andylinee.eth @andylinee

@Myronhimself 說來慚愧，我近期資訊閲讀量都很少，但是可以訂閱這個不漏接 Alvin 的好文 t.me/alvinmurmur

Should the global tech community continue investing in Malaysia? Given recent events, I raise this question respectfully for the consideration of Prime Minister Yang Amat Berhormat Dato’ Seri Anwar bin Ibrahim (@anwaribrahim), for the people of Malaysia, and for our friends in the Malaysian tech community. The answer will be of interest to anyone in global tech that’s considering building, investing, or expanding in Malaysia, including executives at Google, Amazon, Apple, and Microsoft, founders of tech unicorns like Coinbase and Solana, and investors at the world’s largest venture capital funds like a16z and Polychain. As context, I am the former CTO of Coinbase and former General Partner at a16z. In October 2024, I opened a startup society called Network School in Malaysia, because I felt I’d been invited in by the government’s pro-tech policies. Specifically, the KL20 initiative set out Malaysia’s ambition of becoming a top 20 global tech hub. Their MDEC digital nomad visas and MM2H investor visas were created to facilitate an influx of global talent and capital. And the Johor-Singapore Special Economic Zone was announced to facilitate the flow of capital and talent between Malaysia and Singapore, where I live. When taken in combination with Malaysia’s datacenter buildout and its policy of welcoming visa-free visits for 98% of the world, it seemed like Malaysia might be a great place to build a global tech hub that was simultaneously inexpensive and easy to visit (especially for non-Westerners). And that’s what we did, by creating Network School. It’s an international tech community with its first node in Forest City, Malaysia. We picked Forest City because it had millions of square feet of empty space, because it was one hour from Singapore’s capital markets, and because it was within the Johor-Singapore Special Economic Zone. Then, within 18 months, without a single penny of government money, we built Network School into a global attraction that brought thousands of engineers, investors, and builders from 70+ countries to learn technology, burn calories, earn online, and have fun, integrating with the local Malaysian economy along the way. Indeed, in terms of quantifiable contribution to the Malaysian economy, we’ve already invested 100M+ MYR in our campus to make it startup-friendly. For perspective, that’s about 4% of the budget of Johor, the Malaysian state where Forest City is located. We employ dozens of Malaysians directly and indirectly at every level from executive to staff. We’ve backed Malaysian tech startups like Collektr, hosted events for local teams like Superteam Malaysia, and are major customers of many local businesses like barbers, laundromats, and restaurants. We’ve also revitalized the multibillion-dollar Forest City project, causing millions of MYR in real estate appreciation. And, as the video below describes, we were on the cusp of a 500M+ MYR expansion to grow our community, as well as a global merit scholarship with my friend Amjad Masad of Replit. However, that emerging multi-billion dollar success story — which should rightfully have been hailed as a huge victory for the pro-tech policies of the Malaysian government — is at risk of being derailed by a fake story spread by an anonymous account named MP4P. In short: on the day before the July 11 Johor elections, MP4P posted an Instagram post falsely accusing Network School of harboring illegal aliens. The sensational accusations caused a tizzy in Malaysia, until Malaysian authorities came to our campus on July 14 to investigate. (I should note that the officers were very polite and professional.) After checking hundreds of physical passports from 40 countries, including dual passport holders, the authorities confirmed to the press on July 15 that all travel documents were in order. During the process, we cooperated fully; in the thread below you can see a photo of the men, women, and children of Network School smiling and holding up their passports in the bright daylight. Our faces are shown and our names are known; we have nothing to hide. With that said, the process is the punishment. What MP4P did is very similar to the American crime of “swatting”, because MP4P created a hoax report of a serious threat, thereby forcing the Malaysian police to take time away from protecting the Malaysian people towards investigating a nonexistent issue. Moreover, this anonymous MP4P account has also called for Malaysia to boycott Apple, Google, Amazon, and Microsoft…a move that would cost ordinary Malaysians thousands of jobs…even while MP4P’s own Instagram collaborators promote their Apple and Google apps! I mean, we aren’t talking about a credible accuser, but just someone screaming inconsistently at the top of their lungs on social media for traffic, an all-too-common phenomenon these days. Anyway, at this point, all further investment we were planning to make in Malaysia is on hold until we get sufficient assurance that such issues won’t recur. So are the investment plans of many of our friends, including the execs and investors at global tech firms that we brought to Forest City. Because to put it very plainly: we have invested 100M+ MYR in Malaysia, while creating jobs for dozens of Malaysians, and our faces and names are known. Our Malaysian executives and employees deserve the benefit of the doubt over anonymous internet trolls. There are two paths forward. In the first case, if Malaysia still wants continued global tech investment, if it wants to be a top 20 tech hub, if it wants us to revitalize Forest City, then we request an audience with the Prime Minister’s office to discuss the terms of a memorandum of understanding between Network School and the Malaysian government, similar to the document recently signed between the Solana Foundation and the Kazakhstan government. Specifics can of course be discussed, but we would publicly commit to abiding by all Malaysian laws (we already do) and respecting Malaysia’s sovereignty (never in question). In return, they’d get to know our friendly community, and realize that we actually chose Malaysia because we thought it was a great place to build a tech hub where engineers from the global South, investors from the West, and builders from Malaysia itself could meet new people, build cool things, and perhaps create millions of dollars in economic growth in the fullness of time. That vision of peace and trade, internationalism and entrepreneurialism, is still on the table. We aren’t asking for any money — just a meeting, to help restore confidence in Malaysia as an investable jurisdiction. Alternatively, if you don’t want our investment, or those of our colleagues at billion dollar funds and trillion dollar companies, we will of course respect your wishes, and reallocate our capital to other countries instead. Either way, we will remain friends and abide by your decision. Please let us know.

