⟠ JT Nichol 🦇🔊

@TrustlessState Need you back at the firepit sometime

@leolanza Let's get this done. Would be an honor.

@ProDJKC I appreciate that JT! I’ve been thinking about a road trip to Yellowstone so that might work

So you let VCs, insiders, and CT midwits scare you out of the leading RWA, stablecoin, and DeFi chain right before trillions get tokenized? While top asset managers are telling you trillions are coming. Midwits convinced you to sell the asset securing it all? I’ve never been more bullish ETH. We are not the same.

@Bankless @RyanSAdams @TrustlessState wishing you all the best Bankless.

WEEKLY ROLLUP: David Sold All of His $ETH...Why? Crypto’s old leaders are struggling, but new winners are breaking out. @RyanSAdams and @TrustlessState unpack the rise of hyperliquid:native, zcash:native, and $VVV, the macro bear fuel markets are ignoring, the EF talent exodus, and why David selling his last ethereum:native may mark a new era for Ethereum and Bankless. [TIMESTAMPS] 0:00 Intro 3:28 Bear Fuel for Markets & Pockets of Bullishness in Crypto - @KobeissiLetter - @Barchart - @JesseCohenInv - @Strategy - @arkham - @TheBlockCo 21:27 @HyperliquidX, HYPE, and Pre-IPO Price Discovery - @Matt_Hougan - @Geiger_Capital - @tradexyz - @JasonYanowitz - @KobeissiLetter 32:43 Wintermute Opens DeFi Vaults on @Morpho - @wintermute_t 38:12 Trump’s Quantum Bets and U.S. Industrial Policy & Blockchain.com IPO and @Ronin_Network Migrates to Ethereum L2 - @KobeissiLetter 46:34 EF Exodus and Ethereum’s Identity Crisis - @TrustlessState - @drjasper_eth - @tkstanczak - @0xstark - @trent_vanepps - @barnabemonnot - @TimBeiko - @CarlBeek - @_julianma - @DefiIgnas - @josephdelong - @dankrad - @ETH_Daily - @wmougayar 1:00:04 David Sold His ETH and a New Era for Bankless - @TrustlessState - @RyanSAdams Moment of Zen - @ethcforg

Ethereum has been winning, is winning, and has never lost. The most-used subprotocol or subchain by actual users is EVM-based. Every major wallet either supports ETH natively or is built entirely on EVM architecture. Every chain that tried to compete failed to attract meaningful developer adoption. Algorand, Tezos, Polkadot - none crossed the threshold. Most “ETH killers” eventually found a single niche and settled: NEAR became a solid intent-based bridge layer, TRON became a USDT wallet. That’s not winning, that’s narrowing. Cheap L2s never retained long-term users either. The pattern is always the same: airdrop announcement, usage spike, MEV bots flood in because gas is cheap, then silence. Base is a clean example of that cycle. Ethereum sets the vision. Every fork and new proposal chases the EIP backlog because the entire infrastructure stack - Etherscan, Infura, Alchemy, Blockscout - standardized on EVM. Deviate from that standard and you’re on your own. That’s why deploying a forked contract to TRON is a nightmare, why Optimism shipped multiple broken hard forks chasing weird gas estimation edge cases, and why dapp developers refuse to write chains of if/else blocks just to handle behavioral differences across 10+ forked EVMs. No one wants that complexity in their JavaScript. No wallet team wants to maintain it either. Conform to EVM or get left behind. Ethereum didn’t enforce that rule - the ecosystem did.

@leolanza I'm down. you should fly to Kansas and we will do a video by the Fire Pit and I’ll cook you some of the best barbecue you’ve ever had.

@ProDJKC Arturo Fuentes Anejo 😁

@leolanza They maybe can....their engineers love it I'm sure...but the Board of Director's....not so much

@ProDJKC Mythos can build it for them fast

This is probably only delayed u til the Clarity Act is passed. We cannot fall behind on adoption. Eyes on the prize everyone! Get CLARITY ACT PASSED!!!

Clarity Act MUST pass Senate floor vote in June! Keep pushing!

Warning: #Polymarket's contract appears to be exploited, and the attacker is stealing funds. So far, more than $660K has already been stolen. Source: @zachxbt intel.arkm.com/explorer/addre…

Wishing Kristi all the best!

@econoar Welcome back old friend.

Took a 6 month break from this god forsaken place Come back to EF drama and ETH at $2200 Time is a flat circle Higher

@DCinvestor Last sentence, sums it up for me.

Ethereum is a substrate for economic transaction and coordination which does not require the use of trusted third parties there is no substitute for what it does, at the scale at which it can do it and it will be proven as essential tech in a world where the prevailing world order is rapidly collapsing and nation-states no longer trust each other in the same way they once did it is revolutionary technology. it is not tech designed to make you rich. it is tech designed to set you free; however i believe such tech has real economic value far greater than what we see today as a network, and as an asset (ETH), it has been profoundly misunderstood this is changing, through emergent legislative and policy clarity, and growing positioning by large financial institutions when it finally hits, it will hit all at once

@TrustlessState Like....the last last pile? any plans to re-buy... like is this a trade strategy or a conviction strategy?

Has there been a huge vibe shift in CT over the last 2 weeks, or was that just me selling the last of my ETH

@DCinvestor AI gonna mess with the gravy train sooner or later

is it as simple as saying they can just print a ton of money to get rates back under control now? or does there come a point at which that trick just stops working because confidence actually dies and we see a broader realignment where debt owners all just get destroyed?

Full episodes on all our channels dailydoots.com

6 hours left in the Ethereum Security QF round Toxic MEV is still a HUGE UNRESOLVED problem Our mission is to encrypt Ethereum's mempool & protect everyone against toxic MEV & real-time censorship 71 people have donated, will you join the movement? 🙏

Clarity Act PASSED Senate Mark Up 😁

Final 24hrs in @thedaofund QF round! Why are we pushing so hard to encrypt Ethereum's mempool? ❌ Toxic MEV steals $ millions from users monthly ❌ You can still be attacked using private mempools ❌ Private mempools can leak your txs Support Shutter, let's encrypt the mempool!