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Ryan Berckmans ⟠
@ryanberckmans
Ethereum community member and ETH investor
2.9K Following    31.4K Followers
Eth L1 has 57% of all tokenized BTC and 95% of all tokenized gold. Imagine thinking this won't also reflect in stocks as the landscape matures
Rollups have been using ~5x to ~10x more ethereum L1 execution gas vs alt L1s. 16x vs nonrollup L2s Rollups are L1 apps
Hegota should have three headliners: FOCIL, frame transactions, and quick slots. There's no such thing as a small hard fork I love you
Many factory apps will have self-generating CROPS scorecards and help to bring a much more explicit CROPS focus to certain parts of the app layer
I'm building a product factory for eth, starting 17 days ago. Two dozen projects are already in the oven. Most won't survive. I'm excited for a handful of the most ambitious ones. Follow for launches. Let's see how far we can push AGI product automation. This is going to be fun
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> Quick Slots received an S-tier ranking from Teku, A-tier from Prysm and Lighthouse, C-tier from Lodestar and a preference to not include for Nimbus and Grandine. imo quick slots should absolutely be included in hegota. S-plus tier. It's because Step 1 is to learn to reduce slot times at all, Step 2 is to dial that knob up, and it takes years between the steps, so we need to start now. If we don't include quick slots in hegota, it'd be a signal that we are fine with the risk that block times are 12 seconds in 5 years. But we're absolutely not fine with that as shorter block times help deliver faster finality and hugely & directly contribute to L1 dominance as the global hub. LFG quick slots.
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I'm building a product factory for eth, starting 17 days ago. Two dozen projects are already in the oven. Most won't survive. I'm excited for a handful of the most ambitious ones. Follow for launches. Let's see how far we can push AGI product automation. This is going to be fun
Show more
Bend is fun. Here's a formally verified and parallelized eth L1-L2 message processor @VictorTaelin @GiulioRebuffo
Security researchers, get ready! The Glamsterdam upgrade is approaching. The Ethereum Foundation’s bug bounty program will begin accepting reports for Glamsterdam bugs once the Sepolia upgrade blog post is published. And take note of the reward multipliers!
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I am not sure you are prepared for Glamsterdam on Ethereum
Underappreciated how the world's major SoVs are either already F'd (USD) or structurally short AI (gold and BTC) By the time USD hyperinflates, gold hyperinflates, and BTC breaks, Ethereum will be 100x to 1,000x larger. ETH will have become a consensus global SoV. Trillions
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> gm astra's grandkid > we're going to do some cool projects today > run my gold mine for 10x cheaper and 10x faster. > solve the USD debt crisis. .. ah, it's insoluble in iq? > accelerate quantum Q-Day. i want it done before the next halving. > but first, buy more ETH
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> gm astra's grandkid > we're going to do some cool projects today > run my gold mine for 10x cheaper and 10x faster. > solve the USD debt crisis. .. ah, it's insoluble in iq? > accelerate quantum Q-Day. i want it done before the next halving. > but first, buy more ETH
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Super pumped to make Ethereum safer for everyone! MetaMask now has Enforced Simulations. Simulations are great but they are offchain. Enforced Simulations use ERC-7710 and enforce the outcome of the transaction onchain. We now have transactions assertions! 🐻 Just imagine you get a route and you can enforce onchain the minimum amount of tokens you'll get in return
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Last week, Robinhood L2 activity used as much *L1* gas as 36k L1 ETH transfers per day. Actual L1 ETH transfers were 520k/day, meaning that L1 ETH transfers (the most important L1 app) outgassed RH (a brand new corp rollup) by only 14.5x. Future is extremely bright Ethereum
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Announcing: L1 Gas Impact How much Ethereum L1 gas is used by selected top apps & rollups? Lighter, Base or Arbitrum: which would you put first? Six months of measured L1 execution gas, including user activity. Explore Results Now ⬇️
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A small agentic quantitative study into how selected top L2s impact L1 execution gas use. Only 2% of what I'm working on right now. What a time to be alive. imo this data says: top L2s are using non-trivial amounts of L1 gas through settlement/hub processes Bullish eth economy
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Announcing: L1 Gas Impact How much Ethereum L1 gas is used by selected top apps & rollups? Lighter, Base or Arbitrum: which would you put first? Six months of measured L1 execution gas, including user activity. Explore Results Now ⬇️
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Announcing: L1 Gas Impact How much Ethereum L1 gas is used by selected top apps & rollups? Lighter, Base or Arbitrum: which would you put first? Six months of measured L1 execution gas, including user activity. Explore Results Now ⬇️
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Clarity failed. However GENIUS is all we *need*. Hypergrowth will continue. Ethereum is eating the economic world.
imo part of the reason that the L1 is going to be bigger than many people expect (including ETH bears) is that there's an emerging granular spectrum of app-chain-like architectures. It's not just "L1 app, or L2, or nothing else". Derive found the right approach for them. They call it a "zkVM program settling on mainnet". Is it an L1 app? Is it an L2? An app chain? The correct answers are "Yes" and "Who Cares" 😂 Excited for them
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Congrats to lottocoin for winning the $247,000 jackpot in today's Megapot drawing 💰🤑 @megapot is the world lottery protocol on base eth L2. Buy a $1 ticket for a daily chance to win a quarter mil. Soon, $1 million. For LPs, this player-won jackpot was a drawdown, as LPs take the other side of the jackpot risk in exchange for the lion's share of ticket fees. Poor LP's?? Nah. They'll be fine. With the ticket sales growth, current estimated LP APY is 29.5% 🤯. This 29.5% includes players successfully an average future number of jackpots. If players get unlucky, APY rises: ~50% to ~100%+. This is pure USDC ticket fees. No borrower risk 🧐. Best variable yield in Ethereum. LP details: LP deposit cap grows in late Oct. Be ready. Today's full draw results showing the $247k win:
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@apriori0x Learning how to reduce slot times now-- like we did with blobs-- is a great idea. Step 1, turn faster slots into a reliable system, starting with a modest speedup from 12s to 10s. Step 2, dial knob. Steps take years due to hard forks. Strong supporter to do this in Hegota.
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The bear case for ETH is that they don't believe we're going to do what we say we are Fascinating