
Investor. SAPIENS, Medici capital, @CryptoPickHQ, @HIVE_BS I #BTC #ETH🦇 Nothing I tweet is financial advice.
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Joined April 2017
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Godar retweeted
News: JPM Coin (JPMD), @jpmorgan's USD deposit token, is now live on @ethereum.
JPMD extends from Base to Ethereum L1, giving institutional clients native onchain cash that sits alongside the assets, collateral and counterparties they transact with already.
J.P. Morgan has now added a cash leg to the products it already live on Ethereum mainnet, with tokenized money market funds MONY and JLTXX both already on the network.
Ethereum is the home of onchain finance.
Godar retweeted
TODAY: Chainlink announced it is working to enable financial institutions to connect to @swiftcommunity’s blockchain ledger through the Chainlink platform.
Swift moves the equivalent of the world's GDP roughly every three days ⬇️
Godar retweeted
🚨 TODAY: The SEC issued an order granting temporary, conditional exemptive relief to Tokenized Securities Venues from the definition of “exchange” in the Exchange Act to trade tokenized NMS stock using innovative permissioned automated market makers and liquidity pools.
Godar retweeted
The ETH Thesis
- Credibly neutral store of value is the only $100T+ opportunity on the planet. At just $300B mkt cap, that’s 333x upside
- The only 2 coins competing for credibly neutral store of value are ETH and BTC. Everything else is a company coin (insiders pumping their bags, tied to a jurisdiction, heavily reliant on biz dev and top down marketing)
- Ethereum is the most socially scalable ecosystem in crypto. Serious builders do not want to build an app on your L1, they want more control and better economics. The Robinhood Chain L2 proves this, growing the network effect of EVM and distributing ETH. ETH OGs are now coming out of the woodwork to use Robinhood Chain too, further strengthening the network effect
If you don’t believe me or don’t get it, I don’t have time to convince you sorry
Godar retweeted
The era of Velodrome and Aerodrome, or chains needing their own adaptations, is coming to a close.
There will simply be Aero.
One protocol, one token, powering exchange and capturing value across all EVM spot-markets.
The wait is almost over. 🛫
Godar retweeted
More than a year ago, the House passed the Clarity Act.
There’s been progress since — thousands of hours of bipartisan negotiations took place at the staff and Member levels. The Senate Committees on Banking and Agriculture advanced their respective titles. And Senate Republicans produced a floor-ready product that, as I type this, is waiting for a vote.
It’s disappointing — but not surprising — that Senate Democrats are choosing politics on the cusp of a major victory for American leadership. Find another instance in history where Congress, when given the choice, opted to push an industry out of the United States rather than smartly regulate it. American Exceptionalism was once a bipartisan goal; if Clarity fails, I have serious doubts.
These same Democrats — many of whom have taken millions of dollars from the crypto industry — proclaim that Clarity lacks safeguards for consumers and falls short in countering illicit finance. Nothing could be further from the truth. Titles II and III materially uplift regulatory and compliance obligations for digital asset intermediaries, placing them on similar footing with traditional financial institutions. The Blockchain Regulatory Certainty Act — which Washington lobbyists have spun up as a boogeyman for certain groups of prosecutors and law enforcement — does nothing other than codify longstanding Treasury Department policy that’s remained consistent across Administrations: non-custodial builders and developers are not, and have never been, subject to registration obligations under the Bank Secrecy Act. And at this point, major law enforcement trades that once opposed the bill, including the Fraternal Order of Police, have now endorsed it.
The Senate needs to vote NOW on this landmark legislation. The truth is that Senate Democrats are afraid to advance the Clarity Act as they fear Senator Warren and the “Anti-Crypto Army” she once promised to build. In the days ahead, Leader Thune will put this theory to the test. Will Senate Democrats be on the side of American Exceptionalism, or will they opt to cede American leadership of a global industry for fear of the bespectacled squirrel’s Left flank?
America will lead or America won’t. It’s not more complicated than that. I believe Satoshi once said it best:
“If you don’t believe me or don’t get it, I don’t have time to try to convince you, sorry.”
Godar retweeted
There is a point — call it The Solarity — where solar energy becomes so abundant and cheap it is functionally free.
Not free like "subsidized."
Free like: the marginal cost of an additional watt approaches zero.
New academic paper argues we are on a deterministic path toward that threshold, and that token-based solar incentives accelerate the timeline.
When energy is free, what happens to everything priced in energy?
That's the real question.
📄 papers.ssrn.com/sol3/papers.…
Godar retweeted
The Clarity Act is ready for a full Senate floor vote.
The bill represents a true bipartisan compromise with thousands of hours of work on both sides, and it couldn't come at a better time. The status quo in the U.S. isn't working. There's no federal framework, so bad actors like FTX can harm U.S. customers and much of the industry has gone offshore totally outside U.S. purview. This bill fixes that with strong consumer protections, real tools for law enforcement, and a path for America to lead in this industry.
