Contrarian Token 2049 take:.Long walking, short Uber. Generational wealth.

This is the way. Roadmap please.

@tkstanczak - o think is incredibly valuable feedback in terms of shaping the roadmap.

There has been a lot of talk of Ethereum PMF. Here is one Ethereum’s largest user stating his requirements clearly. This is what I mean by a PMF feedback loop @fede_intern.

I think this is an exceptional framing of some of the key issues in Ethereum today. @pumatheuma sets out a high impact, real world use case and what is required to get there. And how the L1 can add value.

This is the way.

Today feels like a good day to recall the option theory of equity: equity as a call (or put) option on the assets of a company. S/o: Merton, 1974. As an event approaches, there is time to expiry and volatility (a number of potential outcomes), ie high option premium. Today.

@BuildingBlock_s @randomishwalk @ameensol @evabeylin @TheEylon With this framing, we can start asking the foundational questions:.💰 Is ETH priced correctly for the security it provides?. 📊 Are L2s paying fair value for Ethereum’s services?. 🔧 What additional tools/services should the L1 provide — and how should these be priced?. 🧠 How do.

@BuildingBlock_s @randomishwalk @ameensol @evabeylin @TheEylon One last point:. Ethereum already acts as a security provider to L2s. Ethereum as a base layer business → securing, sequencing, and settling activity across the ecosystem. In this world, ETH becomes a security asset, not just a speculative one. The logic is simple:.The more.

@BuildingBlock_s @randomishwalk @ameensol @evabeylin @TheEylon This isn’t a tech gap. It’s a strategy gap. We don’t need another vision or more resources — we need a plan:. 🧭 Clear milestones (and timelines). 📐 Defined economics. 🛠️ Coordinated progress.(8/10).

@BuildingBlock_s @randomishwalk @ameensol @evabeylin @TheEylon This is good for everyone — builders and users alike:.🧪 Prover networks. 🛰️ Decentralized sequencers. 💰 Liquidity, intent & DeFi protocols. 🧱 L2s that want deeper composability.Everyone benefits from a clear endgame. Right now, we’re all trying to find paths in the same.

@BuildingBlock_s @randomishwalk @ameensol @evabeylin @TheEylon Base sequencing enables this — and unlocks a clear economic model for Ethereum L1:.💸 Preconfirmations. 🧠 Data availability. 📦 Sequencer MEV.These are real services Ethereum can charge for. More to come: regulatory assurance, execution tickets / blockspace futures, gateway.

@BuildingBlock_s @randomishwalk @ameensol @evabeylin @TheEylon Make Ethereum feel like one chain again. That’s the goal. To get there, we need:. 🔁 Cross-L2 composability. 💧 Shared liquidity. ⚡ Fast finality. 🛡️ Shared security.Base sequencing is a credible path to that future. (5/10).

@BuildingBlock_s @randomishwalk @ameensol @evabeylin @TheEylon The new problem: Economics. L2s sit on top of Ethereum but extract attention, fees, and liquidity. Ethereum feels more like a (sometimes clumsy) network of chains than a coherent whole. What is the role of L1 in this world?.(4/10).

@BuildingBlock_s @randomishwalk @ameensol @evabeylin @TheEylon High gas fees? Down. Congestion? Rare. We do have sharding — it just looks different than what we expected in 2018. So what’s the issue now?.(3/10).

@BuildingBlock_s @randomishwalk @ameensol @evabeylin @TheEylon Some of this is the result of unintended consequences (of success). The Beacon Chain, the split between consensus and execution, and the rise of L2s all collided at once. Ethereum scaled — but it fractured. (2/10).

@BuildingBlock_s @randomishwalk @ameensol @evabeylin @TheEylon TL;DR: Ethereum doesn’t have a scaling problem anymore — it has a strategy (and economic) problem. Here’s how we got here — and why base sequencing might be the path forward. (1/10).

Ethereum doesn’t have a scaling problem. It has a strategy problem. Spoke on the "Where did Ethereum go wrong?" panel @BuildingBlock_s with @randomishwalk @ameensol @evabeylin and @TheEylon — thanks for including me and here’s my take:. Ethereum’s not broken — just maybe.

RT @coinbase: 1 million tech jobs are at risk of going overseas. As the U.S. goes down a path of regulatory uncertainty, the EU, UK, UAE, H….