

The Rollup TV: Ethereum Is Based
Sep 4, 2025
Dive into the latest developments in the Ethereum ecosystem, featuring key leadership shifts and the community's resilience. Explore the delicate balance between institutional influence and decentralized governance. Discover the future of roll-ups, including innovations in ZK technology that promise to enhance scalability. Delve into the creation of a groundbreaking application-specific rollup for decentralized exchanges and the significance of encrypted mempools. The conversation also touches on staking strategies, alternative yields, and the dual nature of stablecoins in the crypto landscape.
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Hidden Work Fueled Ethereum's Momentum
- Thomas says Ethereum's recent positive sentiment follows long, silent work by stealth builders and coordinators.
- Improved communication clarified progress and boosted confidence across the ecosystem.
Institutions Strengthen, Not Necessarily Capture
- Thomas argues institutional ETH holdings aren't an immediate governance risk because capital owners face social-consensus limits.
- Institutions also accelerate education and demand stronger proofs of censorship resistance and security.
Use Short-Term Priorities To Drive Forks
- Prioritize scaling L1, scaling L2s, and improving UX as tactical yearly goals.
- Use those priorities to coordinate forks and research rather than treat them as permanent doctrine.