4276
fabda.eth
@fabda.eth #4276
Bringing ecommerce onchain.
Genesis #Ethereum ⟠ Solo Staker.
🔋 https://StrategicETHReserve.xyz
🫀 https://ethpulse.io
Opinions expressed are my own.
501 Follower 86 Following
Pre‑Pectra hype: a heavyweight just leveled up the SER!
Welcome Gnosis DAO, taking over the #3 seat in the Strategic ETH Reserve.
Brains behind Safe, Cow Protocol, Gnosis Chain, Gnosis Pay, and Gnosis Guild (seriously how 🤯), Gnosis is always pushing the boundaries of Web3.
Huge thanks to the Gnosis, Kpk crew & koeppelmann for making it happen!
Welcome Gnosis DAO, taking over the #3 seat in the Strategic ETH Reserve.
Brains behind Safe, Cow Protocol, Gnosis Chain, Gnosis Pay, and Gnosis Guild (seriously how 🤯), Gnosis is always pushing the boundaries of Web3.
Huge thanks to the Gnosis, Kpk crew & koeppelmann for making it happen!
Ethereum family, I need your help 🆘
After weeks of DMing orgs to join SER, grateful for everyone who's answered the call. But the work is not finish. Let’s bring in even more ETH‑accumulating entities.
Tag any teams/teammates who should be here (or DM intro).
Thanks 🙏🙏.
After weeks of DMing orgs to join SER, grateful for everyone who's answered the call. But the work is not finish. Let’s bring in even more ETH‑accumulating entities.
Tag any teams/teammates who should be here (or DM intro).
Thanks 🙏🙏.
“We lost ourselves, lost our dream.
In the pursuit of great, we failed to do good”
This quote from Arcane reminded me of Ethereum.
Ethereum is pursuing the long term, sustainable path for the future of Web3..
..and the sacrifices have been UX, focus on builders and end users.
Ethereum has corrected slightly its course.
Do good in the near time, while always pointing to great as our North Star.
In the pursuit of great, we failed to do good”
This quote from Arcane reminded me of Ethereum.
Ethereum is pursuing the long term, sustainable path for the future of Web3..
..and the sacrifices have been UX, focus on builders and end users.
Ethereum has corrected slightly its course.
Do good in the near time, while always pointing to great as our North Star.
2020 – 2023
CT: “Gas too expensive.”
Ethereum: Ships Rollups to scale.
2023 – 2025
CT: “Rollups are leeches.”
Ethereum: Roadmap to scale L1.
2025
CT: “Ethereum just rugged the Rollups!”
Ethereum: Coinbase, Alibaba, Sony, Deutsche Bank launch their L2s
CT: “Gas too expensive.”
Ethereum: Ships Rollups to scale.
2023 – 2025
CT: “Rollups are leeches.”
Ethereum: Roadmap to scale L1.
2025
CT: “Ethereum just rugged the Rollups!”
Ethereum: Coinbase, Alibaba, Sony, Deutsche Bank launch their L2s
Time to brighten your day with an announcement: Exodus has joined the Strategic ETH Reserve 🕺.
exodus (NYSE: EXOD) is a crypto wallet supporting swaps, staking and earning rewards across 50+ blockchain networks, since 2015.
Welcome Exodus.
exodus (NYSE: EXOD) is a crypto wallet supporting swaps, staking and earning rewards across 50+ blockchain networks, since 2015.
Welcome Exodus.
Base cares about decentralization.
Don’t let anyone else tell you otherwise.
Congrats to the team.
Don’t let anyone else tell you otherwise.
Congrats to the team.
Feeling the vibe shift across Ethereum lately?
