MAX retweeted
The EEZ dashboard is where we follow cross-chain execution on the Rollup-X testnet.
Monitor tracks both chains and their settlements. Visualizer follows a single transaction across L1 and L2, and Trace maps every call it made.
↓ We recorded a walkthrough. ↓
Monitor tracks both chains and their settlements. Visualizer follows a single transaction across L1 and L2, and Trace maps every call it made.
↓ We recorded a walkthrough. ↓
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Nethermind is already the first independent client on RollupX, the experimental @etheconomiczone rollup. Now we’ve added support for more than one prover.
Diversity strengthens EEZ the same way it strengthens Ethereum.
x.com/svlachakis_/st…
Diversity strengthens EEZ the same way it strengthens Ethereum.
x.com/svlachakis_/st…
@Nethermind's contribution to multi-prover support in @etheconomiczone is now merged! More to come! 🚀
Thanks @eduadiez for the great collaboration!
github.com/eez-associatio…
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RollupX (the first experimental EEZ rollup) is making good progress. Now we have @Nethermind joining as the first independent client. Client diversity is a important step towards a production network!
@Nethermind's contribution to multi-prover support in @etheconomiczone is now merged! More to come! 🚀
Thanks @eduadiez for the great collaboration!
github.com/eez-associatio…
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If I did not believe in ETH as SOV I would not hold ∼90% of my net worth in it.
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Why ETH is the store of value for what's coming
We are almost certainly heading into a period of high inflation and extreme economic and social volatility. As inflation and risk erode the purchasing power of nation-state money and many other assets, it will matter more than ever to hold assets that keep or grow their value.
Gold and BTC are high-powered money and excellent stores of value. ETH goes further.
Not debt-based. Like gold and BTC, ETH is not debt-based or credit-based money.
Censorship resistant. Like BTC, or gold and silver held physically, ETH transactions on Ethereum L1 can't be censored. That's true for simple payments and for complex smart contract programs like DeFi, and those programs are guaranteed to execute.
Cheap to hold. Like BTC, ETH is relatively cheap to hold and store securely.
Cheap to use at any scale. Ethereum is cheap and easy to use whether a transaction moves $1 or billions. Any well-formed transaction is guaranteed to execute.
Sound, and getting sounder. ETH is disinflationary and becomes ultrasound, meaning deflationary, during periods of high network activity.
Broadly useful. ETH has many uses across the Ethereum economy, and that economy will grow by orders of magnitude as finance, and eventually every industry, moves onchain. Global adoption of the Web protocols in the '90s and '00s transformed the world economy. Ethereum is the foundation of Web3, the user-centric, decentralized web.
Collateral money. ETH works as collateral, and collateral that grows in value over time is a powerful thing.
Home of stablecoins. Ethereum hosts the bulk of stablecoin activity. Stablecoins serve as payment money and as unit-of-account money.
Despot-proof. Like BTC, ETH can't be used by a despot to financially exploit or repress citizens. Over time that should have positive geopolitical effects.
Programmable. ETH is programmable money. You can attach arbitrary logic to transactions and build an entire economy on smart-contract-based agreements and business processes (see shodai.network).
Transparent or private, and auditable either way. Money and financial instruments on Ethereum can be public or private, and in both cases selectively disclosable and auditable. Privacy tools for retail and institutional users include VPNs, mix networks, shielded and privacy pools, Railgun, stealth addresses, Kohaku, and zero-knowledge proofs in many forms, including on L2s and on private permissioned EVM networks linked through bridgeless synchronous composability.
Future-proof. By the end of 2027, or partway through 2028 at the latest, ETH will be quantum-safe and AI-safe money.
ETH is the base money of an exponentially growing ecosystem that should keep growing for decades. Its monetary premium will keep rising, because retail, corporate, and government users will all need to hold some. Part of today's premium is speculative: Ethereum dominates smart contract blockchains, but it hasn't fully hit its stride or gone mainstream yet.
Machine intelligence will supercharge every scientific and technological pursuit and grow global GDP bigger and faster than any of us can imagine. Ethereum L1 and modular Ethereum L2s will undergird most of the high-value agreements, transactions, payment flows, and complex business processes behind the coming hybrid human-machine decentralized economy.
We are almost certainly heading into a period of high inflation and extreme economic and social volatility. As inflation and risk erode the purchasing power of nation-state money and many other assets, it will matter more than ever to hold assets that keep or grow their value.
Gold and BTC are high-powered money and excellent stores of value. ETH goes further.
Not debt-based. Like gold and BTC, ETH is not debt-based or credit-based money.
