Joseph Lubin
3.8K posts
@ethereumJoseph
Co-founder of @ethereum | Founder of @Consensys | Chairman of @ConsensysMesh | Chairman of @Sharplink $SBET. Building on #ETH. Views expressed are my own.
Today marks a major milestone for MYRIAD. We’re accelerating our vision in building sharper, deeper and more accessible information markets.
2025 was a foundational year for Sharplink. We launched and began executing on our Ethereum treasury strategy. Year-end snapshot: → 864,597 ETH held in our treasury → $28.1M in revenue → 46% institutional ownership Here's how we got here 🧵
The following statement is attributed to Blockchain Association CEO @SummerMersinger in support of the Senate’s inclusion of CBDC prohibition language in the bipartisan 21st Century ROAD to Housing Act:
I am stepping into the role of interim co-ED @ethereumfndn to continue the progress that Tomasz has made over the last year. Tomasz brought an energy and urgency that the EF needed at a critical time, and I join the community in thanking him for his work on behalf of the Foundation and the network. This task isn't something that I take on lightly, knowing the weight of responsibility of the role through seeing it up close for some time, but it is one that I am prepared to handle. I've served in a management position at the EF over many years, working closely with Hsiao-Wei, Tomasz, Josh Stark, Danny Ryan, Aya, and Vitalik at different points in time. My focus has been deliberately on illegible but essential work, helping management try to make well-informed decisions, working with EF's team leads, considering budgets, articulating strategy, setting priorities, and more. The decisions I make will be guided by a principled insistence on the properties of what we're building (censorship resistance, open source, privacy, security). These properties are what make Ethereum relevant and competitive, and they are the foundation of Ethereum's value proposition to the world and everything the world builds on it; just as Ether is the foundational store-of-value that underpins every transaction across it; and just as both are indispensable to the EF's own treasury. The mandate of the EF is to make sure that real permissionless infrastructure, cypherpunk at its core, is what gets built. Ethereum should outlast us, and it has been our job from the beginning to make sure it is robust enough to do so. I, and the rest of the EF, will work alongside other members of the community - core protocol contributors, researchers and client implementers, auditors and whitehats, incident responders, spec authors, solo stakers and validator operators, node runners, MEV gremlins, rollup and L2 teams, bridge and interoperability integrators, UX and product builders, infra providers and tooling maintainers, educators, community organizers, forum crews, lurkers, and free software advocates, grant-givers and culture-makers, artists, memers, cypherpunks, cyberanarchists, Landian accelerationists, financepunks, femboys, soundcloud rappers, transgenders, disinformationalists, cyborgs, anons, revolutionaries, shitposters, trolls, federal lists, hypebeasts, pirates, preppers, the bros, incels - to make it last 1000 years or more.
無論市場環境如何波動，我始終致力於帶領我所投資與顧問的項目走向全球，對接優秀的創始人、投資者及頂尖機構，並竭盡所能為他們創造價值。 這次非常榮幸能與 @ethereumJoseph 深入交流，感謝他的慷慨邀約與那頓精彩的晚餐。看到 @MetaMask 持續不斷的創新與突破，令人倍感振奮。期待我們未來的深度合作！ Regardless of market conditions, I remain fully committed to supporting my portfolio companies by connecting them with visionary founders, investors, and leading institutions worldwide. It was a true pleasure to catch up with @ethereumJoseph. I’m incredibly grateful for his time and the fantastic dinner. The ongoing innovation and progress at @MetaMask are truly inspiring—excited to keep building and moving forward together!
2026 marks the beginning of Ethereum’s "productive era" and a major step function in its adoption curve. This $170M deployment on @LineaBuild brings DeFi yield to public markets within a qualified custodian. This is what institutional-grade productivity looks like.
The Senate Banking Committee marks up the Market Structure bill next week, and stablecoin rewards remain under debate. Congress already settled this in GENIUS—reopening it now only creates uncertainty and risks the future of the US Dollar as commerce moves onchain. Here’s why Congress should protect the GENIUS Act, and why rewards help consumers without harming community banks. 1/ 🧵
And of course, as the Senate deliberates, China understands the opportunity the bank lobby is poised to give them and announces that they will pay interest to users of the Digital Yuan. Undermining the supremacy of the USD has been a longstanding goal of the PRC - the Senate banning rewards would be a big assist to China's efforts.🇨🇳 7/
We recently led a coalition of 125+ companies and organizations urging Congress to preserve GENIUS as written and reject efforts to reopen settled compromises. x.com/BlockchainAssn…
This Monday, @ethereumJoseph, @DeclanFox14, and @francescoswiss join us for a 2025 Year-End Review. Covering what Linea, @MetaMask, and @Consensys accomplished and where we're heading next! Hosted by @EricCMack 📅 Monday, December 15th ⏰ 7:00 PM (UTC) 📍 On X & YouTube
MetaMask Prediction Markets are LIVE. 🔮 The fastest, easiest way to make onchain predictions - powered by @polymarket, now built natively into MetaMask Mobile. Trade the world’s biggest questions, on the go, all inside the wallet you trust. 🧵👇
Great point. 13F filings, which report institutional ownership of the largest money managers, usually have to be filed within 45 days of quarter end. So adoption data is often lagged.
We just raised $2.5M from @Consensys, @ConsensysMesh, and @ethereumJoseph to rebuild what drives crypto from the inside out. Because too many founders have been forced to choose speed over sense.
Price action this last month has been rough. But it's important to consult history to put into perspective how major the liquidations of Black Friday (Oct 10) were, and what we could expect a recovery to look like. The $19B of liquidations on 10/10 was the largest near instantaneous loss of wealth and deleveraging our industry has ever seen. While the circumstances were different, the size was larger than FTX. Just like the aftermath of FTX, in the period that follows, firms that sustained large losses that had off-exchange leverage needed to paydown their credit. This requires selling assets. Often the assets that are still held, are the high quality liquids that were posted as margin for that credit (BTC / ETH). Then credit tightens. Firms get more defensive lending while they assess borrower credit worthiness, adjust risk models to be more conservative (or the same models just pickup the recent volatility, and given many give outsized weight to recency, they tighten requirements to borrow). Finally, when this happens towards end of year, firms start to harvest tax losses, increasing sell pressure. It took roughly a month and a half for this to all playout post FTX. When the pressure subsided, the subsequent relief rally was swift and strong. This kicked off an incredible year, in which ETH rallied ~90%. History is going to rhyme at best. The longest government shutdown in US history coinciding with this liquidation event throws a bit of a wrench in things in terms of timing the resolution. But I do know that the market is way more resilient than we were in 2022. Just look at the size of the drawdown, we learned some lessons the first time. Whether this subsides tomorrow, or in a matter of weeks, nobody can say. But all government shutdowns do, all access to credit resets, and then when the market is offsides, things can reverse swiftly. Markets like to run fastest when my timeline is saying the top is in...
