| gm Bankless Nation, It's no secret that Ethereum ecosystem morale needs a shot in the arm. Thankfully, the most bullish system upgrade of all time is on the horizon, it's time to get excited about the zkEVM. Today, David lays out the case. Thanks for being a subscriber, luma 🫡 p.s. Thanks to Kraken. Earn variable onchain rewards up to 8% APY with Kraken DeFi Earn. Automated, no wallets, no seed phrases, easy to use. Fees apply.
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. . . OPINION The zkEVM Is the New 'Merge' The ecosystem is still digesting Vitalik’s “rollup-centrism no longer makes sense” tweet. Reactions range from frustration to relief to outright anxiety about Ethereum’s direction. If rollups are no longer the north star of Ethereum, what is? The answer is clear: it's the zkEVM... The rest of this story is for Bankless Premium subscribers only. . . . WHAT YOU MISSED New Vision 📈 The Asset🏛️ The Protocol📱 The Apps🤫 The Privacy Stack🐸 The Culture💽 The Tech . . . WEEKLY ROLLUP ETH in Free Fall Crypto enters a full-blown pain market as Bitcoin, ETH, tech stocks, and even gold sell off together. Ryan and David break down why crowded trades are unwinding across markets, what the Warsh Fed chair pick means for rates and risk assets, and whether crypto has become uniquely fragile in this cycle. They dig into Vitalik’s L2 pivot and what it signals about Ethereum’s next era, unpack massive institutional paper losses at Strategy, BitMine, and Galaxy, and analyze Polymarket odds on where Bitcoin goes next. Plus: OGs selling to ETF buyers, the Clarity Act standoff between banks and crypto, and how to survive the psychology of a real bear market. Tune into this week’s Rollup! 👇 FRIEND & SPONSOR: FIGURE Use Figure’s Democratized Prime for your chance to win big with $25k USDC. The more you participate, the better your odds! Every dollar gets you another chance to win $25K USDC. Enter to win while earning 9% yield on your crypto with Democratized Prime*. |
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