Crypto can't be uninvented at this point, so whether you love crypto or hate crypto, you should want clear federal laws. And it's also simply good politics: 70% of American voters say the U.S. should have already passed comprehensive crypto legislation.
Let's finish this!
Special thanks to the @standwithcrypto members who sent 950k contacts to their representatives in congress. Keep it up.
Godar retweeted
lots of conversations about base over the last week. wanted to share my candid take after a week of listening and a lot of reflection over the last 6 months.
first off - in case it’s not obvious, the first quarter of 2026 was a punch in the face. I spent 2024 and 2025 making a two pronged bet to bring base to the world: (1) builders would unlock the next wave of crypto adoption; (2) adoption would be driven by new onchain-native social experiences - creators, content, messaging. imo we made the right bet on builders, but obviously the wrong bet on social. builders did drive the next wave of crypto adoption - prediction markets, perpetuals, stablecoins - but social was not at the center of it. in fact, the entire social side of the market that many of us had been building towards - farcaster, zora, miniapps, and yes, creator coins - disintegrated completely. I was wrong - whether it was timing wrong (is $ansem a creator coin?) or fully wrong, only time will tell, but regardless, i was definitively wrong.
the collateral damage was pretty bad! and this year has been an exercise in eating shit. we realized how our focus on social had meant that base had fallen behind in key areas that were now increasingly critical - we had perps (shoutout avantis!) and prediction markets (shoutout limitless!), but both were well behind scaled competitors. and we had a lot of room to improve in unlocking base as a platform for tokenization and payments that really worked for enterprises. people lost confidence, and CT spectators reminded me weekly of all of my mistakes as often as they could. it felt bad man, still feels bad.
but if there’s one thing i’ve learned from the last decade of building in this space, it’s that when things feel the worst, the best thing to do is just put your head down and build. so that’s what i’m doing. I refocused my time and attention back to the chain away from the app, started writing code again, shipped a bunch of stuff (azul, beryl, b20, privacy, ledgers) and questioned a bunch of my assumptions: does crypto need social to grow? does base need an app? can base be bigger than coinbase?
I thought for a long time that social was the only thing that could drive the sort of viral growth to get crypto to a billion people. unsurprisingly, I now believe that’s wrong. It’s clear that better money is more than enough - we are seeing this live with stablecoins, predictions, perpetuals, tokenization and i only expect it to accelerate. I am now focused on bringing a billion people onchain just by making global finance actually work.
on the app, my focus is on building base into the blockchain for global finance. to that end, i’ve handed the base app back to the coinbase mothership, where my now good friend @cobie will be taking it from here to make it the best damn app for onchain you’ve ever seen, including expanding beyond the base ecosystem in ways that tbh i won’t love as the leader of base.
it’s incredibly hard to grow a decentralized network inside of a big public corporation. and i feel like much of the discourse on CT over the last week is downstream of this. the following things can be true: (1) base (and i) love memes and (2) brian probably won’t ever bullpost memes on the tl (this activity is illegal once you’re over 40 years of age). it’s weird and we’re working through it as we continue to decentralize base, which has been our commitment from the beginning.
we’re going to build base into the blockchain for global finance and do everything we can to be the place that the world’s money settles over the next century. we will surely have formidable competitors (welcome robinhood and stripe!) and people may abandon our cause, but we welcome the competition and believe it’s our duty to win the respect and commitment of those who rally to our banner.
in 2026, this concretely means three things: winning trading, payments, and agents.
[continued in the reply]
Godar retweeted
If you use an SMA inverter or Sunny Portal, there's good news: eligible solar production can now be claimed as kSLR through SolarCoin's updated Base-based system. Existing SLR balances are being mirrored into kSLR, making solar rewards simpler for verified producers.
Start here: solarcoin.org
Godar retweeted
28 holders today. Target: 1,000,000 nodes.
There are already 30,000+ solar owners across 139 countries registered with SolarCoin. kSLR's launch on Base opens access to the full Coinbase/Base ecosystem. Every new solar producer strengthens the network. The path from 28 to 1M is the mission.
Network economics paper: papers.ssrn.com/sol3/papers.…
GeckoTerminal: geckoterminal.com/base/pools…
Learn more: solarcoin.org
Not financial advice. #kSLR #SolarCoin #Base
Godar retweeted
6/
ETH 1.0
- 2015 to 2026
- ICO boom 2017
- NFT boom 2020-2021
- stablecoin boom 2025-now
- ETH peaks $4,866 2021 and $4,955 in 2025
ETH 2.0
- new foundation era
- Glamsterdam
- Enterprise engagement
- financial settlement layer moves to blockchain
- AI era bring agents using crypto
- machine to machine commerce requires blockchains
- ETH becomes the unit of account
- ETH is money
ETH 2.0 = expected massive $ETH demand and price increase
"Ethereum is CROPS. Ethereum is scaling. Ethereum is reinventing itself. Onward."
