Investing in what matters most, building a better future
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BlueInvestor retweeted
ETH rallying is vindication for everyone who believes in decentralization.
It’s what makes this industry timeless.
It’s what gives digital objects physical properties.
It’s what makes ownership on the internet an immutable right.
I think decentralization and everything it entails (Censorship Resistance, Open source, Privacy, Security) is literally all that matters.
It’s not a spectrum. It’s a belief.
Believe in something.
I believe in ETH.
BlueInvestor retweeted
Morgan Stanley just published an @ethereum primer.
Not an ETH price target or a trading thesis.
A primer on Ethereum as infrastructure for stablecoins, tokenized assets, payments, settlement, lending, and financial applications.
Assets converge where the liquidity is.
Liquidity converges where the assets are.
Institutions converge where both already exist.
Ethereum has spent a decade compounding all three.
Those network effects can't be replicated.
Institutions building the future of finance are choosing Ethereum.
BlueInvestor retweeted
I updated my 2023 roadmap diagram to overlay where the items that were there sit in the current Strawmap ( strawmap.org/ ).
In general, a lot of overlap, but:
* Some things got reshuffled in order (eg. quantum safety up-prioritized)
* Some things deprioritized (eg. VDFs; many EVM improvements)
* Some things replaced with superior constructions (eg. Verkle -> unified BT -> PBT; state expiry -> new state types)
What's most striking, however, is that some completely new things are in the strawmap that are NOT in this diagram, because they were not in the 2023 roadmap at all. These reflect changing priorities.
Notably:
* First-class attention to strong privacy. This covers: keyed nonces and recent roots, aspects of FOCIL, lean privacy pool & wormholes
* Aggressive scaling in the context of post-quantum. This covers: leanSPHINCS signatures and aggregation, zkzk frames (see ethereum-magicians.org/t/eip… )
* Lean-ification of the spec, to assist in formal verification (full FV of everything is only possible because of modern AI)
* Blob and gas futures (this idea just didn't exist back in 2023)
* Native rollups (SNARKs were nowhere near mature enough to even consider this back in 2023)
* A more open design space for the "future of the EVM". zkzk frames already implies that the protocol will expose to users some ISA that's not the EVM - current leading candidates are leanISA and RISC-V. These ISAs are more simple, modern and efficient than the EVM. Once they're there, why not expose them to developers everywhere? (And then, why not turn the EVM into being an IR on top of that ISA, instead of an enshrined feature massively complicating the base protocol?) Though much of the deeper exploration here is too early even for the strawmap.
* New state types are not just a replacement for expiry, they're a fundamentally different paradigm to how Ethereum does scaling
A common theme in scaling, found in both state types and zkzk frames (both new ideas), is that instead of trying to maximally scale ALL ethereum activity, we try to create specialized mechanisms that have more restrictive properties that make them more scaling-friendly, while supporting the heaviest loads incurred by users and applications today (eg. token transfers, swaps) and tomorrow (eg. privacy protocols).
The other common theme is treating STARKs and AI-accelerated FV as first-class objects, that we are okay betting the technical future of Ethereum on. There are recursive STARKs in many layers of the protocol, one particular primitive (the "aggregate to union verified dependencies" primitive) is expected to be used in *three* places in the protocol: EL, CL and DL. This can only be safe with formal verification, which is itself only feasible with modern AI tools.
In general, many steps forward in maturity. And a huge amount of hard work by many dozens of Ethereum researchers and developers on all of these features.
Ethereum will be quantum-safe. Ethereum will put users' privacy first. Ethereum will be secure. Ethereum will be censorship-resistant. Ethereum will be highly performant and scalable while satisfying the above. And Ethereum will be Lean.
BlueInvestor retweeted
Brian has done more for this industry than perhaps any other one person. But he isn't an eth fan and that's fine.
He likes bitcoin but needs eth. Literally few.
It will have been good for ethereum to go through these early years with little support and substantial opposition from crypto's industry titans.
If the Brians, Paolos, and CZs of the world had supported eth early, we'd already be at $15k, but our political economy may be more fragile and contingent on their support.
The crucible of all this opposition from industry titans is helping prepare ETH to be a civilizational SoV.
BlueInvestor retweeted
Why I sold $COIN.
Coinbase markets “onchain,” builds Base on Ethereum and profits from Ethereum activity, while keeping ETH exposure flat and directing treasury conviction toward $BTC.
They want Ethereum’s users, liquidity and fees without meaningful alignment with ETH itself.
Long Ethereum activity. Long BTC treasury. Barely long ETH.
BlueInvestor retweeted
They are trying to push Chat Control through again.
firefly.social/post/x/207460…
BlueInvestor retweeted
Ethereum's biggest catalyst isn't another ETF. It's demand.
