuance; it's more nuanced than that with lots of tradeoffs which is why I made ethdebate.com
- "minimal viable issuance" doesn't even state how you define what's minimal
- quality of stake matters the most for resilience but larger stakers have economies of scale to outlast independent stakers as issuance trends lower, pushing out the most valuable stakers
- the above outcome isn't guaranteed to happen under the current issuance but it if we lower it so it's probably more accurate to say I'm in camp 3
- there's no consideration of downstream effects to defi but when this is brought up it's met with claims that this will somehow be good an even raise yields in some magical way
- there's also nonsense arguments being made to try and gain support like stating that cutting issuance will lead to price appreciation or that cutting issuance is needed for PQ
- I can't help but feel there's an unstated hidden agenda motivating this push which is they know it'll push out validators and want that b/c having less validators makes the lean roadmap easier
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h0xil.ethard retweetledi
The banks are tokenizing [on Ethereum]
Ethereum Institutional@ethereuminsti
1/ JPMorgan launched JLTXX, the OnChain Liquidity Token Money Market Fund, on May 13. @jpmorgan seeded the fund with $100m of its own capital. Other launch investors brought day-one TVL to $200m. Seven weeks later, TVL has grown 248% to $695m as of July 3. @ethereum is currently the only blockchain available for use by investors in the fund.
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h0xil.ethard retweetledi
"The server your wallet reads the chain through saw every address you hold, polled from one IP—your full portfolio, neatly grouped for whoever keeps the logs."
Your could make a private transaction, but your offchain data makes the link. Excellent read below 🕵️♀️
ethereum.org Community@ethdotorg
1/ When you open your wallet, check your balance, or pay a friend, it feels unobserved. But what your wallet gives away may tell a different story. New article from @escottalexander looks at why the layer that sees everything is also the layer that can protect everything ↓
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@llamaonthebrink dawg got flag by fable trying to postquantum bitcoin - ngmi
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h0xil.ethard retweetledi
The internet is better when everyday services respect the people using them.
@ProtonMail inspires the broader privacy movement with encrypted web tools for everyone to use.
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Ethereum's Total Onchain Yield dropped to 2.68% in Q2, its lowest on record.
Furthermore, L1 GDP, DeFi activity, and L2 engagement all continued to materially soften during the quarter.
This is playing out while Ethereum continues to lead in Stablecoins, RWAs, active loans, and users across the ecosystem.
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It's clear that Ethereum the Network is in a good spot.
But what about ETH the asset?
5+ years into the launch of Optimism and Arbitrum, is there any evidence that the L2 roadmap is accretive to ETH holders?
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We shared our Quarterly Ecosystem Update today with readers of @the_defi_report
If you'd like to access the (free) report and dashboard, see the link below 👇
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@CryptoParadyme Felt like behavior this time around was different.
No real blow offs. Not much of an alt szn.
Generally less euphoria from what I can tell. Top felt more controlled than every cycle I’ve participated in
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@Jrag0x nuke it all unfortunately, I'll be bagholding my wsteth
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Me thinking about how ETH missed price discovery above ATH last cycle but it won't miss it this time.
Kylian Mbappé@KMbappe
Nous reviendrons. 🇫🇷🙏🏽
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@adietrichs @barnabemonnot @Nomaticcap @ethlabs_org @edge_pod @ryanberckmans much better media imho!
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We would have loved to host @ethlabs_org.
We were doing bullish podcasts on Ethereum at the stone bottom in early 2025 (and dating back to 2023)
Just use @edge_pod.
Here's a great example of one with @ryanberckmans from the dark ages:
youtu.be/2AX2GlJAmho?si…
YouTube
Jrag.eth@Jrag0x
First lesson for all new Ethereum entities founders: Don't give interviews to Laura Shin unless you're a PR pro. She'll find a way to twist your words into unnecessary drama.
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@codephobic @koopatroopwa man.. stop the slop you have something good going on
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@koopatroopwa wallet receipts beat takes every time. CT gets a lot less mystical when you can see the flow
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