Turns out it’s more than just vibes. The two hottest DeFi protocols just increased their SER allocations:
🆙 Aave: 5,000 -> 6,323 ETH (+26%)
🆙 Fluid : 1,000 -> 1,369 ETH (+26%)
Turns out it’s more than just vibes. The two hottest DeFi protocols just increased their SER allocations:
🆙 Aave: 5,000 -> 6,323 ETH (+26%)
🆙 Fluid : 1,000 -> 1,369 ETH (+26%)
The Strategic ETH Reserve just crossed $1b 🥳🍾.
..and welcomes another DeFi OG, Balancer.
Balana is the leading platform for flexible liquidity and automated portfolio management, powering custom AMMs and efficient trading across DeFi.
Balancer 🤝 SER.
..and welcomes another DeFi OG, Balancer.
Balana is the leading platform for flexible liquidity and automated portfolio management, powering custom AMMs and efficient trading across DeFi.
Balancer 🤝 SER.
Many forget that L2 founders are among the strongest Ethereum supporters.
They’ve spent years building technology to help Ethereum scale, and want nothing more than Ethereum’s success.
No single L1 can scale enough to bring the entire world onchain.
L2s are fully symbiotic with Ethereum, offering the customization and scalability the endgame demands.
Note that most L2 are also holding a gigantic chest of ETH in their SER.
The rollup-centric roadmap isn’t just an option, it’s the only path.
Ethereum 🤝 Rollups
They’ve spent years building technology to help Ethereum scale, and want nothing more than Ethereum’s success.
No single L1 can scale enough to bring the entire world onchain.
L2s are fully symbiotic with Ethereum, offering the customization and scalability the endgame demands.
Note that most L2 are also holding a gigantic chest of ETH in their SER.
The rollup-centric roadmap isn’t just an option, it’s the only path.
Ethereum 🤝 Rollups
The Strategic ETH Reserve welcomes BTCS 🍾.
BTCS Inc. (Nasdaq: BTCS) was the first publicly traded crypto company in 2014 and has since evolved into a leading innovator in Ethereum infrastructure.
Today, BTCS holds 9,060 ETH, building and securing ~1% of all blocks 🤯.
BTCS Inc. (Nasdaq: BTCS) was the first publicly traded crypto company in 2014 and has since evolved into a leading innovator in Ethereum infrastructure.
Today, BTCS holds 9,060 ETH, building and securing ~1% of all blocks 🤯.
The fate of EOF is being decided as I'm posting this.
Final snapshot:
🔴 YES: 298.26 ETH
🟢 NO: 17,774.73 ETH
Final snapshot:
🔴 YES: 298.26 ETH
🟢 NO: 17,774.73 ETH
Another killer thedailygwei episode.
"The idea behind the Strategic ETH Reserve [..] is to encourage more organizations around the world to put ETH on their balance sheet, [..] which I think will keep going over time" - sassal
"The idea behind the Strategic ETH Reserve [..] is to encourage more organizations around the world to put ETH on their balance sheet, [..] which I think will keep going over time" - sassal
4036
Sassal.eth 🎩⛽
@sassal.eth·12:32 11/04/2025
The latest /thedailygwei Refuel is ready for your consumption! ⛽
Today's topics:
- Based rollups 👍
- Core dev updates 🤓
- Rise testnet live 🍙
- and much more ➕
Watch 👇
https://youtu.be/_NWW19Aiv7Y
Today's topics:
- Based rollups 👍
- Core dev updates 🤓
- Rise testnet live 🍙
- and much more ➕
Watch 👇
https://youtu.be/_NWW19Aiv7Y
Sunday grateful thoughts to everyone here who invests even a small part of their day to share their knowledge and perspective on Ethereum.
I’ve been building on Ethereum for the past eight years.
it’s one of the greatest technological innovations of our lifetime, but it’s inherently complex to grasp.
It’s been a tough few years for Ethereum on the sentiment side, even as fundamentals have never been stronger.
Your posts on X are helping shift that sentiment.
And when fundamentals and sentiment finally align, the sky will be the limit for ETH.
There are no small accounts or small posts, the Ethereum warriors will stand with you.
