I have about 59k cc coins. About 10k$ worth

Nice. I plan on staking mine whenever that becomes available. This is a multi year hold for me.

Anyone ever tried to calculate how many CC coins per CNTN share?

🚨BREAKING: U.S. REGULATORS GREENLIGHT TOKENIZED SECURITIES FOR BANKS

U.S Fed, OCC & FDIC jointly announce that Tokenized securities will receive the same treatment as traditional securities, allowing banks hold the blockchain-based versions with no added regulatory scrutiny. pic.twitter.com/suPaCqYq3l

— Coin Bureau (@coinbureau) March 6, 2026

a negative ETH take

Did you watch this? I'm halfway through and it's a brutal listen. He hasn't said anything note worthy yet

Yukon Cornelius said:

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Did you watch this? I'm halfway through and it's a brutal listen. He hasn't said anything note worthy yet

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Yeah, in a nutshell the fusaka update screwed up the tokenomics, made it too cheap so the scammers have essentially doubled because its cheap, cheaper than Vitalek intended

Ya it's a dumb argument. Transactions got cheaper and it's scalable. That was the intention.

Yukon Cornelius said:

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Ya it's a dumb argument. Transactions got cheaper and it's scalable. That was the intention.

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Hes saying its far cheaper than intended and predicted, meaning they screwed up

Not a real prediction. They are taking a rough estimate give by Vitalik in 2018 before it changed to pos. It's just cherry picking different things, conflating them and coming up with a conclusion the network will lose security

Same idea on Bankless. This guy explains it like a loss leader, comparing it to early Amazon

Go to 28:30 mark

Goin to check it out. Halfway through, I think the Amazon comparison is pretty interesting

They come to the opposite conclusion of the effect of low fees as the previous YouTube guy. Like they said the fees are already low and there's no less people running nodes. It really bolsters the fundamentals of eth

Ethereum disrupted itself.

Blobs made it “really cheap for L2s to anchor data onto Ethereum.”

The upgrade pushed more activity off L1 and caused “Ethereum’s revenue to decline significantly.”

Ethereum improved the product for users, but “it’s not really a great trade off in… pic.twitter.com/NHvKiE3m5b

— Bankless (@Bankless) March 11, 2026

I was recently at Real World Crypto (that's crypto as in cryptography) and the associated side events, and one thing that struck me was that it was a clarifying experience in terms of understanding *what blockchains are for*.

We blockchain people (myself included) often have a…

— vitalik.eth (@VitalikButerin) March 12, 2026

I was recently at Real World Crypto (that's crypto as in cryptography) and the associated side events, and one thing that struck me was that it was a clarifying experience in terms of understanding *what blockchains are for*.

We blockchain people (myself included) often have a tendency to start off from the perspective that we are Ethereum, and therefore we need to go around and find use cases for Ethereum - and generate arguments for why sticking Ethereum into all kinds of places is beneficial.

But recently I have been thinking from a different perspective. For a moment, let us forget that we are "the Ethereum community". Rather, we are maintainers of the Ethereum tool, and members of the {CROPS (censorship-resistant, open-source, private, secure) tech | sanctuary tech | non-corposlop tech | d/acc | ...} community. Going in with zero attachment to Ethereum specifically, and entering a context (like RWC) where there are people with in-principle aligned values but no blockchain baggage, can we re-derive from zero in what places Ethereum adds the most value?

From attending the events, the first answer that comes up is actually not what you think. It's not smart contracts, it's not even payments. It's what cryptographers call a "public bulletin board".

See, lots of cryptographic protocols - including secure online voting, secure software and website version control, certificate revocation... - all require some publicly writable and readable place where people can post blobs of data. This does not require any computation functionality. In fact, it does not directly require money - though it does _indirectly_ require money, because if you want permissionless anti-spam it has to be economic. The only thing it _fundamentally_ requires is data availability.

And it just so happened that Ethereum recently did an upgrade (PeerDAS) to increase the amount of data availability it provides by 2.3x, with a path to going another 10-100x higher!

Next, payments. Many protocols require payments for many reasons. Some things need to be charged for to reduce spam. Other things because they are services provided by someone who expends resources and needs to be compensated. If you want a permissionless API that does not get spammed to death, you need payments. And Ethereum + ZK payment channels (eg. ethresear.ch/t/zk-api-usage… ) is one of the best payment systems for APIs you can come up with.

If you are making a private and secure application (eg. a messenger, or many other things), and you do not want to let people to spam the system by creating a million accounts and then uploading a gigabyte-sized video on each one, you need sybil resistance, and if you care about security and privacy, you really should care about permissionless participation (ie. don't have mandatory phone number dependency). ETH payment as anti-sybil tool is a natural backstop in such use cases.

Finally, smart contracts. One major use case is _security deposits_: ETH put into lockboxes that provably get destroyed if a proof is submitted that the owner violated some protocol rule. Another is actually implementing things like ZK payment channels. A third is making it easy to have pointers to "digital objects" that represent some socially defined external entity (not necessarily an RWA!), and for those pointers to interact with each other.

