Raphael Roullet
1.5K posts
@RaphaelRoullet
Founding Engineer & Smart Contracts Lead @ Tare | prev @violetidentity @nudgexyz | Music addict 🎵 | Opinions my own | Feel free to DM me!
$MU Honestly, we are in living in a time where people think this is normal And FOMO'ing that they did not chase this. This is as parabolic as you'll see and this is a $817 BILLION MARKET CAP company Yes we are in a bubble, yes they will all collapse and yes this time IT IS NOT DIFFERENT.
Honestly, this is the most accurate diagram I've seen. Waterfall: You plan for 18 months and deliver exactly what nobody needs anymore. Agile: You deliver something usable at every step, but the CEO keeps asking, "Where's the car?" AI: You get the car on day one. It has six wheels, the doors are on backwards, and it has a rocket launcher. You spend more time making it yours than actually "building"; it's shaping. owning. verifying. That's what the best AI developers do now. They don't build. They shape and own.
1/ Today I’m releasing an open-source book in collaboration with @FrankResearcher that I wish existed when I started in crypto. It’s split into 15 chapters covering everything that matters - from BTC to DeFi, MEV, Hyperliquid, quantum resistance, etc. github.com/lawmaster10/ho…
Now that ZKEVMs are at alpha stage (production-quality performance, remaining work is safety) and PeerDAS is live on mainnet, it's time to talk more about what this combination means for Ethereum. These are not minor improvements; they are shifting Ethereum into being a fundamentally new and more powerful kind of decentralized network. To see why, let's look at the two major types of p2p network so far: BitTorrent (2000): huge total bandwidth, highly decentralized, no consensus Bitcoin (2009): highly decentralized, consensus, but low bandwidth - because it’s not “distributed” in the sense of work being split up, it’s *replicated* Now, Ethereum with PeerDAS (2025) and ZK-EVMs (expect small portions of the network using it in 2026), we get: decentralized, consensus and high bandwidth The trilemma has been solved - not on paper, but with live running code, of which one half (data availability sampling) is *on mainnet today*, and the other half (ZK-EVMs) is *production-quality on performance today* - safety is what remains. This was a 10-year journey (see the first commit of my original post on DAS here: github.com/ethereum/resea… , and ZK-EVM attempts started in ~2020), but it's finally here. Over the next ~4 years, expect to see the full extent of this vision roll out: * In 2026, large non-ZKEVM-dependent gas limit increases due to BALs and ePBS, and we'll see the first opportunities to run a ZKEVM node * In 2026-28, gas repricings, changes to state structure, exec payload going into blobs, and other adjustments to make higher gas limits safe * In 2027-30, large further gas limit increases, as ZKEVM becomes the primary way to validate blocks on the network A third piece of this is distributed block building. A long-term ideal holy grail is to get to a future where the full block is *never* constituted in one single place. This will not be necessary for a long time, but IMO it is worth striving for us at least have the capability to do that. Even before that point, we want the meaningful authority in block building to be as distributed as possible. This can be done either in-protocol (eg. maybe we figure out how to expand FOCIL to make it a primary channel for txs), or out-of-protocol with distributed builder marketplaces. This reduces risk of centralized interference with real-time transaction inclusion, AND it creates a better environment for geographical fairness. Onward.
FINALS-FINALS DAY 🏆 ⏰ Swipe for timezones 📺 Watch via broadcast partners & @redbull TV for free: redbull.com/int-en/event-s… 📊 Livescore & results: premierpadel.com/en/tournaments… #PremierPadel #QatarAirwaysPremierPadelFinals
The Aave app is cool. But why in 2025 do I still have to KYC with every single finance app. How is there not a universal KYC product. Feels like there should be. That I can use to attest I am who I am.
@StaniKulechov I've always wondered if anyone has made this yet: - Mobile app - Works like a savings account - Users get AAVE lending yields - Dead simple to use - Great UX - Fund with card or bank transfer - Uses DeFi in the backend but users wouldn't even know
