Jozer 🌴

Thanks @EthPrague, for the opportunity to talk about how we can enhance AA with custom modules, focusing on @palmera_dao’s hierarchical module.

Knowing true north. I want to be direct about this. The EF Mandate is a 180 from the direction the Foundation was heading under the recent leadership changes. A few months ago, the signal was clear -- lean into real-world adoption, support stablecoins, engage with institutions, help Ethereum win the race for relevance. Tomasz was brought in to operationalize that pivot. This document effectively undoes most of it. Some key quotes that make the shift explicit: "We are NOT Opportunists: We do not actively assist in adoption of Ethereum in ways that compromise trustlessness." "We are NOT a Casino: We do not encourage people to take life-changing, and possibly life-wrecking, amounts of risk by going into personal debt hyper-gambling." "Our priority, and the default path for decisions, in line with our mandate and the Only-EF Rule, is the CROPS-native approach." "We leave space within the Foundation for the incrementalist approach only in tightly bounded circumstances." "Right association also means we prefer to focus on individuals, teams, and projects that share our principles but operate in different domains, over those individuals, teams, and projects who are in crypto, but operate according to a very different set of standards." Translation: the EF will deprioritize supporting stablecoin infrastructure, institutional onboarding, RWA tokenization, and broadly anything where the path to adoption runs through centralized intermediaries -- which is essentially everything that has product-market fit on Ethereum today. This is a combination of d/acc philosophy and a broader leftward ideological pull within the EF. If you've been paying attention to the defense acceleration discourse, none of this is surprising. The framing is pure sanctuary tech -- Ethereum as digital refuge, not financial rails. I respect the intellectual coherence. But the thing that strikes me most is the ability to hold two contradictory views simultaneously. The entire platform -- the treasury that funds the EF, the ecosystem that gives these words weight, the network effects that make Ethereum worth writing a 38-page manifesto about -- was built on financialization, speculation, DeFi, stablecoins, and yes, things with centralized access points. Every application with real PMF on Ethereum today exists because someone made pragmatic compromises on the CROPS spectrum. It was built by people who are willing to make compromises and see the world as it is, bringing product and people to Ethereum. The very people that this mandate is trying to alienate. I will end with this quote from Lincoln: "A compass will point you true north from where you're standing, but it's got no advice about the swamps, deserts and chasms that you'll encounter along the way. If in pursuit of your destination, you plunge ahead heedless of obstacles, and achieve nothing more than to sink in a swamp -- what's the use of knowing true north?" CROPS is true north. Nobody disputes that. The question was never the destination -- it was always whether you can get there without engaging the world as it actually is.

@shannholmberg ready to test it

my writer agent is getting better at not sounding like AI. Latest updates: > lowercase at the start of sentences feels more human > improved the humanizer skill in the workflow > restructured how the Writer and Critic agents work together I'm editing way less than before. Most drafts pass my quality control on the first attempt. I´m now experimenting with extracting writing styles from creators I follow and blending elements into my own voice. Want to test the 5-agent content swarm? comment below

Claude Code skill files for smart contract auditing @pashov: github.com/pashov/skills @trailofbits: github.com/trailofbits/sk… @cyfrin: github.com/Cyfrin/solskill @0xkaden: github.com/kadenzipfel/sc… @QuillAudits_AI: github.com/quillai-networ… @archethect: github.com/Archethect/sc-… Did I miss any? 🧐

JUNE 2028. The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation. What happened?​​​​​​​​​​​​​​​​ citriniresearch.com/p/2028gic

Introducing EVMbench—a new benchmark that measures how well AI agents can detect, exploit, and patch high-severity smart contract vulnerabilities. openai.com/index/introduc…

🚨Claude Opus 4.6 wrote vulnerable code, leading to a smart contract exploit with $1.78M loss cbETH asset's price was set to $1.12 instead of ~$2,200. The PRs of the project show commits were co-authored by Claude - Is this the first hack of vibe-coded Solidity code?

"crypto has no real use cases, it's just speculation and ponzi schemes lol" yeah bro whatever

0/ I’m excited to publish our updated investment thesis for @Multicoin. Together with @spencerapplebaum_ and @shayonsengupta, we refined our core thesis and crystallized 8 themes we believe will define the most exciting investment opportunities over the next ~5 years.

People are freaking out thinking the L2 roadmap got dismantled. It didn't. It evolved, literally ! The old roadmap: L2s were branded shards aka mini-Ethereum but cheap. Aka “your job is to scale and that’s it.” But! L2s did amazing things, they outcompeted, they spread what’s possible, they made people believe and actually USE this thing. So! The new roadmap: L2s are specialized chains that inherit Ethereum's security. The goal is now to be the best at somETHing. Privacy. Gaming. DeFi. Speed. AI. Social. Institutional. Whatever your USERS need. The politics, the “acknowledgment” does not matter, the proof is much realer (literally). This IS NOT Ethereum stepping back from L2s. ITS L2s stepping Forward. Stage 1 = minimum if you're handling ETH. Beyond that? Differentiate. Get weird. Build what only YOU can build. by the way the native rollup exists and is a REAL effort ! AKA ZK verification built into the protocol itself. This is literally Ethereum investing deeper in L2s, not walking away. The roadmap DID NOT get dismantled. It got upgraded. IT GOT FREER IT GOT MORE REAL. WE HAVE A JOB TO DO and the job is to bring this to the world togETHer. If you're building on an L2 right now, nothing changed except your ceiling. It just got higher.

🎙 From Scripts to Skills: The Next Step in Agent Development 🗓 Feb 3, 2026 · 13:00 UTC Featuring: Denis from @SpoonOS_ai @moo9000 from @tradingprotocol @jozer_eth from @palmera_dao 💰 100 $GAS Prize Pool 1️⃣ Follow us & all guest speakers on X 2️⃣ Retweet the Space post 3️⃣ Join the Space live 🎁 We’ll randomly select 20 listeners to share the rewards. 🔗 Set a reminder & join here: x.com/i/spaces/1nAKE…

@palkush Meta

We built a system that scrapes your competitors' Meta ads and runs AI analysis on each one automatically. → Pull all video ads from Facebook Ad Library → Gemini Vision breaks down every ad → Hooks, visuals, messaging, CTAs, emotional tone One prompt. Full competitor breakdown. Reply "Meta" for access

The next leap in Web3 won’t be just ‘better models’—it’ll be better skills: composable, verifiable capabilities that agents can use to actually do work on-chain and off-chain.

EXCLUSIVE: Ethereum OGs and @VitalikButerin to create a $220 million Ethereum security fund 🤯 You'll never guess where the money comes from ...

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The Neo Finance Market Map: An ecosystem map of the 100+ projects building the new financial system.

As new chains grow, operational readiness matters, including how contracts and treasury operations are managed on-chain. That’s where @safe multisig comes in. At Palmera, we deploy and maintain Safe as long-term infrastructure, with fast, responsive support, providing a trusted, familiar setup for teams and partners. Why Safe matters early: medium.com/palmera-blog/w…