I’ve been building on Ethereum for the past eight years.
it’s one of the greatest technological innovations of our lifetime, but it’s inherently complex to grasp.
It’s been a tough few years for Ethereum on the sentiment side, even as fundamentals have never been stronger.
Your posts on X are helping shift that sentiment.
And when fundamentals and sentiment finally align, the sky will be the limit for ETH.
There are no small accounts or small posts, the Ethereum warriors will stand with you.
Final day for the EOF hot debate.
Snapshot this morning:
🔴 YES: 297 ETH
🟢 NO: 758 ETH
https://www.ethpulse.io/proposals/18958f0a-82bf-4f05-bf66-3deb5b1605f2
Snapshot this morning:
🔴 YES: 297 ETH
🟢 NO: 758 ETH
https://www.ethpulse.io/proposals/18958f0a-82bf-4f05-bf66-3deb5b1605f2
Time to settle EOF once and for all 😤.
Where does the Ethereum community stands on implementing EOF?
Signal your vote (no gas needed) with your ETH, WETH, rETH, stETH, Aave ETH, Aave stETH, Aave eETH, or Staked ETH across L1 and L2.
https://www.ethpulse.io/proposals/18958f0a-82bf-4f05-bf66-3deb5b1605f2
Where does the Ethereum community stands on implementing EOF?
Signal your vote (no gas needed) with your ETH, WETH, rETH, stETH, Aave ETH, Aave stETH, Aave eETH, or Staked ETH across L1 and L2.
https://www.ethpulse.io/proposals/18958f0a-82bf-4f05-bf66-3deb5b1605f2
Can you feel the atmosphere changing around Ethereum?
I smell a “win at all cost” mindset.
Believe in somETHing.
I smell a “win at all cost” mindset.
Believe in somETHing.
KR1 plc, (AQSE listed), is now part of the Strategic ETH Reserve.
Public companies holding ETH and staking it to earn 3-4% is normalizing.
KR1 plc is one of the first institutions globally to initiate staking activities on Ethereum..
.. and one of the first to join SER 👏.
Public companies holding ETH and staking it to earn 3-4% is normalizing.
KR1 plc is one of the first institutions globally to initiate staking activities on Ethereum..
.. and one of the first to join SER 👏.
STRATEGIC ETH RESERVE 💗
UNCX is the latest member to join SER.
Since 2020, UNCX Network (formerly UniCrypt) is your all-in-one launchpad, from setup to liquidity locks. It makes DeFi launches simple and safe, on Ethereum.
Be like UNCX, stack ETH and join SER.
UNCX is the latest member to join SER.
Since 2020, UNCX Network (formerly UniCrypt) is your all-in-one launchpad, from setup to liquidity locks. It makes DeFi launches simple and safe, on Ethereum.
Be like UNCX, stack ETH and join SER.
The Strategic ETH Reserve is growing fast.
Next Target: surpassing Michael Saylor's BTC reserve.
Please to welcome Api3 in the SER movement.
Api3 is changing the oracle game: first-party data, no middlemen, verifiable feeds, and built-in OEV capture.
Be like Api3, join SER 🤝.
Next Target: surpassing Michael Saylor's BTC reserve.
Please to welcome Api3 in the SER movement.
Api3 is changing the oracle game: first-party data, no middlemen, verifiable feeds, and built-in OEV capture.
Be like Api3, join SER 🤝.
This one is a personal favorite.
Fluid is officially joining the Strategic ETH Reserve 👏.
The fastest-growing DEX in history, Fluid now ranks #2 in total DEX volume.
A builder on Ethereum since 2017, Fluid has long been ETH-aligned. We’re proud towelcome them into SER.
Fluid is officially joining the Strategic ETH Reserve 👏.
The fastest-growing DEX in history, Fluid now ranks #2 in total DEX volume.
A builder on Ethereum since 2017, Fluid has long been ETH-aligned. We’re proud towelcome them into SER.
