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timon 🪂
@0xtimon
FAFO, prev @veryearlyxyz
508 Following    132 Followers
Rabby users can no longer set custom RPCs for integrated chains. sad. txs on those chains now go exclusively through Rabby’s own infra “he who controls the wallet controls the order flow” — Frank Herbert, probably
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The most thoughtful piece I've read on this subject. Well worth a read. Bravo
Not all onchain trades are equal. Every trade comes with two prices: the one you're quoted and the one you get. Across the market, that gap adds up to a fortune! And there is one winner: whoever owns the user and decides where the order goes.
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Which do you have a problem with? Censorship Resistance, Open Source and Free, Privacy, or Security? These are exactly Ethereum's "product relevancy". These are the only things that distinguish a blockchain from a centralized database. Beneath all the edgy fanfare, a smart contract is only distinguished from server-hosted code by CROPS. The stablecoin chains already demonstrate this (to not even entertain some fight over hosting memetokens). Like do you want Ethereum to compromise the entire chain so it can "compete" with institutional clubs like Tempo, Arc, or Plasma? It would lose. It's only a quirk of temporary future-blindless that an intra-bank blockchain-aware faction has to drag the slow behemoth along with it through these games appealing to our industry. They will always resolve to the most profitable outcome for their oligopolistic incumbency. This is about speed and security to them. They could just abolish ACH and have cybersecurity upgrades to their systems. But they're not nimble so it has to look like disruption and alternative (so long as these are effectively no less outside their authoritarian purview). Fortunately, information and markets naturally free themselves of inefficiencies posed by vestigial intermediaries. I.e., the CROPS chain will attract flow in the long-run, only after the negative cost of vampiric middle-men is demonstrated by the market. This will take time. The 21st century stages man's digitization. It is a 100 year battle. Ethereum is the single most important project on the side of liberty. The technological affordances of the coming epoch will end in Singleton unless freedom is unavoidable. We already see this tendency in the AI wars. CROPS is the bedrock for any conceivable alternative. I, and even cynical bag-defending you, should want nothing less than this extreme solemnity in the hearts of the World Computer's stewards. If they took it any less seriously we wouldn't stand a chance.
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Introducing Polaris. A self-scaling stablecoin operating system. Uncorrelated yields. No T-Bills. No CEXs. No compromises. Here's what we've been building 🧵
Today marks an inflection in the Ethereum Foundation's long-term quantum strategy. We've formed a new Post Quantum (PQ) team, led by the brilliant Thomas Coratger (@tcoratger). Joining him is Emile, one of the world-class talents behind leanVM. leanVM is the cryptographic cornerstone of our entire post-quantum strategy. After years of quiet R&D, EF management has officially declared PQ security a top strategic priority. Our journey began in 2019, with the "Eth3.0 Quantum Security" presentation at StarkWare Sessions. Since 2024, PQ has been central to the @leanEthereum vision. The pace of PQ engineering breakthroughs since then has been nothing short of phenomenal. It's now 2026, timelines are accelerating. Time to go full PQ: → PQ ACD: Antonio Sanso (@asanso) kicks off a bi-weekly All Core Devs PQ transactions breakout call next month. These sessions focus on user-facing security, covering dedicated precompiles, account abstraction, and longer-term transaction signature aggregation with leanVM. → PQ foundations: Today we are announcing a $1M Poseidon Prize to harden the Poseidon hash function. We are betting big on hash-based cryptography to enjoy the strongest and leanest cryptographic foundations. Check out our other $1M PQ initiative, the Proximity Prize. → PQ devnets: Multi-client PQ consensus devnets are live! Shoutout to pioneers @zeamETH, @ReamLabs, @PierTwo_com, @geanclient, @ethlambda_lean, as well as established consensus teams Lighthouse, Grandine, and soon Prysm. This incredible teamwork is coordinated by @corcoranwill via weekly PQ interop calls. → PQ workshops: Building on last year's PQ workshop in Cambridge (see photo), the EF is hosting another 3-day PQ event in October. Top experts from around the world will convene. In addition, a PQ day is set for March 29 in Cannes just ahead of EthCC. → PQ FV and AI: Last week Alex Hicks (@alexanderlhicks) ran a specialised maths AI for 8 hours, at a $200 cost. It one-shotted a formal proof one of the hardest lemmas in the foundations of hash-based snarks. Mind-blowing. Applied cryptography will never be the same. → PQ roadmap: A comprehensive breakdown of the EF's proposed PQ strategy will be shared soon™ on pq[.]ethereum[.]org. The roadmap targets a full transition in coming years with zero loss of funds and zero downtime. Stay tuned :) → PQ education: The ZKPodcast (@zeroknowledgefm) is producing a 6-part video series on Ethereum's PQ strategy. EF Enterprise Acceleration is also preparing material for enterprises and nation-states. Finally, Ethereum is now represented on the PQ advisory board that Coinbase announced yesterday. Believe in something. Believe in PQ security.
