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Narrative violations from the 1confirmation Summit: Haters convert to supporters. Don’t block them out, don’t react. Learn and adapt. “New phone who dis” was thoughtful and took rare founder courage. Polymarket has done $6B+ in volume since Election Day. Beeple has only minted NFTs on Ethereum and has not done a public mint since 2021 despite other chains offering big cash. Base has burned $20M+ in ETH fees on mainnet in the past 8 months. Coinbase core is not just offchain - onchain collateralized loans are now offered in main app via Morpho and usage is surging. The app chain thesis pioneered by Cosmos is alive and well. The Ethereum Foundation is listening and now strongly supporting use cases like DeFi and NFTs that make Ethereum what it is today. NFTs will be back bigger than ever, led by founders with the most conviction (see music NFTs and Meebits). The company coin phenomenon was caused by $70B+ in crypto VC raised since 2020 and institutions wanting quick liquidity. This is not well understood by the market yet, but when it is money will flow to credibly neutral stores of value.
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Stablecoin legislation passed in USA 🇺🇸 Bank of America, Facebook, X and many more stables coming soon.
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There’s a 95% chance that stablecoin legislation passes in the U.S. this year
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Many say USA is a no go for Ethereum’s Devcon because it’s hard to get a travel visa. Understood but Devcon has been running for 9 years, never in US. There’s tradeoffs to every country but given the huge Ethereum contributions to date by Americans and American companies, a big event in the country soon is much needed and would be a huge net positive imo. No reason why we can’t manifest Devcon 2026 in Austin, TX with 1 on 1 convo btw Vitalik and Trump as the keynote.
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Many say USA is a no go for Ethereum’s Devcon conference because it’s hard to get a travel visa. Understood but Devcon has been running for 9 years, never in US. There’s tradeoffs to every country but given US’s Ethereum contributions and involvement to date, a big event in the country soon would be a huge net positive imo. No reason why we can’t manifest Devcon 2026 in Austin, TX with 1 on 1 convo btw Vitalik and Trump as the keynote.
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