📢 To All App builders, Web3 users, L2s, VCs.
It's a great time to build on and use Ethereum/L2s.
Ethereum has heard you, loud-and-clear.
Here’s your TL;DR of Ethereum’s highest‑priority roadmap items with target date:
1. Blob scaling
Rollups need more blobs, fast:
🟢 1 -> 6/9 blobs (May 2025)
🟢 6/9 -> 48/72 (Q4 2025/Q1 2026)
2. L1 scaling
Targeting a 300 M gas limit (9× today) enabled by gas‑pricing tweaks, delayed execution, block‑level access lists, and EIP‑4444 (Q4 2025/Q1 2026)
3. Improving UX
Account Abstraction gets a massive upgrade for Web2‑like experience with EIP‑7702 (May 2025). Long‑term AA (EIP‑7701) is also in the works.
4. Seamless L2 Interop
L1 & L2 ecosystems are uniting on standards for cross‑address, messaging, token, and intent interoperability (Q4 2025/Q1 2026)
5. Sharding
Back on the table as Native & Based Rollups (live & in progress)
It's a great time to build on and use Ethereum/L2s.
Ethereum has heard you, loud-and-clear.
Here’s your TL;DR of Ethereum’s highest‑priority roadmap items with target date:
1. Blob scaling
Rollups need more blobs, fast:
🟢 1 -> 6/9 blobs (May 2025)
🟢 6/9 -> 48/72 (Q4 2025/Q1 2026)
2. L1 scaling
Targeting a 300 M gas limit (9× today) enabled by gas‑pricing tweaks, delayed execution, block‑level access lists, and EIP‑4444 (Q4 2025/Q1 2026)
3. Improving UX
Account Abstraction gets a massive upgrade for Web2‑like experience with EIP‑7702 (May 2025). Long‑term AA (EIP‑7701) is also in the works.
4. Seamless L2 Interop
L1 & L2 ecosystems are uniting on standards for cross‑address, messaging, token, and intent interoperability (Q4 2025/Q1 2026)
5. Sharding
Back on the table as Native & Based Rollups (live & in progress)
BTC has an amazing "digital gold" narrative.
Its value is derived solely from that sentiment.
Yet, sentiment can just as easily change. Fundamentals don’t.
And fundamentals show that ETH can be another amazing "digital gold":
- Ultra‑low inflation (0.05% since the Merge)
- Native yields (3–4%)
- Secures a booming ecosystem of stablecoins, RWA, and DeFi
I repeat, both BTC & ETH are amazing "digital gold".
Its value is derived solely from that sentiment.
Yet, sentiment can just as easily change. Fundamentals don’t.
And fundamentals show that ETH can be another amazing "digital gold":
- Ultra‑low inflation (0.05% since the Merge)
- Native yields (3–4%)
- Secures a booming ecosystem of stablecoins, RWA, and DeFi
I repeat, both BTC & ETH are amazing "digital gold".
Great start 🔥, but we're just getting started
539,652 $ETH is now held by those who have joined the Strategic ETH Reserve movement.
Next Goal: 1,000,000 ETH
Soon, the world will truly understand the value of ETH and how aligned entities building on Ethereum.
539,652 $ETH is now held by those who have joined the Strategic ETH Reserve movement.
Next Goal: 1,000,000 ETH
Soon, the world will truly understand the value of ETH and how aligned entities building on Ethereum.
Last time you hear from me this week (until next week).
Welcome Obol to the Strategic ETH Reserve 🤝.
With its fleet of distributed validators, Obol is helping secure Ethereum with north of $1B staked.
Join me in welcoming another ETH-aligned entity.
Special thanks to Toma & everyone at Obol
Welcome Obol to the Strategic ETH Reserve 🤝.
With its fleet of distributed validators, Obol is helping secure Ethereum with north of $1B staked.
Join me in welcoming another ETH-aligned entity.