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DFC Buenos Aires was a blast! 🇦🇷 We hosted 250+ selected guests throughout the day. The energy, the conversations, the builders — unreal. Huge thanks to our partners for making it possible: @MasterkeyVC, @UprightVentures, @CorkProtocol, @XDCNetwork, @Lagoon_Finance, @bondoncredit, @1deltaDAO, @halo__xyz
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🇦🇷 Join the DeFi Founders Club on Thursday in Buenos Aires! A full day of curated networking sessions — by founders, for founders — during Devconnect. With the support of: @1deltaDAO@MasterkeyVC@UprightVentures@CorkProtocol@halo__xyz@XDCNetwork@Lagoon_Finance@veryearlyxyz One day, four events ↓
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Singapore: done ✅ Heard “best event of the week” and “most productive event of the week.” That’s the bar. Thanks to everyone at #Token2049# and partners @chaoslabs @BenqiFinance @hemi_xyz @1deltaDAO. Builders first, zero fluff. Next: Devconnect Argentina 🇦🇷
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Uniswap's DUNA structure is a signal: 1) DAOs want legal shields 2) They don’t want to sacrifice decentralization 3) They need clarity for multi-billion treasuries Open Qs: how much does state-level law matter in a global protocol? How many protocols will follow?
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Okay so you just threw out all of the bearish arguments that Blockworks has been spewing for years? Let's run through them: - L2's are parasitic to ETH - ETH is not a store of value - ETH should be valued on REV - Ethereum moves too slow to compete - The L1 needs to scale before Ethereum can compete - Other L1's are going to destroy Ethereum - and many other arguments So are all of these points now no longer a concern because some Wall St people are buying ETH? You also said you were "very bearish" on ETH *after* some of these buyers had been announced. Ethereans have been telling you for years that ETH is a store of value and we've gotten immense pushback on that but now that Wall St believes it, you capitulate? You don't have an investment thesis on anything - you are acting like a day trader - the best investors are those with a long-term principled thesis that is not swayed by short to medium term noise. It's simple - Ethereum people were right, Blockworks was wrong. Just accept it.
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Ten hours just to decide whether to decide, nuts. On-chain rule-setting could finish in seconds, and it would be transparent, auditable and tamper-proof. Maybe it’s time U.S. lawmaking migrated to credibly-neutral smart contracts on #Ethereum#
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Bullish on #Bitcoin# the asset, cautious on “Bitcoin L2s.” Most Bitcoin L2 efforts fall into a handful of patterns and each drops at least one of trustlessness, liquidity, or UX.
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RT @veryearlyxyz: (mildly) hot take: crypto’s biggest unlock is not more tech, it's distribution stop dragging users to web3. bring Web3 t…
Thanks to the 100+ DeFi founders, VCs & LPs who joined us in Cannes during #EthCC# 🇫🇷 Big thanks to @1deltaDAO, @TradingProtocol @hemi_xyz & @PrimeFiXYZ for supporting the event! Next stop: Token2049 Singapore 🇸🇬 Want to join the club? 👇
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🔄Rebranding clisBNB to slisBNBx! For better clarity and recognition, clisBNB is now slisBNBx, a streamlined sub-product under our flagship liquid staking token slisBNB. ✨Here’s what you need to know: slisBNBx = the new clisBNB, if you already have clisBNB no action needed, it will automatically be changed to slisBNBx. ✨For those without slisBNBx here are some ways you can get it: 1⃣Deposit BNB or slisBNB into our CDP to mint slisBNBx and borrow lisUSD 2⃣Deposit slisBNB as collateral in Lista Lending to mint slisBNBx 3⃣Mint slisBNBx from staking @ThenaFi_ slisBNB/BNB LP Get the full breakdown on the rebrand here:
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I was sick of seeing all these crypto debit cards for wallets, we're supposed to be replacing TradFi not joining them! How hard could it be to do it crypto native anyway? So I created this - FreePay - the worlds first open source, fee-free payment terminal.
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