Joseph Lubin

Joseph Lubin@ethereumjoseph · 10 天前观点输出

@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 · 10 天前赛道影响

@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 · 10 天前赛道影响

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。

Joseph Lubin@ethereumjoseph · 10 天前观点输出

And it stays self-custodial the whole way through. Your keys, your balance. Nobody, including us, can prevent your access to it. mUSD is backed one-to-one by dollars and short-term Treasuries, and it runs on Monad.

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 · 10 天前政策影响

For most of the last decade, the pieces of an open financial system have been built and proven separately: stablecoins for settlement, lending protocols for yield, self-custody for control. The MetaMask Money Account is what happens when you put them all together.

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 · 11 天前赛道影响

MetaMask is 10 years old today. It's an opportunity to reflect on how far we've come as an ecosystem, and on the millions of people who have used MetaMask to build a new economy on open rails. For MetaMask's birthday, instead of telling our story, we want to help you reflect on yours -- because MetaMask is about personal sovereignty and financial agency. https://t.co/nLnFFHsgCy

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 · 11 天前观点输出

@fundstrat @eth_systems @Sharplink and @Consensys are strongly aligned with Tom (@fundstrat) and team on this. @eth_systems work will greatly grow utilization of Ethereum by financial institutions. Monetary premium of ETH is about to accelerate. Not financial advice.

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 · 11 天前政策影响

@eth_systems is an outstanding team that has spun out of the @ethereumfndn to provide what some might consider the "missing link" that will enable financial institutions and organizations of all kinds to fully understand how privacy and confidentiality works on Ethereum and to select from the many diverse privacy and confidentiality primitives as they build their systems on Ethereum Layer 1, Layer 2's and private EVM networks that connect into Ethereum proper. @Sharplink and @Consensys look forward to building with @eth_systems. And on its 10th birthday (https://t.co/5QDFv4dvOf), @MetaMask welcomes @eth_systems into the world to join the effort to bring best in class privacy, confidentiality, security, network and personal sovereignty and economic agency to people, communities and organizations everywhere.

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 · 12 天前赛道影响

Machine Intelligence (Gemini) indicated to me that there are between 200 million and 300 million businesses operating globally, including formal and informal enterprises. A significant percentage of these have a web presence or use the WWW. Blockchain and crypto are Web3, the natural evolution of the WWW technologies. In the same way that most orgs migrated to the web, most -- big and small -- will migrate some of their operations on chain. Ethereum tech is best configured to support the migration of the global economy onchain. All will have to hold and use ETH. Not financial advice.

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 · 12 天前赛道影响

In my opinion, Ethereum L1 revenue fees should stay low to foster growth. Tens of thousands of companies will set up shop over the next 2-3 years on some mix of Ethereum L1, L2s, and private permissioned EVMs like Besu chains which will be fully interoperable with L2s and L1s. Monetary premium will grow very large, "fee revenue" to L1 from so much activity will grow significant, staking and other locking away of ETH will reduce supply, and net burning of ETH under ultrasound conditions will further grow the value of ETH.

AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。