
Shaping the future with Blockchain & AI since 2016 | Growth hacker | DeFi dreamer| ex-@1inch & @azuroprotocol | ALL7 @AllianceDAO | Core @triangle_web3
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daosasha.eth 🕊️ retweeted
News: JPM Coin (JPMD), @jpmorgan's USD deposit token, is now live on @ethereum.
JPMD extends from Base to Ethereum L1, giving institutional clients native onchain cash that sits alongside the assets, collateral and counterparties they transact with already.
J.P. Morgan has now added a cash leg to the products it already live on Ethereum mainnet, with tokenized money market funds MONY and JLTXX both already on the network.
Ethereum is the home of onchain finance.
More details: unite.ai/fortytwo-launches-e…
Introducing Fortytwo Engine
An inference API that runs open-weight models through Swarm Inference
• 7% higher scores on average vs. the base model
• Nearly 25% fewer tokens per task
• Same per-token price and speed
• Private by default
First model: Qwen3.8-27B
Try it: engine.fortytwo.network
REP angel round
20+ founders and operators from BlackRock, Ethereum, Snap, Symbiotic, Mellow, Meta, Nike and more
REP is building the Unified Coordination Graph: the engine AI agents use to discover, choose and execute, making user context portable, provable and valuable
daosasha.eth 🕊️ retweeted
You can now swap mGLOBAL and mF-ONE into USDC instantly.
Holders of @MidasRWA’s mGLOBAL and mF-ONE can access T+0 exits through Symbiotic Liquid Lane, with liquidity supplied by @kpk_io-curated vaults.
Swap: swap.symbiotic.fi/?inputCurr…
Explore the vault:
app.symbiotic.fi/vault/0x8bc…
daosasha.eth 🕊️ retweeted
Introducing Aave Agents.
Connect to Aave via official MCP to access data, deposit, borrow, and manage positions.
daosasha.eth 🕊️ retweeted
The Protocol Cluster has published two new posts:
Hegotá EIP Opinion Post and Tier List evaluates and grades all 62 EIPs proposed for Hegotá, providing the cluster’s first unified tier list for a network upgrade
Current and Emerging Priorities covers commitments and research arcs, anchored on a quantum-resistant Ethereum L1 by Dec. 2029
Offered as one input to Hegotá scoping, roughly 60 researchers, engineers, and individual domain experts across all 9 teams in the Protocol Cluster contributed to the Hegotá tier list, providing 397 tier grades before discussing contested items live.
The plan, commitments, and shared set of cluster-wide priorities covered in the companion post provide the context behind the final tier grades.
The Protocol cluster will host a Reddit AMA on r/ethereum on September 16 at 2pm UTC to talk through these priorities, the Hegotá tier list, and anything else on your mind.
→ Submit questions ahead of time here: pad.ethereum.org/form/#/2/fo…
Read the articles here:
→ EF Protocol - Current and Emerging Priorities: blog.ethereum.org/2026/09/07…
→ EF Protocol - The Hegotá EIP Opinion Post and Tier List: blog.ethereum.org/2026/09/07…
daosasha.eth 🕊️ retweeted
While this podcast is a lot of things, it’s definitely Not Financial Advice.
daosasha.eth 🕊️ retweeted
Very welcome recent news from Signal: they are working on letting you register an account without a phone number.
aboutsignal.com/news/signal-…
That said, an important counterpoint about what this would and would not accomplish.
The good #1: reducing dependence on phone numbers. Even aside from privacy benefits, reducing dependency on a highly oligopolistic system of chokepoints is good in itself.
The good #2: phone numbers are for many people not a good "root" of identity from an access control perspective. Phone numbers get sim swapped all the time.
The good #3: allowing phone-number-free accounts will make it harder for them in the future to discriminate against people by country - and so make it harder for governments to pressure them to block their own citizens.
Now, on privacy. Significantly better than status quo, so yes it is good #4, but...