@ethereumJoseph says the next wave won't come from traders; it'll come from AI agents, tokenized assets, stablecoins, and institutions settling trillions onchain.
If that plays out, today's price looks very different in a few years.
FT @BitcoinJesusETH @joechalom @Sharplink
Tune in to know more
⏱ TIME POINTS ⏱
00:00 - Intro
01:21 – Why SharpLink Bought More ETH
03:06 – Surviving the Crypto Bear
05:35 – Russell Index Milestone
08:28 – SharpLink's DeFi Strategy
14:39 – Fiduciary Duty Explained
18:07 – ETH Labs Explained
24:02 – ETH Labs Priorities
30:12 – ETH Institutional vs. Etherealize
34:03 – Can Ethereum's New Orgs Win?
38:26 – Sponsor: Securitize
39:04 – Sponsor: Bitget
39:36 – Ethereum vs. Legacy Finance
45:44 – Ethereum's Future Governance
46:57 – SharpLink vs. Bitmine?
50:07 – 1 Million Ethereum Developers
51:30 – Glamsterdam Upgrade
56:44 – Why ETH Gains Value
01:02:59 – Measuring Ethereum's Success
01:08:03 – Wrap-Up
BlueInvestor retweeted
I've been asked a lot- how do Etherealize and Ethereum Institutional differ? Are they actually different at all?
Yes, extremely different.
Etherealize is a vertically specialized product startup. What we see here in CT from Etherealize- the thought leadership and publishing- is 2% of their work. The unseen 98% is that they have built a cracked team and strategy to onboard Wall St market participants to public ethereum. Etherealize is cooking up massive adoption and specific product wins that will become clear in due course.
In contrast, Ethereum Institutional is not a product company. They are a broad-based non-profit with the mission of, to paraphrase, educating, onboarding, and connecting the world's institutions to ethereum's many orgs, partners, devs, tech stacks, protocols, L2s, etc.
Two totally different, world-class eth orgs with very bright futures.
BlueInvestor retweeted
1/ Announcing Ethereum Institutional
An independent non-profit dedicated to accelerating the institutional adoption of Ethereum, its L2s, applications and overall ecosystem.
BlueInvestor retweeted
The #1 thing we should ask of ourselves this year imo is to believe in our ETH bags.
The world is coming onchain *now*. Lion's share on L1+L2. Our many orgs are in motion. This bear is your opp.
You should feel like you're sitting on a secret gold mine. Because you are.
BlueInvestor retweeted
All of crypto combined, excluding Bitcoin and stablecoins, is now worth roughly 1x Visa... 🙃
The future of this industry depends on Ethereum becoming the poster child, or we’ll keep suffering the consequences.
BlueInvestor retweeted
Just three guys, very bullish on Ethereum and ETH.
New @Edge_Pod episode soon with @BitcoinJesusETH from The @milkroaddaily Podcast. Wore my "ETH IS MONEY" t-shirt from EthHub!
BlueInvestor retweeted
For all the talk about the Ethereum Foundation's shortcomings, the refusal to get more involved or "build product" or fund/promote specific projects or be too focused on neutrality too early...this I know to be true:
There have been dozens of other L1s who did the opposite. Raised a gazillion dollars, had a Foundation and Labs, hired many engineering, product, & BizDev people, ran points programs, invested in startups or gave grants, did TradFi PoCs and theater, promoted specific projects, spent lavishly on bougie conference parties, and did even crazier things like launch a memecoin fund (!).
All but one of those L1s are so dead we don't even talk about them. For many, you can trace the failure to the "un-Ethereum" like GTM strategy. You can't build succesful decentralized infra by going out of your way to give a small opaque group of people excess power.
You certainly can't build a global settlement layer that way; the billions of people, and trillions in assets, that aren't on your chain yet will always fear that control lever being used against them.
All of which is to say: while there are many critiques one could have of the EF, they did one thing right, which was to err on the side of doing too little, as opposed to too much.
Whatever other work needs to be done will be picked up by outside parties who have their own vested interest. That's what is happening now.
In crypto, the greatest trick the devil ever played was to convince an army of smart people that the best way to be decentralized tomorrow was to be centralized today.
BlueInvestor retweeted
In my opinion, zero chance of this ‘crisis’ happening for $ETH
zero
“Funding secured”
Ethereum Could Face a Funding Crisis Within Months
Former Ethereum $ETH Foundation contributor Trent Van Epps warned that Ethereum's core development ecosystem could face a funding crisis within the next 3 to 9 months.
He cited Ethereum Foundation spending cuts and the expiration of the Client Incentive Program.
Van Epps estimates core development requires roughly $30 million annually and says new funding mechanisms may be needed.