Two weeks ago, Ethereum researchers met in Berlin to continue charting the protocol's long-term trajectory, following along discussions with client teams in Svalbard in April.
The updated strawmap is at strawmap.org, and I attached a picture of it to this post.
My own high-level takeaways:
* "Lean Ethereum" is not a single one-shot upgrade, it is a collection of improvements that will come online to the Ethereum network over the course of three or four years. But make no mistake, this IS the third major iteration of Ethereum in the same way that the Merge was the second. Almost every major piece of the protocol will be replaced:
- Verification through recursive STARKs, rather than direct re-execution. Recursive STARKs become an enshrined first-class core component of the protocol
- Replacing everything quantum-vulnerable with quantum-safe alternatives
- Consensus: decoupled available chain and finality, one or two-round finality. Theoretically optimal security properties, simpler than today, and faster than today
- Multidimensional gas
- State: not just tree structure, but what *types* of state are available
- Changes to client architecture
...
At the same time, simplification, cleanup and future-proofing. And this will all be done in a way that minimizes disruption to existing application. We've done this before (the Merge), we can do it again.
* H-star (aka Hegota) is probably Ethereum's last thematically "pre-Lean" fork. Starting from I-star, most of everything we do will have a very strong "Lean" feel to it in one way or another.
* Privacy is no longer an afterthought, it is a first class goal. When designing Frames, the mempool, additions to the state tree, we explicitly ask the question "okay, how do quantum-safe, intermediary-free privacy protocol transactions go through this, and what is the overhead?"
* Formal verification of everything for security.
* FV also makes us much more comfortable with canonicalization (having pieces of the protocol that are directly defined as a piece of bytecode expressed in some language). evm-asm is being written in part to become a canonical proof system for the EVM.
* Quantum safety has shifted up a LOT in priority. This adds a lot of work (eg. finalizing a quantum-safe blobs design has become urgent; this work has already been ongoing for months)
* Probably the single most disruptive part of the plan is the changes to state. There is growing consensus around leaving present-day-style "dynamic state" mostly unchanged, but scaling it only a medium amount, and adding new types of state that are more scalability-friendly (eg. no need for builders to sync/store all of it) but more restrictive, and that will scale a large amount.
eg. possible Ethereum in 2030: 2 TB of present-day-style (dynamic) state, and 100 TB of new-style (scalable but restrictive) state
This "new-style" state would work very well for ERC20s, NFTs, many defi use cases, but not eg. highly "central" objects like Uniswap contracts, or onchain order books, or other complex things (which are crucial for Ethereum but which only take up a small percentage of state)
Hence, it will not be *necessary* to rewrite any apps, but it will be *very cost-effective* to eg. rewrite an ERC20 token into a newer design that uses a new type of UTXO storage that is currently being explored, so that it will have >10x lower txfees.
Design of these new state types (current ideas: keyed nonces, ring buffers, UTXOs, statically accessible state, temp state) is an area where we will need a lot of feedback from application developers (incl. privacy-friendly application developers) and probably several rounds of rethinking and iteration.
* In the context of a much larger total state size, we need to figure out the incentive issues around who stores this state and what motivates them to. Even saying "each node stores 1%" is not good enough - why do they store that 1% and why are they willing to serve it? This is being elevated as a first-class research area.
* Ethereum will need to have a "VM" other than EVM in one form or another - at the very least, we need something like leanISA for recursive STARKs - and the gains are large in exposing it to users so that we support programmable privacy and better scalability. Right now, the most likely contenders are leanISA and RISC-V.
My own ideal is that in this world, we adjust the protocol so that the EVM becomes a high-level-language compiler-level feature, and the protocol only "sees" RISC-V / leanISA directly. But this is still far away.
* Gas limit increases, blob increases and slot time decreases will happen many times over the next ~5 years. We expect a large gas limit increase with Glasterdam. Each step of increased scale or decreased slot time is a matter of getting to the point where it is safe to do it, which comes from a combination of client optimization and protocol changes.
Ethereum is CROPS.
Ethereum is scaling.
Ethereum is reinventing itself.
Onward.
Godar retweeted
1/ JPMorgan launched JLTXX, the OnChain Liquidity Token Money Market Fund, on May 13.
@jpmorgan seeded the fund with $100m of its own capital. Other launch investors brought day-one TVL to $200m. Seven weeks later, TVL has grown 248% to $695m as of July 3.
@ethereum is currently the only blockchain available for use by investors in the fund.
