Censorship resistant. Like BTC, or gold and silver held physically, ETH transactions on Ethereum L1 can't be censored. That's true for simple payments and for complex smart contract programs like DeFi, and those programs are guaranteed to execute.
Cheap to hold. Like BTC, ETH is relatively cheap to hold and store securely.
Cheap to use at any scale. Ethereum is cheap and easy to use whether a transaction moves $1 or billions. Any well-formed transaction is guaranteed to execute.
Sound, and getting sounder. ETH is disinflationary and becomes ultrasound, meaning deflationary, during periods of high network activity.
Broadly useful. ETH has many uses across the Ethereum economy, and that economy will grow by orders of magnitude as finance, and eventually every industry, moves onchain. Global adoption of the Web protocols in the '90s and '00s transformed the world economy. Ethereum is the foundation of Web3, the user-centric, decentralized web.
Collateral money. ETH works as collateral, and collateral that grows in value over time is a powerful thing.
Home of stablecoins. Ethereum hosts the bulk of stablecoin activity. Stablecoins serve as payment money and as unit-of-account money.
Despot-proof. Like BTC, ETH can't be used by a despot to financially exploit or repress citizens. Over time that should have positive geopolitical effects.
Programmable. ETH is programmable money. You can attach arbitrary logic to transactions and build an entire economy on smart-contract-based agreements and business processes (see shodai.network).
Transparent or private, and auditable either way. Money and financial instruments on Ethereum can be public or private, and in both cases selectively disclosable and auditable. Privacy tools for retail and institutional users include VPNs, mix networks, shielded and privacy pools, Railgun, stealth addresses, Kohaku, and zero-knowledge proofs in many forms, including on L2s and on private permissioned EVM networks linked through bridgeless synchronous composability.
Future-proof. By the end of 2027, or partway through 2028 at the latest, ETH will be quantum-safe and AI-safe money.
ETH is the base money of an exponentially growing ecosystem that should keep growing for decades. Its monetary premium will keep rising, because retail, corporate, and government users will all need to hold some. Part of today's premium is speculative: Ethereum dominates smart contract blockchains, but it hasn't fully hit its stride or gone mainstream yet.
Machine intelligence will supercharge every scientific and technological pursuit and grow global GDP bigger and faster than any of us can imagine. Ethereum L1 and modular Ethereum L2s will undergird most of the high-value agreements, transactions, payment flows, and complex business processes behind the coming hybrid human-machine decentralized economy.
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.
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鲸鱼超漂亮的 ETH 波段操作！
◎一个月半前 (9/22) 以 $2,739 的价格卖出 5,368 枚 ETH ($1470 万)，卖在最近 10 个月的最高价格。
◎最近几天 ETH 下跌 15% 来到了 $2,000 关口，他在 6 小时前以 $2,031 的价格买进 6,087 ETH 枚 ETH ($1236 万)。
卖在最高点已是事实，就看他这 $2,000 /t.co/CMfzBx4kbC
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#Bitget 来了就是VIP！Crypto、美股、CFD，全球先机一站布局
◎一个月半前 (9/22) 以 $2,739 的价格卖出 5,368 枚 ETH ($1470 万)，卖在最近 10 个月的最高价格。
◎最近几天 ETH 下跌 15% 来到了 $2,000 关口，他在 6 小时前以 $2,031 的价格买进 6,087 ETH 枚 ETH ($1236 万)。
卖在最高点已是事实，就看他这 $2,000 /t.co/CMfzBx4kbC
--------------------------------------------------------------------------
#Bitget 来了就是VIP！Crypto、美股、CFD，全球先机一站布局
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在 8 月份 ETH 短时大涨 20% 后以 $2,356 价格卖出 1.85 万枚 ETH 盈利 $1049 万的巨鲸/机构 "7 Siblings"，最近几天 ETH 下跌 15% 后，他在 9 小时前抄底买入：
使用 2200 万 U 购进了 10,792 枚 ETH，价格 $2,038。
他们的策略非常简单。ETH 短时间大跌 10%+：抄底买入；ETH 短时间大涨 6 月份暴跌后 $1,789 抄底买入、8 月份暴涨后 $2,356 卖出、11 月份暴跌后 $2,038 买入。
地址：app.zerion.io/0x28a55c4b4f96…
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#Bitget 来了就是VIP！Crypto、美股、CFD，全球先机一站布局
使用 2200 万 U 购进了 10,792 枚 ETH，价格 $2,038。
他们的策略非常简单。ETH 短时间大跌 10%+：抄底买入；ETH 短时间大涨 6 月份暴跌后 $1,789 抄底买入、8 月份暴涨后 $2,356 卖出、11 月份暴跌后 $2,038 买入。
地址：app.zerion.io/0x28a55c4b4f96…
--------------------------------------------------------------------------
#Bitget 来了就是VIP！Crypto、美股、CFD，全球先机一站布局
这个叫 "7 Siblings" 的巨鲸/机构的投资策略，是相当的有意思的哈：
ETH 短时间大跌 10%+：抄底买入；ETH 短时间大涨 10%+：卖出。
他们今年在 2 月份、6 月份两次 10%+ 跌幅后均进行了买入，6 月份买入的价格只有 $1,789。
而最近一天半 ETH 上涨了 20%+，于是他们开始卖出：过去 6 个小时里卖出了 ，均价 $2,338。
debank.com/profile/0x28a5…
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#Bitget 来了就是VIP！Crypto、美股、CFD，全球先机一站布局
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MAX retweeted
🪇🎉 Announcement 🎉🪇
An Epistemics Fund, sponsored by @oughtinc
Ought plans to make between $500k and $5M in grants to top recommendations in community notes, reliability tracking and more.
