Ethereum Maxis

The future is on Ethereum

ETH is the internet’s settlement layer.

Senator Warren on Clarity Act: "When this blows up the economy I hope everybody remembers." That's correct Senator Warren, we want the economy to move on-chain. RWAs will all move to Ethereum, power to the people, not the banks!

Banks ask you to trust them with your money. Ethereum asks you to trust yourself. That’s the entire philosophical divide. Custodians can freeze, censor, deny, delay, and fail. Self-custody means your assets live on neutral rails, controlled by your keys, not someone else’s.

The ETH bull case is simple: The world needs neutral settlement. Ethereum is the most credible place to do it.

$ETH is currently a $10K asset trading at $2.3k Real World Assets (RWAs) on Ethereum continue to climb well beyond their 2021 peak. Price will catch up to fundamentals. This is the Underwater Beach Ball thesis.

1. Send all stocks to ATH ✅️ 2. Pass Clarity Act 3. Tokenize all stocks on Ethereum 4. Send $ETH to $100k We are three steps ahead.

Ethereum will host the financial infrastructure of the entire world. Trillions in RWAs coming to the most secured chain.

Ethereum right now is the most undervalued assest period. Underwater beach ball.

@Xbox It's not even a game, it has no gameplay, stop trying to force gamers to play your trash political propaganda. Shame on you for trying to defend it.

Reminder: just because you're not personally into a game, doesn't mean it's a bad game

The irony is that this is probably the start of the biggest crypto adoption wave by corporations. The bad news is most will be sidelined because they will be tricked into selling their crypto at ATLs to fomo into the S&P at ATHs while big firms do the reverse. Skill issues.

@brian_armstrong Maybe you should start by cutting your own salary in half to save cost? Oh wait... we both know that's not the reason. The real reason is greed, shame on you Brian.

This is an email I sent earlier today to all employees at Coinbase: Team, Today I’ve made the difficult decision to reduce the size of Coinbase by ~14%. I want to walk you through why we're doing this now, what it means for those affected, and how this positions us for the future. Why now Two forces are converging at the same time. We need to be front footed to respond to both. First, the market. Coinbase is well-capitalized, has diversified revenue streams, and is well-positioned to weather any storm. Crypto is also on the verge of the next wave of adoption, with stablecoins, prediction markets, tokenization, and more taking off. However, our business is still volatile from quarter to quarter. While we've managed through that cyclicality many times before and come out stronger on the other side, we’re currently in a down market and need to adjust our cost structure now so that we emerge from this period leaner, faster, and more efficient for our next phase of growth. Second, AI is changing how we work. Over the past year, I’ve watched engineers use AI to ship in days what used to take a team weeks. Non-technical teams are now shipping production code and many of our workflows are being automated. The pace of what's possible with a small, focused team has changed dramatically, and it's accelerating every day. All of this has led us to an inflection point, not just for Coinbase, but for every company. The biggest risk now is not taking action. We are adjusting early and deliberately to rebuild Coinbase to be lean, fast, and AI-native. We need to return to the speed and focus of our startup founding, with AI at our core. What this means To get there, we are not just reducing headcount and cutting costs, we’re fundamentally changing how we operate: rebuilding Coinbase as an intelligence, with humans around the edge aligning it. What does this mean in practice? - Fewer layers, faster decisions: We are flattening our org structure to 5 layers max below CEO/COO. Layers slow things down and create coordination tax. The future is small, high context teams that can move quickly. Leaders will own much more, with as many as 15+ direct reports. Fewer layers also means a leaner cost structure that is built to perform through all market cycles. - No pure managers: Every leader at Coinbase must also be a strong and active individual contributor. Managers should be like player-coaches, getting their hands dirty alongside their teams. - AI-native pods: We’ll be concentrating around AI-native talent who can manage fleets of agents to drive outsized impact. We’ll also be experimenting with reduced pod sizes, including “one person teams” with engineers, designers, and product managers all in one role. In short: AI is bringing a profound shift in how companies operate, and we’re reshaping Coinbase to lead in this new era. This is a new way of working, and we need to leverage AI across every facet of our jobs. To those who are affected I know there are real people behind these decisions — talented colleagues who have poured themselves into this company and our mission. To those of you who will be leaving: thank you. You’ve helped build Coinbase into what it is today, and I am sincerely grateful for everything you've done. All impacted team members will receive an email to their personal account in the next hour with more information, and an invitation to meet with an HRBP and a senior leader in your organization. Coinbase system access has been removed today. I know this feels sudden and harsh, but it is the only responsible choice given our duty to protect customer information. To those affected, we will be providing a comprehensive package to support you through this transition. US employees will receive a minimum of 16 weeks base pay (plus 2 weeks per year worked), their next equity vest, and 6 months of COBRA. Employees on a work visa will get extra transition support. Those outside of the US will receive similar support, based on local factors and subject to any consultation requirements. Coinbase prides itself on talent density. Our employees are among the most talented people in the world, and I have no doubt that your skills and experience will be highly sought after as you pursue your next chapters. How we move forward To the team that is staying, I know this is a difficult day. We’re saying goodbye to colleagues and friends you've been in the trenches with. But here’s what I want you to know as we move forward together: Over the past 13 years, we have weathered four crypto winters, gone public, and built the most trusted platform in our industry. We’ve made it this far by making hard decisions and by always staying focused on our mission. This time will be no different – nothing has changed about the long term outlook of our company or industry. And most importantly, our mission has never been more important for the world. Increasing economic freedom requires a new financial system, and we’re building it. The Coinbase that emerges from this will be more capable than ever to achieve our mission. Brian

Most normal people still have zero idea how to use a blockchain for day to day transfers.

Can @fundstrat just take over the Ethereum Foundation at this point?

How is DeFi better than TraFi if it still needs mass bailouts?

@cozypront The only thing this probably shows is that building in crypto is hard and risky and you will most likely fail. On top of that, you'll also have most of CT (which most have never even tried to build anything) acting superior and grave dancing all over you. Builders will leave.

Total raised by these chains (Berachain, Celestia, Eclipse, Sonic, Story, Scroll, and Sei): ~ $613 million. Total 24h revenue: ~ $1,568 This is a huge issue for crypto What went wrong ?

@FigoETH Seems like we all should just build on ETH so the industry can grow or something.

@Alucard_eth The last real L1 launched was Solana. And it falls short re: decentralization vs. ETH by 10x and won't ever catch up (doesn't mean it will find it's niche). ETH is unparalleled as hub for onchain AI economy.

It is basically impossible to start a new L1 at this point.

Investor's token unlocks took place and they pumped it looking for normie exit liquidity. APE VCs and team thank you for your generous donation.

So one of my VC buddies told me that this AAVE DeFi bailout is actually being funded by 2 main players but it is being announced through multiple protocols in small chunks for the sake of creating a false narrative around "DeFi unity". Seems like the deception never stops.