Ethereum (ETH)

Still a somewhat pricey stone 🪨 https://t.co/h4oXv6GTph

consensus was a lot more productive and enjoyable than expected see you guys at the next event 🫡 https://t.co/O26pAVUm8I

JUST IN: Risc Zero just flipped smart contract design—offchain compute now runs provably inside ZK VMs. Need to call an AI model, generate randomness, or crunch heavy logic? Ethereum contracts can now handle it natively. Who builds pipelines on this upgrade? https://t.co/aekr4cyyMo

TG is where the real alpha lies. Here are some telegram channels I follow to stay ahead of the curve by cutting the noise! (some of these are new hidden gems) ➤ Onchain + Macro data insights/updates ‣ Stacy in Dataland (´⊙~⊙`) by @stacy_muur ‣ Alpha updates by @Axel_bitblaze69 ‣ YashasEdu' Digest by @YashasEdu ‣ Steve’s Catallaxy by @Steve_4P ‣ Hodl crypto for 100y by @100y_eth ➤ Stay updated ‣ DL News | News Feed by @DefiLlama ‣ infinityhedge by (X account is suspended) ‣ Shoal Research Hub by @Shoalresearch ‣ Threading on the Edge by @arndxt_xo ‣ Eli5DeFi NewsHub by @Eli5defi ➤ Shares best alpha reads ‣ Hyeon's reads by @hyeon__dev ‣ Ahboyash Reads by @ahboyash ‣ Cookie Reads by @jinglingcookies ➤ Deep Insights ‣ Trissy's Edge by @Cryptotrissy ‣ Curated Crypto by @green_but_red ‣ PaguInfo 파구정보 (DeFi Info) by @NewPaguinfo ‣ Onchain Intel Hub by @cryptorinweb3 ‣ DL Research by @dl_research Create folders in the same format for maximum value extraction. Some of these will also help y'all with content ideas too.

Ethereum Toward a New AI Era 💎 I think people are still misunderstanding Ethereum in the AI narrative. While CT is busy rotating into every AI coin with a chatbot demo, #Ethereum is quietly building the rails for something much bigger. I’ve been reading Vitalik Buterin’s latest essays and digging into ERC-8004, this looks like positioning. For 2 years, the story was simple: weak apps, stale narrative, underperforming price. But under the surface, core devs kept pushing privacy, ZK, verification, and governance. Now with ERC-8004 and the AI thesis, the direction is clearer: > Ethereum is trying to become the verification and settlement layer for #AI agents. And that’s a completely different game. 1️⃣ The problem with today’s AI race The dominant mindset is speed + scale. Bigger models, more GPUs, more capital. That logic naturally concentrates power. A few tech giants control compute, data, distribution. Vitalik’s point is subtle but important: the risk is the AI directionality. If AI becomes the dominant economic actor, and it’s fully centralized, humans slowly lose leverage in decision-making and value distribution. Ethereum’s answer is building constraint. 2️⃣ ERC-8004 is more important than people think I don’t think it’s just another standard. ERC-8004 introduces minimal but critical components: agent identity, reputation registry, verification registry. It assumes AI is not trustworthy by default. So the question becomes: how do we use AI economically without trusting it? That’s pure Ethereum philosophy. AI agents can transact, post deposits, build track records, but they are verifiable and constrainable. If this goes live in 2026 as planned, it could be one of the most strategic infra upgrades in years. 3️⃣ Privacy is the missing piece in the AI onchain talk If every AI transaction is transparent: – Strategies get front-run – Models get reverse-engineered – Alpha disappears Vitalik keeps pushing ZK proofs, zkVMs, TEEs, private payments, client-side verification. The goal is simple but powerful: Verifiability without penetrability. That’s what allows AI to operate economically onchain without being naked in a dark forest. 4️⃣ Why this matters now We’re moving from chatbots to autonomous agents. – Agents that trade – Agents that provide liquidity – Agents that coordinate tasks and pay each other 24/7 If billions of machine actors emerge, they'll need: – Neutral settlement – Deep liquidity – Credible neutrality – Censorship resistance Ethereum already has 10+ years uptime and the deepest DeFi rails. Even voices like Tom Lee and Jensen Huang have acknowledged Ethereum’s potential role in AI-scale economics. 5️⃣ My honest take I think Ethereum wins by being the constraint layer in a world addicted to acceleration. In an AI-dominated future, compute will always get cheaper and more powerful. Verification and neutral coordination won’t. If AI becomes an autonomous capital allocator and economic participant, then $ETH becomes settlement for a machine economy. That TAM is far bigger than what the market is pricing today. But Ethereum has always been like this. Build quietly. Get mocked. Then suddenly become systemic. I’m starting to think 2026 might be remembered as the year Ethereum stopped being just a world computer and became the backbone of the agentic economy 💎

Wu said that Morgan Stanley mentioned in a blockchain software engineer job posting that the engineer is required to lead blockchain engineering projects, focusing on building scalable, secure, and regulatory‑compliant solutions for digital assets, tokenization, and decentralized finance (DeFi). It involves integration of at least four blockchains, including Hyperledger, Polygon, Canton, and Ethereum. The annual salary can be up to $150,000. https://t.co/BfjfKMqVr5

BlackRock announced that it has increased its stake in BitMine ($BMNR), the treasury company that accumulates ETH, by 165%. BitMine is buying ETH. BlackRock, on the other hand, is acquiring shares of BitMine. Institutional investors are taking an indirect position on Ethereum. They are not buying tokens. They are buying the company. They are managing risk. They are complying with regulations. Why are they doing this? Is it because they think Ethereum might crash?

Which of these do you think will happen this cycle ? $ETH - 4x $SOL - 5x $XRP - 5x $SUI - 7x $ENA - 8x $ONDO - 6x $NEAR - 10x $BNB - 12x $SEI - 14x $HYPE - 5x $PEPE - 20x

BlackRock ($14 Trillion firm) increased its stake in Ethereum treasury company BitMine to 9,049,912 shares... https://t.co/CCJXEB69ek