Apply! Or Ask Me Anything on the fund/my grant evaluations
epistemic.fund
An Epistemics Fund, sponsored by @oughtinc
Ought plans to make between $500k and $5M in grants to top recommendations in community notes, reliability tracking and more.
Apply! Or Ask Me Anything on the fund/my grant evaluations
epistemic.fund
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One of the exciting efforts at @EFDevcon 8's was leanp2p, led by @leolarav, friends at @invisiblgarden & @ethpadthai: github.com/etheorem/leanp…
Aiming to bring @libp2p to Lean 4, this is an ambitious effort at the intersection of networking, formal methods, and verified systems.
Aiming to bring @libp2p to Lean 4, this is an ambitious effort at the intersection of networking, formal methods, and verified systems.
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We've come a long way in a short time for formal verification—one of our strongest tools for putting the S in CROPS—to become a new normal. Here, verity formally verified EIP-8282 and in doing so found real discrepancies for researchers to address.
Thanks for the work @Veritylab
Thanks for the work @Veritylab
We formally verified EIP-8282 for the @ethereumfndn.
Proved directly on the bytecode, checked by Lean.
veritylabs.dev/our-work/eip-8…
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We formally verified EIP-8282 for the @ethereumfndn.
Proved directly on the bytecode, checked by Lean.
veritylabs.dev/our-work/eip-8…
Proved directly on the bytecode, checked by Lean.
veritylabs.dev/our-work/eip-8…
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AI 对形式化验证的效率提升是 100 倍以上的，可以预计在不久的未来，以太坊及以太坊核心生态应用将会实现全形式化验证，有效（并非完全）消除大部分攻击风险，也会是以太坊对其他所有链最大的护城河之一，安全，安全，还是安全。
Vitalik Buterin：没有 AI，以太坊剩下的路线图可能要花 20 年
2026 年 11 月 4 日，以太坊联合创始人 Vitalik Buterin @VitalikButerin 在 Moneycontrol @moneycontrolcom 采访中表示，lean Ethereum 是以太坊未来几年要推进的一系列升级，目标是把零知识证明和 AI 尽可能广泛地用上。
风险太多，但如今技术已经成熟。他表示，有了 AI 才能快这么多，尤其是用 AI 辅助做形式化验证，确认新写的代码是否安全。
来源：Moneycontrol
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IBC joins Besu and Lineth at @lfdecentralized.
Interoperability is only as useful as the counterparties it reaches.
Our Sovereign Network Interoperability is designed to connect your ledger to:
→ Cosmos chains and other IBC-enabled networks through IBC, for asynchronous flows
→ Ethereum layer 2s and mainnet through CLIP and EEZ, for synchronous interop
Grow your digital asset business.
Your ledger, your data and your rules stay yours.
Learn more ↓
consensys.com/interoperabili…
Interoperability is only as useful as the counterparties it reaches.
Our Sovereign Network Interoperability is designed to connect your ledger to:
→ Cosmos chains and other IBC-enabled networks through IBC, for asynchronous flows
→ Ethereum layer 2s and mainnet through CLIP and EEZ, for synchronous interop
Grow your digital asset business.
Your ledger, your data and your rules stay yours.
Learn more ↓
consensys.com/interoperabili…
Cosmos and @interchain_io are contributing IBC to @lfdecentralized to transform it into a leading open standard for digital ledger interoperability.