Special thanks to Toma & everyone at Obol
Getting tired of me yet? Because this one’s huge.
Thrilled to welcome Golem Foundation & OctantApp to the Strategic ETH Reserve movement.
True OG since 2016, the Golem Foundation is now staking 100,000 $ETH and distributing the rewards to their community via the Octant App.
Thrilled to welcome Golem Foundation & OctantApp to the Strategic ETH Reserve movement.
True OG since 2016, the Golem Foundation is now staking 100,000 $ETH and distributing the rewards to their community via the Octant App.
Bit Digital becomes the first public company to join the Strategic Ethereum Reserve, claiming the #5 spot.
With a robust network of GPUs & miners, @BitDigital_BTBT is helping secure Ethereum staking operations.
Welcome, and thank you for being ETH-aligned 🫡 .
With a robust network of GPUs & miners, @BitDigital_BTBT is helping secure Ethereum staking operations.
Welcome, and thank you for being ETH-aligned 🫡 .
Lido DAO is officially joining the Strategic ETH Reserve, claiming the #3 spot.
As the leading LST since 2020, @LidoFinance has contributed >$15B in economic security to Ethereum, all while preserving the decentralized ethos.
Thank you, Lido, for championing both Ethereum & ETH.
As the leading LST since 2020, @LidoFinance has contributed >$15B in economic security to Ethereum, all while preserving the decentralized ethos.
Thank you, Lido, for championing both Ethereum & ETH.
Aave DAO is the latest to join the Strategic ETH Reserve.
With over $18B in TVL, Aave has led the DeFi lending space since 2020.
Long aligned with Ethereum and its success, and now officially ETH-aligned.
Welcome aboard, Aave.
With over $18B in TVL, Aave has led the DeFi lending space since 2020.
Long aligned with Ethereum and its success, and now officially ETH-aligned.
Welcome aboard, Aave.
The Strategic ETH Reserve (SER) welcomes a new member.
Kleros, a leading decentralized justice protocol on Ethereum, is joining the SER movement.
Kleros, a leading decentralized justice protocol on Ethereum, is joining the SER movement.
The EF is in wartime mode to ship glamsterdam asap including changes that raise the gas limit to 300m.
That’s a 10x from today.
L1 scaling is back to being a top priority 🫡.
That’s a 10x from today.
L1 scaling is back to being a top priority 🫡.
More and more entities are joining the Strategic ETH Reserve movement because they believe in the very technology powering their innovations.
Built on Ethereum and secured by ETH.
To all companies out there: if you want to be part of this movement, reach out.
https://x.com/vivekventures/status/1911055324733128987?s=46&t=Mb20rEx6_w-8XN4fwj1XOw
Built on Ethereum and secured by ETH.
To all companies out there: if you want to be part of this movement, reach out.
https://x.com/vivekventures/status/1911055324733128987?s=46&t=Mb20rEx6_w-8XN4fwj1XOw
I strongly believe that the short-term confidence gap in the Ethereum ecosystem (L1xL2) is solved with L2 interop.
It’s a tough social coordination problem, especially when everyone’s remote, but it’s solvable with ways to speed run it.
Imagine a month-long war room with top engineers from EF, L2 teams, infra groups working together until:
- Agreeing on the standard
- Building a POC on testnet
- Setting a deadline for the Mainnet release
*Bonus point if it implies becoming a Based Rollups
It’s a tough social coordination problem, especially when everyone’s remote, but it’s solvable with ways to speed run it.
Imagine a month-long war room with top engineers from EF, L2 teams, infra groups working together until:
- Agreeing on the standard
- Building a POC on testnet
- Setting a deadline for the Mainnet release
*Bonus point if it implies becoming a Based Rollups
Staking ETH ETF is game changer for institutional adoption.
Institutions will be able to hold an income-generating product that gives access to ETH's native yield (3-4%)..