In practice, in 2026, I believe that pseudonymity (a long-term persistent account that is not tied to your primary identity) is a dead concept. There are just too many channels by which we accidentally slowly leak data about who we are - timing of messages, the pattern of who we send messages to with what frequency, size, etc. And too many highly effective AI-based means (both using LLMs per-user, and LLMs helping every person and agency under the sun use math that we had all along) to uncover and piece together those hints.
As a trivial example, whatever server you interact with learns your IP address, but even if you hide *that* with a VPN or Tor, there are many other identity leakage vectors.
And so the only defensible form of privacy is *message-by-message unlinkability* - no one except sender and receiver knows the (sender, receiver) pair, ideally even not knowing who the sender or the receiver are.
A natural taxonomy of privacy is the following 2x2:
* Sitting duck: adversary knows "X did Y"
* Confidentiality: adversary knows "X did ???" [E2E encryption provides this]
* Anonymity: adversary knows "??? did Y" [aka message-by-message unlinkability]
* Ideal: adversary knows "??? did ???"
Signal has already had confidentiality for a long time. (Note: in other contexts, "confidentiality" sometimes means "someone knows X did Y, and we trust that someone to not reveal it", ie. not true privacy. Here, by confidentiality we mean hiding contents from third parties)
This adds pseudonymity: in the above schema, adversary knows "0x8b512c... did Y", where they don't initially know who 0x8b512c... is, but may figure that out over time. The ideal is getting to message-by-message unlinkability.
Actually accomplishing that gets into territory that is currently being explored by mixnet projects as well as newer messengers, eg. @session_app and @SimpleXChat.
Once we get deeper into this territory, I suspect the primary frontier will be spam and DoS protection. Right now, much of the internet blocks all Tor exit nodes - not because they personally hate privacy, but because that's where DoS attacks come from. So we need ways for people to prove their non-spammer status while maintaining message-by-message unlinkability. See here github.com/dmarzzz/reputatio… for one direction (which complements ethresear.ch/t/zk-api-usage-… nicely).
So I hope that we appreciate the victory that is mainstreaming of end-to-end encryption, that we actually get Signal accounts without phone number dependency (it's a great thing even if it had zero privacy consequences), and then that we keep moving forward and pushing the frontier of data leakage minimization.
Should the global tech community continue investing in Malaysia?
Given recent events, I raise this question respectfully for the consideration of Prime Minister Yang Amat Berhormat Dato’ Seri Anwar bin Ibrahim (@anwaribrahim), for the people of Malaysia, and for our friends in the Malaysian tech community. The answer will be of interest to anyone in global tech that’s considering building, investing, or expanding in Malaysia, including executives at Google, Amazon, Apple, and Microsoft, founders of tech unicorns like Coinbase and Solana, and investors at the world’s largest venture capital funds like a16z and Polychain.
As context, I am the former CTO of Coinbase and former General Partner at a16z. In October 2024, I opened a startup society called Network School in Malaysia, because I felt I’d been invited in by the government’s pro-tech policies.
Specifically, the KL20 initiative set out Malaysia’s ambition of becoming a top 20 global tech hub. Their MDEC digital nomad visas and MM2H investor visas were created to facilitate an influx of global talent and capital. And the Johor-Singapore Special Economic Zone was announced to facilitate the flow of capital and talent between Malaysia and Singapore, where I live. When taken in combination with Malaysia’s datacenter buildout and its policy of welcoming visa-free visits for 98% of the world, it seemed like Malaysia might be a great place to build a global tech hub that was simultaneously inexpensive and easy to visit (especially for non-Westerners).
And that’s what we did, by creating Network School. It’s an international tech community with its first node in Forest City, Malaysia. We picked Forest City because it had millions of square feet of empty space, because it was one hour from Singapore’s capital markets, and because it was within the Johor-Singapore Special Economic Zone. Then, within 18 months, without a single penny of government money, we built Network School into a global attraction that brought thousands of engineers, investors, and builders from 70+ countries to learn technology, burn calories, earn online, and have fun, integrating with the local Malaysian economy along the way.
