| gm Bankless Nation,
Crypto is closer than ever to mass adoption, but its founding values aren’t embedded in every blockchain... Today's Issue ⬇️ - ☀️ Need to Know: Goldman Onchain?
The firm's CEO is actively looking for opps. - 🗣️ Opinion: Why ETH is Built Different
Founding values can be hard to maintain.
Sponsor: The DeFi Report — Industry-leading crypto research trusted by finance pros.
. . . NEED TO KNOW Goldman Onchain? - 🏦 Goldman Sachs Actively Exploring Tokenization and Prediction Markets. David Solomon confirmed GS is checking out crypto-adjacent technologies, but downplayed any near-term plans.
- 🤔 Galaxy's Michael Novogratz Optimistic for Passage of Crypto Clarity Bill. Novogratz doesn't believe the crypto legislation needs to be perfect to move forward.
- 🇮🇷 Chainalysis Estimates Peg Iran's Crypto Ecosystem at $7.8B. The Islamic Revolutionary Guard Corps accounted for about half of its crypto inflows in Q4 2025.
📸 Daily Market Snapshot: After a volatile month for geopolitical tensions, markets are humming along with crypto up and stock indices continuing to trade near record heights. Traders continue to fixate on the U.S. Supreme Court's upcoming ruling on Trump's tariffs. | Prices as of 5pm ET | 24hr | 7d |  | Crypto $3.23T | ↘ 0.5% | ↗ 6.0% |  | BTC $95,364 | ↘ 0.2% | ↗ 5.5% |  | ETH $3,288 | ↘ 0.5% | ↗ 6.9% | . . . OPINION Why Ethereum is Built Different While other chains have been chasing vanity metrics or lobbying their way into relevance, Ethereum has continued building toward something different. Bulletproof blockspace. In the modern world, governments enjoy unprecedented abilities to monitor, restrict, and sever access to knowledge and finance, making it more important than ever to have resilient, trustless, and scalable financial infrastructure. It's felt like a particularly low-signal time on Crypto Twitter over the past couple of months, but Vitalik has been offering some much-needed insights this past week on why Ethereum matters and why its founding ideals are worth holding onto even as we scale across global finance. Ethereum was built different than its competitors and there are lessons in reflecting on why it holds such an invaluable place in the industry. 💪 Ultimate ResilienceAs eloquently put in The Trustless Manifesto, “Ethereum was not created to make finance efficient or apps convenient. It was created to set people free.” Rather than chasing optimization for optimization's sake favored by many of its VC-backed competitors, Ethereum reflects this dogma by prioritizing ultimate resilience above all else. The network is designed to guarantee equal network access to anyone from anywhere, without need for permission, reliance on centralized intermediaries, or dependencies on fragile infrastructure. While users of alternative Layer 1 blockchains must accept network outages as an inevitable fact of their onchain lives, Ethereum users are uncompromising in their expectations that the network will never go down, a standard Ethereum has upheld for over a decade. Blockspace may be abundant across this industry, but decentralized, permissionless, and resilient blockspace remains scarce. Ethereum’s priority is clear: preserve those properties first, then scale them. 🔒 Total TrustlessnessTo become a credibly neutral global settlement layer, Ethereum must be trusted to function at all times, and its ongoing functionality cannot depend on any single party. Ethereum is being engineered to remain a trusted transaction intermediary forever, even if all core development activity was to cease. Vitalik has previously said that PeerDAS and zkEVMs (discussed below) will help Ethereum expand to process many thousands of transactions per second over time, but notes that passing the “walkaway test” requires still more work. Among other things, this means: - Achieving full quantum-resistance “as soon as possible,” so that the protocol’s cryptography can be trusted for a hundred years.
- Deciding on (and implementing) some form of statelessness, so that Ethereum can process at many thousands of TPS for decades without causing validator storage problems and node sync difficulties.
- Adopting a general-purpose account standard to replace today’s quantum-vulnerable signature schemes.
- Ensuring with confidence that Ethereum’s staking economics and block-building models are immune to centralization in network control over time.
Although Ethereum has not entirely assumed its totally trustless form, according to Vitalik, with gradual upgrades over the next few years, the network will get to a point where, “almost all future innovation can happen through client optimization.” 🌐 Uncompromising ScaleRegardless of what is under a blockchain’s hood, each one will need to make unavoidable tradeoffs between decentralization, security, and scalability. Ethereum’s diverse and globally distributed validator set ensures an irreversible transaction experience for anyone, but its world-class settlement has long been considered to come as the unavoidable cost of transaction speeds and throughput. Now, Vitalik Buterin believes that Ethereum can become “a fundamentally new and more powerful kind of decentralized network,” by executing on two existing roadmap items: Peer-to-Peer Data Availability Sampling (PeerDAS) and Zero-Knowledge Ethereum Virtual Machines (zkEVMs). Ethereum already implemented PeerDAS in the December Fusaka upgrade, producing expanded rollup data availability space. Meanwhile, initial stage zkEVM node experimentations are expected to begin sometime in 2026. Over the next four years, Vitalik anticipates that Ethereum will become the first network to fully conquer the blockchain trilemma thanks to PeerDAS and zkEVMs, offering a model where security, decentralization, and scalability reinforce one another instead of competing. Vitalik's recent posts are only the latest reminders that resilience, trustlessness, and scale are not just marketing slogans for Ethereum. What has made the network so special is a commitment to its founding values. They are something the network's fast-rising competitors have often loudly discounted or mocked, but the network's dominance and staying power through various cycles, narratives, and political administrations showcases the strengths of the meme of believing in something. As crypto moves closer to global acceptance and mainstream relevance, players will be forced to confront what their inalienable values are. Cheap blockspace is abundant. Credibly neutral, permissionless, and unstoppable blockspace is not. Ethereum’s continued relevance comes from the fact that every facet of its construction was uncompromisingly designed to endure. | 
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