..without the operational, custodial, and regulatory risks via their preferred broker.
https://www.zerohedge.com/crypto/ether-etf-staking-could-come-soon-may
Institutions will be able to hold an income-generating product that gives access to ETH's native yield (3-4%)..
..without the operational, custodial, and regulatory risks via their preferred broker.
https://www.zerohedge.com/crypto/ether-etf-staking-could-come-soon-may
Great quote from @drakefjustin on the significance of $ETH the asset.
A call to all ETH-aligned entities, big or small, to join the StrategicETHReserve[.]xyz movement.
A call to all Ethereum champions, shoot me a DM if you're supportive of the movement.
A call to all ETH-aligned entities, big or small, to join the StrategicETHReserve[.]xyz movement.
A call to all Ethereum champions, shoot me a DM if you're supportive of the movement.
Could I be wrong with Ethereum?
Sure, enough
Could every brilliant minds advocating & working on Ethereum be wrong?
Absolutely not.
Sure, enough
Could every brilliant minds advocating & working on Ethereum be wrong?
Absolutely not.
The Strategic ETH Reserve (SER) welcomes a new addition
Ethereum Name Service, real OG and ETH-aligned, is joining the SER movement.
Ethereum bulls, show some appreciation for @ensdomains and grab your .eth domain now.
Ethereum Name Service, real OG and ETH-aligned, is joining the SER movement.
Ethereum bulls, show some appreciation for @ensdomains and grab your .eth domain now.
Some potential catalyst in ETH momentum reversal:
- Staked ETH ETF
- Based Rollups adoption
- L2 Interop solved
- Crypto Rails Payment & RWA adoptions
- Companies/Institutions launching L2/App Chains
- Banks launching their stablecoins
- NFT come back
Believe in something.
- Staked ETH ETF
- Based Rollups adoption
- L2 Interop solved
- Crypto Rails Payment & RWA adoptions
- Companies/Institutions launching L2/App Chains
- Banks launching their stablecoins
- NFT come back
Believe in something.
“Ethereum is too ossified to succeed.”
Meanwhile:
- Transitioned from PoW to PoS
- Expanded from a 1 to 5+5 clients
- Shifted strategy from Sharding to Rollups
- Recently restructured the Ethereum Foundation
- Reversed course on deprioritizing L1 scaling
- Beamchain actively underway
All while preserving 100% uptime, strong decentralization, and full backward compatibility for apps and users.
Meanwhile:
- Transitioned from PoW to PoS
- Expanded from a 1 to 5+5 clients
- Shifted strategy from Sharding to Rollups
- Recently restructured the Ethereum Foundation
- Reversed course on deprioritizing L1 scaling
- Beamchain actively underway
All while preserving 100% uptime, strong decentralization, and full backward compatibility for apps and users.
The next killer app will be stablecoin payment related.
And there’s a sure way to get exposure to it.
Built on Ethereum, secured by Ethereum.
And there’s a sure way to get exposure to it.
Built on Ethereum, secured by Ethereum.
You have until May 7th to enjoy the bad UX of two transactions:
1. Token Approval
2. Token Transfer
After that, Ethereum is getting a UX upgrade, and cheaper gas.
1. Token Approval
2. Token Transfer
After that, Ethereum is getting a UX upgrade, and cheaper gas.
Bitcoin has Michael Saylor.
Ethereum has .. SER (Strategic ETH Reserve),
StrategicETHReserve curates a list of all entities already publicly committed to SER.
Ethereum security is a shared responsibility.
Start pledging to SER today.
Link: StrategicETHReserve.xyz
Ethereum has .. SER (Strategic ETH Reserve),
StrategicETHReserve curates a list of all entities already publicly committed to SER.
Ethereum security is a shared responsibility.
Start pledging to SER today.
Link: StrategicETHReserve.xyz
CryptoKitties, Uniswap, Aave, Friendtech, BAYC were innovative killers apps for onchain natives.