Indeed, in terms of quantifiable contribution to the Malaysian economy, we’ve already invested 100M+ MYR in our campus to make it startup-friendly. For perspective, that’s about 4% of the budget of Johor, the Malaysian state where Forest City is located. We employ dozens of Malaysians directly and indirectly at every level from executive to staff. We’ve backed Malaysian tech startups like Collektr, hosted events for local teams like Superteam Malaysia, and are major customers of many local businesses like barbers, laundromats, and restaurants. We’ve also revitalized the multibillion-dollar Forest City project, causing millions of MYR in real estate appreciation. And, as the video below describes, we were on the cusp of a 500M+ MYR expansion to grow our community, as well as a global merit scholarship with my friend Amjad Masad of Replit.
However, that emerging multi-billion dollar success story — which should rightfully have been hailed as a huge victory for the pro-tech policies of the Malaysian government — is at risk of being derailed by a fake story spread by an anonymous account named MP4P.
In short: on the day before the July 11 Johor elections, MP4P posted an Instagram post falsely accusing Network School of harboring illegal aliens. The sensational accusations caused a tizzy in Malaysia, until Malaysian authorities came to our campus on July 14 to investigate. (I should note that the officers were very polite and professional.) After checking hundreds of physical passports from 40 countries, including dual passport holders, the authorities confirmed to the press on July 15 that all travel documents were in order. During the process, we cooperated fully; in the thread below you can see a photo of the men, women, and children of Network School smiling and holding up their passports in the bright daylight. Our faces are shown and our names are known; we have nothing to hide.
With that said, the process is the punishment. What MP4P did is very similar to the American crime of “swatting”, because MP4P created a hoax report of a serious threat, thereby forcing the Malaysian police to take time away from protecting the Malaysian people towards investigating a nonexistent issue. Moreover, this anonymous MP4P account has also called for Malaysia to boycott Apple, Google, Amazon, and Microsoft…a move that would cost ordinary Malaysians thousands of jobs…even while MP4P’s own Instagram collaborators promote their Apple and Google apps! I mean, we aren’t talking about a credible accuser, but just someone screaming inconsistently at the top of their lungs on social media for traffic, an all-too-common phenomenon these days.
Anyway, at this point, all further investment we were planning to make in Malaysia is on hold until we get sufficient assurance that such issues won’t recur. So are the investment plans of many of our friends, including the execs and investors at global tech firms that we brought to Forest City. Because to put it very plainly: we have invested 100M+ MYR in Malaysia, while creating jobs for dozens of Malaysians, and our faces and names are known. Our Malaysian executives and employees deserve the benefit of the doubt over anonymous internet trolls.
There are two paths forward. In the first case, if Malaysia still wants continued global tech investment, if it wants to be a top 20 tech hub, if it wants us to revitalize Forest City, then we request an audience with the Prime Minister’s office to discuss the terms of a memorandum of understanding between Network School and the Malaysian government, similar to the document recently signed between the Solana Foundation and the Kazakhstan government.
Specifics can of course be discussed, but we would publicly commit to abiding by all Malaysian laws (we already do) and respecting Malaysia’s sovereignty (never in question). In return, they’d get to know our friendly community, and realize that we actually chose Malaysia because we thought it was a great place to build a tech hub where engineers from the global South, investors from the West, and builders from Malaysia itself could meet new people, build cool things, and perhaps create millions of dollars in economic growth in the fullness of time.
That vision of peace and trade, internationalism and entrepreneurialism, is still on the table. We aren’t asking for any money — just a meeting, to help restore confidence in Malaysia as an investable jurisdiction. Alternatively, if you don’t want our investment, or those of our colleagues at billion dollar funds and trillion dollar companies, we will of course respect your wishes, and reallocate our capital to other countries instead.
Either way, we will remain friends and abide by your decision. Please let us know.
daosasha.eth 🕊️ retweeted
An AI agent startup just let its agent run its $100 million fundraise techcrunch.com/2026/07/09/an…
daosasha.eth 🕊️ retweeted
Two weeks ago, Ethereum researchers met in Berlin to continue charting the protocol's long-term trajectory, following along discussions with client teams in Svalbard in April.