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Today we're launching EthSystems. We build confidential systems for institutional Ethereum. Institutions want to use Ethereum, but one of the biggest problems is the lack of built-in, modular privacy tools. We were the Ethereum Foundation's Institutional Privacy Task Force (IPTF) for the past year. We had hundreds of conversations with central banks, regulators, tier-one banks, and asset managers, shipping open source work the whole time. Wall Street has found crypto as an asset class, but not yet as commercial infrastructure. Institutions want to run real flows on Ethereum: stablecoins, tokenized assets, settlement. These are businesses with billions of dollars on the line, and no bank will operate in full public view. On a public ledger, confidentiality is the hard part: each party to a transaction should see what it has a right to see, and nothing more. We have a year of proof of work: private bonds, confidential stablecoin transfers, private settlement across chains, the Ethereum Privacy Map, and more. All with protocol specs and security properties, at our website. We've spent a decade working on privacy in crypto. We know there's no silver bullet. Different use cases need different systems, each designed, specified, and hardened properly, and someone has to do that work. That's why EthSystems exists. We're an independent, for-profit company, backed by long-term Ethereum-aligned investors. This is a decade-long transition, and we aren't going anywhere. If you're an institution that wants to build on Ethereum, talk to us. We're hiring: BD in New York, protocol engineers, ops: [email protected]

@CryptoCharming 恭喜畢業！

@MerlinEgalite @monarchlend Congrats to the team!

Week 1 is in the books 🫡 Thank you to everyone across Ethereum who welcomed Ethlabs, supported us, questioned us, donated, applied, and replied. The response is hugely appreciated and while we work through getting back to everyone, here are some quick answers to the questions we’ve been getting most. More coming on priorities, workstreams, boundaries, accountability mechanisms, and what success actually looks like. Bear with us as we get on our feet. We won’t be perfect, but we’ll try to communicate often, and transparently. Ok, quick FAQ now.

@frank_bitget @rayasianboy 左邊像粉絲

＿＿＿＿＿＿ | We’re hiring | |＿＿＿＿＿＿| \ (•◡•) / \ / —— | | |_ |_ Open roles: → Chief of Staff → DeFi Desk - APAC → Events Lead → Head of Security → Senior Protocol Engineer → Senior Protocol Engineer (Verification) → Solution Architect - Americas → Staff Backend Engineer → Staff Fullstack Engineer → Staff Infrastructure Engineer → Strategic Account Manager → Strategic Partner Manager

揭秘一下这篇文的research是怎么做的 好几个小伙伴pm，问这篇文的怎么做 @okx 和ICE 的资料汇总和研究的。因为资料很分散，除了是在各大媒体站外，okx/ice自己的披露之外，大部分有价值的信息都在x上，尤其是 @star_okx 近期发的内容 你需要结合着ice的历史、职能、近期的战略部署，以及okx近半年的变化来看（首先你可能得对ice是干什么的有一个大致的了解），而这些事情要串联起来就要一遍遍的关照着x、官媒、法规变化以及市场变化一起来看，才能稍微看出一些端倪。 最直观的就是在各家交易所都有美股现货的基础上，为什么okx 不上自己的美股现货（永续和xstock不算）？是没有渠道吗？是没有牌照吗？ AI工具时代，最有价值的是能把信息串起来看成一个整体的思维框架 grok反正回答点问题还可以，要深入分析和研究，就呵呵了。。而其他的AI 工具，不是没办法拿到x的内容，就是分析框架有点一言难尽 我就不说我用的是哪家了（免得你们说我打广告，然后我又没收广告费 🤣）我相信聪明的各位，真的想试用的话会自己找到的

