Zonff Partners @ZonffPartners

从五个维度重新思考项目基本面。 当整个系统从风险投资式的生态系统转变为由机构流动性支撑、而非散户投机驱动的生态。 同时不少项目方选择不再空投，再次选择拥抱公售。 在这样的环境下，基本面比以前任何时候更重要。

Our latest State of Crypto report is here. The main theme for the year is the maturation of the crypto industry: • Traditional financial institutions and fintechs launched crypto products • DeFi and stablecoins went mainstream • Blockchains got faster and cheaper • The regulatory shift in the U.S. revived builder confidence Find the full 2025 State of Crypto report here: a16zcrypto.com/posts/article/… See below for a few highlights.

A practical manifestation of information arbitrage

Fhantom @FhantomBets

10 months ago

*Speculating* how the Nobel Peace Prize winner was leaked: Last night I hosted a *difficult* interview with the alleged “insider” in the Nobel Peace Prize market on Polymarket. Despite an hour of questions, we were still stuck wondering how a trader or team could know Maria

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A real-world use case for AI and crypto: with just a chat, you can search, compare prices, and place an order, all in one go.

Bankless @Bankless

10 months ago

Recently, Coinbase and Ethereum have unveiled infrastructure that fits together for a bigger vision: ETH as the default rails for AI agents to transact and collaborate seamlessly. Last week's x402 Foundation and Cloudflare's NET Dollar announcements seal the full stack,

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ETH has clearly become the center of discussion recently, with market sentiment on the rise. It’s widely believed that the ecosystems connected to it are also poised for growth.

EigenCloud @eigencloud

11 months ago

ETH is the engine EIGEN is the accelerator Verifiable Cloud is the highway Verifiability at top speed 🏎️

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💢One day to go All momentum drives toward tomorrow…

Many regional compliant stablecoins are likely to face similar issues: domestic transfers are already instant and free, while onshore rules restrict cross-border use. Without utility beyond existing payment rails, adoption may remain niche.

CoinRank @CoinRank_io

12 months ago

🇰🇷 Korean Won stablecoin faces utility doubts With the central bank ditching its CBDC pilot for a privately issued stablecoin, big players are rushing in — KakaoBank exploring issuance & custody, Upbit teaming with Naver Pay on a payment token. But “onshore” rules mean overseas

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4️⃣, 5️⃣ 8️⃣ 0️⃣, 0️⃣ 0️⃣ 0️⃣ ETH YES, 4.58 MILLION ETH is locked on EigenCloud ~4% of all the ETH that exists in the world 🌎

Hearing mixed reviews about the experience so far. All the more reason to look deeper as sometimes true disruption begins with friction.

Sam Altman @sama

12 months ago

going to try live-tweeting the GPT-5 livestream. first, GPT-5 in an integrated model, meaning no more model switcher and it decides when it needs to think harder or not. it is very smart, intuitive, and fast. it is available to everyone, including the free tier, w/reasoning!

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Amazing to see so many major L2s now at stage 1. The next goal we should shoot for is, in my view, fast (<1h) withdrawal times, enabled by validity (aka ZK) proof systems. I consider this even more important than stage 2. Fast withdrawal times are important because waiting a week to withdraw is simply far too long for people, and even for intent-based bridging (eg. ERC-7683), the cost of capital becomes too high if the liquidity provider has to wait a week. This creates large incentives to instead use solutions with unacceptable trust assumptions (eg. multisigs/MPC) that undermine the whole point of having L2s instead of fully independent L1s. If we can reduce native withdrawal times to under 1h short term, and 12s medium term, then we can further cement the Ethereum L1 as the default place to issue assets, and the economic center of the Ethereum ecosystem. To do this, we need to move away from optimistic proof systems, which inherently require waiting multiple days to withdraw. Historically, ZK proof tech has been immature and expensive, which made optimistic proofs the smart and safe choice. But recently, this is changing rapidly. ethproofs.org is an excellent place to track the progress of ZK-EVM proofs, which have been improving rapidly. Formal verification on ZK proofs is also advancing. Earlier this year, I proposed a 2-of-3 ZK + OP + TEE proof system strategy that threads the needle between security, speed and maturity: ethereum-magicians.org/t/a-simple-l2-… * 2 of 3 systems (ZK, OP) are trustless, so no single actor (incl TEE manufacturer or side channel attacker) can break the proof system by violating a trust assumption * 2 of 3 systems (ZK, TEE) are instant, so you get fast withdrawals in the normal case * 2 of 3 systems (TEE, OP) have been in production in various contexts for years This is one approach; perhaps people will opt to instead do ZK + ZK + OP tiebreak, or ZK + ZK + security council tiebreak. I have no strong opinions here, I care about the underlying goal, which is to be fast (in the normal case) and secure. With such proof systems, the only remaining bottleneck to fast settlement becomes the gas cost of submitting proofs onchain. This is why short term I say once per hour: if you try to submit a 500k+ gas ZK proof (or a 5m gas STARK) much more often, it adds a high additional cost. In the longer term, we can solve this with aggregation: N proofs from N rollups (plus txs from privacy-protocol users) can be replaced by a single proof that proves the validity of the N proofs. This becomes economical to submit once per slot, enabling the endgame: near-instant native cross-L2 asset movement through the L1. Let's work together to make this happen.

L2BEAT 💗 @l2beat

12 months ago

Glad to report that all 6 rollups affected by the recent Stage 1 requirements changes have performed the necessary upgrades and are now fully compliant. That includes: - @base - @Optimism - @unichain - @Scroll_ZKP - @inkonchain - @KintoXYZ Now onwards to Stage 2! 🫡

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It’s too soon to call a full bull, but the foundations are quietly forming.

0/ 11 years ago, the Ethereum Whitepaper outlined the vision, purpose, and technical design of Ethereum.

Caldera's product suite is expanding with the launch of the Caldera Bridge Preview. The first consumer product built on the Metalayer, powered by $ERA. A smart bridge aggregator that simplifies cross-chain transactions across the Caldera ecosystem and major liquidity hubs.

The CLARITY Act could finally bring the regulatory certainty this industry needs.

a16z crypto @a16zcrypto

a year ago

The House of Representatives recently advanced a major new “market structure” bill with overwhelming bipartisan support (294 to 134, with 78 Democrats supporting). This bill, the Digital Asset Market Clarity Act or “CLARITY Act” (HR 3633) would establish a clear regulatory

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A new $ERA has started.

Caldera Foundation @CalderaFDN

a year ago

Welcome to a new $ERA

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Coinbase will add support for Caldera (ERA) on the Ethereum network (ERC-20 Token). Do not send this asset over other networks or your funds may be lost. Transfers for this asset are available on @coinbase & @coinbaseExch in the regions where trading is supported.

DePIN might’ve cooled off a bit lately, but connecting real-world infrastructure with blockchain is a long-term play. Solid narratives take time to build.

a16z crypto @a16zcrypto

a year ago

6 use cases for Decentralized Physical Infrastructure (DePIN): 1. Energy 2. Telecom 3. Transportation 4. AI 5. Robotics See #6 here: a16zcrypto.com/posts/article/… by @guywuolletjr

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BTC AT $118K. NEW ALL-TIME HIGH.

The $ERA pre-claim period is now open. claim.caldera.foundation