The updated strawmap is at strawmap.org, and I attached a picture of it to this post.
My own high-level takeaways:
* "Lean Ethereum" is not a single one-shot upgrade, it is a collection of improvements that will come online to the Ethereum network over the course of three or four years. But make no mistake, this IS the third major iteration of Ethereum in the same way that the Merge was the second. Almost every major piece of the protocol will be replaced:
- Verification through recursive STARKs, rather than direct re-execution. Recursive STARKs become an enshrined first-class core component of the protocol
- Replacing everything quantum-vulnerable with quantum-safe alternatives
- Consensus: decoupled available chain and finality, one or two-round finality. Theoretically optimal security properties, simpler than today, and faster than today
- Multidimensional gas
- State: not just tree structure, but what *types* of state are available
- Changes to client architecture
...
At the same time, simplification, cleanup and future-proofing. And this will all be done in a way that minimizes disruption to existing application. We've done this before (the Merge), we can do it again.
* H-star (aka Hegota) is probably Ethereum's last thematically "pre-Lean" fork. Starting from I-star, most of everything we do will have a very strong "Lean" feel to it in one way or another.
* Privacy is no longer an afterthought, it is a first class goal. When designing Frames, the mempool, additions to the state tree, we explicitly ask the question "okay, how do quantum-safe, intermediary-free privacy protocol transactions go through this, and what is the overhead?"
* Formal verification of everything for security.
* FV also makes us much more comfortable with canonicalization (having pieces of the protocol that are directly defined as a piece of bytecode expressed in some language). evm-asm is being written in part to become a canonical proof system for the EVM.
* Quantum safety has shifted up a LOT in priority. This adds a lot of work (eg. finalizing a quantum-safe blobs design has become urgent; this work has already been ongoing for months)
* Probably the single most disruptive part of the plan is the changes to state. There is growing consensus around leaving present-day-style "dynamic state" mostly unchanged, but scaling it only a medium amount, and adding new types of state that are more scalability-friendly (eg. no need for builders to sync/store all of it) but more restrictive, and that will scale a large amount.
eg. possible Ethereum in 2030: 2 TB of present-day-style (dynamic) state, and 100 TB of new-style (scalable but restrictive) state
This "new-style" state would work very well for ERC20s, NFTs, many defi use cases, but not eg. highly "central" objects like Uniswap contracts, or onchain order books, or other complex things (which are crucial for Ethereum but which only take up a small percentage of state)
Hence, it will not be *necessary* to rewrite any apps, but it will be *very cost-effective* to eg. rewrite an ERC20 token into a newer design that uses a new type of UTXO storage that is currently being explored, so that it will have >10x lower txfees.
Design of these new state types (current ideas: keyed nonces, ring buffers, UTXOs, statically accessible state, temp state) is an area where we will need a lot of feedback from application developers (incl. privacy-friendly application developers) and probably several rounds of rethinking and iteration.
* In the context of a much larger total state size, we need to figure out the incentive issues around who stores this state and what motivates them to. Even saying "each node stores 1%" is not good enough - why do they store that 1% and why are they willing to serve it? This is being elevated as a first-class research area.
* Ethereum will need to have a "VM" other than EVM in one form or another - at the very least, we need something like leanISA for recursive STARKs - and the gains are large in exposing it to users so that we support programmable privacy and better scalability. Right now, the most likely contenders are leanISA and RISC-V.
My own ideal is that in this world, we adjust the protocol so that the EVM becomes a high-level-language compiler-level feature, and the protocol only "sees" RISC-V / leanISA directly. But this is still far away.
* Gas limit increases, blob increases and slot time decreases will happen many times over the next ~5 years. We expect a large gas limit increase with Glasterdam. Each step of increased scale or decreased slot time is a matter of getting to the point where it is safe to do it, which comes from a combination of client optimization and protocol changes.
Ethereum is CROPS.
Ethereum is scaling.
Ethereum is reinventing itself.
Onward.



