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danny @agintender

a month ago

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We just announced Ethlabs (@ethlabs_org). Its mission is stewarding the growth of Ethereum and ETH. Here is why I decided to stay in Ethereum after four years at the Foundation. We are at the moment Ethereum was built for. Adoption is here. Blokchains are being adopted as the most efficient financial rails and the traction of the very innovative financial services built on Ethereum, is accelerating fast. Ethereum is best positioned to become the base layer for worldwide finance. It is unrivaled in credible neutrality, permissionlessness, and robustness. The core protocol is now steadily increasing its throughput and speed to meet demand. Ethereum’s application layer has the largest developer base and most institutional adoption. The contest now is on product and growth: improve user and dev experience and bring Ethereum’s apps and assets to more people. At Ethlabs, I will focus on growth by: - Supporting Ethereum’s builders. - Improving infra and standards for devs, builders, and institutions. - Increasing distribution for Ethereum’s apps and assets. Throughout setting up Ethlabs it is incredible to see how much support we have gotten. So many of us want Ethereum and ETH to succeed. Largely thanks to the ecosystem’s size, force, and culture, it is now positioned to be an enormous improvement to the global financial system. That’s why I’m staying in Ethereum and that’s the work I want to do. Interested in joining? Go to [email protected]. Today is truly an Ethereum moment, thanks to all our backers (@BitMNR, @Sharplink, @ethereumJoseph, and so many others) and the entire Ethereum ecosystem!

Ethlabs @ethlabs_org

a month ago

Announcing Ethlabs: a non-profit R&D lab for Ethereum and ETH Our mission is to make Ethereum the settlement layer of the global economy. The internet became global because shared protocols created a common language between networks. Private systems remained useful, but

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以太坊不需要再来一次技术信仰，它需要一次马斯克式的妥协。 ETHLabs 这件事，大家第一反应都是“第二基金会”，我觉得问错了。五位前 EF 核心研究员，出钱的是 BitMine、SharpLink 和 Lubin，前者是全球最大的 ETH 国库公司，手里压着 500 多万枚 ETH，他们没有分叉基金会，而是填了一个 EF 故意留出来的空。最值得玩味的是这一步不是 Vitalik 主动做的，是生态替他做的。一个组织开始围着创始人成形，本身就是市场对“无为而治、保持小而去中心化”投下的不信任票。不是论坛投票，是资本投票。 我这段时间一直在想马斯克和 V 的区别。 马斯克的本事从来不是火箭本身。是他真的去搞懂了商业怎么转、钱从哪来、用户要什么，然后愿意亲自干最脏最累的活，愿意为了拿下月球先推迟火星。他是先把现实世界吃透，再让技术去够现实。V 是反过来的，他从最纯粹的技术和价值观出发，期待现实自己长出来。 这条路过去十年走通过。因为以前没得选，ICO、DeFi、NFT 这些 killer app 都是社区自己冒出来的，以太坊运气足够好，每一轮都有人在上面搞出新东西。但今天选择太多了。运气不会一直站在你这边。 今天在以太坊重生群看到里面有两种声音。一种说以太坊缺的是 Starlink 级别的 killer app 和清晰的商业方向，一种说缺的是 BD、是对商业现实的妥协。我觉得这两个说法根本不矛盾，是同一件事的两面。以太坊缺的不是又一份技术 roadmap，是一个真正下场去理解商业、去和现实世界应用死磕的人。 所以我对 V 的期待很具体。不是让他写一份更漂亮的白皮书。是希望他先去认真研究马斯克是怎么创业的、怎么读懂一门生意的，然后把绝大部分精力收回到一件事上：以太坊到底能在现实世界里跑出什么应用。这件事想清楚之前，所有的技术叙事都是悬空的。 而 EF 真正的问题，最狠的批评是内部人说的。Dankrad Feist 那句话我印象很深——离开的人都是 CROPS 信仰者，问题不在战略，在管理，人才外流对以太坊是真正的利空。这句话的分量在于，它说明解药不是方向，是组织本身。而组织的病，没法靠一个永远站在半步之外、不愿意弄脏手的创始人治好。 新模型是小 EF 加上一堆独立的 steward 节点，ETHLabs、Etherealize 各自拍板。这其实验证了我过去一直在讲的方向：单一基金会模型撑不住了，责任必须分散出去。但他们走的这条路，比我想的激进得多。看起来更去中心化，问题其实更多。多个节点各自做决定，谁来对齐议程，谁来裁决分歧，凝聚力从哪来？把支票簿分散很容易，把方向分散而不碎掉，才是真正的难题。 我自己的答案是，这种凝聚力最终只能来自 ETH 作为共同 reference asset 的价值绑定，不能来自任何一个组织、任何一个人。 这也是为什么 V 五月那篇文章会说，基金会从来不是以太坊的中心，只是生态里一个普通节点，手里只有 0.16% 的 ETH。维护 ETH 价值这件事基金会管不了，得靠生态里持币比它还多的大户站出来。这个判断我同意。但光靠大户的钱绑不出凝聚力——绑出凝聚力的前提，是先有一个让所有人都看得懂、愿意一起押的现实世界叙事。 还有一个绕不过去的点。所谓独立性，现在是声明，不是事实。Lubin 同时是 ConsenSys CEO 和 SharpLink 主席，出钱的和受益的是同一拨人，研究由一群手握数十亿美元 ETH 头寸、做方向性押注的人买单。ETHLabs 的回应是独立 grants administrator 发钱、季度报告、年度审计、不碰研究议程。设计是合理的。但这种信任要用很多年去换，不是一篇通稿能给的。 最后说最深的一层。Scale L1 本身极难，目前 roadmap 还停在 infra——MEV 消除、默认隐私、ETH Pay，都必要，但都回答不了真正的威胁。以太坊的对手从来不是 Solana。是注意力本身正在向 AI 迁移。这个窗口大概只有 12 到 18 个月。Infra 抢不回注意力。能抢回来的，是一个真正聚焦现实应用、愿意像马斯克那样下场弄脏手的创始人，和一个能让顶尖名校毕业生愿意放弃 OpenAI 或Anthropic的十年叙事。 我依然相信 V 的理想之光没有熄灭。但理想之光要照进现实，需要的不是又一次仰望星空，是一次俯身入局。 而留给这次俯身的时间，不多了。时间是这里唯一不跟你谈判的对手。

