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29% chance any state enacts a data center moratorium by end of year.
It's an underappreciated triumph of Ethereum client developers that PeerDAS has now been running for nearly a year with basically no problems. PeerDAS was a complex task: it's the first large-scale instance of a blockchain that achieves consensus on the availability of data without needing any single node to download the entire block. Decentralized consensus without replication. And yet, it worked.
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Next step is kohaku-cli more properly integrating privacy protocols; some alpha work has already been done, more coming soon!
Note: you can repoint your wallet RPC to localhost, though make sure to set your node up so it functions as an RPC. However, many in-browser dapps will not work as effectively this way, and many others hardcoded their RPC to their own server. I am increasingly becoming a fan of avoiding browser dapps entirely and just doing everything by command line. Just did a full end-to-end test: updated my ENS record using a local python script reading and sending through my local node.
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Reminder: you can now sync an ethereum node within half a day and with aggressive settings the space it takes up on disk can be under half a terabyte. EIP-4444 and hard work by client teams on optimizing snap sync has improved things *a lot*. Glamsterdam will improve the sync situation further still (eg. Nimbus's new sync protocol uses it)
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Bitcoin is looking particularly interesting here as it challenges key resistance at $80k. If it breaks it will confirm a double bottom targeting $100k.
Both the BCOM spot index and Bitcoin continue to be good diversifiers, as are managed futures, REITs, hedged equity, and cash.
Our latest #OnInvesting# podcast episode has dropped, on which @CollinMartinCS and I focus on what rising interest rates are really signaling, why stock market strength is masking weakness in breadth beneath surface, and how investors should think about bond allocations in higher-for-longer rate environment:
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I made a vampire dress for Alice🩸