General Partner of Alphaverse DeFi Fund @AlphaverseDefi & Alphaverse NFT Fund @Alphaverse_NFT
Miami
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- Following 556
- Followers 734
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Alphaverse Capital retweeted
Interesting
Ok I just read through vitalik’s paper and if the vision he outlined is executed the implications are absolutely insane especially for the app layer.
The paper is basically Eth’s plan on how they will enable computation off chain with Eth verifying the result (ensuring computation occurred and what it did etc etc).
Now what this means is the definition of “onchain” itself changes, because instead of every part of an app having to execute inside a smart contract you can push a huge amount of complexity elsewhere and still inherit ethereum’s guarantees, this really does open up a huge amount of design space especially for DeFi.
For example with lending you could have really sophisticated systems analysing collateral, liquidity, borrower behaviour and market conditions offchain, with multiple solvers or execution systems competing to produce the best outcome, like the cheapest liquidation route, best refinancing rate, best collateral swap or best way to match borrowers and lenders all while the protocol only accepts outcomes that satisfy its rules.
So basically a lot more of the smart stuff behind a financial product can happen outside the smart contract, while Eth still acts as the final layer that checks the rules were followed and makes sure the money moves exactly as it should.
The MEV implications here are quite interesting too because more economic activity happening before settlement means more value moves upstream into who gets the information first, who computes the best outcome and what gets presented to Eth.
But the thing I’m most bullish on is what this does to the TAM of Eth just because this vision means ethereum doesn’t have to be fast enough to do everything itself it just has to be able to verify everything that matters.
And that’s an enormous difference.
It’s literally a world computer.
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Alphaverse Capital retweeted
Ok I just read through vitalik’s paper and if the vision he outlined is executed the implications are absolutely insane especially for the app layer.
The paper is basically Eth’s plan on how they will enable computation off chain with Eth verifying the result (ensuring computation occurred and what it did etc etc).
Now what this means is the definition of “onchain” itself changes, because instead of every part of an app having to execute inside a smart contract you can push a huge amount of complexity elsewhere and still inherit ethereum’s guarantees, this really does open up a huge amount of design space especially for DeFi.
For example with lending you could have really sophisticated systems analysing collateral, liquidity, borrower behaviour and market conditions offchain, with multiple solvers or execution systems competing to produce the best outcome, like the cheapest liquidation route, best refinancing rate, best collateral swap or best way to match borrowers and lenders all while the protocol only accepts outcomes that satisfy its rules.
So basically a lot more of the smart stuff behind a financial product can happen outside the smart contract, while Eth still acts as the final layer that checks the rules were followed and makes sure the money moves exactly as it should.
The MEV implications here are quite interesting too because more economic activity happening before settlement means more value moves upstream into who gets the information first, who computes the best outcome and what gets presented to Eth.
But the thing I’m most bullish on is what this does to the TAM of Eth just because this vision means ethereum doesn’t have to be fast enough to do everything itself it just has to be able to verify everything that matters.
And that’s an enormous difference.
It’s literally a world computer.
The cryptographic world computer:
vitalik.eth.limo/general/202…
My attempt to express in somewhat concise terms the true meaning of basically everything planned to happen to Ethereum starting from the fork after Hegota. It's really not just a blockchain anymore. It's a hybrid architecture that combines together blockchains and modern cryptography, to enable much more powerful properties.
FOCIL, EIP-8288, Lean consensus, state management, formal verification, advanced mempool improvements (including privacy), and the longer-term specter of obfuscation all mentioned.
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Alphaverse Capital retweeted
ladies and gentlemen,
/HIGHER
You’re welcome day traders! 😂😂😂
90% chance that $QQQ and top AI companies will beat bitcoin:native over the next 12, 24 and 36 months — @grok @bot remind me of this every 12 months!
Bitcoin won't break it's record high in next 12 months — sideways for a bit more boys
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Alphaverse Capital retweeted
nothing like the smell of capitulation on yom kippur
the perfect day for bears to atone for their sins
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Alphaverse Capital retweeted
over $5 trillion of dry powder waiting to be deployed into assets as soon as yields start coming down
BREAKING: Money market fund assets held by US households rose +$63 billion in Q2 2026, to a record $5.11 trillion.
This marks the 17th consecutive quarterly increase, totaling +$2.58 trillion, or an average of +$152 billion per quarter.
Money market fund assets held by US households now stand +89% above the peak recorded during the 2020 pandemic.
Meanwhile, the Fed raised rates for the first time since July 2023 on Wednesday, by 25 basis points, to 4.00%, with markets now pricing in 3 additional hikes by mid-2027.
Risk-free investments are about to get even more popular.
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Alphaverse Capital retweeted
this is now officially the dumbest fucking thing you have ever uttered
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Alphaverse Capital retweeted
🚨Revenge spend: Following the demise of the Clarity Act, Fairshake is gearing up to make its biggest spend of the year: $30 million against Sherrod Brown as he takes another shot at returning to the Senate, where, if successful, he could reclaim his seniority and return as chair or ranking member of the Senate Banking Committee.
First reported by the NYT and confirmed to me by a Fairshake spokesperson.
NEWS:
Here comes the crypto industry’s big spending against Democrats.
Fairshake is going to spend $30 million against Sherrod Brown in Ohio’s Senate race.
It’s payback after Senate Dems torpedoed the CLARITY Act.
nytimes.com/2026/09/21/us/po…
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