*Technically*, for every use case other than use cases handling ETH itself, the smart contracts are "just a convenience": you could just use the chain as a bulletin board, and use ZK-SNARKs to provide the results of any computations over it. But in practice, standardizing such things is hard, and you get the most interoperability if you just take the same mechanism that enables programs to control ETH, and let other digital objects use it too.

And from here, we start getting into a huge number of potential applications, including all of the things happening in defi.

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So yes, Ethereum has a lot of value, that you can see from first principles if you take a step back and see it purely as a technical tool: global shared memory.

I suspect that a big bottleneck to seeing more of this kind of usage is that the world has not yet updated to the fact that we are no longer in 2020-22, fees are now extremely low, and we have a much stronger scaling roadmap to make sure that they will continue to stay low, even if much higher levels of usage return. Infrastructure for not exposing fee volatility to users is much more mature (eg. one way to do this for many use cases is to just operate a blob publisher).

Ethereum blobs as a bulletin board, ETH as an asset and universal-backup means of payment, and Ethereum smart contracts as a shared programming layer, all make total sense as part of a decentralized, private and secure open source software stack. But we should continue to improve the Ethereum protocol and infrastructure so that it's actually effective in all of these situations.

🚨BREAKING: Eightco just raised $125M from Tom Lee's BitMine, Cathie Wood’s ARK and Kraken’s parent company Payward.

Eightco deployed into OpenAI, MrBeast’s Beast Industries and a treasury stack of Ethereum and Worldcoin.

📊 $ETH $BMNR $WLD $ORBS pic.twitter.com/qf3LWU6Na9

— SamAlτcoin.eth (@SAMALTCOIN_ETH) March 12, 2026

ETHB is live. Just grabbed some shares

This show how much eth is waiting to get staked… and with ETHB going live it's only going to go up. Insane.

https://validatorqueue.com/

Stanley Druckenmiller: "#Crypto is a solution looking for a problem. I'm very sad that it ever happened."

"On the other hand stablecoins are incredibly useful... I assume our whole payment system will be stablecoins in 10 or 15 years." pic.twitter.com/AOOr3ZYduj

— Altcoin Daily (@AltcoinDaily) March 13, 2026

lol no doubt he's sad. Him and his buddy Soros can't control it and play their games

jamey said:

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Yukon Cornelius said:

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Did you watch this? I'm halfway through and it's a brutal listen. He hasn't said anything note worthy yet

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Yeah, in a nutshell the fusaka update screwed up the tokenomics, made it too cheap so the scammers have essentially doubled because its cheap, cheaper than Vitalek intended

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This is a good example of the problems created by establishing a monetary policy that can be changed/controlled by one person or a foundation, people frequently screw things up. An immutable monetary policy protected by physics, math, and broad consesus would probably be a better idea.

Except that's not what happened. The monetary policy didn't change. It just got cheaper to use. It's a terrible argument of what that original YouTuber was saying. The backless guy did a good of explaining the opposite conclusion.

Another bearish flag on BTC?

Yukon Cornelius said:

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Except that's not what happened. The monetary policy didn't change. It just got cheaper to use. It's a terrible argument of what that original YouTuber was saying. The backless guy did a good of explaining the opposite conclusion.

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Fusaka was implemented to restore deflationary pressure on ETH. Which had accidentally been weakened with earlier upgrades. The switch to POS (enormous change in monetary policy) was supposed to introduce a deflationary mechanism, but they failed to plan for the fact that the supply flipped inflationary during low-activity periods.

They screw around with the supply issuance rate (monetary policy) constantly, this isn't anything new.

Alright, fess the FUP....

Who shat on this rally?

🚨JUST IN: NVIDIA CEO Jensen Huang and Chamath are now openly discussing the Bittensor $TAO network.

Silicon Valley is realizing that the future of AI is permissionless.pic.twitter.com/U59uUeab5z

— SamAlτcoin.eth 🌞 (@SAMALTCOIN_ETH) March 19, 2026

Essentially what Tom Lee has been saying I believe. That there's going to be a convergence of crypto and AI

Justin Drake thinks post-quantum is an opportunity for Ethereum — not a hurdle.

“It’s an opportunity for Ethereum to stand out as the very first global financial system that is post-quantum secure.”

“Not just relative to its competitors... but also relative to fiat and tradfi.”… pic.twitter.com/fTPAYWZMtv

— Bankless (@Bankless) March 19, 2026

Thanks for sharing

jamey said:

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Chamath the rug puller? Lol

https://finance.yahoo.com/news/sec-declares-most-crypto-assets-200500928.html

Was there any news why Canton dropped about 10% the last month and more specifically why CNTN dropped 28%

Non that I saw. It was going up while the entire market crashed. Makes sense to me it would retrace a bit

Just started listening but talk about blackrocks eth staking etf and what it means. Apparently they take 18% of yield

Jamey you catch the latest bankless?