The contribution is supported by @googlecloud and individuals from @WellsFargo, @FigureMarkets, @datachain_en, @injective, ppelin, @cardano_cf, @ZenithFdn, @EspressoSys, and 10 other industry-leading companies.
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.@Consensys will connect its Sovereign Network Interoperability (SNI) to the Ethereum Economic Zone.
SNI is designed to coordinate transactions across independently operated institutional ledgers. EEZ will connect it atomically with Ethereum.
SNI is designed to coordinate transactions across independently operated institutional ledgers. EEZ will connect it atomically with Ethereum.
Introducing Sovereign Network Interoperability by Consensys.
State-of-the-art interoperability that enables institutions to do business freely, settling securities, exchanging currencies and posting collateral across ledgers, without bridges or moving assets onto a shared ledger.
consensys.com/blog/consensys…
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Institutions need to reach new counterparties without giving up privacy or control of their infrastructure.
SNI is built to help you do exactly that.
Sovereign Network Interoperability (SNI) will support the @etheconomiczone (EEZ), the open standard for synchronous composability between Ethereum mainnet and participating rollups. That will extend SNI to counterparties on Ethereum mainnet and EEZ rollups, with no bridge in between.
What SNI is built for:
→ Deliver a tokenized security on your ledger against payment on another network
→ Post eligible collateral to a clearing house or approved counterparty
→ Move idle cash into tokenized money market funds and back, at any hour
Delivery and payment settle together, or not at all.
Your ledger, your data and your rules stay yours.
Available for EVM-based chains, with support for EEZ, IBC and Canton on the way.
Learn more ↓
consensys.com/interoperabili…
SNI is built to help you do exactly that.
Sovereign Network Interoperability (SNI) will support the @etheconomiczone (EEZ), the open standard for synchronous composability between Ethereum mainnet and participating rollups. That will extend SNI to counterparties on Ethereum mainnet and EEZ rollups, with no bridge in between.
What SNI is built for:
→ Deliver a tokenized security on your ledger against payment on another network
→ Post eligible collateral to a clearing house or approved counterparty
→ Move idle cash into tokenized money market funds and back, at any hour
Delivery and payment settle together, or not at all.
Your ledger, your data and your rules stay yours.
Available for EVM-based chains, with support for EEZ, IBC and Canton on the way.
Learn more ↓
consensys.com/interoperabili…
.@Consensys will connect its Sovereign Network Interoperability (SNI) to the Ethereum Economic Zone.
SNI is designed to coordinate transactions across independently operated institutional ledgers. EEZ will connect it atomically with Ethereum.
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I want to sharpen my own thinking around why I think ETH has the potential to become the best SoV in the world.
Would love to hear arguments for/against any of my conclusions!
First things first - at it's current stage, I cannot confidently call ETH the best SoV, yet.
Why?
- eats are real
- Price action in the past 5 years was worse than other SoVs
BUT, imho it has the best chances to become the leading SoV.
The AI and PQ threat is being worked on full steam - the Ethereum community agrees that this has top priority.
Once Ethereum has successfully transitioned to post-quantum cryptography, I currently don't see any other asset with better properties.
This transition could quickly grow the assets adoption (esp. if cryptography of banks and tradfi start to fail).
When I compare ETH against other SoV contenders, I'm coming to the following conclusions:
ETH vs real estate
- reals estate isn't transportable (I cannot just bring it with me when I travel/move)
- real estate markets are more inefficient
- local factors might heavily influence the value appreciation/depreciation of my property
- upkeep costs are necessary (but generally lower than the generated rental income) and are dependent on availability of workers
ETH vs Fiat
- higher inflation (varies by country, but basically all have them)
- depending on the currency, there might be issues with accessibility
- one would need to pick a basket of currencies in order to diversify geopolitical risk properly
- dependent on decisions from central banks
ETH vs Gold
- gold is hard to verify, hard to break down into smaller amounts, and harder to trade in general
- you cannot easily transfer gold without a physical handover
- won't be useful to AI agents
ETH vs BTC
- ETH is programmable, which allows you to use your ETH natively on the underlying blockchain (Ethereum) whereas swapping/borrowing/lending BTC introduces additional trust assumptions (because Bitcoin chain is a ledger for token transfers and you'd have to go through centralized exchanges or other 3rd parties for more expressivity)
- Bitcoin is also working on PQ solutions (BIP-360 & BIP-361), but the migration path appears less defined compared to Ethereums more explicit and time-bound roadmap
- Bitcoin's fixed supply and declining PoW block rewards create an unresolved long-term security-budget question
Other pro ETH points
- it's programmable
- it's green
- it has the coolest brand (the logo is just amazing and goes with anything)
- it is productive (i.e. it can generate a native staking yield)
As mentioned, would love to discuss this publicly to sharpen my own thinking.