Ethereum Foundation @ethereumfndn

a month ago

0/ Realizing Ethereum’s potential takes a coalition of organizations working together in pursuit of a shared vision; a number of such organizations have come together over the last year, meaningfully strengthening the resilience and capacity of the ecosystem, among them: 🧵

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Announcing Ethlabs: a non-profit R&D lab for Ethereum and ETH Our mission is to make Ethereum the settlement layer of the global economy. The internet became global because shared protocols created a common language between networks. Private systems remained useful, but bounded. Finance is approaching a similar moment. As value, assets, and markets become digital, the world needs shared settlement infrastructure. Ethereum is uniquely positioned to become that shared base layer, the neutral foundation on which users, institutions, and agents can transact without intermediation. What we believe: • We believe credible neutrality matters. Ten years of uptime and the lowest counterparty risk. Ground that cannot be pulled away by any one country, institution, company, or person. • We believe ETH matters. The most valuable, programmable store of value. A decade of broad distribution, deep liquidity in onchain markets, and maximally trustless asset on Ethereum. • We believe DeFi matters. Markets, liquidity, credit, exchange, and coordination, open to anyone. • We believe adoption matters. Principles do not change the world until people benefit from them. We sit between two worlds: real usage from the builders at the frontier, and the protocol that has to support it. We work with users, applications, wallets, L2s, infrastructure teams, institutions, ETH holders, core devs and researchers, then turn what they actually need into protocol work, shared standards, infrastructure, and shipped products. Ethlabs is independent but Ethereum is a shared project. We are one node in a much larger network of stewards. This is the multi-node future. We have spent the better part of the past decade contributing to Ethereum core research and development. We are opinionated and transparent. We move with urgency, learn in public, and course-correct when we’re wrong. We are building a lean, talent-dense team for people who want to do the most important work of their careers: [email protected]

A lot of institutions we talk to bring up confidentiality at some point. Operating on a public blockchain means competitors can see your moves in real time, or that you're not preserving customers' confidentiality, etc. @Zama just launched a solution on top of @Morpho: confidential USDC deposits into Morpho Vaults, with yield without the public exposure. First of the many experiments that are going to happen on Morpho!

Morpho 🦋 @Morpho

a month ago

Deposit Confidential Tokens with @zama on Morpho Institutional allocators, corporate treasuries and market participants can earn yield from @SteakhouseFi curated Morpho Vaults without disclosing their balances or strategies

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Welcome to bStocks. Gain stock exposure anytime, anywhere, 24/7, across both the exchange and Binance Wallet. The market has opening bells. bStocks doesn't. Find out more 👉 binance.com/en/bstocks-lan…

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Honestly @Rabby_io, this is disgusting Before I even set up my wallet, you are sending my data to - your matomo instance - and just in case track me on Google Analytics - and to be really sure dump my data into Sentry I hereby kindly inform you that this is a breach of your Privacy Policy (yes, the one that you last looked at 5 years ago) and a gross violation of GDPR Articles 13 and 46. Please stop tracking me at your earliest convenience. Thank you.

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