It's time for killer apps targeting mainstream people.
And this time, Ethereum ecosystem will be ready for its scale & distribution.
One killer app away..
It's time for killer apps targeting mainstream people.
And this time, Ethereum ecosystem will be ready for its scale & distribution.
One killer app away..
ETH bear thesis usually boils down to two main arguments:
1. Ethereum can thrive as a network without $ETH accruing value.
2. Rollup-centric roadmap can succeed, but Rollups will eventually claim their independence (Great Britain/Colonies analogy from @hosseeb).
While I don’t fully align to those points, I do think it’s critical to have protocol-level mechanisms that proactively address and mitigate the risks in (1) and (2).
The great thing is that we have solution for this that solves (1) and (2) together:
Based & Native Rollups + Intent-based Interop
Ethereum, then becomes an ecosystem where L2s naturally stick to L1, not out of obligation, but because it’s the economically obvious choice.
1. Ethereum can thrive as a network without $ETH accruing value.
2. Rollup-centric roadmap can succeed, but Rollups will eventually claim their independence (Great Britain/Colonies analogy from @hosseeb).
While I don’t fully align to those points, I do think it’s critical to have protocol-level mechanisms that proactively address and mitigate the risks in (1) and (2).
The great thing is that we have solution for this that solves (1) and (2) together:
Based & Native Rollups + Intent-based Interop
Ethereum, then becomes an ecosystem where L2s naturally stick to L1, not out of obligation, but because it’s the economically obvious choice.
"Revenue 📉" == "Ethereum dying"
Meanwhile:
- Prior to PoS, Ethereum had no revenue
- Ethereum blocks have consistency been full
- Ethereum is doing 15x transactions with Rollups
- Fees on Ethereum sub $1
- Issuance lowered from 4.06% -> 0.7%
Ethereum ain't dying. It's going through a transformative design that ensures it's long-term viability.
Meanwhile:
- Prior to PoS, Ethereum had no revenue
- Ethereum blocks have consistency been full
- Ethereum is doing 15x transactions with Rollups
- Fees on Ethereum sub $1
- Issuance lowered from 4.06% -> 0.7%
Ethereum ain't dying. It's going through a transformative design that ensures it's long-term viability.
2017-2022
Ethereum’s infra struggled to keep pace with its explosive growth.
2025
Ethereum & Rollups are scaling together.
We’re one step closer to truly onboarding the next billion users, just one killer app away.
Bullish on Rollups, bullish on Ethereum, bullish on all the builders bringing the world onchain.
Ethereum’s infra struggled to keep pace with its explosive growth.
2025
Ethereum & Rollups are scaling together.
We’re one step closer to truly onboarding the next billion users, just one killer app away.
Bullish on Rollups, bullish on Ethereum, bullish on all the builders bringing the world onchain.
The Rollup centric roadmap wasn’t a mistake.
It is the only scalable path to bring the world onchain.
Giving up on scaling L1 and pushing all Apps builders to L2 was the mistake.
Hindsight is 20/20 of course and glad to see Ethereum readjusting course.
It is the only scalable path to bring the world onchain.
Giving up on scaling L1 and pushing all Apps builders to L2 was the mistake.
Hindsight is 20/20 of course and glad to see Ethereum readjusting course.
Hard to ignore the momentum and promise of stablecoins, and why I'm so bullish Ethereum.
Ethereum is home to $120B stables, most than all other chains combined.
Stablecoins are the most valuable crypto-assets and will soon directly translate to most activities, with emerging applications in payments, RWAs, and cross-border remittances.
Excited to see the promise of Web3 finally materializing.
The future is bright.
Ethereum is home to $120B stables, most than all other chains combined.
Stablecoins are the most valuable crypto-assets and will soon directly translate to most activities, with emerging applications in payments, RWAs, and cross-border remittances.
Excited to see the promise of Web3 finally materializing.
The future is bright.