Nifty DEL retweeted
INTEL: Trump's memecoin helped sink the Clarity Act, ex-CFTC chair Giancarlo says
Another example of many that no one here knows the future. Ultimately you have to make your own judgements. Dont outsource it to ppl promoting their investments on CT.
Replying to @KyleSamani
@KyleSamani said it best. They built what they want not what you want.
Build on @solana
20
Are we still counting on this?
20
Nifty DEL retweeted
Expanding on why I believe "ETH as store of value (SoV)" makes much more sense to focus on than "ETH as fee-burning token".
Three primary reasons:
1. ETH as fee-burning token never was as strong as it seemed
2. Optimizing for ETH as fee-burning token would demand Ethereum and ETH function in ways that are very hard to make compatible with decentralization and capture resistance.
3. Meanwhile, optimizing for ETH as SoV is aligned with Ethereum focusing on its unique strengths (decentralization and CROPS)
EIP-1559 (including its burn) is fine and good, we should keep them. But we should not feel sad if fee burn is < 10% of breakeven indefinitely; the value of ETH comes from elsewhere.
The core idea: the big thing that people appreciate about Ethereum is decentralization and CROPS. The main pragmatic benefit that these things translate into is stability. SoV is the category where that is not an unneeded extra we merely put effort into for ideological reasons, but rather a pragmatic strength from the perspective of people putting in their assets. And in the era of AI disruption, stability will be highly valued.
Nifty DEL retweeted
Bluntly, To all @EFDevcon, @ethereumfndn, & @VitalikButerin critics: Stop whining about shortcomings.
Ethereum is permissionless. No one is stopping you from fixing it. If there's a gap, fill it yourself.
DON'T ASK WHAT ETHEREUM CAN DO FOR YOU.
ASK WHAT YOU WILL DO FOR ETHEREUM.
Nifty DEL retweeted
Ethereum stops being a collection of chains and starts acting like one system again.
That’s the pitch. The other 49 minutes are in the talk! Watch it, it’s a good one, demos and all :D
And it’s live today. Explore here: build.eez.io/
ETH!
Shout from the hilltops
ETH really needs concerted marketing as machinic SOV . . . just go all-in on that, market the asset itself. . .
ETH is our best "sanctuary tech"
esp. + Railgun + Kohaku + Ambire + Aztec
yet leaders promote every other "sanctuary tech" instead, I don't get it. . .
ETH literally is the product and needs to be marketed directly and explicitly--yes, "shilled"
verifiable compute is super interesting but doesn't make ETH super investable. . .
...who in 2026 is interested in investing into a bleeding-tech notary service? . . .
. . . very useful but doesn't excite anyone, especially investors. . .
& if ETH doesn't take off I doubt Ethereum's use for verifiable compute will dominate either as the ultimate security for that is ETH's value . . .
17
Nifty DEL retweeted
ETH supply is up about 1% since the Merge.
In the same time period:
> solana:So11111111111111111111111111111111111111112 supply grew 66%, from 354M to about 589M.
> ripple:native supply grew 27%, from 49.83B to about 63.1B.
> cardano:native supply grew about 10%, from 34.18B to about 37.5B to 38B.
> bitcoin:native supply grew 4.96%, from 19.15M to about 20.10M.
> ethereum:native supply grew 1.0%, from 120.52M to about 121.7M.
Nifty DEL retweeted
Every crypto cycle is about ETH working on hard challenges, and Ethereum killers selling to users they’re smarter and they already solved them make money, dump the tokens, and slowly disappear.
>> 2017 - Computation - EOS / ADA
>> 2020 - Velocity - AVAX
>> 2021 - Interoperability - Cosmos (Luna)
>> 2024 - fees and marketing - SOL
>> 2026 - Cryptography - Zcash / Starknet
Every time the narrative is the same: ETH doing wrong, EF is slow, our founder is smarter than everyone else.
You already know how it ends every time; don’t get played again. Hard challenges are hard challenges, and stop having the arrogance thinking that thousands of researchers that are around EIPs are not able to find solutions while the guru of the momentum is. Or at least be honest with your followers that you know you’re betting on the hype and misinformation.
Nifty DEL retweeted
10/10
One year ago today, this sociopath liquidated x4 the FTX crash, in crypto’s biggest LQ event
@cz_binance is called the cancer of crypto for good reason
Never forget he sold out crypto for his own pardon from Trump
$ASTER $WLFI $USDI is how they wash their dirty funds
Nifty DEL retweeted
Prediction: In the coming days, a series of ghost chains that nobody uses or even talks about anymore will announce fantastical upgrades to harden against AI breaking elliptic curves. They'll advertise how quickly they can do this.
Never mind that most of these chains were grifts all along and are still controlled by 5 dudes (thus their ability to quickly upgrade) or that even with the most super duper cryptography they are about as secure as a lock consisting of a zip tie and bubble gum.
It'll be like the DAT grift all over again, a BS narrative sold to unsuspecting marks to engineer a last spurt of exit liquidity.
Nifty DEL retweeted
Replying to @RyanSAdams
ETH is a store of value and one of the most important apps on ethereum.

























