Joseph Lubin@ethereumjoseph · 22 天前政策影响Coming up for air now after a very dense excellent week in Seoul at KBW, while staying on top of our response to a security event affecting part of our infrastructure.
I can now respond to queries and speculation regarding what is impacted and what is not affected.
Based on our investigation to date, there is no indication that MetaMask wallets or customer funds in wallets have been affected. Your Secret Recovery Phrase, your keys, and the assets in your wallet were not part of this incident because they CANNOT be. You custody and control your own keys. That is how self custody works. You are fully in control of your own money in MetaMask.
Like many providers in our industry, we constantly face attempted attacks from a range of threat actors and periodically encounter security issues. Our approach follows established best practice: we do not publicly discuss the details of an open incident, but we disclose promptly to partners and relevant stakeholders once an issue is sufficiently understood. In this case, we shared the relevant details with partners, agreed and implemented a response strategy together, and then disclosed publicly.
As a precaution, we and our partners rotated validator keys. That step is operationally inconvenient which is regrettable as validators must exit the staking queue and then re-enter the queue to restake, which takes time.
The validator staking architecture of Ethereum separates the key that proposes and attests from the key that can withdraw the stake. In accordance with the Ethereum principle of self-custody, we do not hold withdrawal keys for our clients. Because of that separation, an issue in the validator infrastructure CANNOT result in the improper movement of the underlying ETH. Rotating those keys was how we reduced residual operational risk.
Self-custody and user control are a central design principle guiding how we build -- in MetaMask, in staking and validation, and across Ethereum more broadly. Self custody plus rigorous decentralization represents a paradigm shift in security. Increasingly, the world is waking up to the benefits of this sounder architecture.
AI:偏政策推进,强调合规落地与规则明晰,对监管主线更敏感。
Joseph Lubin@ethereumjoseph · 2026/09/23政策影响Joseph is naming the real battle here: not another fintech feature war, but who owns the agent that sits between every human and their money. Spolier: it has to be you.
Our stack is now stablecoins + tokenized assets + DeFi + agents. Open rails and verifiable agent identity (and reputation, see Ethereum ERC-8004 -- Trustless Agents) are how that stack stays a commons instead of a new set of siloed walled gardens partitioning the financial system.
$1T of agent-handled financial activity by 2030, $4T by 2035 — and hundreds of billions returned to people via fee compression — only works if the agent serves the user, not the platform.
Web3, the emerging decentralized world wide web is (finally) the user-centric web, after all.
Ethereum is all about credible neutrality and censorship resistance.
MetaMask's Open Money OS (https://t.co/WbfKN3CDeU) focuses on empowering users and communities with financial agency -- full control over all aspects of their financial lives.
Sharplink grows share value as it grows ETH and Ethereum ecosystem value as it invests its permanent capital in the emerging Decentralized System of the World.
Very much worth reading the entire article.
Joseph Lubin@ethereumjoseph · 2026/09/09赛道影响For over a decade, our teams helped build the foundations of Ethereum. MetaMask grew out of that work with a simple bet: people should be able to interact with Ethereum directly and control their own assets.
Ten years later, MetaMask has become the world's most widely used self-custodial wallet. And self custody has become a foundational primitive for our ecosystem, and soon for the world. The original MetaMask vision has grown into something much bigger.
We're building MetaMask into a place where people can hold, spend, trade and grow their money on open rails, while remaining in control.
Becoming an independent company gives MetaMask the focus to take that vision much further.
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Joseph Lubin@ethereumjoseph · 2026/08/05政策影响We live in a somewhat capitalist society, but there are so many forces and constraints that distort or shackle capitalism so that we have never really experienced true free-market capitalism. Sometimes legislation is required to help markets operate more freely than they otherwise would.
From Gemini:
The combination of legal safe harbors (like Section 230 and DMCA provisions) and American-style market capitalism created a risk-free environment for startups. This unleashed venture capital and rapid commercial scaling, allowing U.S. tech giants to build dominant global networks.
Legal Safe Harbors as a Shield
Liability Protection:
Section 230 of the Communications Decency Act (1996) ensured companies were not treated as publishers of user content.
Innovation Incentive:
Startups could host user comments, videos, and marketplaces without fearing bankruptcy from lawsuits over third-party actions.
Copyright Security:
Digital Millennium Copyright Act (DMCA) safe harbors let platforms address copyright issues via notice-and-takedown processes rather than pre-screening everything.
Market Capitalism as an Engine
Venture Capital Flow:
Legal certainty reduced investment risk, drawing massive amounts of private capital to American tech hubs.
Monetization Drive:
Free consumer services were aggressively monetized through targeted advertising and data scaling.
Global Dominance:
Laissez-faire scaling allowed U.S. firms to capture worldwide digital infrastructure before other nations could regulate or compete.
Broader Perspectives on the Strategy
While this pairing cemented U.S. technological supremacy, critics note it also fueled monopolistic concentration and data surveillance models that face rising global pushback. For further reading on these market dynamics, see analyses on how Capitalism Conquered the Internet or how the Market Made It Glorious.
Joseph Lubin@ethereumjoseph · 2026/08/04赛道影响"America won the internet because software developers weren't afraid that they could be put in jail for creatively exploring new application realms that would enable people and companies to work and communicate differently than what was possible before the internet, web and mobile eras. BRCA is necessary for America to retain its position in the world. Blockchain and AI move faster than any tech or industry in history."
And AI operating on decentralized rails and making use of different forms of digital assets will drive the most profound positive disruption and acceleration in human history. We are at a major global societal inflection point. America needs to land on a thoughtful bipartisan approach to crypto legislation because it is becoming clear to leaders in the traditional finance space and to captains of industry that the global economy will soon largely run on decentralized rails.
America must remain front and center driving this positive disruption and acceleration, not routed around as value seeks smoother safer channels through which to flow.
Joseph Lubin@ethereumjoseph · 2026/07/31观点输出@ec265 @barnabemonnot If you are seeing the 11x11 on Ethereum, you understand.
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Joseph Lubin@ethereumjoseph · 2026/07/30观点输出You're growin' up fast, kid. I remember when I could fit you on my laptop and bounce you on my knee. Could never get you to sleep back then. Still nobody can.
Gonna get you a nice ZK prover for your birthday. Happy 11th. https://t.co/fszglywxiD
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Joseph Lubin@ethereumjoseph · 2026/07/15观点输出@ArtbyNelly @MetaMask @Consensys Amazing. It is an incredible and beautiful piece.
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Joseph Lubin@ethereumjoseph · 2026/07/15赛道影响@ArtbyNelly @MetaMask @Consensys I have one of THOSE. Thank you again, @ArtbyNelly.
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Joseph Lubin@ethereumjoseph · 2026/07/15赛道影响Ten years ago the idea that ordinary people could hold, grow, and spend their money on open infrastructure, without asking anyone's permission, was a distant goal. Now it's available to every user of MetaMask.
It's time to turn your money on: https://t.co/TofTLbAEIU
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
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