Also: never put all your eggs in the same basket. Even if one asset has the best "properties", it doesn't mean that the chance for success is 100% - there are always risks involved.
Would love to hear arguments for/against any of my conclusions!
First things first - at it's current stage, I cannot confidently call ETH the best SoV, yet.
Why?
- eats are real
- Price action in the past 5 years was worse than other SoVs
BUT, imho it has the best chances to become the leading SoV.
The AI and PQ threat is being worked on full steam - the Ethereum community agrees that this has top priority.
Once Ethereum has successfully transitioned to post-quantum cryptography, I currently don't see any other asset with better properties.
This transition could quickly grow the assets adoption (esp. if cryptography of banks and tradfi start to fail).
When I compare ETH against other SoV contenders, I'm coming to the following conclusions:
ETH vs real estate
- reals estate isn't transportable (I cannot just bring it with me when I travel/move)
- real estate markets are more inefficient
- local factors might heavily influence the value appreciation/depreciation of my property
- upkeep costs are necessary (but generally lower than the generated rental income) and are dependent on availability of workers
ETH vs Fiat
- higher inflation (varies by country, but basically all have them)
- depending on the currency, there might be issues with accessibility
- one would need to pick a basket of currencies in order to diversify geopolitical risk properly
- dependent on decisions from central banks
ETH vs Gold
- gold is hard to verify, hard to break down into smaller amounts, and harder to trade in general
- you cannot easily transfer gold without a physical handover
- won't be useful to AI agents
ETH vs BTC
- ETH is programmable, which allows you to use your ETH natively on the underlying blockchain (Ethereum) whereas swapping/borrowing/lending BTC introduces additional trust assumptions (because Bitcoin chain is a ledger for token transfers and you'd have to go through centralized exchanges or other 3rd parties for more expressivity)
- Bitcoin is also working on PQ solutions (BIP-360 & BIP-361), but the migration path appears less defined compared to Ethereums more explicit and time-bound roadmap
- Bitcoin's fixed supply and declining PoW block rewards create an unresolved long-term security-budget question
Other pro ETH points
- it's programmable
- it's green
- it has the coolest brand (the logo is just amazing and goes with anything)
- it is productive (i.e. it can generate a native staking yield)
As mentioned, would love to discuss this publicly to sharpen my own thinking.
Also: never put all your eggs in the same basket. Even if one asset has the best "properties", it doesn't mean that the chance for success is 100% - there are always risks involved.
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A quick update on Glamsterdam's current conversation. We've been ramping up for the effort and will continue engaging to ensure a safe fork is delivered.
Thank you to all the devs flagging concerns, and to the folks at EF and out working to address them!
Thank you to all the devs flagging concerns, and to the folks at EF and out working to address them!
Ethereum gets stronger when its people ask hard questions.
Glamsterdam, the next upgrade, can increase Ethereum’s capacity by over 3x, but developers have raised important concerns about some of the proposed changes.
We’ve spent the past week working with the EF, auditors, core developers and community members to investigate them.
Here’s where we believe things stand, and how we can move forward together.
ethlabs.org/writings/track…
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MAX retweeted
Ethereum gets stronger when its people ask hard questions.
Glamsterdam, the next upgrade, can increase Ethereum’s capacity by over 3x, but developers have raised important concerns about some of the proposed changes.
We’ve spent the past week working with the EF, auditors, core developers and community members to investigate them.
Here’s where we believe things stand, and how we can move forward together.
ethlabs.org/writings/track…
Glamsterdam, the next upgrade, can increase Ethereum’s capacity by over 3x, but developers have raised important concerns about some of the proposed changes.
We’ve spent the past week working with the EF, auditors, core developers and community members to investigate them.
Here’s where we believe things stand, and how we can move forward together.
ethlabs.org/writings/track…
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MAX retweeted
Join ACDT with questions/concerns and make them heard.
Ethereum is special and so is its government process.
App devs and core devs must be able to have a respectful discussion without letting emotions take over or falling back on stereotypes.
Ethereum is special and so is its government process.
App devs and core devs must be able to have a respectful discussion without letting emotions take over or falling back on stereotypes.
Glamsterdam + 8037/8 Update
Thanks to everyone who has spoken up and submitted.
Goal: audit reprorts before ACDT on Nov 16.
No decision on spec changes or Hoodi yet, keep the input coming
Nov 16 ACDT: findings, open Q&A. App devs welcome.
More: blog.ethereum.org/2026/11/06/gla…
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